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PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 401k Plan overview

Plan NamePIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND
Plan identification number 001

PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

PIPEFITTERS LOCAL NO 636 DEFINED BENEFIT PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:PIPEFITTERS LOCAL NO 636 DEFINED BENEFIT PENSION FUND
Employer identification number (EIN):383009873
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTOPHER M. SCOTT, CPAPFS, MST2023-10-13 CHRISTOPHER M. SCOTT, CPAPFS, MST2023-10-13
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01DARRIS GAROUFALIS
0012016-01-01DARRIS GAROUFALIS
0012015-01-01DARRIS GAROUFALIS
0012014-01-01DARRIS GAROUFALIS
0012013-01-01DARRIS GAROUFALIS
0012012-01-01DARRIS GAROUFALIS
0012011-01-01DARRIS GAROUFALIS
0012010-01-01DARRIS GAROUFALIS
0012009-01-01DARRIS GAROUFALIS
0012009-01-01DARRIS GAROUFALIS

Plan Statistics for PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND

401k plan membership statisitcs for PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND

Measure Date Value
2022: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2022 401k membership
Current value of assets2022-12-31460,607,422
Acturial value of assets for funding standard account2022-12-31424,110,198
Accrued liability for plan using immediate gains methods2022-12-31530,857,088
Accrued liability under unit credit cost method2022-12-31530,857,088
RPA 94 current liability2022-12-31821,414,796
Expected increase in current liability due to benefits accruing during the plan year2022-12-3115,681,929
Expected release from RPA 94 current liability for plan year2022-12-3135,574,093
Expected plan disbursements for the plan year2022-12-3135,574,093
Current value of assets2022-12-31460,607,422
Number of retired participants and beneficiaries receiving payment2022-12-311,486
Current liability for retired participants and beneficiaries receiving payment2022-12-31429,219,507
Number of terminated vested participants2022-12-31322
Current liability for terminated vested participants2022-12-3172,008,921
Current liability for active participants non vested benefits2022-12-318,290,632
Current liability for active participants vested benefits2022-12-31311,895,736
Total number of active articipats2022-12-311,399
Current liability for active participants2022-12-31320,186,368
Total participant count with liabilities2022-12-313,207
Total current liabilitoes for participants with libailities2022-12-31821,414,796
Total employer contributions in plan year2022-12-3136,259,404
Employer’s normal cost for plan year as of valuation date2022-12-3111,547,821
Prior year credit balance2022-12-319,553,549
Amortization credits as of valuation date2022-12-3114,545,182
Total participants, beginning-of-year2022-01-013,207
Total number of active participants reported on line 7a of the Form 55002022-01-011,378
Number of retired or separated participants receiving benefits2022-01-011,027
Number of other retired or separated participants entitled to future benefits2022-01-01299
Total of all active and inactive participants2022-01-012,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01471
Total participants2022-01-013,175
Number of employers contributing to the scheme2022-01-01220
2021: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2021 401k membership
Current value of assets2021-12-31412,499,124
Acturial value of assets for funding standard account2021-12-31383,554,295
Accrued liability for plan using immediate gains methods2021-12-31500,514,392
Accrued liability under unit credit cost method2021-12-31500,514,392
RPA 94 current liability2021-12-31824,106,469
Expected increase in current liability due to benefits accruing during the plan year2021-12-3115,468,648
Expected release from RPA 94 current liability for plan year2021-12-3134,454,338
Expected plan disbursements for the plan year2021-12-3134,454,338
Current value of assets2021-12-31412,499,124
Number of retired participants and beneficiaries receiving payment2021-12-311,476
Current liability for retired participants and beneficiaries receiving payment2021-12-31430,985,868
Number of terminated vested participants2021-12-31284
Current liability for terminated vested participants2021-12-3162,889,597
Current liability for active participants non vested benefits2021-12-316,535,036
Current liability for active participants vested benefits2021-12-31323,695,968
Total number of active articipats2021-12-311,394
Current liability for active participants2021-12-31330,231,004
Total participant count with liabilities2021-12-313,154
Total current liabilitoes for participants with libailities2021-12-31824,106,469
Total employer contributions in plan year2021-12-3135,882,825
Total employee contributions in plan year2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-3111,854,039
Prior year credit balance2021-12-315,585,846
Amortization credits as of valuation date2021-12-3113,258,222
Total participants, beginning-of-year2021-01-013,207
Total number of active participants reported on line 7a of the Form 55002021-01-011,399
Number of retired or separated participants receiving benefits2021-01-011,128
Number of other retired or separated participants entitled to future benefits2021-01-01322
Total of all active and inactive participants2021-01-012,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01358
Total participants2021-01-013,207
Number of employers contributing to the scheme2021-01-01108
2020: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2020 401k membership
Current value of assets2020-12-31367,736,990
Acturial value of assets for funding standard account2020-12-31350,371,895
Accrued liability for plan using immediate gains methods2020-12-31490,548,723
Accrued liability under unit credit cost method2020-12-31490,548,723
RPA 94 current liability2020-12-31788,576,511
Expected increase in current liability due to benefits accruing during the plan year2020-12-3114,361,887
Expected release from RPA 94 current liability for plan year2020-12-3132,775,919
Expected plan disbursements for the plan year2020-12-3132,775,919
Current value of assets2020-12-31350,371,895
Number of retired participants and beneficiaries receiving payment2020-12-311,488
Current liability for retired participants and beneficiaries receiving payment2020-12-31429,178,872
Number of terminated vested participants2020-12-31260
Current liability for terminated vested participants2020-12-3152,940,326
Current liability for active participants non vested benefits2020-12-317,480,511
Current liability for active participants vested benefits2020-12-31298,976,802
Total number of active articipats2020-12-311,379
Current liability for active participants2020-12-31306,457,313
Total participant count with liabilities2020-12-313,127
Total current liabilitoes for participants with libailities2020-12-31788,576,511
Total employer contributions in plan year2020-12-3132,503,745
Employer’s normal cost for plan year as of valuation date2020-12-3112,093,863
Prior year credit balance2020-12-317,289,794
Amortization credits as of valuation date2020-12-3111,989,553
Total participants, beginning-of-year2020-01-013,154
Total number of active participants reported on line 7a of the Form 55002020-01-011,394
Number of retired or separated participants receiving benefits2020-01-011,108
Number of other retired or separated participants entitled to future benefits2020-01-01284
Total of all active and inactive participants2020-01-012,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01368
Total participants2020-01-013,154
Number of employers contributing to the scheme2020-01-01106
2019: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2019 401k membership
Current value of assets2019-12-31315,941,429
Acturial value of assets for funding standard account2019-12-31327,754,712
Accrued liability for plan using immediate gains methods2019-12-31485,638,177
Accrued liability under unit credit cost method2019-12-31485,638,177
RPA 94 current liability2019-12-31766,357,551
Expected increase in current liability due to benefits accruing during the plan year2019-12-3113,521,143
Expected release from RPA 94 current liability for plan year2019-12-3131,801,203
Expected plan disbursements for the plan year2019-12-3131,801,203
Current value of assets2019-12-31315,941,429
Number of retired participants and beneficiaries receiving payment2019-12-311,462
Current liability for retired participants and beneficiaries receiving payment2019-12-31412,859,840
Number of terminated vested participants2019-12-31242
Current liability for terminated vested participants2019-12-3149,209,610
Current liability for active participants non vested benefits2019-12-318,368,682
Current liability for active participants vested benefits2019-12-31295,919,419
Total number of active articipats2019-12-311,413
Current liability for active participants2019-12-31304,288,101
Total participant count with liabilities2019-12-313,117
Total current liabilitoes for participants with libailities2019-12-31766,357,551
Total employer contributions in plan year2019-12-3132,373,095
Total employee contributions in plan year2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-3111,656,954
Prior year credit balance2019-12-319,868,370
Amortization credits as of valuation date2019-12-3110,971,413
Total participants, beginning-of-year2019-01-013,128
Total number of active participants reported on line 7a of the Form 55002019-01-011,379
Number of retired or separated participants receiving benefits2019-01-011,124
Number of other retired or separated participants entitled to future benefits2019-01-01260
Total of all active and inactive participants2019-01-012,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01365
Total participants2019-01-013,128
Number of employers contributing to the scheme2019-01-01106
2018: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2018 401k membership
Current value of assets2018-12-31321,528,159
Acturial value of assets for funding standard account2018-12-31312,494,160
Accrued liability for plan using immediate gains methods2018-12-31489,760,496
Accrued liability under unit credit cost method2018-12-31489,760,496
RPA 94 current liability2018-12-31736,424,964
Expected increase in current liability due to benefits accruing during the plan year2018-12-3112,390,399
Expected release from RPA 94 current liability for plan year2018-12-3130,483,498
Expected plan disbursements for the plan year2018-12-3130,481,691
Current value of assets2018-12-31321,528,159
Number of retired participants and beneficiaries receiving payment2018-12-311,428
Current liability for retired participants and beneficiaries receiving payment2018-12-31391,415,728
Number of terminated vested participants2018-12-31234
Current liability for terminated vested participants2018-12-3139,745,691
Current liability for active participants non vested benefits2018-12-319,030,810
Current liability for active participants vested benefits2018-12-31296,232,735
Total number of active articipats2018-12-311,380
Current liability for active participants2018-12-31305,263,545
Total participant count with liabilities2018-12-313,042
Total current liabilitoes for participants with libailities2018-12-31736,424,964
Total employer contributions in plan year2018-12-3130,865,097
Employer’s normal cost for plan year as of valuation date2018-12-3110,592,960
Prior year credit balance2018-12-3113,532,886
Amortization credits as of valuation date2018-12-3112,581,170
Total participants, beginning-of-year2018-01-013,035
Total number of active participants reported on line 7a of the Form 55002018-01-011,413
Number of retired or separated participants receiving benefits2018-01-011,102
Number of other retired or separated participants entitled to future benefits2018-01-01242
Total of all active and inactive participants2018-01-012,757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01360
Total participants2018-01-013,117
Number of employers contributing to the scheme2018-01-01107
2017: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2017 401k membership
Current value of assets2017-12-31283,603,856
Acturial value of assets for funding standard account2017-12-31299,710,725
Accrued liability for plan using immediate gains methods2017-12-31457,530,510
Accrued liability under unit credit cost method2017-12-31457,530,510
RPA 94 current liability2017-12-31699,134,194
Expected increase in current liability due to benefits accruing during the plan year2017-12-3114,711,129
Expected release from RPA 94 current liability for plan year2017-12-3128,817,161
Expected plan disbursements for the plan year2017-12-3129,477,161
Current value of assets2017-12-31283,603,856
Number of retired participants and beneficiaries receiving payment2017-12-311,431
Current liability for retired participants and beneficiaries receiving payment2017-12-31361,815,842
Number of terminated vested participants2017-12-31215
Current liability for terminated vested participants2017-12-3134,463,445
Current liability for active participants non vested benefits2017-12-3119,213,036
Current liability for active participants vested benefits2017-12-31283,641,871
Total number of active articipats2017-12-311,351
Current liability for active participants2017-12-31302,854,907
Total participant count with liabilities2017-12-312,997
Total current liabilitoes for participants with libailities2017-12-31699,134,194
Total employer contributions in plan year2017-12-3129,297,718
Employer’s normal cost for plan year as of valuation date2017-12-319,221,640
Prior year credit balance2017-12-3116,719,795
Amortization credits as of valuation date2017-12-3112,577,343
Total participants, beginning-of-year2017-01-012,997
Total number of active participants reported on line 7a of the Form 55002017-01-011,381
Number of retired or separated participants receiving benefits2017-01-011,075
Number of other retired or separated participants entitled to future benefits2017-01-01234
Total of all active and inactive participants2017-01-012,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01345
Total participants2017-01-013,035
Number of employers contributing to the scheme2017-01-01120
2016: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2016 401k membership
Current value of assets2016-12-31266,292,434
Acturial value of assets for funding standard account2016-12-31294,653,384
Accrued liability for plan using immediate gains methods2016-12-31445,615,512
Accrued liability under unit credit cost method2016-12-31445,499,731
RPA 94 current liability2016-12-31661,515,272
Expected increase in current liability due to benefits accruing during the plan year2016-12-3114,379,852
Expected release from RPA 94 current liability for plan year2016-12-3127,715,790
Expected plan disbursements for the plan year2016-12-3128,325,790
Current value of assets2016-12-31266,292,434
Number of retired participants and beneficiaries receiving payment2016-12-311,419
Current liability for retired participants and beneficiaries receiving payment2016-12-31346,430,520
Number of terminated vested participants2016-12-31215
Current liability for terminated vested participants2016-12-3133,222,150
Current liability for active participants non vested benefits2016-12-3120,881,627
Current liability for active participants vested benefits2016-12-31260,980,975
Total number of active articipats2016-12-311,342
Current liability for active participants2016-12-31281,862,602
Total participant count with liabilities2016-12-312,976
Total current liabilitoes for participants with libailities2016-12-31661,515,272
Total employer contributions in plan year2016-12-3124,099,801
Employer’s normal cost for plan year as of valuation date2016-12-318,717,457
Prior year credit balance2016-12-3125,634,370
Amortization credits as of valuation date2016-12-3112,577,342
Total participants, beginning-of-year2016-01-012,997
Total number of active participants reported on line 7a of the Form 55002016-01-011,351
Number of retired or separated participants receiving benefits2016-01-011,051
Number of other retired or separated participants entitled to future benefits2016-01-01228
Total of all active and inactive participants2016-01-012,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01367
Total participants2016-01-012,997
Number of employers contributing to the scheme2016-01-01123
2015: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2015 401k membership
Current value of assets2015-12-31270,789,101
Acturial value of assets for funding standard account2015-12-31292,953,151
Accrued liability for plan using immediate gains methods2015-12-31381,959,097
Accrued liability under unit credit cost method2015-12-31381,959,097
RPA 94 current liability2015-12-31629,829,427
Expected increase in current liability due to benefits accruing during the plan year2015-12-3114,825,999
Expected release from RPA 94 current liability for plan year2015-12-3127,174,993
Expected plan disbursements for the plan year2015-12-3127,764,993
Current value of assets2015-12-31270,789,101
Number of retired participants and beneficiaries receiving payment2015-12-311,423
Current liability for retired participants and beneficiaries receiving payment2015-12-31334,686,566
Number of terminated vested participants2015-12-31206
Current liability for terminated vested participants2015-12-3128,997,994
Current liability for active participants non vested benefits2015-12-3119,788,459
Current liability for active participants vested benefits2015-12-31246,356,408
Total number of active articipats2015-12-311,325
Current liability for active participants2015-12-31266,144,867
Total participant count with liabilities2015-12-312,954
Total current liabilitoes for participants with libailities2015-12-31629,829,427
Total employer contributions in plan year2015-12-3120,433,602
Employer’s normal cost for plan year as of valuation date2015-12-317,059,673
Prior year credit balance2015-12-3132,145,385
Amortization credits as of valuation date2015-12-3113,132,472
Total participants, beginning-of-year2015-01-012,954
Total number of active participants reported on line 7a of the Form 55002015-01-011,342
Number of retired or separated participants receiving benefits2015-01-011,052
Number of other retired or separated participants entitled to future benefits2015-01-01215
Total of all active and inactive participants2015-01-012,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01367
Total participants2015-01-012,976
Number of employers contributing to the scheme2015-01-01116
2014: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2014 401k membership
Current value of assets2014-12-31265,608,577
Acturial value of assets for funding standard account2014-12-31286,647,027
Accrued liability for plan using immediate gains methods2014-12-31390,790,935
Accrued liability under unit credit cost method2014-12-31361,388,632
RPA 94 current liability2014-12-31603,009,244
Expected increase in current liability due to benefits accruing during the plan year2014-12-3114,308,540
Expected release from RPA 94 current liability for plan year2014-12-3125,981,299
Expected plan disbursements for the plan year2014-12-3126,531,299
Current value of assets2014-12-31265,608,577
Number of retired participants and beneficiaries receiving payment2014-12-311,470
Current liability for retired participants and beneficiaries receiving payment2014-12-31315,584,743
Number of terminated vested participants2014-12-31192
Current liability for terminated vested participants2014-12-3127,991,635
Current liability for active participants non vested benefits2014-12-3118,532,200
Current liability for active participants vested benefits2014-12-31240,900,666
Total number of active articipats2014-12-311,335
Current liability for active participants2014-12-31259,432,866
Total participant count with liabilities2014-12-312,997
Total current liabilitoes for participants with libailities2014-12-31603,009,244
Total employer contributions in plan year2014-12-3119,152,396
Employer’s normal cost for plan year as of valuation date2014-12-314,275,318
Prior year credit balance2014-12-3132,072,497
Amortization credits as of valuation date2014-12-3115,458,963
Total participants, beginning-of-year2014-01-012,997
Total number of active participants reported on line 7a of the Form 55002014-01-011,325
Number of retired or separated participants receiving benefits2014-01-011,044
Number of other retired or separated participants entitled to future benefits2014-01-01205
Total of all active and inactive participants2014-01-012,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01380
Total participants2014-01-012,954
Number of employers contributing to the scheme2014-01-01120
2013: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2013 401k membership
Current value of assets2013-12-31240,702,776
Acturial value of assets for funding standard account2013-12-31279,835,766
Accrued liability for plan using immediate gains methods2013-12-31380,411,347
Accrued liability under unit credit cost method2013-12-31350,788,901
RPA 94 current liability2013-12-31576,595,403
Expected increase in current liability due to benefits accruing during the plan year2013-12-3114,049,095
Expected release from RPA 94 current liability for plan year2013-12-3124,753,588
Expected plan disbursements for the plan year2013-12-3125,303,588
Current value of assets2013-12-31240,702,776
Number of retired participants and beneficiaries receiving payment2013-12-311,431
Current liability for retired participants and beneficiaries receiving payment2013-12-31296,659,897
Number of terminated vested participants2013-12-31195
Current liability for terminated vested participants2013-12-3126,877,287
Current liability for active participants non vested benefits2013-12-3117,810,088
Current liability for active participants vested benefits2013-12-31235,248,131
Total number of active articipats2013-12-311,355
Current liability for active participants2013-12-31253,058,219
Total participant count with liabilities2013-12-312,981
Total current liabilitoes for participants with libailities2013-12-31576,595,403
Total employer contributions in plan year2013-12-3118,385,557
Employer’s normal cost for plan year as of valuation date2013-12-314,362,644
Prior year credit balance2013-12-3131,023,999
Amortization credits as of valuation date2013-12-3116,169,999
Total participants, beginning-of-year2013-01-012,928
Total number of active participants reported on line 7a of the Form 55002013-01-011,335
Number of retired or separated participants receiving benefits2013-01-011,019
Number of other retired or separated participants entitled to future benefits2013-01-01192
Total of all active and inactive participants2013-01-012,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01451
Total participants2013-01-012,997
Number of employers contributing to the scheme2013-01-01121
2012: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,979
Total number of active participants reported on line 7a of the Form 55002012-01-011,361
Number of retired or separated participants receiving benefits2012-01-01985
Number of other retired or separated participants entitled to future benefits2012-01-01190
Total of all active and inactive participants2012-01-012,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01392
Total participants2012-01-012,928
Number of employers contributing to the scheme2012-01-01125
2011: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-013,118
Total number of active participants reported on line 7a of the Form 55002011-01-011,362
Number of retired or separated participants receiving benefits2011-01-01988
Number of other retired or separated participants entitled to future benefits2011-01-01171
Total of all active and inactive participants2011-01-012,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01458
Total participants2011-01-012,979
Number of employers contributing to the scheme2011-01-01135
2010: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-01-013,150
Total number of active participants reported on line 7a of the Form 55002010-01-011,401
Number of retired or separated participants receiving benefits2010-01-01965
Number of other retired or separated participants entitled to future benefits2010-01-01287
Total of all active and inactive participants2010-01-012,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01465
Total participants2010-01-013,118
Number of employers contributing to the scheme2010-01-01125
2009: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-013,014
Total number of active participants reported on line 7a of the Form 55002009-01-011,467
Number of retired or separated participants receiving benefits2009-01-01986
Number of other retired or separated participants entitled to future benefits2009-01-01288
Total of all active and inactive participants2009-01-012,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01409
Total participants2009-01-013,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120
Number of employers contributing to the scheme2009-01-01138

Financial Data on PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND

Measure Date Value
2022 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-11,400,691
Total unrealized appreciation/depreciation of assets2022-12-31$-11,400,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$287,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$812,218
Total income from all sources (including contributions)2022-12-31$-2,480,966
Total loss/gain on sale of assets2022-12-31$-369,430
Total of all expenses incurred2022-12-31$36,014,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$33,118,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,259,404
Value of total assets at end of year2022-12-31$422,399,500
Value of total assets at beginning of year2022-12-31$461,419,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,896,065
Total interest from all sources2022-12-31$4,470,257
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,416,869
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$2,249,211
Administrative expenses professional fees incurred2022-12-31$188,151
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,700,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$57,187
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,011,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$586,472
Other income not declared elsewhere2022-12-31$2,551
Administrative expenses (other) incurred2022-12-31$230,895
Liabilities. Value of operating payables at end of year2022-12-31$287,117
Liabilities. Value of operating payables at beginning of year2022-12-31$225,746
Total non interest bearing cash at end of year2022-12-31$7,828,316
Total non interest bearing cash at beginning of year2022-12-31$7,906,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,495,039
Value of net assets at end of year (total assets less liabilities)2022-12-31$422,112,383
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$460,607,422
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
Assets. partnership/joint venture interests at end of year2022-12-31$151,994,673
Assets. partnership/joint venture interests at beginning of year2022-12-31$157,826,884
Investment advisory and management fees2022-12-31$2,201,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$107,058,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$113,970,270
Value of interest in pooled separate accounts at end of year2022-12-31$45,039,887
Value of interest in pooled separate accounts at beginning of year2022-12-31$49,485,994
Interest earned on other investments2022-12-31$4,440,480
Value of interest in common/collective trusts at end of year2022-12-31$73,992,268
Value of interest in common/collective trusts at beginning of year2022-12-31$85,448,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,797,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,737,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,737,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$29,777
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$21,948,472
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$27,070,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,666,645
Net investment gain/loss from pooled separate accounts2022-12-31$-2,327,100
Net investment gain or loss from common/collective trusts2022-12-31$-14,425,488
Net gain/loss from 103.12 investment entities2022-12-31$-5,440,693
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$36,259,404
Employer contributions (assets) at end of year2022-12-31$2,861,862
Employer contributions (assets) at beginning of year2022-12-31$2,333,818
Income. Dividends from common stock2022-12-31$167,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$33,118,008
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$69
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$75
Contract administrator fees2022-12-31$276,000
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$9,821,345
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$12,628,012
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$18,267,118
Aggregate carrying amount (costs) on sale of assets2022-12-31$18,636,548
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BULTYNCK & CO., P.L.L.C.
Accountancy firm EIN2022-12-31203920878
2021 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$18,484,685
Total unrealized appreciation/depreciation of assets2021-12-31$18,484,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$812,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$336,893
Total income from all sources (including contributions)2021-12-31$83,551,696
Total loss/gain on sale of assets2021-12-31$1,342,663
Total of all expenses incurred2021-12-31$35,443,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,004,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$35,882,825
Value of total assets at end of year2021-12-31$461,419,640
Value of total assets at beginning of year2021-12-31$412,836,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,439,371
Total interest from all sources2021-12-31$248
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,930,720
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$4,493,194
Administrative expenses professional fees incurred2021-12-31$209,023
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,700,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,011,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,879,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$586,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$135,912
Other income not declared elsewhere2021-12-31$107
Administrative expenses (other) incurred2021-12-31$324,849
Liabilities. Value of operating payables at end of year2021-12-31$225,746
Liabilities. Value of operating payables at beginning of year2021-12-31$200,981
Total non interest bearing cash at end of year2021-12-31$7,906,434
Total non interest bearing cash at beginning of year2021-12-31$9,779,424
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$48,108,298
Value of net assets at end of year (total assets less liabilities)2021-12-31$460,607,422
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$412,499,124
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
Assets. partnership/joint venture interests at end of year2021-12-31$157,826,884
Assets. partnership/joint venture interests at beginning of year2021-12-31$130,086,396
Investment advisory and management fees2021-12-31$2,629,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$113,970,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$93,698,847
Value of interest in pooled separate accounts at end of year2021-12-31$49,485,994
Value of interest in pooled separate accounts at beginning of year2021-12-31$47,943,697
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$85,448,300
Value of interest in common/collective trusts at beginning of year2021-12-31$86,482,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,737,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,261,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,261,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$248
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$27,070,150
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$25,201,734
Net investment gain/loss from pooled separate accounts2021-12-31$5,772,944
Net investment gain or loss from common/collective trusts2021-12-31$10,269,088
Net gain/loss from 103.12 investment entities2021-12-31$4,868,416
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$35,882,825
Employer contributions (assets) at end of year2021-12-31$2,333,818
Employer contributions (assets) at beginning of year2021-12-31$2,145,899
Income. Dividends from common stock2021-12-31$2,437,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,004,027
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$75
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$101
Contract administrator fees2021-12-31$276,000
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$12,628,012
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$11,356,461
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$6,679,893
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,337,230
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2021-12-31383629743
2020 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$16,369,311
Total unrealized appreciation/depreciation of assets2020-12-31$16,369,311
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$336,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,419,958
Total income from all sources (including contributions)2020-12-31$77,659,359
Total loss/gain on sale of assets2020-12-31$1,524,716
Total of all expenses incurred2020-12-31$32,897,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$30,355,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,503,745
Value of total assets at end of year2020-12-31$412,836,017
Value of total assets at beginning of year2020-12-31$373,156,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,541,491
Total interest from all sources2020-12-31$195,082
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,661,454
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$4,472,599
Administrative expenses professional fees incurred2020-12-31$207,218
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,700,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,879,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,947,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$135,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$5,211,084
Other income not declared elsewhere2020-12-31$857
Administrative expenses (other) incurred2020-12-31$191,466
Liabilities. Value of operating payables at end of year2020-12-31$200,981
Liabilities. Value of operating payables at beginning of year2020-12-31$208,874
Total non interest bearing cash at end of year2020-12-31$9,779,424
Total non interest bearing cash at beginning of year2020-12-31$4,171,159
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$44,762,134
Value of net assets at end of year (total assets less liabilities)2020-12-31$412,499,124
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$367,736,990
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
Assets. partnership/joint venture interests at end of year2020-12-31$130,086,396
Assets. partnership/joint venture interests at beginning of year2020-12-31$118,104,821
Investment advisory and management fees2020-12-31$1,865,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$93,698,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$58,568,081
Value of interest in pooled separate accounts at end of year2020-12-31$47,943,697
Value of interest in pooled separate accounts at beginning of year2020-12-31$56,248,865
Interest earned on other investments2020-12-31$120,242
Income. Interest from US Government securities2020-12-31$36,534
Income. Interest from corporate debt instruments2020-12-31$16,121
Value of interest in common/collective trusts at end of year2020-12-31$86,482,041
Value of interest in common/collective trusts at beginning of year2020-12-31$78,568,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,261,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,590,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,590,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$22,185
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$25,201,734
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$30,058,236
Asset value of US Government securities at beginning of year2020-12-31$3,997,526
Net investment gain/loss from pooled separate accounts2020-12-31$3,304,922
Net investment gain or loss from common/collective trusts2020-12-31$12,929,365
Net gain/loss from 103.12 investment entities2020-12-31$4,169,907
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$32,503,745
Employer contributions (assets) at end of year2020-12-31$2,145,899
Employer contributions (assets) at beginning of year2020-12-31$2,634,700
Income. Dividends from common stock2020-12-31$2,188,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$30,355,734
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$5,391,102
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$101
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$2,349,487
Contract administrator fees2020-12-31$277,225
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$11,356,461
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$9,526,066
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$31,590,121
Aggregate carrying amount (costs) on sale of assets2020-12-31$30,065,405
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2020-12-31383629743
2019 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$20,435,635
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$20,435,635
Total unrealized appreciation/depreciation of assets2019-12-31$20,435,635
Total unrealized appreciation/depreciation of assets2019-12-31$20,435,635
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,419,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,419,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$550,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$550,925
Total income from all sources (including contributions)2019-12-31$84,563,721
Total income from all sources (including contributions)2019-12-31$84,563,721
Total loss/gain on sale of assets2019-12-31$299,684
Total loss/gain on sale of assets2019-12-31$299,684
Total of all expenses incurred2019-12-31$32,768,160
Total of all expenses incurred2019-12-31$32,768,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,987,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,987,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$32,373,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$32,373,095
Value of total assets at end of year2019-12-31$373,156,948
Value of total assets at end of year2019-12-31$373,156,948
Value of total assets at beginning of year2019-12-31$316,492,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,780,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,780,162
Total interest from all sources2019-12-31$1,075,839
Total interest from all sources2019-12-31$1,075,839
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,078,929
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,078,929
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$5,563,458
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,563,458
Administrative expenses professional fees incurred2019-12-31$175,077
Administrative expenses professional fees incurred2019-12-31$175,077
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$2,700,000
Value of fidelity bond cover2019-12-31$2,700,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,947,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,947,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,960,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,960,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,211,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,211,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$278,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$278,899
Other income not declared elsewhere2019-12-31$982,509
Other income not declared elsewhere2019-12-31$982,509
Administrative expenses (other) incurred2019-12-31$218,987
Administrative expenses (other) incurred2019-12-31$218,987
Liabilities. Value of operating payables at end of year2019-12-31$208,874
Liabilities. Value of operating payables at end of year2019-12-31$208,874
Liabilities. Value of operating payables at beginning of year2019-12-31$272,026
Liabilities. Value of operating payables at beginning of year2019-12-31$272,026
Total non interest bearing cash at end of year2019-12-31$4,171,159
Total non interest bearing cash at end of year2019-12-31$4,171,159
Total non interest bearing cash at beginning of year2019-12-31$3,519,217
Total non interest bearing cash at beginning of year2019-12-31$3,519,217
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$51,795,561
Value of net income/loss2019-12-31$51,795,561
Value of net assets at end of year (total assets less liabilities)2019-12-31$367,736,990
Value of net assets at end of year (total assets less liabilities)2019-12-31$367,736,990
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$315,941,429
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$315,941,429
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
Assets. partnership/joint venture interests at end of year2019-12-31$118,104,821
Assets. partnership/joint venture interests at end of year2019-12-31$118,104,821
Assets. partnership/joint venture interests at beginning of year2019-12-31$98,429,036
Assets. partnership/joint venture interests at beginning of year2019-12-31$98,429,036
Investment advisory and management fees2019-12-31$2,110,060
Investment advisory and management fees2019-12-31$2,110,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$58,568,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$58,568,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,000,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,000,371
Value of interest in pooled separate accounts at end of year2019-12-31$56,248,865
Value of interest in pooled separate accounts at end of year2019-12-31$56,248,865
Value of interest in pooled separate accounts at beginning of year2019-12-31$37,527,019
Value of interest in pooled separate accounts at beginning of year2019-12-31$37,527,019
Interest earned on other investments2019-12-31$449,229
Interest earned on other investments2019-12-31$449,229
Income. Interest from US Government securities2019-12-31$248,482
Income. Interest from US Government securities2019-12-31$248,482
Income. Interest from corporate debt instruments2019-12-31$227,424
Income. Interest from corporate debt instruments2019-12-31$227,424
Value of interest in common/collective trusts at end of year2019-12-31$78,568,743
Value of interest in common/collective trusts at end of year2019-12-31$78,568,743
Value of interest in common/collective trusts at beginning of year2019-12-31$72,972,556
Value of interest in common/collective trusts at beginning of year2019-12-31$72,972,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,590,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,590,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,718,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,718,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,718,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,718,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$150,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$150,704
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$30,058,236
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$30,058,236
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$26,349,920
Asset value of US Government securities at end of year2019-12-31$3,997,526
Asset value of US Government securities at end of year2019-12-31$3,997,526
Asset value of US Government securities at beginning of year2019-12-31$11,529,427
Asset value of US Government securities at beginning of year2019-12-31$11,529,427
Net investment gain/loss from pooled separate accounts2019-12-31$2,449,364
Net investment gain/loss from pooled separate accounts2019-12-31$2,449,364
Net investment gain or loss from common/collective trusts2019-12-31$14,127,976
Net investment gain or loss from common/collective trusts2019-12-31$14,127,976
Net gain/loss from 103.12 investment entities2019-12-31$6,740,690
Net gain/loss from 103.12 investment entities2019-12-31$6,740,690
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$32,373,095
Contributions received in cash from employer2019-12-31$32,373,095
Employer contributions (assets) at end of year2019-12-31$2,634,700
Employer contributions (assets) at end of year2019-12-31$2,634,700
Employer contributions (assets) at beginning of year2019-12-31$2,180,461
Employer contributions (assets) at beginning of year2019-12-31$2,180,461
Income. Dividends from common stock2019-12-31$515,471
Income. Dividends from common stock2019-12-31$515,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,987,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,987,998
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$5,391,102
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$5,391,102
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$10,089,142
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$10,089,142
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,349,487
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,349,487
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$5,234,532
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$5,234,532
Contract administrator fees2019-12-31$276,038
Contract administrator fees2019-12-31$276,038
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$9,526,066
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$9,526,066
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$6,982,034
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$6,982,034
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$88,017,600
Aggregate proceeds on sale of assets2019-12-31$88,017,600
Aggregate carrying amount (costs) on sale of assets2019-12-31$87,717,916
Aggregate carrying amount (costs) on sale of assets2019-12-31$87,717,916
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm name2019-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2019-12-31383629743
Accountancy firm EIN2019-12-31383629743
2018 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,140,739
Total unrealized appreciation/depreciation of assets2018-12-31$-7,140,739
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$550,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,162,153
Total income from all sources (including contributions)2018-12-31$25,578,339
Total loss/gain on sale of assets2018-12-31$-214,919
Total of all expenses incurred2018-12-31$31,165,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$28,558,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,865,097
Value of total assets at end of year2018-12-31$316,492,354
Value of total assets at beginning of year2018-12-31$322,690,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,606,343
Total interest from all sources2018-12-31$990,402
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,664,216
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$7,500,810
Administrative expenses professional fees incurred2018-12-31$182,538
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,700,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,960,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,887,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$278,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$869,226
Other income not declared elsewhere2018-12-31$197
Administrative expenses (other) incurred2018-12-31$199,649
Liabilities. Value of operating payables at end of year2018-12-31$272,026
Liabilities. Value of operating payables at beginning of year2018-12-31$292,927
Total non interest bearing cash at end of year2018-12-31$3,519,217
Total non interest bearing cash at beginning of year2018-12-31$3,375,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,586,730
Value of net assets at end of year (total assets less liabilities)2018-12-31$315,941,429
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$321,528,159
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
Assets. partnership/joint venture interests at end of year2018-12-31$98,429,036
Assets. partnership/joint venture interests at beginning of year2018-12-31$97,520,158
Investment advisory and management fees2018-12-31$1,948,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,000,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$37,005,733
Value of interest in pooled separate accounts at end of year2018-12-31$37,527,019
Value of interest in pooled separate accounts at beginning of year2018-12-31$34,851,397
Interest earned on other investments2018-12-31$508,599
Income. Interest from US Government securities2018-12-31$204,879
Income. Interest from corporate debt instruments2018-12-31$252,269
Value of interest in common/collective trusts at end of year2018-12-31$72,972,556
Value of interest in common/collective trusts at beginning of year2018-12-31$77,762,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,718,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,406,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,406,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$24,655
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$26,349,920
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$29,740,405
Asset value of US Government securities at end of year2018-12-31$11,529,427
Asset value of US Government securities at beginning of year2018-12-31$9,097,405
Net investment gain/loss from pooled separate accounts2018-12-31$1,477,931
Net investment gain or loss from common/collective trusts2018-12-31$-4,673,360
Net gain/loss from 103.12 investment entities2018-12-31$-3,390,486
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$30,865,097
Employer contributions (assets) at end of year2018-12-31$2,180,461
Employer contributions (assets) at beginning of year2018-12-31$2,102,469
Income. Dividends from common stock2018-12-31$163,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$28,558,726
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$10,089,142
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$6,525,100
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$5,234,532
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$11,124,206
Contract administrator fees2018-12-31$275,295
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$6,982,034
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$9,291,406
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$13,398,264
Aggregate carrying amount (costs) on sale of assets2018-12-31$13,613,183
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 plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2018-12-31383629743
2017 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$13,426,111
Total unrealized appreciation/depreciation of assets2017-12-31$13,426,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,162,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$596,422
Total income from all sources (including contributions)2017-12-31$67,749,146
Total loss/gain on sale of assets2017-12-31$597,401
Total of all expenses incurred2017-12-31$29,824,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,545,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,297,718
Value of total assets at end of year2017-12-31$322,690,312
Value of total assets at beginning of year2017-12-31$284,200,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,279,280
Total interest from all sources2017-12-31$1,290,251
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,747,526
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$4,569,721
Administrative expenses professional fees incurred2017-12-31$164,322
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,700,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,887,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,889,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$869,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$427,440
Other income not declared elsewhere2017-12-31$7,833
Administrative expenses (other) incurred2017-12-31$327,281
Liabilities. Value of operating payables at end of year2017-12-31$292,927
Liabilities. Value of operating payables at beginning of year2017-12-31$168,982
Total non interest bearing cash at end of year2017-12-31$3,375,757
Total non interest bearing cash at beginning of year2017-12-31$3,059,410
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$37,924,303
Value of net assets at end of year (total assets less liabilities)2017-12-31$321,528,159
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$283,603,856
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
Assets. partnership/joint venture interests at end of year2017-12-31$97,520,158
Assets. partnership/joint venture interests at beginning of year2017-12-31$79,389,092
Investment advisory and management fees2017-12-31$1,510,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$37,005,733
Value of interest in pooled separate accounts at end of year2017-12-31$34,851,397
Value of interest in pooled separate accounts at beginning of year2017-12-31$32,748,741
Interest earned on other investments2017-12-31$587,526
Income. Interest from US Government securities2017-12-31$270,243
Income. Interest from corporate debt instruments2017-12-31$425,517
Value of interest in common/collective trusts at end of year2017-12-31$77,762,720
Value of interest in common/collective trusts at beginning of year2017-12-31$80,527,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,406,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,405,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,405,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,965
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$29,740,405
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$24,578,276
Asset value of US Government securities at end of year2017-12-31$9,097,405
Asset value of US Government securities at beginning of year2017-12-31$18,101,353
Net investment gain/loss from pooled separate accounts2017-12-31$918,432
Net investment gain or loss from common/collective trusts2017-12-31$12,301,744
Net gain/loss from 103.12 investment entities2017-12-31$5,162,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$29,297,718
Employer contributions (assets) at end of year2017-12-31$2,102,469
Employer contributions (assets) at beginning of year2017-12-31$2,160,623
Income. Dividends from common stock2017-12-31$177,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,545,563
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$6,525,100
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$11,898,839
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$11,124,206
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$19,078,494
Contract administrator fees2017-12-31$276,705
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$9,291,406
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$8,362,672
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$61,086,864
Aggregate carrying amount (costs) on sale of assets2017-12-31$60,489,463
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2017-12-31383629743
2016 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$7,065,057
Total unrealized appreciation/depreciation of assets2016-12-31$7,065,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$596,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$296,164
Total income from all sources (including contributions)2016-12-31$46,184,132
Total loss/gain on sale of assets2016-12-31$-2,449,250
Total of all expenses incurred2016-12-31$28,872,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,764,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,099,801
Value of total assets at end of year2016-12-31$284,200,278
Value of total assets at beginning of year2016-12-31$266,588,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,108,377
Total interest from all sources2016-12-31$1,381,446
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,551,036
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$4,379,467
Administrative expenses professional fees incurred2016-12-31$210,448
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,700,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,889,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,854,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$427,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$172,205
Other income not declared elsewhere2016-12-31$1,858
Administrative expenses (other) incurred2016-12-31$325,042
Liabilities. Value of operating payables at end of year2016-12-31$168,982
Liabilities. Value of operating payables at beginning of year2016-12-31$123,959
Total non interest bearing cash at end of year2016-12-31$3,059,410
Total non interest bearing cash at beginning of year2016-12-31$750,248
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$17,311,422
Value of net assets at end of year (total assets less liabilities)2016-12-31$283,603,856
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$266,292,434
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
Assets. partnership/joint venture interests at end of year2016-12-31$79,389,092
Assets. partnership/joint venture interests at beginning of year2016-12-31$48,415,631
Investment advisory and management fees2016-12-31$1,386,873
Value of interest in pooled separate accounts at end of year2016-12-31$32,748,741
Value of interest in pooled separate accounts at beginning of year2016-12-31$30,245,085
Interest earned on other investments2016-12-31$636,555
Income. Interest from US Government securities2016-12-31$281,213
Income. Interest from corporate debt instruments2016-12-31$462,059
Value of interest in common/collective trusts at end of year2016-12-31$80,527,620
Value of interest in common/collective trusts at beginning of year2016-12-31$76,083,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,405,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,518,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,518,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,619
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$24,578,276
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$35,945,932
Asset value of US Government securities at end of year2016-12-31$18,101,353
Asset value of US Government securities at beginning of year2016-12-31$18,212,712
Net investment gain/loss from pooled separate accounts2016-12-31$1,254,542
Net investment gain or loss from common/collective trusts2016-12-31$8,520,307
Net gain/loss from 103.12 investment entities2016-12-31$1,759,335
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$24,099,801
Employer contributions (assets) at end of year2016-12-31$2,160,623
Employer contributions (assets) at beginning of year2016-12-31$1,660,919
Income. Dividends from common stock2016-12-31$171,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,764,333
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$11,898,839
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$14,217,255
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$19,078,494
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$18,147,658
Contract administrator fees2016-12-31$186,014
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$8,362,672
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$18,536,329
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$39,169,005
Aggregate carrying amount (costs) on sale of assets2016-12-31$41,618,255
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2016-12-31383629743
2015 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,464,493
Total unrealized appreciation/depreciation of assets2015-12-31$-1,464,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$296,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,095,684
Total income from all sources (including contributions)2015-12-31$23,761,800
Total loss/gain on sale of assets2015-12-31$-1,864,729
Total of all expenses incurred2015-12-31$28,258,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$26,220,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,433,602
Value of total assets at end of year2015-12-31$266,588,598
Value of total assets at beginning of year2015-12-31$271,884,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,038,007
Total interest from all sources2015-12-31$1,534,043
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,284,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$115,546
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,700,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,854,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,177,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$172,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$787,065
Other income not declared elsewhere2015-12-31$16,023
Administrative expenses (other) incurred2015-12-31$326,680
Liabilities. Value of operating payables at end of year2015-12-31$123,959
Liabilities. Value of operating payables at beginning of year2015-12-31$308,619
Total non interest bearing cash at end of year2015-12-31$750,248
Total non interest bearing cash at beginning of year2015-12-31$1,168,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,496,667
Value of net assets at end of year (total assets less liabilities)2015-12-31$266,292,434
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$270,789,101
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
Assets. partnership/joint venture interests at end of year2015-12-31$48,415,631
Assets. partnership/joint venture interests at beginning of year2015-12-31$33,062,155
Investment advisory and management fees2015-12-31$1,409,258
Value of interest in pooled separate accounts at end of year2015-12-31$30,245,085
Value of interest in pooled separate accounts at beginning of year2015-12-31$36,539,504
Interest earned on other investments2015-12-31$761,364
Income. Interest from US Government securities2015-12-31$337,738
Income. Interest from corporate debt instruments2015-12-31$434,380
Value of interest in common/collective trusts at end of year2015-12-31$76,083,356
Value of interest in common/collective trusts at beginning of year2015-12-31$83,137,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,518,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,875,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,875,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$561
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$35,945,932
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$23,852,451
Asset value of US Government securities at end of year2015-12-31$18,212,712
Asset value of US Government securities at beginning of year2015-12-31$19,146,784
Net investment gain/loss from pooled separate accounts2015-12-31$4,705,581
Net investment gain or loss from common/collective trusts2015-12-31$-768,837
Net gain/loss from 103.12 investment entities2015-12-31$-114,346
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$20,433,602
Employer contributions (assets) at end of year2015-12-31$1,660,919
Employer contributions (assets) at beginning of year2015-12-31$1,699,587
Income. Dividends from common stock2015-12-31$1,284,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,220,460
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$14,217,255
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$13,557,557
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$18,147,658
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$18,490,739
Contract administrator fees2015-12-31$186,523
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$18,536,329
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$37,177,500
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$113,775,809
Aggregate carrying amount (costs) on sale of assets2015-12-31$115,640,538
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31383629743
2014 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-9,306,103
Total unrealized appreciation/depreciation of assets2014-12-31$-9,306,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,095,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,189,984
Total income from all sources (including contributions)2014-12-31$32,231,414
Total loss/gain on sale of assets2014-12-31$16,204,247
Total of all expenses incurred2014-12-31$27,050,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,368,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,152,396
Value of total assets at end of year2014-12-31$271,884,785
Value of total assets at beginning of year2014-12-31$266,798,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,681,951
Total interest from all sources2014-12-31$1,631,965
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$928,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$100,599
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,700,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,177,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,988,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$787,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$918,127
Other income not declared elsewhere2014-12-31$1,866
Administrative expenses (other) incurred2014-12-31$235,235
Liabilities. Value of operating payables at end of year2014-12-31$308,619
Liabilities. Value of operating payables at beginning of year2014-12-31$271,857
Total non interest bearing cash at end of year2014-12-31$1,168,448
Total non interest bearing cash at beginning of year2014-12-31$910,965
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$5,180,524
Value of net assets at end of year (total assets less liabilities)2014-12-31$270,789,101
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$265,608,577
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
Assets. partnership/joint venture interests at end of year2014-12-31$33,062,155
Assets. partnership/joint venture interests at beginning of year2014-12-31$12,509,983
Investment advisory and management fees2014-12-31$1,159,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,884,816
Value of interest in pooled separate accounts at end of year2014-12-31$36,539,504
Value of interest in pooled separate accounts at beginning of year2014-12-31$32,237,972
Interest earned on other investments2014-12-31$859,820
Income. Interest from US Government securities2014-12-31$368,375
Income. Interest from corporate debt instruments2014-12-31$403,405
Value of interest in common/collective trusts at end of year2014-12-31$83,137,794
Value of interest in common/collective trusts at beginning of year2014-12-31$83,981,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,875,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,637,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,637,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$365
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$23,852,451
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$24,593,572
Asset value of US Government securities at end of year2014-12-31$19,146,784
Asset value of US Government securities at beginning of year2014-12-31$24,134,891
Net investment gain/loss from pooled separate accounts2014-12-31$4,301,532
Net investment gain or loss from common/collective trusts2014-12-31$2,006,952
Net gain/loss from 103.12 investment entities2014-12-31$-2,690,292
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$19,152,396
Employer contributions (assets) at end of year2014-12-31$1,699,587
Employer contributions (assets) at beginning of year2014-12-31$1,593,082
Income. Dividends from common stock2014-12-31$928,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$25,368,939
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$13,557,557
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$16,667,136
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$18,490,739
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$22,357,686
Contract administrator fees2014-12-31$186,483
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$37,177,500
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$40,301,450
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$66,893,914
Aggregate carrying amount (costs) on sale of assets2014-12-31$50,689,667
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31383629743
2013 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,562,375
Total unrealized appreciation/depreciation of assets2013-12-31$1,562,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,189,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$702,536
Total income from all sources (including contributions)2013-12-31$50,674,569
Total loss/gain on sale of assets2013-12-31$11,757,208
Total of all expenses incurred2013-12-31$25,768,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,154,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,385,557
Value of total assets at end of year2013-12-31$266,798,561
Value of total assets at beginning of year2013-12-31$241,405,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,613,837
Total interest from all sources2013-12-31$1,893,398
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$985,677
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$105,980
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,700,000
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
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$11,815,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,988,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,796,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$918,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$445,544
Other income not declared elsewhere2013-12-31$15,617
Administrative expenses (other) incurred2013-12-31$233,163
Liabilities. Value of operating payables at end of year2013-12-31$271,857
Liabilities. Value of operating payables at beginning of year2013-12-31$256,992
Total non interest bearing cash at end of year2013-12-31$910,965
Total non interest bearing cash at beginning of year2013-12-31$997,250
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$24,905,801
Value of net assets at end of year (total assets less liabilities)2013-12-31$265,608,577
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$240,702,776
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
Assets. partnership/joint venture interests at end of year2013-12-31$12,509,983
Assets. partnership/joint venture interests at beginning of year2013-12-31$1,280,116
Investment advisory and management fees2013-12-31$1,088,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,884,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,855,061
Value of interest in pooled separate accounts at end of year2013-12-31$32,237,972
Value of interest in pooled separate accounts at beginning of year2013-12-31$84,209,415
Interest earned on other investments2013-12-31$1,022,768
Income. Interest from US Government securities2013-12-31$397,279
Income. Interest from corporate debt instruments2013-12-31$473,017
Value of interest in common/collective trusts at end of year2013-12-31$83,981,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,637,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,014,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,014,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$334
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$24,593,572
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$14,300,604
Asset value of US Government securities at end of year2013-12-31$24,134,891
Asset value of US Government securities at beginning of year2013-12-31$22,729,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$241,458
Net investment gain/loss from pooled separate accounts2013-12-31$4,129,698
Net investment gain or loss from common/collective trusts2013-12-31$12,246,440
Net gain/loss from 103.12 investment entities2013-12-31$-542,859
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$18,385,557
Employer contributions (assets) at end of year2013-12-31$1,593,082
Employer contributions (assets) at beginning of year2013-12-31$1,476,460
Income. Dividends from common stock2013-12-31$985,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,154,931
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$16,667,136
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$19,671,429
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$22,357,686
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$22,507,170
Contract administrator fees2013-12-31$185,983
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$40,301,450
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$32,751,575
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$65,276,814
Aggregate carrying amount (costs) on sale of assets2013-12-31$53,519,606
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2013-12-31383629743
2012 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,471,392
Total unrealized appreciation/depreciation of assets2012-12-31$4,471,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$702,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$716,700
Total income from all sources (including contributions)2012-12-31$46,263,296
Total loss/gain on sale of assets2012-12-31$4,682,940
Total of all expenses incurred2012-12-31$24,766,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$23,316,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,495,302
Value of total assets at end of year2012-12-31$241,405,312
Value of total assets at beginning of year2012-12-31$219,922,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,449,330
Total interest from all sources2012-12-31$2,153,008
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$715,872
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$113,299
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$11,815,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$11,805,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,796,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,914,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$445,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$514,269
Other income not declared elsewhere2012-12-31$20,865
Administrative expenses (other) incurred2012-12-31$197,916
Liabilities. Value of operating payables at end of year2012-12-31$256,992
Liabilities. Value of operating payables at beginning of year2012-12-31$202,431
Total non interest bearing cash at end of year2012-12-31$997,250
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$21,497,004
Value of net assets at end of year (total assets less liabilities)2012-12-31$240,702,776
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$219,205,772
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
Assets. partnership/joint venture interests at end of year2012-12-31$1,280,116
Assets. partnership/joint venture interests at beginning of year2012-12-31$537,714
Investment advisory and management fees2012-12-31$955,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,855,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,099,117
Value of interest in pooled separate accounts at end of year2012-12-31$84,209,415
Value of interest in pooled separate accounts at beginning of year2012-12-31$89,494,217
Interest earned on other investments2012-12-31$1,263,501
Income. Interest from US Government securities2012-12-31$392,325
Income. Interest from corporate debt instruments2012-12-31$496,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,014,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,210,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,210,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$452
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$14,300,604
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$13,321,522
Asset value of US Government securities at end of year2012-12-31$22,729,987
Asset value of US Government securities at beginning of year2012-12-31$25,638,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,889,590
Net investment gain/loss from pooled separate accounts2012-12-31$11,679,661
Net gain/loss from 103.12 investment entities2012-12-31$154,666
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$20,495,302
Employer contributions (assets) at end of year2012-12-31$1,476,460
Employer contributions (assets) at beginning of year2012-12-31$989,866
Income. Dividends from common stock2012-12-31$715,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$23,316,962
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$19,671,429
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$22,507,170
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$41,378,758
Contract administrator fees2012-12-31$182,264
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$32,751,575
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$27,531,391
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$77,186,103
Aggregate carrying amount (costs) on sale of assets2012-12-31$72,503,163
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2012-12-31383629743
2011 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-414,338
Total unrealized appreciation/depreciation of assets2011-12-31$-414,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$716,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$659,590
Total income from all sources (including contributions)2011-12-31$22,504,064
Total loss/gain on sale of assets2011-12-31$-2,033,173
Total of all expenses incurred2011-12-31$24,458,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,018,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,285,533
Value of total assets at end of year2011-12-31$219,922,472
Value of total assets at beginning of year2011-12-31$221,819,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,439,532
Total interest from all sources2011-12-31$2,479,274
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,605,871
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$146,074
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,805,965
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$13,193,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,914,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,770,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$514,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$514,159
Other income not declared elsewhere2011-12-31$90,279
Administrative expenses (other) incurred2011-12-31$228,267
Liabilities. Value of operating payables at end of year2011-12-31$202,431
Liabilities. Value of operating payables at beginning of year2011-12-31$145,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,954,370
Value of net assets at end of year (total assets less liabilities)2011-12-31$219,205,772
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$221,160,142
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
Assets. partnership/joint venture interests at end of year2011-12-31$537,714
Assets. partnership/joint venture interests at beginning of year2011-12-31$296,374
Investment advisory and management fees2011-12-31$888,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,099,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,150,806
Value of interest in pooled separate accounts at end of year2011-12-31$89,494,217
Value of interest in pooled separate accounts at beginning of year2011-12-31$79,898,294
Interest earned on other investments2011-12-31$297,048
Income. Interest from US Government securities2011-12-31$871,277
Income. Interest from corporate debt instruments2011-12-31$1,306,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,210,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,346,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,346,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,033
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$13,321,522
Asset value of US Government securities at end of year2011-12-31$25,638,157
Asset value of US Government securities at beginning of year2011-12-31$18,074,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,655,821
Net investment gain/loss from pooled separate accounts2011-12-31$-1,914,103
Net gain/loss from 103.12 investment entities2011-12-31$748,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$20,285,533
Employer contributions (assets) at end of year2011-12-31$989,866
Employer contributions (assets) at beginning of year2011-12-31$1,304,402
Income. Dividends from common stock2011-12-31$1,605,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$23,018,902
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$41,378,758
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$35,535,494
Contract administrator fees2011-12-31$177,127
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$27,531,391
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$44,249,772
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$78,671,655
Aggregate carrying amount (costs) on sale of assets2011-12-31$80,704,828
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WALTER, BOESKY & ASSOCIATES, PC
Accountancy firm EIN2011-12-31383629743
2010 : PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,498,379
Total unrealized appreciation/depreciation of assets2010-12-31$8,498,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$659,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,710,925
Total income from all sources (including contributions)2010-12-31$41,310,353
Total loss/gain on sale of assets2010-12-31$2,838,553
Total of all expenses incurred2010-12-31$23,364,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,861,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,852,668
Value of total assets at end of year2010-12-31$221,819,732
Value of total assets at beginning of year2010-12-31$204,924,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,503,003
Total interest from all sources2010-12-31$3,069,775
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,623,112
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$190,567
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$14,593,574
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,300,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$370,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$396,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$514,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,538,471
Other income not declared elsewhere2010-12-31$81,889
Administrative expenses (other) incurred2010-12-31$216,811
Liabilities. Value of operating payables at end of year2010-12-31$145,431
Liabilities. Value of operating payables at beginning of year2010-12-31$172,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,946,117
Value of net assets at end of year (total assets less liabilities)2010-12-31$221,160,142
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$203,214,025
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
Assets. partnership/joint venture interests at end of year2010-12-31$296,374
Investment advisory and management fees2010-12-31$926,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,150,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,569,635
Value of interest in pooled separate accounts at end of year2010-12-31$79,898,294
Value of interest in pooled separate accounts at beginning of year2010-12-31$102,886,446
Interest earned on other investments2010-12-31$210,998
Income. Interest from US Government securities2010-12-31$1,418,967
Income. Interest from corporate debt instruments2010-12-31$1,381,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,346,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,290,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,290,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$58,582
Asset value of US Government securities at end of year2010-12-31$18,074,392
Asset value of US Government securities at beginning of year2010-12-31$28,126,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,586,485
Net investment gain/loss from pooled separate accounts2010-12-31$5,759,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,852,668
Employer contributions (assets) at end of year2010-12-31$1,304,402
Employer contributions (assets) at beginning of year2010-12-31$1,446,443
Income. Dividends from common stock2010-12-31$1,623,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,861,233
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$35,535,494
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$9,436,455
Contract administrator fees2010-12-31$168,933
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$44,249,772
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$39,472,184
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$129,182,212
Aggregate carrying amount (costs) on sale of assets2010-12-31$126,343,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2010-12-31383629743

Form 5500 Responses for PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND

2022: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
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 - TrustYes
2021: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION 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 - TrustYes
2020: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION 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 - TrustYes
2019: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION 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 - TrustYes
2018: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
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 - TrustYes
2017: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION 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 - TrustYes
2016: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION 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 - TrustYes
2015: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION 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 - TrustYes
2014: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
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 - TrustYes
2013: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION 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 - TrustYes
2011: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION 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 - TrustYes
2010: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION 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 - TrustYes
2009: PIPEFITTERS LOCAL 636 DEFINED BENEFIT PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
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 - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 numberGA-02061
Policy instance 2
Insurance contract or identification numberGA-02061
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,347
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 numberGA-02061
Policy instance 2
Insurance contract or identification numberGA-02061
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,379
Total amount of fees paid to insurance companyUSD $51,518
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030279
Policy instance 1
Insurance contract or identification number030279
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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