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PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 401k Plan overview

Plan NamePLUMBERS LOCAL 360 HEALTH AND WELFARE FUND
Plan identification number 501

PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

PLUMBERS LOCAL 360 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS LOCAL 360 HEALTH & WELFARE FUND
Employer identification number (EIN):371194764
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01DONALD DEGONIA2023-10-16
5012021-01-01DONALD DEGONIA2022-10-13 MARK EHRET2022-10-14
5012020-01-01DONALD DEGONIA2021-10-12 MARK EHRET2021-10-12
5012019-01-01DONALD DEGONIA2020-10-14 MARK EHRET2020-10-14
5012018-01-01DONALD DEGONIA2019-10-14 ROBERT K DICKEMANN2019-10-14
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012014-01-01
5012013-01-01
5012012-01-01KENT DICKEMANN
5012011-01-01KENT DICKEMANN
5012010-01-01KENT DICKEMANN
5012009-01-01WILLIAM L HAYES

Plan Statistics for PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND

401k plan membership statisitcs for PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND

Measure Date Value
2022: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-01120
Number of retired or separated participants receiving benefits2022-01-0149
Total of all active and inactive participants2022-01-01169
Number of employers contributing to the scheme2022-01-0149
2021: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01156
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-0150
Total of all active and inactive participants2021-01-01166
Number of employers contributing to the scheme2021-01-0149
2020: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01158
Total number of active participants reported on line 7a of the Form 55002020-01-01116
Number of retired or separated participants receiving benefits2020-01-0140
Total of all active and inactive participants2020-01-01156
Number of employers contributing to the scheme2020-01-0144
2019: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-01117
Number of retired or separated participants receiving benefits2019-01-0141
Total of all active and inactive participants2019-01-01158
Number of employers contributing to the scheme2019-01-0154
2018: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-0143
Total of all active and inactive participants2018-01-01150
Number of employers contributing to the scheme2018-01-0140
2017: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01145
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-0144
Total of all active and inactive participants2017-01-01155
Number of employers contributing to the scheme2017-01-0143
2016: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01153
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of retired or separated participants receiving benefits2016-01-0136
Total of all active and inactive participants2016-01-01145
Number of employers contributing to the scheme2016-01-0141
2015: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01145
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-0139
Total of all active and inactive participants2015-01-01153
Number of employers contributing to the scheme2015-01-0149
2014: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-0137
Total of all active and inactive participants2014-01-01145
Number of employers contributing to the scheme2014-01-0148
2013: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01168
Total number of active participants reported on line 7a of the Form 55002013-01-01119
Number of retired or separated participants receiving benefits2013-01-0139
Total of all active and inactive participants2013-01-01158
Number of employers contributing to the scheme2013-01-0143
2012: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01169
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-0138
Total of all active and inactive participants2012-01-01168
Number of employers contributing to the scheme2012-01-0148
2011: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01151
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-0135
Total of all active and inactive participants2011-01-01169
Number of employers contributing to the scheme2011-01-0137
2010: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01170
Total number of active participants reported on line 7a of the Form 55002010-01-01131
Number of retired or separated participants receiving benefits2010-01-0120
Total of all active and inactive participants2010-01-01151
Number of employers contributing to the scheme2010-01-0140
2009: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01174
Total number of active participants reported on line 7a of the Form 55002009-01-01138
Number of retired or separated participants receiving benefits2009-01-0132
Total of all active and inactive participants2009-01-01170
Number of employers contributing to the scheme2009-01-0140

Financial Data on PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND

Measure Date Value
2022 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-99,389
Total unrealized appreciation/depreciation of assets2022-12-31$-99,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$201,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$411,744
Total income from all sources (including contributions)2022-12-31$2,349,479
Total loss/gain on sale of assets2022-12-31$10,805
Total of all expenses incurred2022-12-31$2,408,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,156,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,322,027
Value of total assets at end of year2022-12-31$1,456,294
Value of total assets at beginning of year2022-12-31$1,725,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$252,350
Total interest from all sources2022-12-31$22,950
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,941
Administrative expenses professional fees incurred2022-12-31$101,763
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$197,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$133,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$71,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$25,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$34,176
Other income not declared elsewhere2022-12-31$121,121
Administrative expenses (other) incurred2022-12-31$146,586
Liabilities. Value of operating payables at end of year2022-12-31$24,334
Liabilities. Value of operating payables at beginning of year2022-12-31$5,138
Total non interest bearing cash at end of year2022-12-31$89,580
Total non interest bearing cash at beginning of year2022-12-31$6,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-59,102
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,254,692
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,313,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$204,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$284,118
Income. Interest from US Government securities2022-12-31$10,543
Income. Interest from corporate debt instruments2022-12-31$11,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$59,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$117,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$117,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$513
Asset value of US Government securities at end of year2022-12-31$286,000
Asset value of US Government securities at beginning of year2022-12-31$346,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-38,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,124,861
Employer contributions (assets) at end of year2022-12-31$291,307
Employer contributions (assets) at beginning of year2022-12-31$244,134
Income. Dividends from common stock2022-12-31$2,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,156,231
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$269,793
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$466,283
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$115,849
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$178,799
Liabilities. Value of benefit claims payable at end of year2022-12-31$151,335
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$372,430
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$6,538
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$10,105
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$586,123
Aggregate carrying amount (costs) on sale of assets2022-12-31$575,318
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2022-12-31430831507
2021 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-36,683
Total unrealized appreciation/depreciation of assets2021-12-31$-36,683
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$411,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$188,001
Total income from all sources (including contributions)2021-12-31$2,108,918
Total loss/gain on sale of assets2021-12-31$48,105
Total of all expenses incurred2021-12-31$2,645,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,448,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,986,947
Value of total assets at end of year2021-12-31$1,725,538
Value of total assets at beginning of year2021-12-31$2,038,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$197,570
Total interest from all sources2021-12-31$30,358
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$15,751
Administrative expenses professional fees incurred2021-12-31$57,986
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$189,619
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$71,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$47,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$34,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$60,929
Other income not declared elsewhere2021-12-31$46,042
Administrative expenses (other) incurred2021-12-31$133,779
Liabilities. Value of operating payables at end of year2021-12-31$5,138
Liabilities. Value of operating payables at beginning of year2021-12-31$5,138
Total non interest bearing cash at end of year2021-12-31$6,291
Total non interest bearing cash at beginning of year2021-12-31$25,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-536,843
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,313,794
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,850,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$5,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$284,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$395,901
Income. Interest from US Government securities2021-12-31$13,199
Income. Interest from corporate debt instruments2021-12-31$17,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$117,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$55,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$55,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14
Asset value of US Government securities at end of year2021-12-31$346,851
Asset value of US Government securities at beginning of year2021-12-31$513,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,797,328
Employer contributions (assets) at end of year2021-12-31$244,134
Employer contributions (assets) at beginning of year2021-12-31$227,799
Income. Dividends from common stock2021-12-31$3,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,448,191
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$466,283
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$529,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$178,799
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$229,512
Liabilities. Value of benefit claims payable at end of year2021-12-31$372,430
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$121,934
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$10,105
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$13,671
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$818,468
Aggregate carrying amount (costs) on sale of assets2021-12-31$770,363
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-9,806
Total unrealized appreciation/depreciation of assets2020-12-31$-9,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$188,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$308,610
Total income from all sources (including contributions)2020-12-31$1,798,695
Total loss/gain on sale of assets2020-12-31$67,107
Total of all expenses incurred2020-12-31$2,040,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,863,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,626,312
Value of total assets at end of year2020-12-31$2,038,638
Value of total assets at beginning of year2020-12-31$2,400,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$176,102
Total interest from all sources2020-12-31$31,246
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$20,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$15,709
Administrative expenses professional fees incurred2020-12-31$55,789
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$148,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$47,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$47,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$60,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$35,779
Other income not declared elsewhere2020-12-31$44,253
Administrative expenses (other) incurred2020-12-31$113,670
Liabilities. Value of operating payables at end of year2020-12-31$5,138
Total non interest bearing cash at end of year2020-12-31$25,317
Total non interest bearing cash at beginning of year2020-12-31$46,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-241,338
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,850,637
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,091,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$395,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$563,817
Income. Interest from US Government securities2020-12-31$14,006
Income. Interest from corporate debt instruments2020-12-31$17,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$55,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$88,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$88,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$138
Asset value of US Government securities at end of year2020-12-31$513,385
Asset value of US Government securities at beginning of year2020-12-31$585,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,477,402
Employer contributions (assets) at end of year2020-12-31$227,799
Employer contributions (assets) at beginning of year2020-12-31$184,189
Income. Dividends from common stock2020-12-31$4,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,863,931
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$529,775
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$585,208
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$229,512
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$283,524
Liabilities. Value of benefit claims payable at end of year2020-12-31$121,934
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$272,831
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$13,671
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$17,238
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,135,867
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,068,760
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2020-12-31430831507
2019 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$131,358
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$131,358
Total unrealized appreciation/depreciation of assets2019-12-31$131,358
Total unrealized appreciation/depreciation of assets2019-12-31$131,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$308,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$308,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$394,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$394,300
Total income from all sources (including contributions)2019-12-31$1,843,192
Total income from all sources (including contributions)2019-12-31$1,843,192
Total loss/gain on sale of assets2019-12-31$14,144
Total loss/gain on sale of assets2019-12-31$14,144
Total of all expenses incurred2019-12-31$2,280,011
Total of all expenses incurred2019-12-31$2,280,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,098,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,098,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,511,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,511,082
Value of total assets at end of year2019-12-31$2,400,585
Value of total assets at end of year2019-12-31$2,400,585
Value of total assets at beginning of year2019-12-31$2,923,094
Value of total assets at beginning of year2019-12-31$2,923,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$181,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$181,259
Total interest from all sources2019-12-31$37,074
Total interest from all sources2019-12-31$37,074
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$22,758
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$22,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,268
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,268
Administrative expenses professional fees incurred2019-12-31$59,672
Administrative expenses professional fees incurred2019-12-31$59,672
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$152,433
Contributions received from participants2019-12-31$152,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$47,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$47,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$104,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$104,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$35,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$35,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$49,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$49,674
Other income not declared elsewhere2019-12-31$34,740
Other income not declared elsewhere2019-12-31$34,740
Administrative expenses (other) incurred2019-12-31$116,124
Administrative expenses (other) incurred2019-12-31$116,124
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$5,216
Liabilities. Value of operating payables at beginning of year2019-12-31$5,216
Total non interest bearing cash at end of year2019-12-31$46,169
Total non interest bearing cash at end of year2019-12-31$46,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-436,819
Value of net income/loss2019-12-31$-436,819
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,091,975
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,091,975
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,528,794
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,528,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,463
Investment advisory and management fees2019-12-31$5,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$563,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$563,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$647,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$647,360
Income. Interest from US Government securities2019-12-31$19,799
Income. Interest from US Government securities2019-12-31$19,799
Income. Interest from corporate debt instruments2019-12-31$16,562
Income. Interest from corporate debt instruments2019-12-31$16,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$88,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$88,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$104,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$104,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$104,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$104,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$713
Asset value of US Government securities at end of year2019-12-31$585,167
Asset value of US Government securities at end of year2019-12-31$585,167
Asset value of US Government securities at beginning of year2019-12-31$926,266
Asset value of US Government securities at beginning of year2019-12-31$926,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$92,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$92,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,358,649
Contributions received in cash from employer2019-12-31$1,358,649
Employer contributions (assets) at end of year2019-12-31$184,189
Employer contributions (assets) at end of year2019-12-31$184,189
Employer contributions (assets) at beginning of year2019-12-31$248,369
Employer contributions (assets) at beginning of year2019-12-31$248,369
Income. Dividends from common stock2019-12-31$4,490
Income. Dividends from common stock2019-12-31$4,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,098,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,098,752
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$585,208
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$585,208
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$608,189
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$608,189
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$283,524
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$283,524
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$284,351
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$284,351
Liabilities. Value of benefit claims payable at end of year2019-12-31$272,831
Liabilities. Value of benefit claims payable at end of year2019-12-31$272,831
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$339,410
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$339,410
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$17,238
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$17,238
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,002,154
Aggregate proceeds on sale of assets2019-12-31$1,002,154
Aggregate carrying amount (costs) on sale of assets2019-12-31$988,010
Aggregate carrying amount (costs) on sale of assets2019-12-31$988,010
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm name2019-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2019-12-31430831507
Accountancy firm EIN2019-12-31430831507
2018 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-104,924
Total unrealized appreciation/depreciation of assets2018-12-31$-104,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$394,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$233,529
Total income from all sources (including contributions)2018-12-31$1,471,292
Total loss/gain on sale of assets2018-12-31$38,997
Total of all expenses incurred2018-12-31$1,911,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,733,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,449,325
Value of total assets at end of year2018-12-31$2,923,094
Value of total assets at beginning of year2018-12-31$3,202,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$177,814
Total interest from all sources2018-12-31$44,274
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$32,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$25,805
Administrative expenses professional fees incurred2018-12-31$57,710
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$140,077
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$104,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$39,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$49,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$36,660
Other income not declared elsewhere2018-12-31$110,972
Administrative expenses (other) incurred2018-12-31$114,679
Liabilities. Value of operating payables at end of year2018-12-31$5,216
Liabilities. Value of operating payables at beginning of year2018-12-31$13,305
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$2,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-439,842
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,528,794
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,968,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$647,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$807,624
Income. Interest from US Government securities2018-12-31$17,828
Income. Interest from corporate debt instruments2018-12-31$23,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$104,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$29,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$29,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,532
Asset value of US Government securities at end of year2018-12-31$926,266
Asset value of US Government securities at beginning of year2018-12-31$939,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-99,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,309,248
Employer contributions (assets) at end of year2018-12-31$248,369
Employer contributions (assets) at beginning of year2018-12-31$176,006
Income. Dividends from common stock2018-12-31$6,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,733,320
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$608,189
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$811,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$284,351
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$396,724
Liabilities. Value of benefit claims payable at end of year2018-12-31$339,410
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$183,564
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$936,540
Aggregate carrying amount (costs) on sale of assets2018-12-31$897,543
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2018-12-31430831507
2017 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$45,860
Total unrealized appreciation/depreciation of assets2017-12-31$45,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$233,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$299,880
Total income from all sources (including contributions)2017-12-31$1,723,675
Total loss/gain on sale of assets2017-12-31$64,226
Total of all expenses incurred2017-12-31$1,625,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,461,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,355,197
Value of total assets at end of year2017-12-31$3,202,165
Value of total assets at beginning of year2017-12-31$3,170,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$163,790
Total interest from all sources2017-12-31$41,989
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$26,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$19,786
Administrative expenses professional fees incurred2017-12-31$56,569
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$241
Contributions received from participants2017-12-31$129,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$39,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$46,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$36,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$23,029
Other income not declared elsewhere2017-12-31$131,001
Administrative expenses (other) incurred2017-12-31$99,787
Liabilities. Value of operating payables at end of year2017-12-31$13,305
Liabilities. Value of operating payables at beginning of year2017-12-31$47,506
Total non interest bearing cash at end of year2017-12-31$2,643
Total non interest bearing cash at beginning of year2017-12-31$866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$97,963
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,968,636
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,870,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$807,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$684,320
Income. Interest from US Government securities2017-12-31$18,281
Income. Interest from corporate debt instruments2017-12-31$22,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$29,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$150,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$150,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$796
Asset value of US Government securities at end of year2017-12-31$939,143
Asset value of US Government securities at beginning of year2017-12-31$920,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$58,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,225,744
Employer contributions (assets) at end of year2017-12-31$176,006
Employer contributions (assets) at beginning of year2017-12-31$173,313
Income. Dividends from common stock2017-12-31$6,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,461,922
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$811,077
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$832,761
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$396,724
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$362,160
Liabilities. Value of benefit claims payable at end of year2017-12-31$183,564
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$229,345
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$870,232
Aggregate carrying amount (costs) on sale of assets2017-12-31$806,006
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2017-12-31430831507
2016 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$567
Total unrealized appreciation/depreciation of assets2016-12-31$567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$299,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$616,041
Total income from all sources (including contributions)2016-12-31$1,760,644
Total of all expenses incurred2016-12-31$1,768,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,531,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,539,130
Value of total assets at end of year2016-12-31$3,170,553
Value of total assets at beginning of year2016-12-31$3,494,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$236,726
Total interest from all sources2016-12-31$30,223
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$27,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,934
Administrative expenses professional fees incurred2016-12-31$40,430
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$105,287
Contributions received from participants2016-12-31$120,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$46,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$278,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$23,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$62,947
Other income not declared elsewhere2016-12-31$119,291
Administrative expenses (other) incurred2016-12-31$103,824
Liabilities. Value of operating payables at end of year2016-12-31$47,506
Liabilities. Value of operating payables at beginning of year2016-12-31$45,310
Total non interest bearing cash at end of year2016-12-31$866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-7,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,870,673
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,878,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$684,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$886,594
Income. Interest from US Government securities2016-12-31$13,715
Income. Interest from corporate debt instruments2016-12-31$16,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$150,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$237,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$237,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$78
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$102,713
Asset value of US Government securities at end of year2016-12-31$920,479
Asset value of US Government securities at beginning of year2016-12-31$1,249,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$43,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,418,336
Employer contributions (assets) at end of year2016-12-31$173,313
Employer contributions (assets) at beginning of year2016-12-31$151,364
Income. Dividends from common stock2016-12-31$7,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,428,930
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$832,761
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$373,930
Contract administrator fees2016-12-31$86,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$362,160
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$317,912
Liabilities. Value of benefit claims payable at end of year2016-12-31$229,345
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$507,784
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2016-12-31431564913
2015 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-120,915
Total unrealized appreciation/depreciation of assets2015-12-31$-120,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$616,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$263,305
Total income from all sources (including contributions)2015-12-31$1,495,427
Total of all expenses incurred2015-12-31$1,714,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,453,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,248,311
Value of total assets at end of year2015-12-31$3,494,439
Value of total assets at beginning of year2015-12-31$3,360,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$261,684
Total interest from all sources2015-12-31$31,172
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$31,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$25,828
Administrative expenses professional fees incurred2015-12-31$41,194
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$105,046
Contributions received from participants2015-12-31$115,749
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,274,452
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$278,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$82,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$62,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$68,697
Other income not declared elsewhere2015-12-31$272,280
Administrative expenses (other) incurred2015-12-31$132,258
Liabilities. Value of operating payables at end of year2015-12-31$45,310
Liabilities. Value of operating payables at beginning of year2015-12-31$57,533
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$3,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-219,282
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,878,398
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,097,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$6,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$886,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$839,446
Income. Interest from US Government securities2015-12-31$25,528
Income. Interest from corporate debt instruments2015-12-31$5,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$237,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$327,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$327,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$37
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$162,573
Asset value of US Government securities at end of year2015-12-31$1,249,160
Asset value of US Government securities at beginning of year2015-12-31$1,330,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$32,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,132,562
Employer contributions (assets) at end of year2015-12-31$151,364
Employer contributions (assets) at beginning of year2015-12-31$165,932
Income. Dividends from common stock2015-12-31$6,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,000
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$373,930
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$149,317
Contract administrator fees2015-12-31$82,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$317,912
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$462,519
Liabilities. Value of benefit claims payable at end of year2015-12-31$507,784
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$137,075
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2015-12-31431564913
2014 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-62,820
Total unrealized appreciation/depreciation of assets2014-12-31$-62,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$256,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$143,445
Total income from all sources (including contributions)2014-12-31$1,306,089
Total of all expenses incurred2014-12-31$1,466,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,244,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,177,652
Value of total assets at end of year2014-12-31$3,354,194
Value of total assets at beginning of year2014-12-31$3,401,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$221,769
Total interest from all sources2014-12-31$38,029
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$31,345
Administrative expenses professional fees incurred2014-12-31$36,217
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$105,046
Contributions received from participants2014-12-31$137,281
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,054,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$75,996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$108,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$68,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$17,428
Administrative expenses (other) incurred2014-12-31$154,421
Liabilities. Value of operating payables at end of year2014-12-31$50,742
Liabilities. Value of operating payables at beginning of year2014-12-31$58,687
Total non interest bearing cash at end of year2014-12-31$3,091
Total non interest bearing cash at beginning of year2014-12-31$4,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-160,111
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,097,680
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,257,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$5,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$839,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$598,775
Income. Interest from US Government securities2014-12-31$35,292
Income. Interest from corporate debt instruments2014-12-31$2,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$327,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$314,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$314,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$27
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$175,731
Asset value of US Government securities at end of year2014-12-31$1,330,732
Asset value of US Government securities at beginning of year2014-12-31$1,472,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$121,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,040,371
Employer contributions (assets) at end of year2014-12-31$165,932
Employer contributions (assets) at beginning of year2014-12-31$112,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,000
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$149,317
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$186,395
Contract administrator fees2014-12-31$25,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$462,519
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$604,132
Liabilities. Value of benefit claims payable at end of year2014-12-31$137,075
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$67,330
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2014-12-31431564913
2013 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-7,522
Total unrealized appreciation/depreciation of assets2013-12-31$-7,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$138,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$257,257
Total income from all sources (including contributions)2013-12-31$1,471,032
Total of all expenses incurred2013-12-31$1,488,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,295,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,115,249
Value of total assets at end of year2013-12-31$3,396,152
Value of total assets at beginning of year2013-12-31$3,532,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$192,636
Total interest from all sources2013-12-31$35,016
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$27,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$51,580
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$40,546
Contributions received from participants2013-12-31$170,766
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,094,645
Administrative expenses (other) incurred2013-12-31$105,245
Liabilities. Value of operating payables at end of year2013-12-31$71,031
Liabilities. Value of operating payables at beginning of year2013-12-31$74,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-17,409
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,257,791
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,275,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$8,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$598,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$832,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$314,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$237,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$237,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$35,016
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$197,160
Asset value of US Government securities at end of year2013-12-31$1,472,881
Asset value of US Government securities at beginning of year2013-12-31$980,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$300,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$944,483
Employer contributions (assets) at end of year2013-12-31$218,962
Employer contributions (assets) at beginning of year2013-12-31$207,866
Income. Dividends from common stock2013-12-31$27,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,000
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$186,395
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$288,968
Contract administrator fees2013-12-31$27,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$604,132
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$984,731
Liabilities. Value of benefit claims payable at end of year2013-12-31$67,330
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$182,622
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$539
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$557
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2013-12-31431564913
2012 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-45,168
Total unrealized appreciation/depreciation of assets2012-12-31$-45,168
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$257,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$232,807
Total income from all sources (including contributions)2012-12-31$1,417,318
Total of all expenses incurred2012-12-31$1,260,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,066,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,112,134
Value of total assets at end of year2012-12-31$3,532,457
Value of total assets at beginning of year2012-12-31$3,351,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$194,072
Total interest from all sources2012-12-31$41,773
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$40,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$42,378
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$105,027
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$840,775
Administrative expenses (other) incurred2012-12-31$114,142
Liabilities. Value of operating payables at end of year2012-12-31$74,635
Liabilities. Value of operating payables at beginning of year2012-12-31$30,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$156,875
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,275,200
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,118,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$8,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$832,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$913,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$237,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$114,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$114,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$41,773
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$209,596
Asset value of US Government securities at end of year2012-12-31$980,232
Asset value of US Government securities at beginning of year2012-12-31$826,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$268,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,007,107
Employer contributions (assets) at end of year2012-12-31$207,866
Employer contributions (assets) at beginning of year2012-12-31$265,453
Income. Dividends from common stock2012-12-31$40,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,000
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$288,968
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$517,211
Contract administrator fees2012-12-31$28,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$984,731
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$713,339
Liabilities. Value of benefit claims payable at end of year2012-12-31$182,622
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$202,467
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$557
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$567
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2012-12-31431564913
2011 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-45,987
Total unrealized appreciation/depreciation of assets2011-12-31$-45,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$232,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$216,714
Total income from all sources (including contributions)2011-12-31$1,431,878
Total of all expenses incurred2011-12-31$1,500,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,319,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,470,733
Value of total assets at end of year2011-12-31$3,351,132
Value of total assets at beginning of year2011-12-31$3,403,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$180,856
Total interest from all sources2011-12-31$56,045
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$26,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$142,524
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$160,727
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,095,780
Administrative expenses (other) incurred2011-12-31$29,484
Liabilities. Value of operating payables at end of year2011-12-31$30,340
Liabilities. Value of operating payables at beginning of year2011-12-31$74,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-68,784
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,118,325
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,187,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$913,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$853,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$114,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$220,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$220,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$56,045
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$214,026
Asset value of US Government securities at end of year2011-12-31$826,777
Asset value of US Government securities at beginning of year2011-12-31$596,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-74,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,310,006
Employer contributions (assets) at end of year2011-12-31$265,453
Employer contributions (assets) at beginning of year2011-12-31$288,288
Income. Dividends from common stock2011-12-31$26,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,000
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$517,211
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$635,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$713,339
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$809,278
Liabilities. Value of benefit claims payable at end of year2011-12-31$202,467
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$142,391
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$567
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$654
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2011-12-31431564913
2010 : PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-141,427
Total unrealized appreciation/depreciation of assets2010-12-31$-141,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$216,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$154,886
Total income from all sources (including contributions)2010-12-31$1,694,147
Total of all expenses incurred2010-12-31$1,689,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,514,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,415,746
Value of total assets at end of year2010-12-31$3,403,823
Value of total assets at beginning of year2010-12-31$3,337,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$174,959
Total interest from all sources2010-12-31$57,619
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$25,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$104,347
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$101,690
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,286,832
Administrative expenses (other) incurred2010-12-31$64,145
Liabilities. Value of operating payables at end of year2010-12-31$74,323
Liabilities. Value of operating payables at beginning of year2010-12-31$39,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,509
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,187,109
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,182,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$853,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$734,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$220,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$323,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$323,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$57,619
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$217,847
Asset value of US Government securities at end of year2010-12-31$596,043
Asset value of US Government securities at beginning of year2010-12-31$291,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$336,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,314,056
Employer contributions (assets) at end of year2010-12-31$288,288
Employer contributions (assets) at beginning of year2010-12-31$249,033
Income. Dividends from common stock2010-12-31$25,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,000
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$635,769
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$680,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$809,278
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,057,661
Liabilities. Value of benefit claims payable at end of year2010-12-31$142,391
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$115,751
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$654
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$694
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2010-12-31431564913

Form 5500 Responses for PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND

2022: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01First time form 5500 has been submittedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS LOCAL 360 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan 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 numberSL10540
Policy instance 1
Insurance contract or identification numberSL10540
Number of Individuals Covered98
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $118,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10540
Policy instance 2
Insurance contract or identification numberSL10540
Number of Individuals Covered98
Insurance policy start date2021-09-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $60,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberAIC5000003321
Policy instance 1
Insurance contract or identification numberAIC5000003321
Number of Individuals Covered126
Insurance policy start date2021-01-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $3,507
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $116,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,507
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberAIC5000003321
Policy instance 1
Insurance contract or identification numberAIC5000003321
Number of Individuals Covered137
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,255
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $158,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,255
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberAIC5000003321
Policy instance 1
Insurance contract or identification numberAIC5000003321
Number of Individuals Covered132
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $4,269
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $142,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,269
DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 )
Policy contract number758200002003008
Policy instance 2
Insurance contract or identification number758200002003008
Number of Individuals Covered153
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 )
Policy contract number758200002003008
Policy instance 2
Insurance contract or identification number758200002003008
Number of Individuals Covered145
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,970
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberAIC5000003321
Policy instance 1
Insurance contract or identification numberAIC5000003321
Number of Individuals Covered120
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $3,547
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $118,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,547
DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 )
Policy contract number758200002003008
Policy instance 2
Insurance contract or identification number758200002003008
Number of Individuals Covered150
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberAIC5000003321
Policy instance 1
Insurance contract or identification numberAIC5000003321
Number of Individuals Covered124
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $1,523
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $101,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,523
Insurance broker nameMARSH & MCLENNAN AGENCY, LLC

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