PLUMBERS & PIPEFITTERS L.U. NO.572 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND
401k plan membership statisitcs for PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2023 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $-1,063,481 |
| Total unrealized appreciation/depreciation of assets | 2023-03-31 | $-1,063,481 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $6,308,112 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $1,312,154 |
| Total income from all sources (including contributions) | 2023-03-31 | $14,755,124 |
| Total of all expenses incurred | 2023-03-31 | $17,382,343 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $16,963,394 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $15,376,436 |
| Value of total assets at end of year | 2023-03-31 | $22,099,528 |
| Value of total assets at beginning of year | 2023-03-31 | $19,730,789 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $418,949 |
| Total interest from all sources | 2023-03-31 | $1,072 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $441,097 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $441,097 |
| Administrative expenses professional fees incurred | 2023-03-31 | $49,123 |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Contributions received from participants | 2023-03-31 | $1,222,526 |
| Participant contributions at end of year | 2023-03-31 | $17,856 |
| Participant contributions at beginning of year | 2023-03-31 | $17,856 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $387,846 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $272,125 |
| Administrative expenses (other) incurred | 2023-03-31 | $32,188 |
| Liabilities. Value of operating payables at end of year | 2023-03-31 | $446,638 |
| Liabilities. Value of operating payables at beginning of year | 2023-03-31 | $342,107 |
| Total non interest bearing cash at end of year | 2023-03-31 | $1,115,538 |
| Total non interest bearing cash at beginning of year | 2023-03-31 | $1,365,414 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $-2,627,219 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $15,791,416 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $18,418,635 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Investment advisory and management fees | 2023-03-31 | $25,638 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $18,880,344 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $16,932,047 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $19,266 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $6,080 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $6,080 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-31 | $1,072 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-31 | $616,216 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $14,153,910 |
| Employer contributions (assets) at end of year | 2023-03-31 | $1,678,678 |
| Employer contributions (assets) at beginning of year | 2023-03-31 | $1,137,267 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $16,347,178 |
| Contract administrator fees | 2023-03-31 | $312,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2023-03-31 | $5,861,474 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-03-31 | $970,047 |
| Did the plan have assets held for investment | 2023-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
| Aggregate proceeds on sale of assets | 2023-03-31 | $2,603,500 |
| Aggregate carrying amount (costs) on sale of assets | 2023-03-31 | $2,603,500 |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | LAPADULA CARLSON & CO |
| Accountancy firm EIN | 2023-03-31 | 650292391 |
| 2022 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-03-31 | $-1,575,570 |
| Total unrealized appreciation/depreciation of assets | 2022-03-31 | $-1,575,570 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $1,312,154 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $730,416 |
| Total income from all sources (including contributions) | 2022-03-31 | $12,985,521 |
| Total loss/gain on sale of assets | 2022-03-31 | $1,066,262 |
| Total of all expenses incurred | 2022-03-31 | $10,786,191 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $10,376,740 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $13,191,753 |
| Value of total assets at end of year | 2022-03-31 | $19,730,789 |
| Value of total assets at beginning of year | 2022-03-31 | $16,949,721 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $409,451 |
| Total interest from all sources | 2022-03-31 | $36,590 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $265,318 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $265,318 |
| Administrative expenses professional fees incurred | 2022-03-31 | $30,500 |
| Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
| Value of fidelity bond cover | 2022-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Contributions received from participants | 2022-03-31 | $1,274,163 |
| Participant contributions at end of year | 2022-03-31 | $17,856 |
| Participant contributions at beginning of year | 2022-03-31 | $26,149 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-03-31 | $377,957 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $272,125 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $303,618 |
| Other income not declared elsewhere | 2022-03-31 | $1,168 |
| Administrative expenses (other) incurred | 2022-03-31 | $47,342 |
| Liabilities. Value of operating payables at end of year | 2022-03-31 | $342,107 |
| Liabilities. Value of operating payables at beginning of year | 2022-03-31 | $47,242 |
| Total non interest bearing cash at end of year | 2022-03-31 | $1,365,414 |
| Total non interest bearing cash at beginning of year | 2022-03-31 | $755,171 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Value of net income/loss | 2022-03-31 | $2,199,330 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $18,418,635 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $16,219,305 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Investment advisory and management fees | 2022-03-31 | $24,809 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $16,932,047 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $14,949,559 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $6,080 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $9,559 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $9,559 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-03-31 | $36,590 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-03-31 | $1,442,557 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $11,917,590 |
| Employer contributions (assets) at end of year | 2022-03-31 | $1,137,267 |
| Employer contributions (assets) at beginning of year | 2022-03-31 | $905,665 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $8,556,226 |
| Contract administrator fees | 2022-03-31 | $306,800 |
| Liabilities. Value of benefit claims payable at end of year | 2022-03-31 | $970,047 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-03-31 | $683,174 |
| Did the plan have assets held for investment | 2022-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
| Aggregate proceeds on sale of assets | 2022-03-31 | $7,500,000 |
| Aggregate carrying amount (costs) on sale of assets | 2022-03-31 | $6,433,738 |
| Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
| Accountancy firm name | 2022-03-31 | DENNIS G. JENKINS, CPA, LLC |
| Accountancy firm EIN | 2022-03-31 | 205886120 |
| 2021 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $1,251,582 |
| Total unrealized appreciation/depreciation of assets | 2021-03-31 | $1,251,582 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $730,416 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $688,859 |
| Total income from all sources (including contributions) | 2021-03-31 | $12,621,209 |
| Total loss/gain on sale of assets | 2021-03-31 | $0 |
| Total of all expenses incurred | 2021-03-31 | $8,620,369 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $8,276,117 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $10,976,153 |
| Value of total assets at end of year | 2021-03-31 | $16,949,721 |
| Value of total assets at beginning of year | 2021-03-31 | $12,907,324 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $344,252 |
| Total interest from all sources | 2021-03-31 | $61 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $393,413 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $393,413 |
| Administrative expenses professional fees incurred | 2021-03-31 | $31,850 |
| Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
| Value of fidelity bond cover | 2021-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
| Contributions received from participants | 2021-03-31 | $1,313,689 |
| Participant contributions at end of year | 2021-03-31 | $26,149 |
| Participant contributions at beginning of year | 2021-03-31 | $27,015 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-03-31 | $13,671 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-03-31 | $362,064 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $303,618 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $883,558 |
| Administrative expenses (other) incurred | 2021-03-31 | $38,759 |
| Liabilities. Value of operating payables at end of year | 2021-03-31 | $47,242 |
| Liabilities. Value of operating payables at beginning of year | 2021-03-31 | $52,312 |
| Total non interest bearing cash at end of year | 2021-03-31 | $755,171 |
| Total non interest bearing cash at beginning of year | 2021-03-31 | $973,057 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Value of net income/loss | 2021-03-31 | $4,000,840 |
| Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $16,219,305 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $12,218,465 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
| Investment advisory and management fees | 2021-03-31 | $24,043 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $14,949,559 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $9,904,565 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $9,559 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $212,927 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $212,927 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-03-31 | $61 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-03-31 | $1,540,132 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
| Contributions received in cash from employer | 2021-03-31 | $9,648,793 |
| Employer contributions (assets) at end of year | 2021-03-31 | $905,665 |
| Employer contributions (assets) at beginning of year | 2021-03-31 | $906,202 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $6,373,921 |
| Contract administrator fees | 2021-03-31 | $249,600 |
| Liabilities. Value of benefit claims payable at end of year | 2021-03-31 | $683,174 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-03-31 | $636,547 |
| Did the plan have assets held for investment | 2021-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
| Accountancy firm name | 2021-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2021-03-31 | 621802605 |
| 2020 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $911,653 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $1,219,281 |
| Total income from all sources (including contributions) | 2020-03-31 | $13,779,561 |
| Total of all expenses incurred | 2020-03-31 | $10,624,437 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $9,914,246 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $11,789,355 |
| Value of total assets at end of year | 2020-03-31 | $12,907,324 |
| Value of total assets at beginning of year | 2020-03-31 | $10,059,828 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $710,191 |
| Total interest from all sources | 2020-03-31 | $483 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $218,749 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $218,749 |
| Administrative expenses professional fees incurred | 2020-03-31 | $41,740 |
| Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
| Value of fidelity bond cover | 2020-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Contributions received from participants | 2020-03-31 | $1,275,571 |
| Participant contributions at end of year | 2020-03-31 | $27,015 |
| Participant contributions at beginning of year | 2020-03-31 | $17,649 |
| Assets. Other investments not covered elsewhere at end of year | 2020-03-31 | $127,082 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-03-31 | $117,203 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $756,476 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $196,556 |
| Other income not declared elsewhere | 2020-03-31 | $1,782,494 |
| Administrative expenses (other) incurred | 2020-03-31 | $393,352 |
| Liabilities. Value of operating payables at end of year | 2020-03-31 | $52,312 |
| Liabilities. Value of operating payables at beginning of year | 2020-03-31 | $24,247 |
| Total non interest bearing cash at end of year | 2020-03-31 | $973,057 |
| Total non interest bearing cash at beginning of year | 2020-03-31 | $372,095 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Value of net income/loss | 2020-03-31 | $3,155,124 |
| Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $11,995,671 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $8,840,547 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Investment advisory and management fees | 2020-03-31 | $25,499 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $9,904,565 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $8,447,337 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $212,927 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $15,870 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $15,870 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-03-31 | $483 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-03-31 | $1,545,949 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-11,520 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
| Contributions received in cash from employer | 2020-03-31 | $10,513,784 |
| Employer contributions (assets) at end of year | 2020-03-31 | $906,202 |
| Employer contributions (assets) at beginning of year | 2020-03-31 | $893,118 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $8,368,297 |
| Contract administrator fees | 2020-03-31 | $249,600 |
| Liabilities. Value of benefit claims payable at end of year | 2020-03-31 | $859,341 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-03-31 | $1,195,034 |
| Did the plan have assets held for investment | 2020-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
| Accountancy firm name | 2020-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2020-03-31 | 621802605 |
| 2019 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $1,219,281 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $1,410,180 |
| Total income from all sources (including contributions) | 2019-03-31 | $12,080,589 |
| Total loss/gain on sale of assets | 2019-03-31 | $-7,729 |
| Total of all expenses incurred | 2019-03-31 | $10,541,207 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $9,536,013 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $10,880,873 |
| Value of total assets at end of year | 2019-03-31 | $10,059,828 |
| Value of total assets at beginning of year | 2019-03-31 | $8,711,345 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $1,005,194 |
| Total interest from all sources | 2019-03-31 | $50,077 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $109,943 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $109,943 |
| Administrative expenses professional fees incurred | 2019-03-31 | $41,948 |
| Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
| Value of fidelity bond cover | 2019-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
| Contributions received from participants | 2019-03-31 | $1,318,738 |
| Participant contributions at end of year | 2019-03-31 | $17,649 |
| Participant contributions at beginning of year | 2019-03-31 | $23,475 |
| Assets. Other investments not covered elsewhere at end of year | 2019-03-31 | $117,203 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-03-31 | $29,435 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-31 | $196,556 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-31 | $799,034 |
| Other income not declared elsewhere | 2019-03-31 | $801,242 |
| Administrative expenses (other) incurred | 2019-03-31 | $684,595 |
| Liabilities. Value of operating payables at end of year | 2019-03-31 | $24,247 |
| Liabilities. Value of operating payables at beginning of year | 2019-03-31 | $43,249 |
| Total non interest bearing cash at end of year | 2019-03-31 | $372,095 |
| Total non interest bearing cash at beginning of year | 2019-03-31 | $663,459 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
| Value of net income/loss | 2019-03-31 | $1,539,382 |
| Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $8,840,547 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $7,301,165 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
| Investment advisory and management fees | 2019-03-31 | $18,926 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $8,447,337 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $1,609,536 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $15,870 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $4,891,593 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $4,891,593 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-03-31 | $50,077 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-03-31 | $685,312 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $246,183 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
| Contributions received in cash from employer | 2019-03-31 | $9,562,135 |
| Employer contributions (assets) at end of year | 2019-03-31 | $893,118 |
| Employer contributions (assets) at beginning of year | 2019-03-31 | $682,589 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $8,850,701 |
| Contract administrator fees | 2019-03-31 | $259,725 |
| Liabilities. Value of benefit claims payable at end of year | 2019-03-31 | $1,195,034 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-03-31 | $1,366,931 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-03-31 | $12,224 |
| Did the plan have assets held for investment | 2019-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
| Aggregate proceeds on sale of assets | 2019-03-31 | $6,685,701 |
| Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $6,693,430 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Unqualified |
| Accountancy firm name | 2019-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2019-03-31 | 621802605 |
| 2018 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-03-31 | $-6,024 |
| Total unrealized appreciation/depreciation of assets | 2018-03-31 | $-6,024 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $1,410,180 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $1,027,450 |
| Total income from all sources (including contributions) | 2018-03-31 | $11,806,211 |
| Total loss/gain on sale of assets | 2018-03-31 | $367 |
| Total of all expenses incurred | 2018-03-31 | $10,499,454 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $9,757,344 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $11,724,529 |
| Value of total assets at end of year | 2018-03-31 | $8,711,345 |
| Value of total assets at beginning of year | 2018-03-31 | $7,021,858 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $742,110 |
| Total interest from all sources | 2018-03-31 | $50,796 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $46,958 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $46,958 |
| Administrative expenses professional fees incurred | 2018-03-31 | $37,466 |
| Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
| Value of fidelity bond cover | 2018-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Contributions received from participants | 2018-03-31 | $1,285,281 |
| Participant contributions at end of year | 2018-03-31 | $23,475 |
| Participant contributions at beginning of year | 2018-03-31 | $10,554 |
| Assets. Other investments not covered elsewhere at end of year | 2018-03-31 | $29,435 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-03-31 | $73,755 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $799,034 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $465,188 |
| Other income not declared elsewhere | 2018-03-31 | $8,400 |
| Administrative expenses (other) incurred | 2018-03-31 | $652,639 |
| Liabilities. Value of operating payables at end of year | 2018-03-31 | $43,249 |
| Liabilities. Value of operating payables at beginning of year | 2018-03-31 | $58,023 |
| Total non interest bearing cash at end of year | 2018-03-31 | $663,459 |
| Total non interest bearing cash at beginning of year | 2018-03-31 | $929,625 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Value of net income/loss | 2018-03-31 | $1,306,757 |
| Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $7,301,165 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $5,994,408 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Investment advisory and management fees | 2018-03-31 | $8,155 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $1,609,536 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $1,581,393 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $4,891,593 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $2,868,421 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $2,868,421 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-03-31 | $50,796 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-03-31 | $483,487 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $-18,815 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
| Contributions received in cash from employer | 2018-03-31 | $10,439,248 |
| Employer contributions (assets) at end of year | 2018-03-31 | $682,589 |
| Employer contributions (assets) at beginning of year | 2018-03-31 | $1,066,728 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $9,273,857 |
| Contract administrator fees | 2018-03-31 | $43,850 |
| Liabilities. Value of benefit claims payable at end of year | 2018-03-31 | $1,366,931 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-03-31 | $969,427 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-03-31 | $12,224 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-03-31 | $26,194 |
| Did the plan have assets held for investment | 2018-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
| Aggregate proceeds on sale of assets | 2018-03-31 | $4,000,000 |
| Aggregate carrying amount (costs) on sale of assets | 2018-03-31 | $3,999,633 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Unqualified |
| Accountancy firm name | 2018-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2018-03-31 | 621802605 |
| 2017 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $-960 |
| Total unrealized appreciation/depreciation of assets | 2017-03-31 | $-960 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $1,027,450 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $1,525,550 |
| Total income from all sources (including contributions) | 2017-03-31 | $12,606,903 |
| Total loss/gain on sale of assets | 2017-03-31 | $-60 |
| Total of all expenses incurred | 2017-03-31 | $9,862,640 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $9,174,078 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $12,526,858 |
| Value of total assets at end of year | 2017-03-31 | $7,021,858 |
| Value of total assets at beginning of year | 2017-03-31 | $4,775,695 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $688,562 |
| Total interest from all sources | 2017-03-31 | $6,601 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $48,208 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $48,208 |
| Administrative expenses professional fees incurred | 2017-03-31 | $30,452 |
| Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
| Value of fidelity bond cover | 2017-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Contributions received from participants | 2017-03-31 | $1,352,684 |
| Participant contributions at end of year | 2017-03-31 | $10,554 |
| Participant contributions at beginning of year | 2017-03-31 | $14,324 |
| Assets. Other investments not covered elsewhere at end of year | 2017-03-31 | $73,755 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-03-31 | $87,451 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $465,188 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $535,611 |
| Other income not declared elsewhere | 2017-03-31 | $8,500 |
| Administrative expenses (other) incurred | 2017-03-31 | $649,630 |
| Liabilities. Value of operating payables at end of year | 2017-03-31 | $58,023 |
| Liabilities. Value of operating payables at beginning of year | 2017-03-31 | $16,978 |
| Total non interest bearing cash at end of year | 2017-03-31 | $929,625 |
| Total non interest bearing cash at beginning of year | 2017-03-31 | $1,103,816 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Value of net income/loss | 2017-03-31 | $2,744,263 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $5,994,408 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $3,250,145 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Investment advisory and management fees | 2017-03-31 | $8,480 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $1,581,393 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $1,522,207 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $2,868,421 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $616,049 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $616,049 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-03-31 | $6,601 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-03-31 | $502,391 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $17,756 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Contributions received in cash from employer | 2017-03-31 | $11,174,174 |
| Employer contributions (assets) at end of year | 2017-03-31 | $1,066,728 |
| Employer contributions (assets) at beginning of year | 2017-03-31 | $856,073 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $8,671,687 |
| Liabilities. Value of benefit claims payable at end of year | 2017-03-31 | $969,427 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-03-31 | $1,508,572 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-03-31 | $26,194 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-03-31 | $40,164 |
| Did the plan have assets held for investment | 2017-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
| Aggregate proceeds on sale of assets | 2017-03-31 | $700,000 |
| Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $700,060 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
| Accountancy firm name | 2017-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2017-03-31 | 621802605 |
| 2016 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $259 |
| Total unrealized appreciation/depreciation of assets | 2016-03-31 | $259 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $1,525,550 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $1,683,549 |
| Total income from all sources (including contributions) | 2016-03-31 | $12,514,002 |
| Total of all expenses incurred | 2016-03-31 | $10,646,306 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $9,886,981 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $12,497,829 |
| Value of total assets at end of year | 2016-03-31 | $4,775,695 |
| Value of total assets at beginning of year | 2016-03-31 | $3,065,998 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $759,325 |
| Total interest from all sources | 2016-03-31 | $450 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $37,330 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-03-31 | $37,330 |
| Administrative expenses professional fees incurred | 2016-03-31 | $31,890 |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Contributions received from participants | 2016-03-31 | $1,439,152 |
| Participant contributions at end of year | 2016-03-31 | $14,324 |
| Participant contributions at beginning of year | 2016-03-31 | $15,342 |
| Assets. Other investments not covered elsewhere at end of year | 2016-03-31 | $87,451 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-03-31 | $76,353 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $535,611 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $664,679 |
| Other income not declared elsewhere | 2016-03-31 | $8,400 |
| Administrative expenses (other) incurred | 2016-03-31 | $722,432 |
| Liabilities. Value of operating payables at end of year | 2016-03-31 | $16,978 |
| Liabilities. Value of operating payables at beginning of year | 2016-03-31 | $47,784 |
| Total non interest bearing cash at end of year | 2016-03-31 | $1,103,816 |
| Total non interest bearing cash at beginning of year | 2016-03-31 | $292,292 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $1,867,696 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $3,250,145 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $1,382,449 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Investment advisory and management fees | 2016-03-31 | $5,003 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $1,522,207 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $988,859 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $616,049 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $150,377 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $150,377 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-03-31 | $450 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-03-31 | $513,786 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $-30,266 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $11,058,677 |
| Employer contributions (assets) at end of year | 2016-03-31 | $856,073 |
| Employer contributions (assets) at beginning of year | 2016-03-31 | $878,096 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $9,373,195 |
| Liabilities. Value of benefit claims payable at end of year | 2016-03-31 | $1,508,572 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-03-31 | $1,635,765 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-03-31 | $40,164 |
| Did the plan have assets held for investment | 2016-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
| Accountancy firm name | 2016-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2016-03-31 | 621802605 |
| 2015 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $1,683,549 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $1,630,789 |
| Total income from all sources (including contributions) | 2015-03-31 | $11,427,483 |
| Total loss/gain on sale of assets | 2015-03-31 | $132 |
| Total of all expenses incurred | 2015-03-31 | $11,327,822 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $10,584,524 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $11,402,451 |
| Value of total assets at end of year | 2015-03-31 | $3,065,998 |
| Value of total assets at beginning of year | 2015-03-31 | $2,913,577 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $743,298 |
| Total interest from all sources | 2015-03-31 | $269 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $44,004 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $44,004 |
| Administrative expenses professional fees incurred | 2015-03-31 | $35,529 |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Contributions received from participants | 2015-03-31 | $1,429,724 |
| Participant contributions at end of year | 2015-03-31 | $15,342 |
| Participant contributions at beginning of year | 2015-03-31 | $10,207 |
| Assets. Other investments not covered elsewhere at end of year | 2015-03-31 | $76,353 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-03-31 | $77,989 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $664,679 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $208,183 |
| Other income not declared elsewhere | 2015-03-31 | $1,283 |
| Administrative expenses (other) incurred | 2015-03-31 | $702,338 |
| Liabilities. Value of operating payables at end of year | 2015-03-31 | $47,784 |
| Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $20,312 |
| Total non interest bearing cash at end of year | 2015-03-31 | $292,292 |
| Total non interest bearing cash at beginning of year | 2015-03-31 | $56,702 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $99,661 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $1,382,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $1,282,788 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Investment advisory and management fees | 2015-03-31 | $5,431 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $988,859 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $1,670,460 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $150,377 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $302,249 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $302,249 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-03-31 | $269 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $455,051 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $-20,656 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $9,972,727 |
| Employer contributions (assets) at end of year | 2015-03-31 | $878,096 |
| Employer contributions (assets) at beginning of year | 2015-03-31 | $580,526 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $10,129,473 |
| Liabilities. Value of benefit claims payable at end of year | 2015-03-31 | $1,635,765 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-03-31 | $1,610,477 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-03-31 | $7,261 |
| Did the plan have assets held for investment | 2015-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Aggregate proceeds on sale of assets | 2015-03-31 | $200,000 |
| Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $199,868 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
| Accountancy firm name | 2015-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2015-03-31 | 621802605 |
| 2014 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $-132 |
| Total unrealized appreciation/depreciation of assets | 2014-03-31 | $-132 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $1,630,789 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $1,756,219 |
| Total income from all sources (including contributions) | 2014-03-31 | $10,454,877 |
| Total loss/gain on sale of assets | 2014-03-31 | $315 |
| Total of all expenses incurred | 2014-03-31 | $10,971,884 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $10,333,536 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $10,438,863 |
| Value of total assets at end of year | 2014-03-31 | $2,913,577 |
| Value of total assets at beginning of year | 2014-03-31 | $3,556,014 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $638,348 |
| Total interest from all sources | 2014-03-31 | $7,445 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $50,081 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $50,081 |
| Administrative expenses professional fees incurred | 2014-03-31 | $34,445 |
| Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
| Value of fidelity bond cover | 2014-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Contributions received from participants | 2014-03-31 | $1,219,825 |
| Participant contributions at end of year | 2014-03-31 | $10,207 |
| Participant contributions at beginning of year | 2014-03-31 | $13,796 |
| Assets. Other investments not covered elsewhere at end of year | 2014-03-31 | $77,989 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-03-31 | $74,556 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $208,183 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $135,412 |
| Other income not declared elsewhere | 2014-03-31 | $6,117 |
| Administrative expenses (other) incurred | 2014-03-31 | $603,903 |
| Liabilities. Value of operating payables at end of year | 2014-03-31 | $20,312 |
| Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $452,146 |
| Total non interest bearing cash at end of year | 2014-03-31 | $56,702 |
| Total non interest bearing cash at beginning of year | 2014-03-31 | $230,025 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Value of net income/loss | 2014-03-31 | $-517,007 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $1,282,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $1,799,795 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $1,670,460 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $1,663,014 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $302,249 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $505,140 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $505,140 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-03-31 | $7,445 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-03-31 | $443,848 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $-47,812 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $9,219,038 |
| Employer contributions (assets) at end of year | 2014-03-31 | $580,526 |
| Employer contributions (assets) at beginning of year | 2014-03-31 | $917,036 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $9,889,688 |
| Liabilities. Value of benefit claims payable at end of year | 2014-03-31 | $1,610,477 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-03-31 | $1,304,073 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-03-31 | $7,261 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-03-31 | $17,035 |
| Did the plan have assets held for investment | 2014-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
| Aggregate proceeds on sale of assets | 2014-03-31 | $650,000 |
| Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $649,685 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Unqualified |
| Accountancy firm name | 2014-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2014-03-31 | 621802605 |
| 2013 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $-315 |
| Total unrealized appreciation/depreciation of assets | 2013-03-31 | $-315 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $1,756,219 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $2,387,948 |
| Total income from all sources (including contributions) | 2013-03-31 | $10,076,154 |
| Total loss/gain on sale of assets | 2013-03-31 | $400 |
| Total of all expenses incurred | 2013-03-31 | $10,619,557 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $10,004,346 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $10,011,893 |
| Value of total assets at end of year | 2013-03-31 | $3,556,014 |
| Value of total assets at beginning of year | 2013-03-31 | $4,731,146 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $615,211 |
| Total interest from all sources | 2013-03-31 | $2,396 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $50,897 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $50,897 |
| Administrative expenses professional fees incurred | 2013-03-31 | $42,047 |
| Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
| Value of fidelity bond cover | 2013-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Contributions received from participants | 2013-03-31 | $1,204,269 |
| Participant contributions at end of year | 2013-03-31 | $13,796 |
| Participant contributions at beginning of year | 2013-03-31 | $10,768 |
| Assets. Other investments not covered elsewhere at end of year | 2013-03-31 | $74,556 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-03-31 | $80,650 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-03-31 | $8,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $135,412 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $297,050 |
| Administrative expenses (other) incurred | 2013-03-31 | $573,164 |
| Liabilities. Value of operating payables at end of year | 2013-03-31 | $452,146 |
| Liabilities. Value of operating payables at beginning of year | 2013-03-31 | $650,551 |
| Total non interest bearing cash at end of year | 2013-03-31 | $230,025 |
| Total non interest bearing cash at beginning of year | 2013-03-31 | $930,582 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Value of net income/loss | 2013-03-31 | $-543,403 |
| Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $1,799,795 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $2,343,198 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $1,663,014 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $1,701,229 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $505,140 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $901,995 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $901,995 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-03-31 | $2,396 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-03-31 | $425,606 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $10,883 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
| Contributions received in cash from employer | 2013-03-31 | $8,799,624 |
| Employer contributions (assets) at end of year | 2013-03-31 | $917,036 |
| Employer contributions (assets) at beginning of year | 2013-03-31 | $782,009 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $9,578,740 |
| Liabilities. Value of benefit claims payable at end of year | 2013-03-31 | $1,304,073 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-03-31 | $1,737,397 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-03-31 | $17,035 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-03-31 | $26,863 |
| Did the plan have assets held for investment | 2013-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
| Aggregate proceeds on sale of assets | 2013-03-31 | $900,000 |
| Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $899,600 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
| Accountancy firm name | 2013-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2013-03-31 | 621802605 |
| 2012 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $-400 |
| Total unrealized appreciation/depreciation of assets | 2012-03-31 | $-400 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $2,387,948 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $1,924,688 |
| Total income from all sources (including contributions) | 2012-03-31 | $9,878,164 |
| Total loss/gain on sale of assets | 2012-03-31 | $-346 |
| Total of all expenses incurred | 2012-03-31 | $9,926,183 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $9,370,857 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $9,803,069 |
| Value of total assets at end of year | 2012-03-31 | $4,731,146 |
| Value of total assets at beginning of year | 2012-03-31 | $4,315,905 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $555,326 |
| Total interest from all sources | 2012-03-31 | $2,813 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $61,587 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $61,587 |
| Administrative expenses professional fees incurred | 2012-03-31 | $32,228 |
| Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
| Value of fidelity bond cover | 2012-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Contributions received from participants | 2012-03-31 | $1,157,060 |
| Participant contributions at end of year | 2012-03-31 | $10,768 |
| Participant contributions at beginning of year | 2012-03-31 | $18,085 |
| Assets. Other investments not covered elsewhere at end of year | 2012-03-31 | $80,650 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-03-31 | $65,599 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $297,050 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $280,907 |
| Administrative expenses (other) incurred | 2012-03-31 | $523,098 |
| Liabilities. Value of operating payables at end of year | 2012-03-31 | $650,551 |
| Liabilities. Value of operating payables at beginning of year | 2012-03-31 | $324,934 |
| Total non interest bearing cash at end of year | 2012-03-31 | $930,582 |
| Total non interest bearing cash at beginning of year | 2012-03-31 | $58,204 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Value of net income/loss | 2012-03-31 | $-48,019 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $2,343,198 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $2,391,217 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $1,701,229 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $2,128,200 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $901,995 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $1,100,273 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $1,100,273 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-03-31 | $2,813 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-03-31 | $358,013 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $11,441 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
| Contributions received in cash from employer | 2012-03-31 | $8,646,009 |
| Employer contributions (assets) at end of year | 2012-03-31 | $782,009 |
| Employer contributions (assets) at beginning of year | 2012-03-31 | $652,390 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $9,012,844 |
| Liabilities. Value of benefit claims payable at end of year | 2012-03-31 | $1,737,397 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-03-31 | $1,599,754 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-03-31 | $26,863 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-03-31 | $12,247 |
| Did the plan have assets held for investment | 2012-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
| Aggregate proceeds on sale of assets | 2012-03-31 | $1,199,700 |
| Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $1,200,046 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Unqualified |
| Accountancy firm name | 2012-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2012-03-31 | 621802605 |
| 2011 : PLUMBERS & PIPEFITTERS L.U. NO. 572 HEALTH & WELFARE FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $47 |
| Total unrealized appreciation/depreciation of assets | 2011-03-31 | $47 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $1,924,688 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $882,513 |
| Total income from all sources (including contributions) | 2011-03-31 | $8,015,524 |
| Total loss/gain on sale of assets | 2011-03-31 | $-2,008 |
| Total of all expenses incurred | 2011-03-31 | $11,600,714 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $11,121,533 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $7,913,343 |
| Value of total assets at end of year | 2011-03-31 | $4,315,905 |
| Value of total assets at beginning of year | 2011-03-31 | $6,858,920 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $479,181 |
| Total interest from all sources | 2011-03-31 | $10,059 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $78,483 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-03-31 | $78,483 |
| Administrative expenses professional fees incurred | 2011-03-31 | $31,951 |
| Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
| Value of fidelity bond cover | 2011-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Contributions received from participants | 2011-03-31 | $1,402,362 |
| Participant contributions at end of year | 2011-03-31 | $18,085 |
| Participant contributions at beginning of year | 2011-03-31 | $14,360 |
| Assets. Other investments not covered elsewhere at end of year | 2011-03-31 | $65,599 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-03-31 | $56,413 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $280,907 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $391,420 |
| Other income not declared elsewhere | 2011-03-31 | $15,653 |
| Administrative expenses (other) incurred | 2011-03-31 | $447,230 |
| Liabilities. Value of operating payables at end of year | 2011-03-31 | $324,934 |
| Liabilities. Value of operating payables at beginning of year | 2011-03-31 | $20,094 |
| Total non interest bearing cash at end of year | 2011-03-31 | $58,204 |
| Total non interest bearing cash at beginning of year | 2011-03-31 | $276,261 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Value of net income/loss | 2011-03-31 | $-3,585,190 |
| Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $2,391,217 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $5,976,407 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $2,128,200 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $2,049,771 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $1,100,273 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $3,542,948 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $3,542,948 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-03-31 | $10,059 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-03-31 | $336,867 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $-53 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
| Contributions received in cash from employer | 2011-03-31 | $6,510,981 |
| Employer contributions (assets) at end of year | 2011-03-31 | $652,390 |
| Employer contributions (assets) at beginning of year | 2011-03-31 | $511,502 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $10,784,666 |
| Liabilities. Value of benefit claims payable at end of year | 2011-03-31 | $1,599,754 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-03-31 | $862,419 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-03-31 | $12,247 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-03-31 | $16,245 |
| Did the plan have assets held for investment | 2011-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
| Aggregate proceeds on sale of assets | 2011-03-31 | $3,804,971 |
| Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $3,806,979 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
| Accountancy firm name | 2011-03-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2011-03-31 | 621802605 |
