PLUMBERS LOCAL 9 PENSION FUND has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: PLUMBERS LOCAL 9 PENSION PLAN 2022 401k membership |
|---|
| Current value of assets | 2022-06-30 | 274,577,195 |
| Acturial value of assets for funding standard account | 2022-06-30 | 274,577,195 |
| Accrued liability for plan using immediate gains methods | 2022-06-30 | 268,884,360 |
| Accrued liability under unit credit cost method | 2022-06-30 | 268,884,360 |
| RPA 94 current liability | 2022-06-30 | 486,652,513 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-06-30 | 14,574,966 |
| Expected release from RPA 94 current liability for plan year | 2022-06-30 | 25,040,048 |
| Expected plan disbursements for the plan year | 2022-06-30 | 25,690,048 |
| Current value of assets | 2022-06-30 | 274,577,195 |
| Number of retired participants and beneficiaries receiving payment | 2022-06-30 | 950 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-06-30 | 283,496,130 |
| Number of terminated vested participants | 2022-06-30 | 159 |
| Current liability for terminated vested participants | 2022-06-30 | 26,768,206 |
| Current liability for active participants non vested benefits | 2022-06-30 | 16,041,270 |
| Current liability for active participants vested benefits | 2022-06-30 | 160,346,907 |
| Total number of active articipats | 2022-06-30 | 737 |
| Current liability for active participants | 2022-06-30 | 176,388,177 |
| Total participant count with liabilities | 2022-06-30 | 1,846 |
| Total current liabilitoes for participants with libailities | 2022-06-30 | 486,652,513 |
| Total employer contributions in plan year | 2022-06-30 | 13,464,641 |
| Prior year funding deficiency | 2022-06-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2022-06-30 | 5,898,917 |
| Prior year credit balance | 2022-06-30 | 23,448,603 |
| Amortization credits as of valuation date | 2022-06-30 | 13,640,210 |
| 2021: PLUMBERS LOCAL 9 PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 1,840 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 706 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 782 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 167 |
| Total of all active and inactive participants | 2021-07-01 | 1,655 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 167 |
| Total participants | 2021-07-01 | 1,822 |
| Number of employers contributing to the scheme | 2021-07-01 | 154 |
| Current value of assets | 2021-06-30 | 230,960,141 |
| Acturial value of assets for funding standard account | 2021-06-30 | 230,960,141 |
| Accrued liability for plan using immediate gains methods | 2021-06-30 | 264,726,270 |
| Accrued liability under unit credit cost method | 2021-06-30 | 264,726,270 |
| RPA 94 current liability | 2021-06-30 | 468,026,202 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-06-30 | 9,133,013 |
| Expected release from RPA 94 current liability for plan year | 2021-06-30 | 23,097,724 |
| Expected plan disbursements for the plan year | 2021-06-30 | 23,747,724 |
| Current value of assets | 2021-06-30 | 230,960,141 |
| Number of retired participants and beneficiaries receiving payment | 2021-06-30 | 939 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-06-30 | 272,455,812 |
| Number of terminated vested participants | 2021-06-30 | 160 |
| Current liability for terminated vested participants | 2021-06-30 | 25,146,858 |
| Current liability for active participants non vested benefits | 2021-06-30 | 15,665,751 |
| Current liability for active participants vested benefits | 2021-06-30 | 154,757,781 |
| Total number of active articipats | 2021-06-30 | 761 |
| Current liability for active participants | 2021-06-30 | 170,423,532 |
| Total participant count with liabilities | 2021-06-30 | 1,860 |
| Total current liabilitoes for participants with libailities | 2021-06-30 | 468,026,202 |
| Total employer contributions in plan year | 2021-06-30 | 11,254,583 |
| Employer’s normal cost for plan year as of valuation date | 2021-06-30 | 4,126,964 |
| Prior year credit balance | 2021-06-30 | 23,534,113 |
| Amortization credits as of valuation date | 2021-06-30 | 9,662,686 |
| 2020: PLUMBERS LOCAL 9 PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 1,860 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 737 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 783 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 159 |
| Total of all active and inactive participants | 2020-07-01 | 1,679 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 161 |
| Total participants | 2020-07-01 | 1,840 |
| Number of employers contributing to the scheme | 2020-07-01 | 157 |
| Current value of assets | 2020-06-30 | 232,826,836 |
| Acturial value of assets for funding standard account | 2020-06-30 | 232,826,836 |
| Accrued liability for plan using immediate gains methods | 2020-06-30 | 268,012,036 |
| Accrued liability under unit credit cost method | 2020-06-30 | 268,012,036 |
| RPA 94 current liability | 2020-06-30 | 451,276,320 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-06-30 | 8,603,833 |
| Expected release from RPA 94 current liability for plan year | 2020-06-30 | 23,170,827 |
| Expected plan disbursements for the plan year | 2020-06-30 | 23,820,827 |
| Current value of assets | 2020-06-30 | 232,826,836 |
| Number of retired participants and beneficiaries receiving payment | 2020-06-30 | 947 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-06-30 | 261,791,181 |
| Number of terminated vested participants | 2020-06-30 | 156 |
| Current liability for terminated vested participants | 2020-06-30 | 23,284,819 |
| Current liability for active participants non vested benefits | 2020-06-30 | 13,920,145 |
| Current liability for active participants vested benefits | 2020-06-30 | 152,280,175 |
| Total number of active articipats | 2020-06-30 | 788 |
| Current liability for active participants | 2020-06-30 | 166,200,320 |
| Total participant count with liabilities | 2020-06-30 | 1,891 |
| Total current liabilitoes for participants with libailities | 2020-06-30 | 451,276,320 |
| Total employer contributions in plan year | 2020-06-30 | 13,339,776 |
| Prior year funding deficiency | 2020-06-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2020-06-30 | 4,260,139 |
| Prior year credit balance | 2020-06-30 | 21,535,855 |
| Amortization credits as of valuation date | 2020-06-30 | 9,662,686 |
| 2019: PLUMBERS LOCAL 9 PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 1,948 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 761 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 772 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 160 |
| Total of all active and inactive participants | 2019-07-01 | 1,693 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 167 |
| Total participants | 2019-07-01 | 1,860 |
| Number of employers contributing to the scheme | 2019-07-01 | 157 |
| Current value of assets | 2019-06-30 | 224,546,179 |
| Acturial value of assets for funding standard account | 2019-06-30 | 224,546,179 |
| Accrued liability for plan using immediate gains methods | 2019-06-30 | 267,815,976 |
| Accrued liability under unit credit cost method | 2019-06-30 | 250,797,131 |
| RPA 94 current liability | 2019-06-30 | 365,309,884 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-06-30 | 8,712,721 |
| Expected plan disbursements for the plan year | 2019-06-30 | 20,721,000 |
| Current value of assets | 2019-06-30 | 224,546,179 |
| Number of retired participants and beneficiaries receiving payment | 2019-06-30 | 937 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-06-30 | 224,244,182 |
| Number of terminated vested participants | 2019-06-30 | 205 |
| Current liability for terminated vested participants | 2019-06-30 | 27,338,676 |
| Current liability for active participants non vested benefits | 2019-06-30 | 1,155,345 |
| Current liability for active participants vested benefits | 2019-06-30 | 112,571,681 |
| Total number of active articipats | 2019-06-30 | 704 |
| Current liability for active participants | 2019-06-30 | 113,727,026 |
| Total participant count with liabilities | 2019-06-30 | 1,846 |
| Total current liabilitoes for participants with libailities | 2019-06-30 | 365,309,884 |
| Total employer contributions in plan year | 2019-06-30 | 13,413,833 |
| Employer’s normal cost for plan year as of valuation date | 2019-06-30 | 1,758,618 |
| Prior year credit balance | 2019-06-30 | 17,544,119 |
| Amortization credits as of valuation date | 2019-06-30 | 7,437,954 |
| 2018: PLUMBERS LOCAL 9 PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 1,924 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 788 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 778 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 156 |
| Total of all active and inactive participants | 2018-07-01 | 1,722 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 169 |
| Total participants | 2018-07-01 | 1,891 |
| Number of employers contributing to the scheme | 2018-07-01 | 158 |
| Current value of assets | 2018-06-30 | 214,465,417 |
| Acturial value of assets for funding standard account | 2018-06-30 | 214,465,417 |
| Accrued liability for plan using immediate gains methods | 2018-06-30 | 258,238,982 |
| Accrued liability under unit credit cost method | 2018-06-30 | 245,076,781 |
| RPA 94 current liability | 2018-06-30 | 373,907,674 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-06-30 | 4,082,511 |
| Expected plan disbursements for the plan year | 2018-06-30 | 19,300,000 |
| Current value of assets | 2018-06-30 | 214,465,417 |
| Number of retired participants and beneficiaries receiving payment | 2018-06-30 | 915 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-06-30 | 228,770,248 |
| Number of terminated vested participants | 2018-06-30 | 213 |
| Current liability for terminated vested participants | 2018-06-30 | 28,522,232 |
| Current liability for active participants non vested benefits | 2018-06-30 | 821,703 |
| Current liability for active participants vested benefits | 2018-06-30 | 115,793,491 |
| Total number of active articipats | 2018-06-30 | 705 |
| Current liability for active participants | 2018-06-30 | 116,615,194 |
| Total participant count with liabilities | 2018-06-30 | 1,833 |
| Total current liabilitoes for participants with libailities | 2018-06-30 | 373,907,674 |
| Total employer contributions in plan year | 2018-06-30 | 14,027,052 |
| Employer’s normal cost for plan year as of valuation date | 2018-06-30 | 1,518,295 |
| Prior year credit balance | 2018-06-30 | 13,345,769 |
| Amortization credits as of valuation date | 2018-06-30 | 7,491,444 |
| 2017: PLUMBERS LOCAL 9 PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 1,912 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 831 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 775 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 155 |
| Total of all active and inactive participants | 2017-07-01 | 1,761 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 163 |
| Total participants | 2017-07-01 | 1,924 |
| Number of employers contributing to the scheme | 2017-07-01 | 149 |
| Current value of assets | 2017-06-30 | 201,205,065 |
| Acturial value of assets for funding standard account | 2017-06-30 | 201,205,065 |
| Accrued liability for plan using immediate gains methods | 2017-06-30 | 254,603,613 |
| Accrued liability under unit credit cost method | 2017-06-30 | 245,287,494 |
| RPA 94 current liability | 2017-06-30 | 370,363,731 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-06-30 | 4,177,015 |
| Expected plan disbursements for the plan year | 2017-06-30 | 1,920,000 |
| Current value of assets | 2017-06-30 | 201,205,065 |
| Number of retired participants and beneficiaries receiving payment | 2017-06-30 | 912 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-06-30 | 225,588,065 |
| Number of terminated vested participants | 2017-06-30 | 223 |
| Current liability for terminated vested participants | 2017-06-30 | 30,973,136 |
| Current liability for active participants non vested benefits | 2017-06-30 | 867,940 |
| Current liability for active participants vested benefits | 2017-06-30 | 112,934,590 |
| Total number of active articipats | 2017-06-30 | 705 |
| Current liability for active participants | 2017-06-30 | 113,802,530 |
| Total participant count with liabilities | 2017-06-30 | 1,840 |
| Total current liabilitoes for participants with libailities | 2017-06-30 | 370,363,731 |
| Total employer contributions in plan year | 2017-06-30 | 13,058,316 |
| Employer’s normal cost for plan year as of valuation date | 2017-06-30 | 1,433,733 |
| Prior year credit balance | 2017-06-30 | 10,412,087 |
| Amortization credits as of valuation date | 2017-06-30 | 6,993,501 |
| 2016: PLUMBERS LOCAL 9 PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 1,901 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 826 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 747 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 162 |
| Total of all active and inactive participants | 2016-07-01 | 1,735 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 177 |
| Total participants | 2016-07-01 | 1,912 |
| Number of employers contributing to the scheme | 2016-07-01 | 158 |
| Current value of assets | 2016-06-30 | 201,987,372 |
| Acturial value of assets for funding standard account | 2016-06-30 | 201,987,372 |
| Accrued liability for plan using immediate gains methods | 2016-06-30 | 252,999,193 |
| Accrued liability under unit credit cost method | 2016-06-30 | 243,850,955 |
| RPA 94 current liability | 2016-06-30 | 363,844,373 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-06-30 | 3,886,391 |
| Expected plan disbursements for the plan year | 2016-06-30 | 19,100,000 |
| Current value of assets | 2016-06-30 | 201,987,372 |
| Number of retired participants and beneficiaries receiving payment | 2016-06-30 | 904 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-06-30 | 222,665,060 |
| Number of terminated vested participants | 2016-06-30 | 247 |
| Current liability for terminated vested participants | 2016-06-30 | 33,536,016 |
| Current liability for active participants non vested benefits | 2016-06-30 | 803,720 |
| Current liability for active participants vested benefits | 2016-06-30 | 106,839,577 |
| Total number of active articipats | 2016-06-30 | 676 |
| Current liability for active participants | 2016-06-30 | 107,643,297 |
| Total participant count with liabilities | 2016-06-30 | 1,827 |
| Total current liabilitoes for participants with libailities | 2016-06-30 | 363,844,373 |
| Total employer contributions in plan year | 2016-06-30 | 12,565,553 |
| Prior year funding deficiency | 2016-06-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2016-06-30 | 1,378,295 |
| Prior year credit balance | 2016-06-30 | 6,161,393 |
| Amortization credits as of valuation date | 2016-06-30 | 7,859,366 |
| 2015: PLUMBERS LOCAL 9 PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 1,898 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 820 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 740 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 165 |
| Total of all active and inactive participants | 2015-07-01 | 1,725 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 176 |
| Total participants | 2015-07-01 | 1,901 |
| Number of employers contributing to the scheme | 2015-07-01 | 165 |
| Current value of assets | 2015-06-30 | 197,383,089 |
| Acturial value of assets for funding standard account | 2015-06-30 | 197,383,089 |
| Accrued liability for plan using immediate gains methods | 2015-06-30 | 251,330,617 |
| Accrued liability under unit credit cost method | 2015-06-30 | 242,750,306 |
| RPA 94 current liability | 2015-06-30 | 354,022,145 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-06-30 | 3,456,135 |
| Expected plan disbursements for the plan year | 2015-06-30 | 19,172,970 |
| Current value of assets | 2015-06-30 | 197,383,089 |
| Number of retired participants and beneficiaries receiving payment | 2015-06-30 | 908 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-06-30 | 221,606,139 |
| Number of terminated vested participants | 2015-06-30 | 301 |
| Current liability for terminated vested participants | 2015-06-30 | 38,582,270 |
| Current liability for active participants non vested benefits | 2015-06-30 | 576,713 |
| Current liability for active participants vested benefits | 2015-06-30 | 93,257,023 |
| Total number of active articipats | 2015-06-30 | 617 |
| Current liability for active participants | 2015-06-30 | 93,833,736 |
| Total participant count with liabilities | 2015-06-30 | 1,826 |
| Total current liabilitoes for participants with libailities | 2015-06-30 | 354,022,145 |
| Total employer contributions in plan year | 2015-06-30 | 12,230,916 |
| Prior year funding deficiency | 2015-06-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2015-06-30 | 1,182,225 |
| Prior year credit balance | 2015-06-30 | 1,840,258 |
| Amortization credits as of valuation date | 2015-06-30 | 7,859,366 |
| 2014: PLUMBERS LOCAL 9 PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 1,901 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 828 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 732 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 167 |
| Total of all active and inactive participants | 2014-07-01 | 1,727 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 171 |
| Total participants | 2014-07-01 | 1,898 |
| Number of employers contributing to the scheme | 2014-07-01 | 165 |
| Current value of assets | 2014-06-30 | 177,787,259 |
| Acturial value of assets for funding standard account | 2014-06-30 | 177,787,259 |
| Accrued liability for plan using immediate gains methods | 2014-06-30 | 248,965,601 |
| Accrued liability under unit credit cost method | 2014-06-30 | 241,726,744 |
| RPA 94 current liability | 2014-06-30 | 356,149,218 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-06-30 | 2,988,281 |
| Expected plan disbursements for the plan year | 2014-06-30 | 19,027,989 |
| Current value of assets | 2014-06-30 | 177,787,259 |
| Number of retired participants and beneficiaries receiving payment | 2014-06-30 | 893 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-06-30 | 220,110,913 |
| Number of terminated vested participants | 2014-06-30 | 417 |
| Current liability for terminated vested participants | 2014-06-30 | 58,445,629 |
| Current liability for active participants non vested benefits | 2014-06-30 | 464,268 |
| Current liability for active participants vested benefits | 2014-06-30 | 77,128,408 |
| Total number of active articipats | 2014-06-30 | 507 |
| Current liability for active participants | 2014-06-30 | 77,592,676 |
| Total participant count with liabilities | 2014-06-30 | 1,817 |
| Total current liabilitoes for participants with libailities | 2014-06-30 | 356,149,218 |
| Total employer contributions in plan year | 2014-06-30 | 10,795,216 |
| Employer’s normal cost for plan year as of valuation date | 2014-06-30 | 1,022,222 |
| Prior year credit balance | 2014-06-30 | 275,283 |
| Amortization credits as of valuation date | 2014-06-30 | 6,617,052 |
| 2013: PLUMBERS LOCAL 9 PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 1,907 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 828 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 737 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 166 |
| Total of all active and inactive participants | 2013-07-01 | 1,731 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 170 |
| Total participants | 2013-07-01 | 1,901 |
| Number of employers contributing to the scheme | 2013-07-01 | 184 |
| 2012: PLUMBERS LOCAL 9 PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 1,929 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 856 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 730 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 159 |
| Total of all active and inactive participants | 2012-07-01 | 1,745 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 162 |
| Total participants | 2012-07-01 | 1,907 |
| Number of employers contributing to the scheme | 2012-07-01 | 186 |
| 2011: PLUMBERS LOCAL 9 PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 1,934 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 899 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 715 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 157 |
| Total of all active and inactive participants | 2011-07-01 | 1,771 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 158 |
| Total participants | 2011-07-01 | 1,929 |
| Number of employers contributing to the scheme | 2011-07-01 | 199 |
| 2009: PLUMBERS LOCAL 9 PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 1,891 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 984 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 656 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 148 |
| Total of all active and inactive participants | 2009-07-01 | 1,788 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 145 |
| Total participants | 2009-07-01 | 1,933 |
| Number of employers contributing to the scheme | 2009-07-01 | 195 |
| 2008: PLUMBERS LOCAL 9 PENSION PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-07-01 | 1,963 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 953 |
| Number of retired or separated participants receiving benefits | 2008-07-01 | 644 |
| Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 154 |
| Total of all active and inactive participants | 2008-07-01 | 1,751 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 140 |
| Total participants | 2008-07-01 | 1,891 |
| Measure | Date | Value |
|---|
| 2022 : PLUMBERS LOCAL 9 PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-25,912,862 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-25,912,862 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $230,227 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $209,344 |
| Total income from all sources (including contributions) | 2022-06-30 | $824,842 |
| Total loss/gain on sale of assets | 2022-06-30 | $16,198,058 |
| Total of all expenses incurred | 2022-06-30 | $24,419,781 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $22,919,632 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $13,464,641 |
| Value of total assets at end of year | 2022-06-30 | $251,212,482 |
| Value of total assets at beginning of year | 2022-06-30 | $274,786,538 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $1,500,149 |
| Total interest from all sources | 2022-06-30 | $1,098,169 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $1,326,996 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $643,960 |
| Administrative expenses professional fees incurred | 2022-06-30 | $158,327 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-06-30 | $31,112,020 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $32,972,200 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $45,085 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $49,003 |
| Other income not declared elsewhere | 2022-06-30 | $20,433 |
| Administrative expenses (other) incurred | 2022-06-30 | $124,237 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $230,227 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $209,344 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-23,594,939 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $250,982,255 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $274,577,194 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Investment advisory and management fees | 2022-06-30 | $942,689 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $39,568,722 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $47,797,718 |
| Value of interest in pooled separate accounts at end of year | 2022-06-30 | $19,253,560 |
| Value of interest in pooled separate accounts at beginning of year | 2022-06-30 | $15,325,245 |
| Interest earned on other investments | 2022-06-30 | $672,655 |
| Income. Interest from corporate debt instruments | 2022-06-30 | $420,778 |
| Value of interest in common/collective trusts at end of year | 2022-06-30 | $21,849,858 |
| Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $17,468,818 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $4,788,483 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $5,650,520 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $5,650,520 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $4,736 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $32,977,976 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $23,477,092 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-6,679,994 |
| Net investment gain/loss from pooled separate accounts | 2022-06-30 | $652,299 |
| Net investment gain or loss from common/collective trusts | 2022-06-30 | $657,102 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $13,464,641 |
| Employer contributions (assets) at end of year | 2022-06-30 | $1,257,276 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $1,114,196 |
| Income. Dividends from common stock | 2022-06-30 | $683,036 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $22,919,632 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-06-30 | $43,923,589 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-06-30 | $46,526,614 |
| Contract administrator fees | 2022-06-30 | $274,896 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-06-30 | $56,435,913 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-06-30 | $84,405,132 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Aggregate proceeds on sale of assets | 2022-06-30 | $36,959,920 |
| Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $20,761,862 |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2022-06-30 | 223163246 |
| 2021 : PLUMBERS LOCAL 9 PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $24,668,694 |
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $24,668,694 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $209,344 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $421,167 |
| Total income from all sources (including contributions) | 2021-06-30 | $65,638,626 |
| Total loss/gain on sale of assets | 2021-06-30 | $14,046,523 |
| Total of all expenses incurred | 2021-06-30 | $22,021,573 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $20,639,313 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $11,254,583 |
| Value of total assets at end of year | 2021-06-30 | $274,786,538 |
| Value of total assets at beginning of year | 2021-06-30 | $231,381,308 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $1,382,260 |
| Total interest from all sources | 2021-06-30 | $1,117,112 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $1,562,442 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $645,254 |
| Administrative expenses professional fees incurred | 2021-06-30 | $135,039 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-06-30 | $32,972,200 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $49,003 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $101,928 |
| Other income not declared elsewhere | 2021-06-30 | $54,755 |
| Administrative expenses (other) incurred | 2021-06-30 | $118,043 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $209,344 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $421,167 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $43,617,053 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $274,577,194 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $230,960,141 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Investment advisory and management fees | 2021-06-30 | $894,569 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $47,797,718 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $30,629,219 |
| Value of interest in pooled separate accounts at end of year | 2021-06-30 | $15,325,245 |
| Value of interest in pooled separate accounts at beginning of year | 2021-06-30 | $14,766,013 |
| Interest earned on other investments | 2021-06-30 | $707,013 |
| Income. Interest from corporate debt instruments | 2021-06-30 | $410,099 |
| Value of interest in common/collective trusts at end of year | 2021-06-30 | $17,468,818 |
| Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $16,818,103 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $5,650,520 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $5,270,221 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $5,270,221 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $23,477,092 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $22,679,703 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $11,791,511 |
| Net investment gain/loss from pooled separate accounts | 2021-06-30 | $567,219 |
| Net investment gain or loss from common/collective trusts | 2021-06-30 | $575,787 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $11,254,583 |
| Employer contributions (assets) at end of year | 2021-06-30 | $1,114,196 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $1,108,233 |
| Income. Dividends from common stock | 2021-06-30 | $917,188 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $20,639,313 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-06-30 | $46,526,614 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-06-30 | $45,598,741 |
| Contract administrator fees | 2021-06-30 | $234,609 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-06-30 | $84,405,132 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-06-30 | $94,409,147 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Aggregate proceeds on sale of assets | 2021-06-30 | $54,422,050 |
| Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $40,375,527 |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
| Accountancy firm name | 2021-06-30 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2021-06-30 | 223163246 |
| 2020 : PLUMBERS LOCAL 9 PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $3,042,653 |
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $3,042,653 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $421,167 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $174,049 |
| Total income from all sources (including contributions) | 2020-06-30 | $20,086,200 |
| Total loss/gain on sale of assets | 2020-06-30 | $-1,515,278 |
| Total of all expenses incurred | 2020-06-30 | $21,952,895 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $20,407,595 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $13,339,776 |
| Value of total assets at end of year | 2020-06-30 | $231,381,308 |
| Value of total assets at beginning of year | 2020-06-30 | $233,000,885 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $1,545,300 |
| Total interest from all sources | 2020-06-30 | $1,126,950 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $2,410,485 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $526,220 |
| Administrative expenses professional fees incurred | 2020-06-30 | $119,156 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $101,928 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $95,339 |
| Other income not declared elsewhere | 2020-06-30 | $18,503 |
| Administrative expenses (other) incurred | 2020-06-30 | $141,781 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $421,167 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $174,049 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $-1,866,695 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $230,960,141 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $232,826,836 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $1,000,726 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $30,629,219 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $35,555,423 |
| Value of interest in pooled separate accounts at end of year | 2020-06-30 | $14,766,013 |
| Value of interest in pooled separate accounts at beginning of year | 2020-06-30 | $14,893,936 |
| Interest earned on other investments | 2020-06-30 | $695,799 |
| Income. Interest from corporate debt instruments | 2020-06-30 | $431,151 |
| Value of interest in common/collective trusts at end of year | 2020-06-30 | $16,818,103 |
| Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $16,609,849 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $5,270,221 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $6,903,133 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $6,903,133 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $22,679,703 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $21,486,279 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $404,774 |
| Net investment gain/loss from pooled separate accounts | 2020-06-30 | $617,000 |
| Net investment gain or loss from common/collective trusts | 2020-06-30 | $641,337 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $13,339,776 |
| Employer contributions (assets) at end of year | 2020-06-30 | $1,108,233 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $1,253,210 |
| Income. Dividends from common stock | 2020-06-30 | $1,884,265 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $20,407,595 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-06-30 | $45,598,741 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-06-30 | $42,548,069 |
| Contract administrator fees | 2020-06-30 | $283,637 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-06-30 | $94,409,147 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-06-30 | $93,655,647 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Aggregate proceeds on sale of assets | 2020-06-30 | $30,205,099 |
| Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $31,720,377 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
| Accountancy firm name | 2020-06-30 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2020-06-30 | 223163246 |
| 2019 : PLUMBERS LOCAL 9 PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $2,474,129 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $2,474,129 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $174,049 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $91,281 |
| Total income from all sources (including contributions) | 2019-06-30 | $29,975,244 |
| Total loss/gain on sale of assets | 2019-06-30 | $5,756,463 |
| Total of all expenses incurred | 2019-06-30 | $21,694,587 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $20,145,433 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $13,413,833 |
| Value of total assets at end of year | 2019-06-30 | $233,000,885 |
| Value of total assets at beginning of year | 2019-06-30 | $224,637,460 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $1,549,154 |
| Total interest from all sources | 2019-06-30 | $1,510,908 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $2,727,283 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $807,940 |
| Administrative expenses professional fees incurred | 2019-06-30 | $110,682 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $95,339 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $98,458 |
| Other income not declared elsewhere | 2019-06-30 | $28,563 |
| Administrative expenses (other) incurred | 2019-06-30 | $129,037 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $174,049 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $91,281 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $8,280,657 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $232,826,836 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $224,546,179 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Investment advisory and management fees | 2019-06-30 | $1,035,152 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $35,555,423 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $31,997,204 |
| Value of interest in pooled separate accounts at end of year | 2019-06-30 | $14,893,936 |
| Value of interest in pooled separate accounts at beginning of year | 2019-06-30 | $14,435,583 |
| Interest earned on other investments | 2019-06-30 | $1,510,908 |
| Value of interest in common/collective trusts at end of year | 2019-06-30 | $16,609,849 |
| Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $16,265,294 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $6,903,133 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $7,896,460 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $7,896,460 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $21,486,279 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $20,619,405 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $2,834,669 |
| Net investment gain/loss from pooled separate accounts | 2019-06-30 | $617,157 |
| Net investment gain or loss from common/collective trusts | 2019-06-30 | $612,239 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $13,413,833 |
| Employer contributions (assets) at end of year | 2019-06-30 | $1,253,210 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $1,333,447 |
| Income. Dividends from common stock | 2019-06-30 | $1,919,343 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $20,145,433 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-06-30 | $42,548,069 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-06-30 | $36,421,237 |
| Contract administrator fees | 2019-06-30 | $274,283 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-06-30 | $93,655,647 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-06-30 | $95,570,372 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Aggregate proceeds on sale of assets | 2019-06-30 | $24,935,935 |
| Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $19,179,472 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
| Accountancy firm name | 2019-06-30 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2019-06-30 | 223163246 |
| 2018 : PLUMBERS LOCAL 9 PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $5,490,378 |
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $5,490,378 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $91,281 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $113,640 |
| Total income from all sources (including contributions) | 2018-06-30 | $31,514,516 |
| Total loss/gain on sale of assets | 2018-06-30 | $4,469,920 |
| Total of all expenses incurred | 2018-06-30 | $21,433,754 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $19,874,180 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $13,988,652 |
| Value of total assets at end of year | 2018-06-30 | $224,637,460 |
| Value of total assets at beginning of year | 2018-06-30 | $214,579,057 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $1,559,574 |
| Total interest from all sources | 2018-06-30 | $431,104 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $2,945,149 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $1,072,359 |
| Administrative expenses professional fees incurred | 2018-06-30 | $93,456 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $98,458 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $530,095 |
| Other income not declared elsewhere | 2018-06-30 | $52,271 |
| Administrative expenses (other) incurred | 2018-06-30 | $142,370 |
| Liabilities. Value of operating payables at end of year | 2018-06-30 | $91,281 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $113,640 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $10,080,762 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $224,546,179 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $214,465,417 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $989,711 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $31,997,204 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $21,150,537 |
| Value of interest in pooled separate accounts at end of year | 2018-06-30 | $14,435,583 |
| Value of interest in pooled separate accounts at beginning of year | 2018-06-30 | $16,916,565 |
| Interest earned on other investments | 2018-06-30 | $431,104 |
| Value of interest in common/collective trusts at end of year | 2018-06-30 | $16,265,294 |
| Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $19,739,059 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $7,896,460 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $6,261,291 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $6,261,291 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $20,619,405 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $26,849,039 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $2,820,085 |
| Net investment gain/loss from pooled separate accounts | 2018-06-30 | $666,882 |
| Net investment gain or loss from common/collective trusts | 2018-06-30 | $650,075 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $13,988,652 |
| Employer contributions (assets) at end of year | 2018-06-30 | $1,333,447 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $1,830,391 |
| Income. Dividends from common stock | 2018-06-30 | $1,872,790 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $19,874,180 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-06-30 | $36,421,237 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-06-30 | $40,332,377 |
| Contract administrator fees | 2018-06-30 | $334,037 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-06-30 | $95,570,372 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-06-30 | $80,969,703 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Aggregate proceeds on sale of assets | 2018-06-30 | $18,804,809 |
| Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $14,334,889 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
| Accountancy firm name | 2018-06-30 | GERSON & ASSOCIATES CPAS AND ADVISO |
| Accountancy firm EIN | 2018-06-30 | 223163246 |
| 2017 : PLUMBERS LOCAL 9 PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $9,234,844 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $9,234,844 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $113,640 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $145,713 |
| Total income from all sources (including contributions) | 2017-06-30 | $34,198,499 |
| Total loss/gain on sale of assets | 2017-06-30 | $3,212,608 |
| Total of all expenses incurred | 2017-06-30 | $20,938,147 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $19,530,659 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $13,014,453 |
| Value of total assets at end of year | 2017-06-30 | $214,579,057 |
| Value of total assets at beginning of year | 2017-06-30 | $201,350,778 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $1,407,488 |
| Total interest from all sources | 2017-06-30 | $1,067,675 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $2,435,932 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $862,393 |
| Administrative expenses professional fees incurred | 2017-06-30 | $102,728 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $530,095 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $618,118 |
| Other income not declared elsewhere | 2017-06-30 | $284,134 |
| Administrative expenses (other) incurred | 2017-06-30 | $141,941 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $113,640 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $145,713 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $13,260,352 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $214,465,417 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $201,205,065 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $910,459 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $21,150,537 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $30,941,444 |
| Value of interest in pooled separate accounts at end of year | 2017-06-30 | $16,916,565 |
| Value of interest in pooled separate accounts at beginning of year | 2017-06-30 | $16,577,907 |
| Interest earned on other investments | 2017-06-30 | $1,067,646 |
| Value of interest in common/collective trusts at end of year | 2017-06-30 | $19,739,059 |
| Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $18,922,385 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $6,261,291 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $4,953,438 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $4,953,438 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $29 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $26,849,039 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $30,869,799 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $2,476,885 |
| Net investment gain/loss from pooled separate accounts | 2017-06-30 | $1,126,803 |
| Net investment gain or loss from common/collective trusts | 2017-06-30 | $1,345,165 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $13,014,453 |
| Employer contributions (assets) at end of year | 2017-06-30 | $1,830,391 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $1,142,245 |
| Income. Dividends from common stock | 2017-06-30 | $1,573,539 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $19,530,659 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-06-30 | $40,332,377 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-06-30 | $28,387,146 |
| Contract administrator fees | 2017-06-30 | $252,360 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-06-30 | $80,969,703 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-06-30 | $68,938,296 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $15,089,085 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $11,876,477 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
| Accountancy firm name | 2017-06-30 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2017-06-30 | 223163246 |
| 2016 : PLUMBERS LOCAL 9 PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $-3,905,945 |
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $-3,905,945 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $145,713 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $164,412 |
| Total income from all sources (including contributions) | 2016-06-30 | $20,016,816 |
| Total loss/gain on sale of assets | 2016-06-30 | $3,825,057 |
| Total of all expenses incurred | 2016-06-30 | $20,799,123 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $19,429,678 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $12,496,048 |
| Value of total assets at end of year | 2016-06-30 | $201,350,778 |
| Value of total assets at beginning of year | 2016-06-30 | $202,151,784 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $1,369,445 |
| Total interest from all sources | 2016-06-30 | $1,451,592 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $1,895,178 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $449,969 |
| Administrative expenses professional fees incurred | 2016-06-30 | $92,930 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $618,118 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $274,435 |
| Other income not declared elsewhere | 2016-06-30 | $90,493 |
| Administrative expenses (other) incurred | 2016-06-30 | $137,065 |
| Liabilities. Value of operating payables at end of year | 2016-06-30 | $145,713 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $164,412 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-782,307 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $201,205,065 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $201,987,372 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Investment advisory and management fees | 2016-06-30 | $867,777 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $30,941,444 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $31,211,643 |
| Value of interest in pooled separate accounts at end of year | 2016-06-30 | $16,577,907 |
| Value of interest in pooled separate accounts at beginning of year | 2016-06-30 | $14,821,768 |
| Interest earned on other investments | 2016-06-30 | $972,466 |
| Income. Interest from US Government securities | 2016-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2016-06-30 | $476,618 |
| Value of interest in common/collective trusts at end of year | 2016-06-30 | $18,922,385 |
| Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $17,196,250 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $4,953,438 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $7,486,122 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $7,486,122 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $2,508 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $30,869,799 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $23,595,470 |
| Asset value of US Government securities at end of year | 2016-06-30 | $0 |
| Asset value of US Government securities at beginning of year | 2016-06-30 | $15,265,069 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $2,573,638 |
| Net investment gain/loss from pooled separate accounts | 2016-06-30 | $748,106 |
| Net investment gain or loss from common/collective trusts | 2016-06-30 | $842,649 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $12,496,048 |
| Employer contributions (assets) at end of year | 2016-06-30 | $1,142,245 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $1,455,249 |
| Income. Dividends from common stock | 2016-06-30 | $1,445,209 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $19,429,678 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-06-30 | $28,387,146 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-06-30 | $10,777,772 |
| Contract administrator fees | 2016-06-30 | $271,673 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-06-30 | $68,938,296 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-06-30 | $80,068,006 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Aggregate proceeds on sale of assets | 2016-06-30 | $31,558,073 |
| Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $27,733,016 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
| Accountancy firm name | 2016-06-30 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2016-06-30 | 223163246 |
| 2015 : PLUMBERS LOCAL 9 PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $-5,753,050 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $-5,753,050 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $164,412 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $321,842 |
| Total income from all sources (including contributions) | 2015-06-30 | $25,459,428 |
| Total loss/gain on sale of assets | 2015-06-30 | $12,270,811 |
| Total of all expenses incurred | 2015-06-30 | $20,855,145 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $19,352,370 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $12,161,411 |
| Value of total assets at end of year | 2015-06-30 | $202,151,784 |
| Value of total assets at beginning of year | 2015-06-30 | $197,704,931 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $1,502,775 |
| Total interest from all sources | 2015-06-30 | $1,715,919 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $4,216,005 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $1,465,723 |
| Administrative expenses professional fees incurred | 2015-06-30 | $108,625 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $274,435 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $219,667 |
| Other income not declared elsewhere | 2015-06-30 | $90,488 |
| Administrative expenses (other) incurred | 2015-06-30 | $119,817 |
| Liabilities. Value of operating payables at end of year | 2015-06-30 | $164,412 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $321,842 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $4,604,283 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $201,987,372 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $197,383,089 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $1,023,213 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $31,211,643 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $31,475,611 |
| Value of interest in pooled separate accounts at end of year | 2015-06-30 | $14,821,768 |
| Value of interest in pooled separate accounts at beginning of year | 2015-06-30 | $14,066,828 |
| Interest earned on other investments | 2015-06-30 | $922,981 |
| Income. Interest from US Government securities | 2015-06-30 | $461,675 |
| Income. Interest from corporate debt instruments | 2015-06-30 | $320,825 |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $17,196,250 |
| Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $15,314,579 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $7,486,122 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $5,623,765 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $5,623,765 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $10,438 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $23,595,470 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $19,234,439 |
| Asset value of US Government securities at end of year | 2015-06-30 | $15,265,069 |
| Asset value of US Government securities at beginning of year | 2015-06-30 | $9,011,317 |
| Net investment gain/loss from pooled separate accounts | 2015-06-30 | $705,705 |
| Net investment gain or loss from common/collective trusts | 2015-06-30 | $52,139 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $12,161,411 |
| Employer contributions (assets) at end of year | 2015-06-30 | $1,455,249 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $1,136,848 |
| Income. Dividends from common stock | 2015-06-30 | $2,750,282 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $19,352,370 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-06-30 | $10,777,772 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-06-30 | $6,317,621 |
| Contract administrator fees | 2015-06-30 | $251,120 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-06-30 | $80,068,006 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-06-30 | $95,304,256 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Aggregate proceeds on sale of assets | 2015-06-30 | $66,585,208 |
| Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $54,314,397 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2015-06-30 | 223163246 |
| 2014 : PLUMBERS LOCAL 9 PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $15,180,090 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $15,180,090 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $321,842 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $123,156 |
| Total income from all sources (including contributions) | 2014-06-30 | $40,338,065 |
| Total loss/gain on sale of assets | 2014-06-30 | $8,262,807 |
| Total of all expenses incurred | 2014-06-30 | $20,742,235 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $19,334,377 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $10,795,216 |
| Value of total assets at end of year | 2014-06-30 | $197,704,931 |
| Value of total assets at beginning of year | 2014-06-30 | $177,910,415 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $1,407,858 |
| Total interest from all sources | 2014-06-30 | $1,328,119 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $3,307,256 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $619,999 |
| Administrative expenses professional fees incurred | 2014-06-30 | $99,784 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $219,667 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $223,760 |
| Other income not declared elsewhere | 2014-06-30 | $94,640 |
| Administrative expenses (other) incurred | 2014-06-30 | $106,063 |
| Liabilities. Value of operating payables at end of year | 2014-06-30 | $321,842 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $123,156 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $19,595,830 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $197,383,089 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $177,787,259 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $983,560 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $31,475,611 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $31,567,870 |
| Value of interest in pooled separate accounts at end of year | 2014-06-30 | $14,066,828 |
| Value of interest in pooled separate accounts at beginning of year | 2014-06-30 | $12,485,282 |
| Interest earned on other investments | 2014-06-30 | $762,683 |
| Income. Interest from US Government securities | 2014-06-30 | $333,223 |
| Income. Interest from corporate debt instruments | 2014-06-30 | $231,562 |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $15,314,579 |
| Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $13,553,588 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $5,623,765 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $5,560,018 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $5,560,018 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $651 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $19,234,439 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $15,544,081 |
| Asset value of US Government securities at end of year | 2014-06-30 | $9,011,317 |
| Asset value of US Government securities at beginning of year | 2014-06-30 | $8,366,112 |
| Net investment gain/loss from pooled separate accounts | 2014-06-30 | $653,848 |
| Net investment gain or loss from common/collective trusts | 2014-06-30 | $716,089 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $10,795,216 |
| Employer contributions (assets) at end of year | 2014-06-30 | $1,136,848 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $1,009,224 |
| Income. Dividends from common stock | 2014-06-30 | $2,687,257 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $19,334,377 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-06-30 | $6,317,621 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-06-30 | $5,812,915 |
| Contract administrator fees | 2014-06-30 | $218,451 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-06-30 | $95,304,256 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $83,787,565 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Aggregate proceeds on sale of assets | 2014-06-30 | $40,173,927 |
| Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $31,911,120 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2014-06-30 | 223163246 |
| 2013 : PLUMBERS LOCAL 9 PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $10,700,844 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $10,700,844 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $123,156 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $172,143 |
| Total income from all sources (including contributions) | 2013-06-30 | $31,890,085 |
| Total loss/gain on sale of assets | 2013-06-30 | $6,372,974 |
| Total of all expenses incurred | 2013-06-30 | $20,404,860 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $19,093,322 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $9,524,807 |
| Value of total assets at end of year | 2013-06-30 | $177,910,415 |
| Value of total assets at beginning of year | 2013-06-30 | $166,474,177 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $1,311,538 |
| Total interest from all sources | 2013-06-30 | $1,145,317 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $2,872,153 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $717,165 |
| Administrative expenses professional fees incurred | 2013-06-30 | $94,571 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $223,760 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $276,724 |
| Other income not declared elsewhere | 2013-06-30 | $80,300 |
| Administrative expenses (other) incurred | 2013-06-30 | $94,757 |
| Liabilities. Value of operating payables at end of year | 2013-06-30 | $123,156 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $172,143 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $11,485,225 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $177,787,259 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $166,302,034 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $924,117 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $31,567,870 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $25,080,283 |
| Value of interest in pooled separate accounts at end of year | 2013-06-30 | $12,485,282 |
| Value of interest in pooled separate accounts at beginning of year | 2013-06-30 | $11,634,824 |
| Interest earned on other investments | 2013-06-30 | $577,756 |
| Income. Interest from US Government securities | 2013-06-30 | $334,414 |
| Income. Interest from corporate debt instruments | 2013-06-30 | $232,245 |
| Value of interest in common/collective trusts at end of year | 2013-06-30 | $13,553,588 |
| Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $12,331,371 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $5,560,018 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $7,574,308 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $7,574,308 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $902 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $15,544,081 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $10,357,171 |
| Asset value of US Government securities at end of year | 2013-06-30 | $8,366,112 |
| Asset value of US Government securities at beginning of year | 2013-06-30 | $8,313,320 |
| Net investment gain/loss from pooled separate accounts | 2013-06-30 | $581,958 |
| Net investment gain or loss from common/collective trusts | 2013-06-30 | $611,732 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $9,524,807 |
| Employer contributions (assets) at end of year | 2013-06-30 | $1,009,224 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $1,137,904 |
| Income. Dividends from common stock | 2013-06-30 | $2,154,988 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $19,093,322 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-06-30 | $5,812,915 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-06-30 | $6,086,894 |
| Contract administrator fees | 2013-06-30 | $198,093 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $83,787,565 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-06-30 | $83,681,378 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $59,320,364 |
| Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $52,947,390 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2013-06-30 | 223163246 |
| 2012 : PLUMBERS LOCAL 9 PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $-414,497 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $-414,497 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $172,143 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $148,750 |
| Total income from all sources (including contributions) | 2012-06-30 | $18,359,736 |
| Total loss/gain on sale of assets | 2012-06-30 | $2,253,404 |
| Total of all expenses incurred | 2012-06-30 | $20,075,680 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $18,761,138 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $10,830,622 |
| Value of total assets at end of year | 2012-06-30 | $166,474,177 |
| Value of total assets at beginning of year | 2012-06-30 | $168,166,728 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $1,314,542 |
| Total interest from all sources | 2012-06-30 | $1,543,251 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $3,075,504 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $990,439 |
| Administrative expenses professional fees incurred | 2012-06-30 | $81,270 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $276,724 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $111,470 |
| Other income not declared elsewhere | 2012-06-30 | $51,528 |
| Administrative expenses (other) incurred | 2012-06-30 | $90,387 |
| Liabilities. Value of operating payables at end of year | 2012-06-30 | $172,143 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $148,750 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $-1,715,944 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $166,302,034 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $168,017,978 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $920,870 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $25,080,283 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $38,810,241 |
| Value of interest in pooled separate accounts at end of year | 2012-06-30 | $11,634,824 |
| Value of interest in pooled separate accounts at beginning of year | 2012-06-30 | $10,400,301 |
| Income. Interest from loans (other than to participants) | 2012-06-30 | $267,487 |
| Interest earned on other investments | 2012-06-30 | $934,189 |
| Income. Interest from US Government securities | 2012-06-30 | $340,438 |
| Value of interest in common/collective trusts at end of year | 2012-06-30 | $12,331,371 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $7,574,308 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $7,752,021 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $7,752,021 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $1,137 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $10,357,171 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $17,195,484 |
| Asset value of US Government securities at end of year | 2012-06-30 | $8,313,320 |
| Net investment gain/loss from pooled separate accounts | 2012-06-30 | $497,336 |
| Net investment gain or loss from common/collective trusts | 2012-06-30 | $522,588 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $10,830,622 |
| Employer contributions (assets) at end of year | 2012-06-30 | $1,137,904 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $1,112,596 |
| Income. Dividends from common stock | 2012-06-30 | $2,085,065 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $18,761,138 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-06-30 | $6,086,894 |
| Contract administrator fees | 2012-06-30 | $222,015 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-06-30 | $83,681,378 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-06-30 | $92,784,615 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Aggregate proceeds on sale of assets | 2012-06-30 | $48,587,879 |
| Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $46,334,475 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2012-06-30 | 223163246 |
| 2011 : PLUMBERS LOCAL 9 PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $24,357,321 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $24,357,321 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $148,750 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $63,071 |
| Total income from all sources (including contributions) | 2011-06-30 | $38,973,706 |
| Total loss/gain on sale of assets | 2011-06-30 | $-571,176 |
| Total of all expenses incurred | 2011-06-30 | $18,844,475 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $17,520,641 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $9,504,261 |
| Value of total assets at end of year | 2011-06-30 | $168,166,728 |
| Value of total assets at beginning of year | 2011-06-30 | $147,951,818 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $1,323,834 |
| Total interest from all sources | 2011-06-30 | $578,425 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $4,212,380 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $2,182,622 |
| Administrative expenses professional fees incurred | 2011-06-30 | $131,378 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $111,470 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $202 |
| Other income not declared elsewhere | 2011-06-30 | $124,124 |
| Administrative expenses (other) incurred | 2011-06-30 | $95,867 |
| Liabilities. Value of operating payables at end of year | 2011-06-30 | $148,750 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $63,071 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $20,129,231 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $168,017,978 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $147,888,747 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $889,199 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $38,810,241 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $30,333,790 |
| Value of interest in pooled separate accounts at end of year | 2011-06-30 | $10,400,301 |
| Value of interest in pooled separate accounts at beginning of year | 2011-06-30 | $14,142,198 |
| Interest earned on other investments | 2011-06-30 | $578,292 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $7,752,021 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $6,410,436 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $6,410,436 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $133 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $17,195,484 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $16,371,365 |
| Net investment gain/loss from pooled separate accounts | 2011-06-30 | $768,371 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $9,504,261 |
| Employer contributions (assets) at end of year | 2011-06-30 | $1,112,596 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $1,496,831 |
| Income. Dividends from common stock | 2011-06-30 | $2,029,758 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $17,520,641 |
| Contract administrator fees | 2011-06-30 | $207,390 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-06-30 | $92,784,615 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-06-30 | $79,196,996 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Aggregate proceeds on sale of assets | 2011-06-30 | $60,029,827 |
| Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $60,601,003 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | DAVID A GERSON,CPA & ASSOC. PC |
| Accountancy firm EIN | 2011-06-30 | 223163246 |
