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HEATING PIPING AND REFRG. MED. FUND 401k Plan overview

Plan NameHEATING PIPING AND REFRG. MED. FUND
Plan identification number 501

HEATING PIPING AND REFRG. MED. FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Supplemental unemployment
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES, HEATING PIPING AND REFRIGERATION MEDICAL FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, HEATING PIPING AND REFRIGERATION MEDICAL FUND
Employer identification number (EIN):530207840
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEATING PIPING AND REFRG. MED. FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01
5012016-01-01DANIEL LOVELESS
5012015-01-01DANIEL LOVELESS
5012014-01-01JOSEPH C. SAVIA
5012013-01-01JOSEPH C. SAVIA
5012012-01-01JOSEPH C. SAVIA
5012011-01-01JOSEPH C. SAVIA
5012009-01-01DAVID HIMES

Plan Statistics for HEATING PIPING AND REFRG. MED. FUND

401k plan membership statisitcs for HEATING PIPING AND REFRG. MED. FUND

Measure Date Value
2022: HEATING PIPING AND REFRG. MED. FUND 2022 401k membership
Total participants, beginning-of-year2022-01-015,244
Total number of active participants reported on line 7a of the Form 55002022-01-014,551
Number of retired or separated participants receiving benefits2022-01-011,030
Total of all active and inactive participants2022-01-015,581
Total participants2022-01-015,581
Number of employers contributing to the scheme2022-01-01207
2021: HEATING PIPING AND REFRG. MED. FUND 2021 401k membership
Total participants, beginning-of-year2021-01-014,959
Total number of active participants reported on line 7a of the Form 55002021-01-014,232
Number of retired or separated participants receiving benefits2021-01-011,012
Total of all active and inactive participants2021-01-015,244
Total participants2021-01-015,244
Number of employers contributing to the scheme2021-01-01200
2020: HEATING PIPING AND REFRG. MED. FUND 2020 401k membership
Total participants, beginning-of-year2020-01-014,847
Total number of active participants reported on line 7a of the Form 55002020-01-013,975
Number of retired or separated participants receiving benefits2020-01-01984
Total of all active and inactive participants2020-01-014,959
Total participants2020-01-014,959
Number of employers contributing to the scheme2020-01-01190
2019: HEATING PIPING AND REFRG. MED. FUND 2019 401k membership
Total participants, beginning-of-year2019-01-014,680
Total number of active participants reported on line 7a of the Form 55002019-01-013,884
Number of retired or separated participants receiving benefits2019-01-01963
Total of all active and inactive participants2019-01-014,847
Total participants2019-01-014,847
Number of employers contributing to the scheme2019-01-01195
2018: HEATING PIPING AND REFRG. MED. FUND 2018 401k membership
Total participants, beginning-of-year2018-01-014,591
Total number of active participants reported on line 7a of the Form 55002018-01-013,754
Number of retired or separated participants receiving benefits2018-01-01926
Total of all active and inactive participants2018-01-014,680
Total participants2018-01-014,680
Number of employers contributing to the scheme2018-01-01216
2017: HEATING PIPING AND REFRG. MED. FUND 2017 401k membership
Total participants, beginning-of-year2017-01-014,316
Total number of active participants reported on line 7a of the Form 55002017-01-013,672
Number of retired or separated participants receiving benefits2017-01-01919
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,591
Number of participants with account balances2017-01-010
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 scheme2017-01-01189
2016: HEATING PIPING AND REFRG. MED. FUND 2016 401k membership
Total participants, beginning-of-year2016-01-014,216
Total number of active participants reported on line 7a of the Form 55002016-01-013,415
Number of retired or separated participants receiving benefits2016-01-01901
Total of all active and inactive participants2016-01-014,316
Total participants2016-01-014,316
Number of employers contributing to the scheme2016-01-01179
2015: HEATING PIPING AND REFRG. MED. FUND 2015 401k membership
Total participants, beginning-of-year2015-01-014,199
Total number of active participants reported on line 7a of the Form 55002015-01-013,308
Number of retired or separated participants receiving benefits2015-01-01908
Total of all active and inactive participants2015-01-014,216
Total participants2015-01-014,216
Number of employers contributing to the scheme2015-01-01178
2014: HEATING PIPING AND REFRG. MED. FUND 2014 401k membership
Total participants, beginning-of-year2014-01-014,078
Total number of active participants reported on line 7a of the Form 55002014-01-013,300
Number of retired or separated participants receiving benefits2014-01-01899
Total of all active and inactive participants2014-01-014,199
Total participants2014-01-014,199
Number of employers contributing to the scheme2014-01-01169
2013: HEATING PIPING AND REFRG. MED. FUND 2013 401k membership
Total participants, beginning-of-year2013-01-014,116
Total number of active participants reported on line 7a of the Form 55002013-01-013,205
Number of retired or separated participants receiving benefits2013-01-01873
Total of all active and inactive participants2013-01-014,078
Total participants2013-01-014,078
Number of employers contributing to the scheme2013-01-01229
2012: HEATING PIPING AND REFRG. MED. FUND 2012 401k membership
Total participants, beginning-of-year2012-01-014,129
Total number of active participants reported on line 7a of the Form 55002012-01-013,275
Number of retired or separated participants receiving benefits2012-01-01841
Total of all active and inactive participants2012-01-014,116
Total participants2012-01-014,116
Number of employers contributing to the scheme2012-01-01225
2011: HEATING PIPING AND REFRG. MED. FUND 2011 401k membership
Total participants, beginning-of-year2011-01-014,089
Total number of active participants reported on line 7a of the Form 55002011-01-013,304
Number of retired or separated participants receiving benefits2011-01-01825
Total of all active and inactive participants2011-01-014,129
Total participants2011-01-014,129
Number of employers contributing to the scheme2011-01-01203
2009: HEATING PIPING AND REFRG. MED. FUND 2009 401k membership
Total participants, beginning-of-year2009-01-014,022
Total number of active participants reported on line 7a of the Form 55002009-01-013,318
Number of retired or separated participants receiving benefits2009-01-01782
Total of all active and inactive participants2009-01-014,100
Total participants2009-01-014,100

Financial Data on HEATING PIPING AND REFRG. MED. FUND

Measure Date Value
2022 : HEATING PIPING AND REFRG. MED. FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,659,249
Total unrealized appreciation/depreciation of assets2022-12-31$-9,659,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,224,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,832,142
Total income from all sources (including contributions)2022-12-31$66,685,959
Total loss/gain on sale of assets2022-12-31$-542,692
Total of all expenses incurred2022-12-31$69,077,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$62,636,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$75,461,965
Value of total assets at end of year2022-12-31$114,168,802
Value of total assets at beginning of year2022-12-31$114,168,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,441,615
Total interest from all sources2022-12-31$997,657
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$424,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$424,711
Administrative expenses professional fees incurred2022-12-31$267,382
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,866,412
Assets. Other investments not covered elsewhere at end of year2022-12-31$17,474,777
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,138,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$267,836
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$223,905
Other income not declared elsewhere2022-12-31$3,567
Administrative expenses (other) incurred2022-12-31$2,339,321
Liabilities. Value of operating payables at end of year2022-12-31$424,179
Liabilities. Value of operating payables at beginning of year2022-12-31$986,742
Total non interest bearing cash at end of year2022-12-31$14,129,942
Total non interest bearing cash at beginning of year2022-12-31$9,500,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,391,959
Value of net assets at end of year (total assets less liabilities)2022-12-31$101,943,963
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$104,335,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$7,993,759
Assets. partnership/joint venture interests at beginning of year2022-12-31$9,094,622
Investment advisory and management fees2022-12-31$212,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,658,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,218,709
Interest earned on other investments2022-12-31$298,625
Income. Interest from US Government securities2022-12-31$65,214
Income. Interest from corporate debt instruments2022-12-31$595,027
Value of interest in common/collective trusts at end of year2022-12-31$19,396,130
Value of interest in common/collective trusts at beginning of year2022-12-31$22,862,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,541,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$638,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$638,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$38,791
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$312,512
Asset value of US Government securities at end of year2022-12-31$3,088,176
Asset value of US Government securities at beginning of year2022-12-31$3,307,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$73,595,553
Employer contributions (assets) at end of year2022-12-31$10,315,298
Employer contributions (assets) at beginning of year2022-12-31$9,067,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$62,323,791
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$28,294,162
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$30,046,099
Contract administrator fees2022-12-31$3,622,582
Liabilities. Value of benefit claims payable at end of year2022-12-31$11,800,660
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$8,845,400
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$8,527
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$69,838
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$30,122,780
Aggregate carrying amount (costs) on sale of assets2022-12-31$30,665,472
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 : HEATING PIPING AND REFRG. MED. FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,023,628
Total unrealized appreciation/depreciation of assets2021-12-31$3,023,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,832,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,366,903
Total income from all sources (including contributions)2021-12-31$77,166,505
Total loss/gain on sale of assets2021-12-31$78,546
Total of all expenses incurred2021-12-31$64,836,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$59,644,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$72,802,191
Value of total assets at end of year2021-12-31$114,168,064
Value of total assets at beginning of year2021-12-31$100,372,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,191,092
Total interest from all sources2021-12-31$943,408
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$286,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$286,582
Administrative expenses professional fees incurred2021-12-31$235,955
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,231,919
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,138,330
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$16,677,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$223,905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$218,072
Other income not declared elsewhere2021-12-31$32,150
Administrative expenses (other) incurred2021-12-31$1,970,878
Liabilities. Value of operating payables at end of year2021-12-31$986,742
Liabilities. Value of operating payables at beginning of year2021-12-31$599,203
Total non interest bearing cash at end of year2021-12-31$9,500,705
Total non interest bearing cash at beginning of year2021-12-31$6,047,216
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$12,330,490
Value of net assets at end of year (total assets less liabilities)2021-12-31$104,335,922
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$92,005,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$9,094,622
Assets. partnership/joint venture interests at beginning of year2021-12-31$8,682,298
Investment advisory and management fees2021-12-31$227,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,218,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,629,544
Interest earned on other investments2021-12-31$327,931
Income. Interest from US Government securities2021-12-31$21,471
Income. Interest from corporate debt instruments2021-12-31$556,554
Value of interest in common/collective trusts at end of year2021-12-31$22,862,383
Value of interest in common/collective trusts at beginning of year2021-12-31$17,342,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$638,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$888,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$888,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$37,452
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$284,016
Asset value of US Government securities at end of year2021-12-31$3,307,609
Asset value of US Government securities at beginning of year2021-12-31$7,558,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$70,570,272
Employer contributions (assets) at end of year2021-12-31$9,067,371
Employer contributions (assets) at beginning of year2021-12-31$8,371,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$59,360,907
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$30,046,099
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$25,277,448
Contract administrator fees2021-12-31$2,756,473
Liabilities. Value of benefit claims payable at end of year2021-12-31$8,845,400
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$7,767,700
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$69,838
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$679,417
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$46,341,725
Aggregate carrying amount (costs) on sale of assets2021-12-31$46,263,179
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 : HEATING PIPING AND REFRG. MED. FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,565,065
Total unrealized appreciation/depreciation of assets2020-12-31$5,565,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,366,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,392,316
Total income from all sources (including contributions)2020-12-31$76,624,685
Total loss/gain on sale of assets2020-12-31$495,547
Total of all expenses incurred2020-12-31$57,636,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$53,321,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$69,213,650
Value of total assets at end of year2020-12-31$100,372,335
Value of total assets at beginning of year2020-12-31$82,409,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,314,797
Total interest from all sources2020-12-31$1,091,792
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$258,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$258,200
Administrative expenses professional fees incurred2020-12-31$197,936
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,159,069
Assets. Other investments not covered elsewhere at end of year2020-12-31$16,677,645
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$16,589,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$218,072
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$288,162
Other income not declared elsewhere2020-12-31$431
Administrative expenses (other) incurred2020-12-31$1,732,082
Liabilities. Value of operating payables at end of year2020-12-31$599,203
Liabilities. Value of operating payables at beginning of year2020-12-31$577,916
Total non interest bearing cash at end of year2020-12-31$6,047,216
Total non interest bearing cash at beginning of year2020-12-31$7,872,031
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$18,988,247
Value of net assets at end of year (total assets less liabilities)2020-12-31$92,005,432
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,017,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$8,682,298
Investment advisory and management fees2020-12-31$192,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,629,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,193,281
Interest earned on other investments2020-12-31$385,655
Income. Interest from US Government securities2020-12-31$43,238
Income. Interest from corporate debt instruments2020-12-31$605,961
Value of interest in common/collective trusts at end of year2020-12-31$17,342,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$888,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,187,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,187,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$56,938
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$448,798
Asset value of US Government securities at end of year2020-12-31$7,558,548
Asset value of US Government securities at beginning of year2020-12-31$3,904,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$67,054,581
Employer contributions (assets) at end of year2020-12-31$8,371,182
Employer contributions (assets) at beginning of year2020-12-31$6,723,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$52,872,843
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$25,277,448
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$24,733,233
Contract administrator fees2020-12-31$2,192,413
Liabilities. Value of benefit claims payable at end of year2020-12-31$7,767,700
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$8,814,400
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$679,417
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$918,428
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$73,845,527
Aggregate carrying amount (costs) on sale of assets2020-12-31$73,349,980
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 : HEATING PIPING AND REFRG. MED. FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,166,839
Total unrealized appreciation/depreciation of assets2019-12-31$2,166,839
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,392,316
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,650,600
Total income from all sources (including contributions)2019-12-31$72,559,552
Total loss/gain on sale of assets2019-12-31$60,841
Total of all expenses incurred2019-12-31$64,991,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$60,332,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$68,639,342
Value of total assets at end of year2019-12-31$82,409,501
Value of total assets at beginning of year2019-12-31$73,099,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,659,214
Total interest from all sources2019-12-31$1,342,864
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$349,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$349,666
Administrative expenses professional fees incurred2019-12-31$159,757
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,984,517
Assets. Other investments not covered elsewhere at end of year2019-12-31$16,589,315
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$12,850,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$288,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$280,316
Administrative expenses (other) incurred2019-12-31$2,186,725
Liabilities. Value of operating payables at end of year2019-12-31$577,916
Liabilities. Value of operating payables at beginning of year2019-12-31$304,600
Total non interest bearing cash at end of year2019-12-31$7,872,031
Total non interest bearing cash at beginning of year2019-12-31$6,724,313
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$7,567,990
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,017,185
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$65,449,195
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$195,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,193,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,405,569
Interest earned on other investments2019-12-31$365,000
Income. Interest from US Government securities2019-12-31$130,603
Income. Interest from corporate debt instruments2019-12-31$661,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,187,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,177,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,177,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$185,541
Asset value of US Government securities at end of year2019-12-31$3,904,217
Asset value of US Government securities at beginning of year2019-12-31$5,468,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$66,654,825
Employer contributions (assets) at end of year2019-12-31$6,723,166
Employer contributions (assets) at beginning of year2019-12-31$7,225,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$60,332,348
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$24,733,233
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$21,957,295
Contract administrator fees2019-12-31$2,117,650
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,814,400
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$7,346,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$918,428
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$11,139
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$17,721,960
Aggregate carrying amount (costs) on sale of assets2019-12-31$17,661,119
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2019-12-31520961657
2018 : HEATING PIPING AND REFRG. MED. FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-714,263
Total unrealized appreciation/depreciation of assets2018-12-31$-714,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,650,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,950,676
Total income from all sources (including contributions)2018-12-31$65,055,691
Total loss/gain on sale of assets2018-12-31$-141,161
Total of all expenses incurred2018-12-31$58,235,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$54,601,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$64,606,246
Value of total assets at end of year2018-12-31$73,099,795
Value of total assets at beginning of year2018-12-31$68,579,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,634,056
Total interest from all sources2018-12-31$1,025,373
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$279,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$279,496
Administrative expenses professional fees incurred2018-12-31$224,487
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,851,944
Assets. Other investments not covered elsewhere at end of year2018-12-31$12,850,521
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$12,459,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$280,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$235,505
Administrative expenses (other) incurred2018-12-31$675,235
Liabilities. Value of operating payables at end of year2018-12-31$304,600
Liabilities. Value of operating payables at beginning of year2018-12-31$1,203,476
Total non interest bearing cash at end of year2018-12-31$6,724,313
Total non interest bearing cash at beginning of year2018-12-31$6,994,901
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$6,820,505
Value of net assets at end of year (total assets less liabilities)2018-12-31$65,449,195
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,628,690
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$176,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,405,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,669,040
Interest earned on other investments2018-12-31$305,618
Income. Interest from US Government securities2018-12-31$81,615
Income. Interest from corporate debt instruments2018-12-31$550,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,177,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,168,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,168,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$87,579
Asset value of US Government securities at end of year2018-12-31$5,468,148
Asset value of US Government securities at beginning of year2018-12-31$3,304,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$62,754,302
Employer contributions (assets) at end of year2018-12-31$7,225,376
Employer contributions (assets) at beginning of year2018-12-31$6,809,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$54,601,130
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$21,957,295
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$21,930,264
Contract administrator fees2018-12-31$2,557,608
Liabilities. Value of benefit claims payable at end of year2018-12-31$7,346,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$8,747,200
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$11,139
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$8,205
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$25,403,438
Aggregate carrying amount (costs) on sale of assets2018-12-31$25,544,599
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2018-12-31520961657
2017 : HEATING PIPING AND REFRG. MED. FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-97,779
Total unrealized appreciation/depreciation of assets2017-12-31$-97,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,950,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,822,890
Total income from all sources (including contributions)2017-12-31$64,543,646
Total loss/gain on sale of assets2017-12-31$91,548
Total of all expenses incurred2017-12-31$57,919,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$54,774,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$63,591,928
Value of total assets at end of year2017-12-31$68,579,366
Value of total assets at beginning of year2017-12-31$62,827,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,145,073
Total interest from all sources2017-12-31$802,843
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$155,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$155,075
Administrative expenses professional fees incurred2017-12-31$271,715
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,597,609
Assets. Other investments not covered elsewhere at end of year2017-12-31$12,459,319
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,751,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$235,505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$196,971
Other income not declared elsewhere2017-12-31$31
Administrative expenses (other) incurred2017-12-31$660,284
Liabilities. Value of operating payables at end of year2017-12-31$1,203,476
Liabilities. Value of operating payables at beginning of year2017-12-31$4,076,990
Total non interest bearing cash at end of year2017-12-31$6,994,901
Total non interest bearing cash at beginning of year2017-12-31$8,985,584
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$6,624,107
Value of net assets at end of year (total assets less liabilities)2017-12-31$58,628,690
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,004,583
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$137,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,669,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,397,314
Interest earned on other investments2017-12-31$247,020
Income. Interest from US Government securities2017-12-31$92,259
Income. Interest from corporate debt instruments2017-12-31$423,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,168,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$714,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$714,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$39,892
Asset value of US Government securities at end of year2017-12-31$3,304,161
Asset value of US Government securities at beginning of year2017-12-31$6,180,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$61,994,319
Employer contributions (assets) at end of year2017-12-31$6,809,092
Employer contributions (assets) at beginning of year2017-12-31$9,951,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$54,774,466
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$21,930,264
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$15,642,563
Contract administrator fees2017-12-31$2,075,991
Liabilities. Value of benefit claims payable at end of year2017-12-31$8,747,200
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,745,900
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$8,205
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$7,667
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$44,164,155
Aggregate carrying amount (costs) on sale of assets2017-12-31$44,072,607
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2017-12-31520961657
2016 : HEATING PIPING AND REFRG. MED. FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-61,081
Total unrealized appreciation/depreciation of assets2016-12-31$-61,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,822,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,918,152
Total income from all sources (including contributions)2016-12-31$57,716,746
Total loss/gain on sale of assets2016-12-31$12,365
Total of all expenses incurred2016-12-31$46,963,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$44,122,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$57,097,026
Value of total assets at end of year2016-12-31$62,827,473
Value of total assets at beginning of year2016-12-31$48,169,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,840,496
Total interest from all sources2016-12-31$605,560
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$62,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$62,784
Administrative expenses professional fees incurred2016-12-31$210,075
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,538,778
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,751,026
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,636,887
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$196,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$141,049
Other income not declared elsewhere2016-12-31$92
Administrative expenses (other) incurred2016-12-31$837,233
Liabilities. Value of operating payables at end of year2016-12-31$4,076,990
Liabilities. Value of operating payables at beginning of year2016-12-31$591,252
Total non interest bearing cash at end of year2016-12-31$8,985,584
Total non interest bearing cash at beginning of year2016-12-31$7,844,956
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$10,753,333
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,004,583
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,251,250
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$124,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,397,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,307,178
Interest earned on other investments2016-12-31$169,683
Income. Interest from US Government securities2016-12-31$90,837
Income. Interest from corporate debt instruments2016-12-31$294,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$714,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$759,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$759,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$50,229
Asset value of US Government securities at end of year2016-12-31$6,180,464
Asset value of US Government securities at beginning of year2016-12-31$6,481,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$55,558,248
Employer contributions (assets) at end of year2016-12-31$9,951,011
Employer contributions (assets) at beginning of year2016-12-31$5,019,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$44,122,917
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$15,642,563
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$9,972,517
Contract administrator fees2016-12-31$1,668,975
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,745,900
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$6,326,900
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$7,667
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$6,472
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$19,362,314
Aggregate carrying amount (costs) on sale of assets2016-12-31$19,349,949
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2016-12-31520961657
2015 : HEATING PIPING AND REFRG. MED. FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-128,633
Total unrealized appreciation/depreciation of assets2015-12-31$-128,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,918,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,966,898
Total income from all sources (including contributions)2015-12-31$52,678,979
Total loss/gain on sale of assets2015-12-31$-2,283
Total of all expenses incurred2015-12-31$45,223,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$42,400,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$52,270,767
Value of total assets at end of year2015-12-31$48,169,402
Value of total assets at beginning of year2015-12-31$39,762,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,822,163
Total interest from all sources2015-12-31$492,705
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$45,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$45,593
Administrative expenses professional fees incurred2015-12-31$194,470
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,390,759
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,636,887
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,243,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$141,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,604,475
Other income not declared elsewhere2015-12-31$830
Administrative expenses (other) incurred2015-12-31$934,726
Liabilities. Value of operating payables at end of year2015-12-31$591,252
Liabilities. Value of operating payables at beginning of year2015-12-31$697,398
Total non interest bearing cash at end of year2015-12-31$7,844,956
Total non interest bearing cash at beginning of year2015-12-31$4,598,776
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$7,455,885
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,251,250
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,795,365
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$111,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,307,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,185,294
Interest earned on other investments2015-12-31$142,309
Income. Interest from US Government securities2015-12-31$75,250
Income. Interest from corporate debt instruments2015-12-31$231,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$759,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$497,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$497,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$43,659
Asset value of US Government securities at end of year2015-12-31$6,481,531
Asset value of US Government securities at beginning of year2015-12-31$2,830,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,880,008
Employer contributions (assets) at end of year2015-12-31$5,019,473
Employer contributions (assets) at beginning of year2015-12-31$5,237,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$42,400,931
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$9,972,517
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$7,559,691
Contract administrator fees2015-12-31$1,581,871
Liabilities. Value of benefit claims payable at end of year2015-12-31$6,326,900
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,269,500
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$6,472
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$6,180
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$18,124,404
Aggregate carrying amount (costs) on sale of assets2015-12-31$18,126,687
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 : HEATING PIPING AND REFRG. MED. FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$75,532
Total unrealized appreciation/depreciation of assets2014-12-31$75,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,966,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,732,065
Total income from all sources (including contributions)2014-12-31$48,938,385
Total loss/gain on sale of assets2014-12-31$11,758
Total of all expenses incurred2014-12-31$42,566,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$39,438,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$48,397,072
Value of total assets at end of year2014-12-31$39,762,263
Value of total assets at beginning of year2014-12-31$34,155,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,127,628
Total interest from all sources2014-12-31$421,693
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$32,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$32,330
Administrative expenses professional fees incurred2014-12-31$270,641
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,393,695
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,243,538
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,740,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,604,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$96,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$500,000
Administrative expenses (other) incurred2014-12-31$1,101,149
Liabilities. Value of operating payables at end of year2014-12-31$697,398
Liabilities. Value of operating payables at beginning of year2014-12-31$129,165
Total non interest bearing cash at end of year2014-12-31$4,598,776
Total non interest bearing cash at beginning of year2014-12-31$1,276,529
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$6,371,834
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,795,365
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,423,531
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$103,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,185,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,199,310
Interest earned on other investments2014-12-31$136,062
Income. Interest from US Government securities2014-12-31$52,315
Income. Interest from corporate debt instruments2014-12-31$213,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$497,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$377,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$377,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19,797
Asset value of US Government securities at end of year2014-12-31$2,830,008
Asset value of US Government securities at beginning of year2014-12-31$1,663,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$47,003,377
Employer contributions (assets) at end of year2014-12-31$5,237,269
Employer contributions (assets) at beginning of year2014-12-31$5,959,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$39,438,923
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$7,559,691
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$6,835,873
Contract administrator fees2014-12-31$1,652,608
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,269,500
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$6,102,900
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$6,180
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$6,055
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$9,755,163
Aggregate carrying amount (costs) on sale of assets2014-12-31$9,743,405
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2014-12-31520961657
2013 : HEATING PIPING AND REFRG. MED. FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-597,244
Total unrealized appreciation/depreciation of assets2013-12-31$-597,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,732,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,147,865
Total income from all sources (including contributions)2013-12-31$40,510,966
Total loss/gain on sale of assets2013-12-31$91,998
Total of all expenses incurred2013-12-31$45,694,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$43,536,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$40,509,529
Value of total assets at end of year2013-12-31$34,155,596
Value of total assets at beginning of year2013-12-31$38,754,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,157,310
Total interest from all sources2013-12-31$504,147
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$252,539
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$987,881
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,740,406
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,895,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$96,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$122,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$500,000
Other income not declared elsewhere2013-12-31$2,536
Administrative expenses (other) incurred2013-12-31$231,762
Liabilities. Value of operating payables at end of year2013-12-31$129,165
Liabilities. Value of operating payables at beginning of year2013-12-31$98,465
Total non interest bearing cash at end of year2013-12-31$1,276,529
Total non interest bearing cash at beginning of year2013-12-31$2,646,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-5,183,270
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,423,531
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,606,801
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$105,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,199,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,189,982
Income. Interest from US Government securities2013-12-31$104,217
Income. Interest from corporate debt instruments2013-12-31$315,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$377,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$861,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$861,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$84,091
Asset value of US Government securities at end of year2013-12-31$1,663,298
Asset value of US Government securities at beginning of year2013-12-31$4,834,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$39,521,648
Employer contributions (assets) at end of year2013-12-31$5,959,905
Employer contributions (assets) at beginning of year2013-12-31$4,094,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$43,536,926
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$6,835,873
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$8,088,430
Contract administrator fees2013-12-31$1,567,757
Liabilities. Value of benefit claims payable at end of year2013-12-31$6,102,900
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$6,049,400
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$6,055
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$21,073
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$14,833,804
Aggregate carrying amount (costs) on sale of assets2013-12-31$14,741,806
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 : HEATING PIPING AND REFRG. MED. FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$261,698
Total unrealized appreciation/depreciation of assets2012-12-31$261,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,147,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,107,942
Total income from all sources (including contributions)2012-12-31$41,242,991
Total loss/gain on sale of assets2012-12-31$-1,252
Total of all expenses incurred2012-12-31$43,549,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$41,506,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$40,236,153
Value of total assets at end of year2012-12-31$38,754,666
Value of total assets at beginning of year2012-12-31$41,020,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,042,498
Total interest from all sources2012-12-31$746,388
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$143,186
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$925,041
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,895,727
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,276,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$122,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$222,616
Other income not declared elsewhere2012-12-31$4
Administrative expenses (other) incurred2012-12-31$229,052
Liabilities. Value of operating payables at end of year2012-12-31$98,465
Liabilities. Value of operating payables at beginning of year2012-12-31$631,842
Total non interest bearing cash at end of year2012-12-31$2,646,517
Total non interest bearing cash at beginning of year2012-12-31$2,985,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,306,028
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,606,801
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,912,829
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$159,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,189,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Income. Interest from US Government securities2012-12-31$271,061
Income. Interest from corporate debt instruments2012-12-31$410,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$861,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$671,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$671,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$64,410
Asset value of US Government securities at end of year2012-12-31$4,834,667
Asset value of US Government securities at beginning of year2012-12-31$19,080,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$39,311,112
Employer contributions (assets) at end of year2012-12-31$4,094,117
Employer contributions (assets) at beginning of year2012-12-31$5,401,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$41,506,521
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$8,088,430
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$8,367,575
Contract administrator fees2012-12-31$1,511,237
Liabilities. Value of benefit claims payable at end of year2012-12-31$6,049,400
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,476,100
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$21,073
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$14,871
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$41,691,262
Aggregate carrying amount (costs) on sale of assets2012-12-31$41,692,514
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 : HEATING PIPING AND REFRG. MED. FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$381,077
Total unrealized appreciation/depreciation of assets2011-12-31$381,077
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,107,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,555,540
Total income from all sources (including contributions)2011-12-31$40,742,533
Total loss/gain on sale of assets2011-12-31$-141,191
Total of all expenses incurred2011-12-31$39,607,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$37,861,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$39,636,407
Value of total assets at end of year2011-12-31$41,020,771
Value of total assets at beginning of year2011-12-31$39,332,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,745,954
Total interest from all sources2011-12-31$860,973
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$141,815
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$907,483
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,276,294
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$840,064
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$222,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$167,484
Other income not declared elsewhere2011-12-31$5,267
Administrative expenses (other) incurred2011-12-31$195,478
Liabilities. Value of operating payables at end of year2011-12-31$631,842
Liabilities. Value of operating payables at beginning of year2011-12-31$483,740
Total non interest bearing cash at end of year2011-12-31$2,985,552
Total non interest bearing cash at beginning of year2011-12-31$3,915,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,135,525
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,912,829
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,777,304
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$101,316
Income. Interest from US Government securities2011-12-31$427,638
Income. Interest from corporate debt instruments2011-12-31$361,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$671,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,793,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,793,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$71,947
Asset value of US Government securities at end of year2011-12-31$19,080,633
Asset value of US Government securities at beginning of year2011-12-31$21,480,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$38,728,924
Employer contributions (assets) at end of year2011-12-31$5,401,630
Employer contributions (assets) at beginning of year2011-12-31$3,725,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$37,861,054
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$8,367,575
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,394,026
Contract administrator fees2011-12-31$1,307,345
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,476,100
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,071,800
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$14,871
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$16,698
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$35,860,977
Aggregate carrying amount (costs) on sale of assets2011-12-31$36,002,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2011-12-31520961657
2010 : HEATING PIPING AND REFRG. MED. FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-76,603
Total unrealized appreciation/depreciation of assets2010-12-31$-76,603
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,555,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,288,367
Total income from all sources (including contributions)2010-12-31$39,606,192
Total loss/gain on sale of assets2010-12-31$-10,606
Total of all expenses incurred2010-12-31$35,647,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$34,086,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$38,897,160
Value of total assets at end of year2010-12-31$39,332,844
Value of total assets at beginning of year2010-12-31$36,107,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,561,346
Total interest from all sources2010-12-31$784,107
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$118,466
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$815,997
Assets. Other investments not covered elsewhere at end of year2010-12-31$840,064
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$167,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$151,700
Other income not declared elsewhere2010-12-31$12,134
Administrative expenses (other) incurred2010-12-31$180,381
Liabilities. Value of operating payables at end of year2010-12-31$483,740
Liabilities. Value of operating payables at beginning of year2010-12-31$660,124
Total non interest bearing cash at end of year2010-12-31$3,915,917
Total non interest bearing cash at beginning of year2010-12-31$1,311,143
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$3,958,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,777,304
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,818,747
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$102,625
Income. Interest from US Government securities2010-12-31$492,887
Income. Interest from corporate debt instruments2010-12-31$252,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,793,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,500,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,500,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$38,572
Asset value of US Government securities at end of year2010-12-31$21,480,457
Asset value of US Government securities at beginning of year2010-12-31$23,216,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$38,081,163
Employer contributions (assets) at end of year2010-12-31$3,725,042
Employer contributions (assets) at beginning of year2010-12-31$4,687,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$34,086,289
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,394,026
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,222,151
Contract administrator fees2010-12-31$1,159,874
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,071,800
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$5,628,243
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$16,698
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$18,284
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$34,414,558
Aggregate carrying amount (costs) on sale of assets2010-12-31$34,425,164
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 HEATING PIPING AND REFRG. MED. FUND

2022: HEATING PIPING AND REFRG. MED. FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEATING PIPING AND REFRG. MED. FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
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: HEATING PIPING AND REFRG. MED. FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEATING PIPING AND REFRG. MED. FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEATING PIPING AND REFRG. MED. FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEATING PIPING AND REFRG. MED. FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEATING PIPING AND REFRG. MED. FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEATING PIPING AND REFRG. MED. FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEATING PIPING AND REFRG. MED. FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEATING PIPING AND REFRG. MED. FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEATING PIPING AND REFRG. MED. FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEATING PIPING AND REFRG. MED. FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HEATING PIPING AND REFRG. MED. FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL 1145
Policy instance 1
Insurance contract or identification numberSL 1145
Number of Individuals Covered4595
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $312,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL 1145
Policy instance 1
Insurance contract or identification numberSL 1145
Number of Individuals Covered4216
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $284,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberEL1161601012020
Policy instance 1
Insurance contract or identification numberEL1161601012020
Number of Individuals Covered4087
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $448,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN04954178006
Policy instance 1
Insurance contract or identification numberN04954178006
Number of Individuals Covered4032
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $393,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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