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STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSTEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN
Plan identification number 001

STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES - STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN
Employer identification number (EIN):522187219
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DANIEL LOVELESS
0012017-01-01DANIEL LOVELESS
0012016-01-01DANIEL LOVELESS
0012015-01-01DANIEL LOVELESS
0012014-01-01JOSEPH SAVIA
0012013-01-01JOSEPH SAVIA
0012012-01-01JOSEPH SAVIA
0012011-01-01JOSEPH SAVIA
0012010-01-01JOSEPH SAVIA
0012009-01-01DAVID HIMES
0012009-01-01DAVID HIMES
0012009-01-01DAVID HIMES

Plan Statistics for STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN

Measure Date Value
2022: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,343
Total number of active participants reported on line 7a of the Form 55002022-01-015,155
Number of retired or separated participants receiving benefits2022-01-0142
Number of other retired or separated participants entitled to future benefits2022-01-01125
Total of all active and inactive participants2022-01-015,322
Total participants2022-01-015,322
Number of participants with account balances2022-01-015,322
Number of employers contributing to the scheme2022-01-01199
2021: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,181
Total number of active participants reported on line 7a of the Form 55002021-01-015,177
Number of retired or separated participants receiving benefits2021-01-0136
Number of other retired or separated participants entitled to future benefits2021-01-01130
Total of all active and inactive participants2021-01-015,343
Total participants2021-01-015,343
Number of participants with account balances2021-01-014,930
Number of employers contributing to the scheme2021-01-01191
2020: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,050
Total number of active participants reported on line 7a of the Form 55002020-01-015,005
Number of retired or separated participants receiving benefits2020-01-0132
Number of other retired or separated participants entitled to future benefits2020-01-01142
Total of all active and inactive participants2020-01-015,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-015,181
Number of participants with account balances2020-01-014,770
Number of employers contributing to the scheme2020-01-01180
2019: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,922
Total number of active participants reported on line 7a of the Form 55002019-01-014,869
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01154
Total of all active and inactive participants2019-01-015,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-015,050
Number of participants with account balances2019-01-014,643
Number of employers contributing to the scheme2019-01-01181
2018: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,963
Total number of active participants reported on line 7a of the Form 55002018-01-014,742
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-01160
Total of all active and inactive participants2018-01-014,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-014,922
Number of participants with account balances2018-01-014,512
Number of employers contributing to the scheme2018-01-01216
2017: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,514
Total number of active participants reported on line 7a of the Form 55002017-01-014,774
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-01160
Total of all active and inactive participants2017-01-014,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-014,951
Number of participants with account balances2017-01-014,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01179
2016: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,878
Total number of active participants reported on line 7a of the Form 55002016-01-014,326
Number of retired or separated participants receiving benefits2016-01-0119
Number of other retired or separated participants entitled to future benefits2016-01-01169
Total of all active and inactive participants2016-01-014,514
Total participants2016-01-014,514
Number of participants with account balances2016-01-014,179
Number of employers contributing to the scheme2016-01-01167
2015: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,794
Total number of active participants reported on line 7a of the Form 55002015-01-013,691
Number of retired or separated participants receiving benefits2015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-01171
Total of all active and inactive participants2015-01-013,878
Total participants2015-01-013,878
Number of participants with account balances2015-01-013,600
Number of employers contributing to the scheme2015-01-01163
2014: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,763
Total number of active participants reported on line 7a of the Form 55002014-01-013,627
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-01149
Total of all active and inactive participants2014-01-013,794
Total participants2014-01-013,794
Number of participants with account balances2014-01-013,534
Number of employers contributing to the scheme2014-01-01159
2013: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,807
Total number of active participants reported on line 7a of the Form 55002013-01-013,635
Number of retired or separated participants receiving benefits2013-01-0117
Number of other retired or separated participants entitled to future benefits2013-01-01110
Total of all active and inactive participants2013-01-013,762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013,763
Number of participants with account balances2013-01-013,529
Number of employers contributing to the scheme2013-01-01229
2012: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,851
Total number of active participants reported on line 7a of the Form 55002012-01-013,753
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-013,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-013,807
Number of participants with account balances2012-01-013,603
Number of employers contributing to the scheme2012-01-01225
2011: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,821
Total number of active participants reported on line 7a of the Form 55002011-01-013,831
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-013,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013,851
Number of participants with account balances2011-01-013,669
Number of employers contributing to the scheme2011-01-01203
2010: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,746
Total number of active participants reported on line 7a of the Form 55002010-01-013,803
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-013,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-013,821
Number of participants with account balances2010-01-013,652
Number of employers contributing to the scheme2010-01-01175
2009: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,688
Total number of active participants reported on line 7a of the Form 55002009-01-013,728
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-013,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013,746
Number of participants with account balances2009-01-013,591
Number of employers contributing to the scheme2009-01-01175

Financial Data on STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$88,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$214,749
Total income from all sources (including contributions)2022-12-31$-43,420,873
Total of all expenses incurred2022-12-31$13,996,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,798,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,416,911
Value of total assets at end of year2022-12-31$365,335,293
Value of total assets at beginning of year2022-12-31$422,878,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$198,353
Total interest from all sources2022-12-31$1,068,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$78,775
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$84,662
Other income not declared elsewhere2022-12-31$12,356
Administrative expenses (other) incurred2022-12-31$32,660
Liabilities. Value of operating payables at end of year2022-12-31$88,980
Liabilities. Value of operating payables at beginning of year2022-12-31$214,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-57,417,848
Value of net assets at end of year (total assets less liabilities)2022-12-31$365,246,313
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$422,664,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$33,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$51,436,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,484,661
Value of interest in pooled separate accounts at end of year2022-12-31$266,806,961
Value of interest in pooled separate accounts at beginning of year2022-12-31$336,554,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,698,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,289,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,289,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,068,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$38,628,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$30,152,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,495,480
Net investment gain/loss from pooled separate accounts2022-12-31$-58,423,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$27,332,249
Employer contributions (assets) at end of year2022-12-31$3,764,146
Employer contributions (assets) at beginning of year2022-12-31$3,397,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,798,622
Contract administrator fees2022-12-31$53,806
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2022-12-31520961657
2021 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$214,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$194,645
Total income from all sources (including contributions)2021-12-31$80,021,850
Total of all expenses incurred2021-12-31$11,847,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,668,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,594,660
Value of total assets at end of year2021-12-31$422,878,910
Value of total assets at beginning of year2021-12-31$354,684,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$179,678
Total interest from all sources2021-12-31$898,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$55,105
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,873
Other income not declared elsewhere2021-12-31$16,089
Administrative expenses (other) incurred2021-12-31$27,419
Liabilities. Value of operating payables at end of year2021-12-31$214,749
Liabilities. Value of operating payables at beginning of year2021-12-31$194,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$68,174,111
Value of net assets at end of year (total assets less liabilities)2021-12-31$422,664,161
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$354,490,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,484,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,267,452
Value of interest in pooled separate accounts at end of year2021-12-31$336,554,089
Value of interest in pooled separate accounts at beginning of year2021-12-31$278,969,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,289,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,435,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,435,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$898,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$30,152,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$29,019,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,754,323
Net investment gain/loss from pooled separate accounts2021-12-31$45,757,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$25,576,787
Employer contributions (assets) at end of year2021-12-31$3,397,865
Employer contributions (assets) at beginning of year2021-12-31$2,991,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,668,061
Contract administrator fees2021-12-31$66,244
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2021-12-31520961657
2020 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$194,645
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$183,210
Total income from all sources (including contributions)2020-12-31$71,126,278
Total of all expenses incurred2020-12-31$9,796,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,591,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,339,104
Value of total assets at end of year2020-12-31$354,684,695
Value of total assets at beginning of year2020-12-31$293,343,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$204,401
Total interest from all sources2020-12-31$830,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$67,097
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,479
Other income not declared elsewhere2020-12-31$13,609
Administrative expenses (other) incurred2020-12-31$42,456
Liabilities. Value of operating payables at end of year2020-12-31$194,645
Liabilities. Value of operating payables at beginning of year2020-12-31$183,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$61,330,157
Value of net assets at end of year (total assets less liabilities)2020-12-31$354,490,050
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$293,159,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$29,896
Value of interest in pooled separate accounts at end of year2020-12-31$320,237,372
Value of interest in pooled separate accounts at beginning of year2020-12-31$264,646,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,435,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,580,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,580,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$830,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$29,019,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,816,117
Net investment gain/loss from pooled separate accounts2020-12-31$46,943,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$23,319,625
Employer contributions (assets) at end of year2020-12-31$2,991,582
Employer contributions (assets) at beginning of year2020-12-31$2,300,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,591,720
Contract administrator fees2020-12-31$64,952
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2020-12-31520961657
2019 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$183,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$183,210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,360
Total income from all sources (including contributions)2019-12-31$73,925,300
Total income from all sources (including contributions)2019-12-31$73,925,300
Total of all expenses incurred2019-12-31$8,054,653
Total of all expenses incurred2019-12-31$8,054,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,885,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,885,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,464,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,464,723
Value of total assets at end of year2019-12-31$293,343,103
Value of total assets at end of year2019-12-31$293,343,103
Value of total assets at beginning of year2019-12-31$227,368,606
Value of total assets at beginning of year2019-12-31$227,368,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$169,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$169,506
Total interest from all sources2019-12-31$697,759
Total interest from all sources2019-12-31$697,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$61,087
Administrative expenses professional fees incurred2019-12-31$61,087
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$115,828
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$115,828
Other income not declared elsewhere2019-12-31$17,924
Other income not declared elsewhere2019-12-31$17,924
Administrative expenses (other) incurred2019-12-31$29,692
Administrative expenses (other) incurred2019-12-31$29,692
Liabilities. Value of operating payables at end of year2019-12-31$183,210
Liabilities. Value of operating payables at end of year2019-12-31$183,210
Liabilities. Value of operating payables at beginning of year2019-12-31$79,360
Liabilities. Value of operating payables at beginning of year2019-12-31$79,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$65,870,647
Value of net income/loss2019-12-31$65,870,647
Value of net assets at end of year (total assets less liabilities)2019-12-31$293,159,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$293,159,893
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$227,289,246
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$227,289,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,131
Investment advisory and management fees2019-12-31$29,131
Value of interest in pooled separate accounts at end of year2019-12-31$264,646,758
Value of interest in pooled separate accounts at end of year2019-12-31$264,646,758
Value of interest in pooled separate accounts at beginning of year2019-12-31$200,399,700
Value of interest in pooled separate accounts at beginning of year2019-12-31$200,399,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,580,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,580,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,871,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,871,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,871,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,871,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$697,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$697,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,816,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,816,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,763,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,763,159
Net investment gain/loss from pooled separate accounts2019-12-31$50,744,894
Net investment gain/loss from pooled separate accounts2019-12-31$50,744,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,348,895
Contributions received in cash from employer2019-12-31$22,348,895
Employer contributions (assets) at end of year2019-12-31$2,300,135
Employer contributions (assets) at end of year2019-12-31$2,300,135
Employer contributions (assets) at beginning of year2019-12-31$2,334,192
Employer contributions (assets) at beginning of year2019-12-31$2,334,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,885,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,885,147
Contract administrator fees2019-12-31$49,596
Contract administrator fees2019-12-31$49,596
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SARFINO AND RHOADES, LLP
Accountancy firm name2019-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2019-12-31520961657
Accountancy firm EIN2019-12-31520961657
2018 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$79,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$402,916
Total income from all sources (including contributions)2018-12-31$6,400,452
Total of all expenses incurred2018-12-31$7,253,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,084,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,138,686
Value of total assets at end of year2018-12-31$227,368,606
Value of total assets at beginning of year2018-12-31$228,545,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$169,338
Total interest from all sources2018-12-31$622,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$58,911
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$37,957
Other income not declared elsewhere2018-12-31$16,048
Administrative expenses (other) incurred2018-12-31$33,910
Liabilities. Value of operating payables at end of year2018-12-31$79,360
Liabilities. Value of operating payables at beginning of year2018-12-31$402,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-852,979
Value of net assets at end of year (total assets less liabilities)2018-12-31$227,289,246
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$228,142,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,247
Value of interest in pooled separate accounts at end of year2018-12-31$200,399,700
Value of interest in pooled separate accounts at beginning of year2018-12-31$203,530,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,871,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,231,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,231,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$622,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$22,763,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$20,643,501
Net investment gain/loss from pooled separate accounts2018-12-31$-14,376,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,100,729
Employer contributions (assets) at end of year2018-12-31$2,334,192
Employer contributions (assets) at beginning of year2018-12-31$2,138,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,084,093
Contract administrator fees2018-12-31$48,270
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2018-12-31520961657
2017 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$402,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,232,054
Total income from all sources (including contributions)2017-12-31$53,204,084
Total of all expenses incurred2017-12-31$6,688,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,482,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,408,177
Value of total assets at end of year2017-12-31$228,545,141
Value of total assets at beginning of year2017-12-31$182,859,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$206,501
Total interest from all sources2017-12-31$619,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$90,165
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$91,004
Other income not declared elsewhere2017-12-31$15,496
Administrative expenses (other) incurred2017-12-31$41,886
Liabilities. Value of operating payables at end of year2017-12-31$402,916
Liabilities. Value of operating payables at beginning of year2017-12-31$1,232,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$46,515,104
Value of net assets at end of year (total assets less liabilities)2017-12-31$228,142,225
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$181,627,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$27,359
Value of interest in pooled separate accounts at end of year2017-12-31$203,530,784
Value of interest in pooled separate accounts at beginning of year2017-12-31$156,562,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,231,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,778,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,778,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$619,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$20,643,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$21,237,937
Net investment gain/loss from pooled separate accounts2017-12-31$32,161,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$20,317,173
Employer contributions (assets) at end of year2017-12-31$2,138,867
Employer contributions (assets) at beginning of year2017-12-31$3,279,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,482,479
Contract administrator fees2017-12-31$47,091
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2017-12-31520961657
2016 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,232,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,543
Total income from all sources (including contributions)2016-12-31$29,852,763
Total of all expenses incurred2016-12-31$5,352,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,185,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,859,583
Value of total assets at end of year2016-12-31$182,859,175
Value of total assets at beginning of year2016-12-31$157,146,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$166,451
Total interest from all sources2016-12-31$629,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$61,452
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,785
Other income not declared elsewhere2016-12-31$28,351
Administrative expenses (other) incurred2016-12-31$32,292
Liabilities. Value of operating payables at end of year2016-12-31$1,232,054
Liabilities. Value of operating payables at beginning of year2016-12-31$19,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$24,500,637
Value of net assets at end of year (total assets less liabilities)2016-12-31$181,627,121
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$157,126,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,650
Value of interest in pooled separate accounts at end of year2016-12-31$156,562,986
Value of interest in pooled separate accounts at beginning of year2016-12-31$134,152,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,778,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,570,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,570,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$629,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$21,237,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,902,460
Net investment gain/loss from pooled separate accounts2016-12-31$11,335,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$17,853,798
Employer contributions (assets) at end of year2016-12-31$3,279,900
Employer contributions (assets) at beginning of year2016-12-31$1,521,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,185,675
Contract administrator fees2016-12-31$46,057
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2016-12-31520961657
2015 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$43,036
Total income from all sources (including contributions)2015-12-31$15,385,936
Total of all expenses incurred2015-12-31$6,249,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,073,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,993,746
Value of total assets at end of year2015-12-31$157,146,027
Value of total assets at beginning of year2015-12-31$148,033,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$175,898
Total interest from all sources2015-12-31$562,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$73,970
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$207,142
Administrative expenses (other) incurred2015-12-31$30,811
Liabilities. Value of operating payables at end of year2015-12-31$19,543
Liabilities. Value of operating payables at beginning of year2015-12-31$43,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$9,136,048
Value of net assets at end of year (total assets less liabilities)2015-12-31$157,126,484
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$147,990,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$26,291
Value of interest in pooled separate accounts at end of year2015-12-31$134,152,160
Value of interest in pooled separate accounts at beginning of year2015-12-31$126,953,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,570,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,377,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,377,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$562,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,902,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$18,181,127
Net investment gain/loss from pooled separate accounts2015-12-31$-170,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,786,604
Employer contributions (assets) at end of year2015-12-31$1,521,349
Employer contributions (assets) at beginning of year2015-12-31$1,521,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,073,990
Contract administrator fees2015-12-31$44,826
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2015-12-31520961657
2014 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$43,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$31,084
Total income from all sources (including contributions)2014-12-31$23,471,486
Total of all expenses incurred2014-12-31$6,506,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,329,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,300,778
Value of total assets at end of year2014-12-31$148,033,472
Value of total assets at beginning of year2014-12-31$131,056,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$177,123
Total interest from all sources2014-12-31$538,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$62,229
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$204,128
Administrative expenses (other) incurred2014-12-31$45,448
Liabilities. Value of operating payables at end of year2014-12-31$43,036
Liabilities. Value of operating payables at beginning of year2014-12-31$31,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$16,964,638
Value of net assets at end of year (total assets less liabilities)2014-12-31$147,990,436
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$131,025,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$25,716
Value of interest in pooled separate accounts at end of year2014-12-31$126,953,923
Value of interest in pooled separate accounts at beginning of year2014-12-31$109,980,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,377,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$855,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$855,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$538,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$18,181,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$18,314,005
Net investment gain/loss from pooled separate accounts2014-12-31$8,632,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$14,096,650
Employer contributions (assets) at end of year2014-12-31$1,521,302
Employer contributions (assets) at beginning of year2014-12-31$1,907,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,329,725
Contract administrator fees2014-12-31$43,730
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2014-12-31520961657
2013 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$31,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,851
Total income from all sources (including contributions)2013-12-31$35,270,525
Total of all expenses incurred2013-12-31$8,374,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,174,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,846,876
Value of total assets at end of year2013-12-31$131,056,882
Value of total assets at beginning of year2013-12-31$104,149,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$200,395
Total interest from all sources2013-12-31$541,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$91,397
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$65,473
Administrative expenses (other) incurred2013-12-31$40,989
Liabilities. Value of operating payables at end of year2013-12-31$31,084
Liabilities. Value of operating payables at beginning of year2013-12-31$19,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$26,895,673
Value of net assets at end of year (total assets less liabilities)2013-12-31$131,025,798
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$104,130,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$25,137
Value of interest in pooled separate accounts at end of year2013-12-31$109,980,456
Value of interest in pooled separate accounts at beginning of year2013-12-31$82,709,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$855,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,138,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,138,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$541,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$18,314,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$18,852,186
Net investment gain/loss from pooled separate accounts2013-12-31$20,881,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,781,403
Employer contributions (assets) at end of year2013-12-31$1,907,295
Employer contributions (assets) at beginning of year2013-12-31$1,450,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,174,457
Contract administrator fees2013-12-31$42,872
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2013-12-31520961657
2012 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,501
Total income from all sources (including contributions)2012-12-31$24,060,231
Total of all expenses incurred2012-12-31$5,209,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,054,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,681,692
Value of total assets at end of year2012-12-31$104,149,976
Value of total assets at beginning of year2012-12-31$85,293,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$155,088
Total interest from all sources2012-12-31$556,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$52,997
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$48,965
Administrative expenses (other) incurred2012-12-31$34,945
Liabilities. Value of operating payables at end of year2012-12-31$19,851
Liabilities. Value of operating payables at beginning of year2012-12-31$13,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$18,850,273
Value of net assets at end of year (total assets less liabilities)2012-12-31$104,130,125
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$85,279,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$25,000
Value of interest in pooled separate accounts at end of year2012-12-31$82,709,624
Value of interest in pooled separate accounts at beginning of year2012-12-31$64,154,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,138,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$802,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$802,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$556,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$18,852,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,743,203
Net investment gain/loss from pooled separate accounts2012-12-31$10,822,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,632,727
Employer contributions (assets) at end of year2012-12-31$1,450,085
Employer contributions (assets) at beginning of year2012-12-31$1,592,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,054,870
Contract administrator fees2012-12-31$42,146
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2012-12-31520961657
2011 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,431
Total income from all sources (including contributions)2011-12-31$11,210,645
Total of all expenses incurred2011-12-31$3,063,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,907,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,827,044
Value of total assets at end of year2011-12-31$85,293,353
Value of total assets at beginning of year2011-12-31$77,164,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$156,546
Total interest from all sources2011-12-31$551,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$41,679
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,736,054
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$90,990
Administrative expenses (other) incurred2011-12-31$30,314
Liabilities. Value of operating payables at end of year2011-12-31$13,501
Liabilities. Value of operating payables at beginning of year2011-12-31$31,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,147,062
Value of net assets at end of year (total assets less liabilities)2011-12-31$85,279,852
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$77,132,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$43,345
Value of interest in pooled separate accounts at end of year2011-12-31$64,154,901
Value of interest in pooled separate accounts at beginning of year2011-12-31$57,394,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$802,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,051,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,051,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$551,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,743,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,573,273
Net investment gain/loss from pooled separate accounts2011-12-31$-1,167,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$1,592,564
Employer contributions (assets) at beginning of year2011-12-31$1,144,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,907,037
Contract administrator fees2011-12-31$41,208
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2011-12-31520961657
2010 : STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$31,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,579
Total income from all sources (including contributions)2010-12-31$19,457,238
Total of all expenses incurred2010-12-31$2,072,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,920,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,366,238
Value of total assets at end of year2010-12-31$77,164,221
Value of total assets at beginning of year2010-12-31$59,778,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$152,189
Total interest from all sources2010-12-31$529,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$49,154
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,292,968
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$73,270
Administrative expenses (other) incurred2010-12-31$21,658
Liabilities. Value of operating payables at end of year2010-12-31$31,431
Liabilities. Value of operating payables at beginning of year2010-12-31$30,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,384,939
Value of net assets at end of year (total assets less liabilities)2010-12-31$77,132,790
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$59,747,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$40,977
Value of interest in pooled separate accounts at end of year2010-12-31$57,394,895
Value of interest in pooled separate accounts at beginning of year2010-12-31$40,176,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,051,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$978,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$978,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$529,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,573,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,244,280
Net investment gain/loss from pooled separate accounts2010-12-31$7,561,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$1,144,611
Employer contributions (assets) at beginning of year2010-12-31$1,378,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,920,110
Contract administrator fees2010-12-31$40,400
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2010-12-31520961657

Form 5500 Responses for STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN

2022: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEAMFITTERS LOCAL 602 RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number78029801
Policy instance 1
Insurance contract or identification number78029801
Number of Individuals Covered5273
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered5343
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered5181
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered5050
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered4922
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered4951
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered3878
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered3794
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered3763
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered3807
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered3851
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51190-1
Policy instance 1
Insurance contract or identification numberSF 51190-1
Number of Individuals Covered3821
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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