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U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 401k Plan overview

Plan NameU.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY
Plan identification number 001

U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY Benefits

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

401k Sponsoring company profile

U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. ANNUITY FUND
Employer identification number (EIN):770596978
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01DEBRA KORPOLINSKI2023-11-07 RICHARD EVANS2023-11-07
0012021-05-01DEBRA KORPOLINSKI2022-12-07 RICHARD EVANS2022-12-07
0012020-05-01DEBRA KORPOLINSKI2021-11-12 RICHARD EVANS2021-11-12
0012019-05-01DANIEL BRITZZALARO2020-11-24 JOHN NUTTLE2020-11-25
0012018-05-01DANIEL BRITZZALARO2019-11-25 JOHN NUTTLE2019-11-25
0012017-05-01
0012016-05-01
0012015-05-01MIKE MCNALLY DAVE MUSKOPF2016-11-23
0012014-05-01MIKE MCNALLY DAVE MUSKOPF2016-02-09
0012013-05-01MIKE MCNALLY DAVE MUSKOPF2014-12-29
0012012-05-01MIKE MCNALLY DAVE MUSKOPF2014-02-03
0012011-05-01MIKE MCNALLY DAVE MUSKOPF2013-02-06
0012010-05-01MIKE MCNALLY DAVE MUSKOPF2012-02-01
0012009-05-01MIKE MCNALLY DAVE MUSKOPF2011-02-09

Plan Statistics for U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY

401k plan membership statisitcs for U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY

Measure Date Value
2022: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2022 401k membership
Total participants, beginning-of-year2022-05-011,013
Total number of active participants reported on line 7a of the Form 55002022-05-01807
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-01189
Total of all active and inactive participants2022-05-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-010
Total participants2022-05-01996
Number of participants with account balances2022-05-01996
Number of employers contributing to the scheme2022-05-0145
2021: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2021 401k membership
Total participants, beginning-of-year2021-05-01973
Total number of active participants reported on line 7a of the Form 55002021-05-01882
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-01131
Total of all active and inactive participants2021-05-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-010
Total participants2021-05-011,013
Number of participants with account balances2021-05-011,013
Number of employers contributing to the scheme2021-05-0156
2020: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2020 401k membership
Total participants, beginning-of-year2020-05-011,049
Total number of active participants reported on line 7a of the Form 55002020-05-01857
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-01116
Total of all active and inactive participants2020-05-01973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-010
Total participants2020-05-01973
Number of participants with account balances2020-05-01973
Number of employers contributing to the scheme2020-05-0156
2019: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2019 401k membership
Total participants, beginning-of-year2019-05-01985
Total number of active participants reported on line 7a of the Form 55002019-05-01898
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-01150
Total of all active and inactive participants2019-05-011,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-011
Total participants2019-05-011,049
Number of participants with account balances2019-05-011,049
Number of employers contributing to the scheme2019-05-0157
2018: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2018 401k membership
Total participants, beginning-of-year2018-05-011,004
Total number of active participants reported on line 7a of the Form 55002018-05-01809
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-01174
Total of all active and inactive participants2018-05-01983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-012
Total participants2018-05-01985
Number of participants with account balances2018-05-01985
Number of employers contributing to the scheme2018-05-0160
2017: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2017 401k membership
Total participants, beginning-of-year2017-05-011,034
Total number of active participants reported on line 7a of the Form 55002017-05-01856
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-01147
Total of all active and inactive participants2017-05-011,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-011
Total participants2017-05-011,004
Number of participants with account balances2017-05-011,004
Number of employers contributing to the scheme2017-05-0164
2016: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2016 401k membership
Total participants, beginning-of-year2016-05-011,036
Total number of active participants reported on line 7a of the Form 55002016-05-01871
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-013
Total of all active and inactive participants2016-05-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-01160
Total participants2016-05-011,034
Number of participants with account balances2016-05-011,034
Number of employers contributing to the scheme2016-05-0163
2015: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2015 401k membership
Total participants, beginning-of-year2015-05-011,069
Total number of active participants reported on line 7a of the Form 55002015-05-01967
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-0169
Total of all active and inactive participants2015-05-011,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-011,036
Number of participants with account balances2015-05-011,036
Number of employers contributing to the scheme2015-05-0158
2014: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2014 401k membership
Total participants, beginning-of-year2014-05-011,016
Total number of active participants reported on line 7a of the Form 55002014-05-01979
Number of retired or separated participants receiving benefits2014-05-012
Number of other retired or separated participants entitled to future benefits2014-05-0185
Total of all active and inactive participants2014-05-011,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-013
Total participants2014-05-011,069
Number of participants with account balances2014-05-011,009
Number of employers contributing to the scheme2014-05-0160
2013: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2013 401k membership
Total participants, beginning-of-year2013-05-011,083
Total number of active participants reported on line 7a of the Form 55002013-05-01868
Number of other retired or separated participants entitled to future benefits2013-05-01146
Total of all active and inactive participants2013-05-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-012
Total participants2013-05-011,016
Number of participants with account balances2013-05-011,016
Number of employers contributing to the scheme2013-05-0165
2012: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2012 401k membership
Total participants, beginning-of-year2012-05-011,093
Total number of active participants reported on line 7a of the Form 55002012-05-01871
Number of other retired or separated participants entitled to future benefits2012-05-01211
Total of all active and inactive participants2012-05-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-011
Total participants2012-05-011,083
Number of participants with account balances2012-05-011,083
Number of employers contributing to the scheme2012-05-0174
2011: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2011 401k membership
Total participants, beginning-of-year2011-05-011,100
Total number of active participants reported on line 7a of the Form 55002011-05-01857
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-01234
Total of all active and inactive participants2011-05-011,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-012
Total participants2011-05-011,093
Number of participants with account balances2011-05-011,093
Number of employers contributing to the scheme2011-05-0175
2010: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2010 401k membership
Total participants, beginning-of-year2010-05-011,012
Total number of active participants reported on line 7a of the Form 55002010-05-011,004
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-0192
Total of all active and inactive participants2010-05-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-014
Total participants2010-05-011,100
Number of participants with account balances2010-05-011,100
Number of employers contributing to the scheme2010-05-0172
2009: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2009 401k membership
Total participants, beginning-of-year2009-05-011,008
Total number of active participants reported on line 7a of the Form 55002009-05-011,012
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-011,012
Number of participants with account balances2009-05-011,012
Number of employers contributing to the scheme2009-05-0178

Financial Data on U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY

Measure Date Value
2023 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$23,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$23,064
Total income from all sources (including contributions)2023-04-30$7,875,302
Total of all expenses incurred2023-04-30$4,681,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$4,491,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$6,483,851
Value of total assets at end of year2023-04-30$72,534,554
Value of total assets at beginning of year2023-04-30$69,339,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$189,470
Total interest from all sources2023-04-30$33,515
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$980,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$980,459
Administrative expenses professional fees incurred2023-04-30$39,561
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$2,500,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Other income not declared elsewhere2023-04-30$75,294
Administrative expenses (other) incurred2023-04-30$97,243
Liabilities. Value of operating payables at end of year2023-04-30$23,907
Liabilities. Value of operating payables at beginning of year2023-04-30$23,064
Total non interest bearing cash at end of year2023-04-30$67,069
Total non interest bearing cash at beginning of year2023-04-30$13,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$3,194,062
Value of net assets at end of year (total assets less liabilities)2023-04-30$72,510,647
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$69,316,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$52,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$70,134,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$67,486,992
Interest earned on other investments2023-04-30$33,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-04-30$1,739,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-30$1,252,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$302,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$6,483,851
Employer contributions (assets) at end of year2023-04-30$591,160
Employer contributions (assets) at beginning of year2023-04-30$583,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$4,491,770
Assets. Value of buildings and other operty used in plan operation at end of year2023-04-30$2,455
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-04-30$3,536
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2023-04-30043728817
2022 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$23,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$13,891
Total income from all sources (including contributions)2022-04-30$869,172
Total of all expenses incurred2022-04-30$3,200,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$2,993,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$6,072,535
Value of total assets at end of year2022-04-30$69,339,649
Value of total assets at beginning of year2022-04-30$71,662,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$207,121
Total interest from all sources2022-04-30$18,115
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$588,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$588,961
Administrative expenses professional fees incurred2022-04-30$43,168
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$2,500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Other income not declared elsewhere2022-04-30$169,426
Administrative expenses (other) incurred2022-04-30$90,621
Liabilities. Value of operating payables at end of year2022-04-30$23,064
Liabilities. Value of operating payables at beginning of year2022-04-30$13,891
Total non interest bearing cash at end of year2022-04-30$13,226
Total non interest bearing cash at beginning of year2022-04-30$22,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-2,331,681
Value of net assets at end of year (total assets less liabilities)2022-04-30$69,316,585
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$71,648,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$73,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$67,486,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$70,358,857
Interest earned on other investments2022-04-30$18,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-30$1,252,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$727,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-5,979,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$6,072,535
Employer contributions (assets) at end of year2022-04-30$583,180
Employer contributions (assets) at beginning of year2022-04-30$549,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$2,993,732
Assets. Value of buildings and other operty used in plan operation at end of year2022-04-30$3,536
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-04-30$3,989
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2022-04-30043728817
2021 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$13,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$14,117
Total income from all sources (including contributions)2021-04-30$23,096,456
Total of all expenses incurred2021-04-30$1,912,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$1,772,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$5,105,094
Value of total assets at end of year2021-04-30$71,662,157
Value of total assets at beginning of year2021-04-30$50,478,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$140,851
Total interest from all sources2021-04-30$15,011
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$604,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$604,516
Administrative expenses professional fees incurred2021-04-30$39,599
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$2,500,000
If this is an individual account plan, was there a blackout period2021-04-30Yes
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Income. Received or receivable in cash from other sources (including rollovers)2021-04-30$29,400
Other income not declared elsewhere2021-04-30$119,311
Administrative expenses (other) incurred2021-04-30$79,047
Liabilities. Value of operating payables at end of year2021-04-30$13,891
Liabilities. Value of operating payables at beginning of year2021-04-30$14,117
Total non interest bearing cash at end of year2021-04-30$22,386
Total non interest bearing cash at beginning of year2021-04-30$18,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$21,183,569
Value of net assets at end of year (total assets less liabilities)2021-04-30$71,648,266
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$50,464,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$22,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$70,358,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$49,387,736
Interest earned on other investments2021-04-30$15,011
Value of interest in common/collective trusts at end of year2021-04-30$0
Value of interest in common/collective trusts at beginning of year2021-04-30$420,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-04-30$727,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-04-30$358,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$17,251,915
Net investment gain or loss from common/collective trusts2021-04-30$609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$5,075,694
Employer contributions (assets) at end of year2021-04-30$549,036
Employer contributions (assets) at beginning of year2021-04-30$293,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$1,772,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-04-30Yes
Assets. Value of buildings and other operty used in plan operation at end of year2021-04-30$3,989
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Disclaimer
Accountancy firm name2021-04-30TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2021-04-30043728817
2020 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$14,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$23,432
Total income from all sources (including contributions)2020-04-30$5,098,057
Total of all expenses incurred2020-04-30$2,998,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$2,833,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$5,026,587
Value of total assets at end of year2020-04-30$50,478,814
Value of total assets at beginning of year2020-04-30$48,388,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$165,441
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$617,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$617,450
Administrative expenses professional fees incurred2020-04-30$44,902
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$2,500,000
If this is an individual account plan, was there a blackout period2020-04-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Income. Received or receivable in cash from other sources (including rollovers)2020-04-30$12,364
Other income not declared elsewhere2020-04-30$30,081
Administrative expenses (other) incurred2020-04-30$81,186
Liabilities. Value of operating payables at end of year2020-04-30$14,117
Liabilities. Value of operating payables at beginning of year2020-04-30$23,432
Total non interest bearing cash at end of year2020-04-30$18,849
Total non interest bearing cash at beginning of year2020-04-30$24,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$2,099,312
Value of net assets at end of year (total assets less liabilities)2020-04-30$50,464,697
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$48,365,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$39,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$49,745,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$47,360,683
Value of interest in common/collective trusts at end of year2020-04-30$420,246
Value of interest in common/collective trusts at beginning of year2020-04-30$453,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$80,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$80,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-585,313
Net investment gain or loss from common/collective trusts2020-04-30$9,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$5,014,223
Employer contributions (assets) at end of year2020-04-30$293,796
Employer contributions (assets) at beginning of year2020-04-30$469,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$2,833,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-04-30Yes
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$348
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2020-04-30043728817
2018 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$30,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$12,077
Total income from all sources (including contributions)2018-04-30$8,902,297
Total of all expenses incurred2018-04-30$2,619,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$2,477,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$4,754,921
Value of total assets at end of year2018-04-30$43,354,560
Value of total assets at beginning of year2018-04-30$37,053,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$141,455
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$431,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$431,334
Administrative expenses professional fees incurred2018-04-30$36,400
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$2,500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$16,404
Other income not declared elsewhere2018-04-30$11,308
Administrative expenses (other) incurred2018-04-30$74,033
Liabilities. Value of operating payables at end of year2018-04-30$30,471
Liabilities. Value of operating payables at beginning of year2018-04-30$12,077
Total non interest bearing cash at end of year2018-04-30$7,209
Total non interest bearing cash at beginning of year2018-04-30$6,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$6,283,165
Value of net assets at end of year (total assets less liabilities)2018-04-30$43,324,089
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$37,040,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$31,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$42,381,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$36,111,530
Value of interest in common/collective trusts at end of year2018-04-30$471,963
Value of interest in common/collective trusts at beginning of year2018-04-30$459,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$85,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$81,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$81,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$3,697,536
Net investment gain or loss from common/collective trusts2018-04-30$7,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$4,754,921
Employer contributions (assets) at end of year2018-04-30$390,792
Employer contributions (assets) at beginning of year2018-04-30$392,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$2,477,677
Assets. Value of buildings and other operty used in plan operation at end of year2018-04-30$696
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-04-30$1,043
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2018-04-30043728817
2017 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$12,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$123,011
Total income from all sources (including contributions)2017-04-30$8,556,714
Total of all expenses incurred2017-04-30$2,110,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$1,967,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$4,453,299
Value of total assets at end of year2017-04-30$37,053,001
Value of total assets at beginning of year2017-04-30$30,717,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$142,908
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$377,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$377,190
Administrative expenses professional fees incurred2017-04-30$43,135
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$2,500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Income. Received or receivable in cash from other sources (including rollovers)2017-04-30$661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$110,155
Other income not declared elsewhere2017-04-30$9,316
Administrative expenses (other) incurred2017-04-30$68,541
Liabilities. Value of operating payables at end of year2017-04-30$12,077
Liabilities. Value of operating payables at beginning of year2017-04-30$12,856
Total non interest bearing cash at end of year2017-04-30$6,305
Total non interest bearing cash at beginning of year2017-04-30$53,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$6,446,079
Value of net assets at end of year (total assets less liabilities)2017-04-30$37,040,924
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$30,594,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$31,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$36,111,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$8,781,954
Value of interest in common/collective trusts at end of year2017-04-30$459,621
Value of interest in common/collective trusts at beginning of year2017-04-30$21,292,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$81,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$68,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$68,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$3,710,142
Net investment gain or loss from common/collective trusts2017-04-30$6,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$4,452,638
Employer contributions (assets) at end of year2017-04-30$392,995
Employer contributions (assets) at beginning of year2017-04-30$519,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$1,967,727
Assets. Value of buildings and other operty used in plan operation at end of year2017-04-30$1,043
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-04-30$1,391
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2017-04-30043728817
2016 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$123,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$22,597
Total income from all sources (including contributions)2016-04-30$3,676,650
Total of all expenses incurred2016-04-30$1,434,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$1,315,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$4,464,989
Value of total assets at end of year2016-04-30$30,717,856
Value of total assets at beginning of year2016-04-30$28,375,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$118,654
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$108,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$108,751
Administrative expenses professional fees incurred2016-04-30$36,315
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$2,500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Income. Received or receivable in cash from other sources (including rollovers)2016-04-30$2,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$110,155
Other income not declared elsewhere2016-04-30$9,805
Administrative expenses (other) incurred2016-04-30$71,475
Liabilities. Value of operating payables at end of year2016-04-30$12,856
Liabilities. Value of operating payables at beginning of year2016-04-30$22,597
Total non interest bearing cash at end of year2016-04-30$53,268
Total non interest bearing cash at beginning of year2016-04-30$303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$2,242,291
Value of net assets at end of year (total assets less liabilities)2016-04-30$30,594,845
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$28,352,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$10,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$8,781,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$8,849,374
Value of interest in common/collective trusts at end of year2016-04-30$21,292,866
Value of interest in common/collective trusts at beginning of year2016-04-30$19,108,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$68,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$54,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$54,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-242,653
Net investment gain or loss from common/collective trusts2016-04-30$-664,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$4,462,935
Employer contributions (assets) at end of year2016-04-30$519,526
Employer contributions (assets) at beginning of year2016-04-30$358,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$1,315,705
Assets. Value of buildings and other operty used in plan operation at end of year2016-04-30$1,391
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-04-30$3,101
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN2016-04-30471793720
2015 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$22,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$30,438
Total income from all sources (including contributions)2015-04-30$5,133,839
Total of all expenses incurred2015-04-30$1,596,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$1,511,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$3,582,710
Value of total assets at end of year2015-04-30$28,375,151
Value of total assets at beginning of year2015-04-30$24,845,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$84,525
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$149,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$149,450
Administrative expenses professional fees incurred2015-04-30$14,979
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$2,500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Other income not declared elsewhere2015-04-30$673
Administrative expenses (other) incurred2015-04-30$55,251
Liabilities. Value of operating payables at end of year2015-04-30$22,597
Liabilities. Value of operating payables at beginning of year2015-04-30$30,438
Total non interest bearing cash at end of year2015-04-30$303
Total non interest bearing cash at beginning of year2015-04-30$7,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$3,537,386
Value of net assets at end of year (total assets less liabilities)2015-04-30$28,352,554
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$24,815,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$14,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$8,849,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$8,351,237
Value of interest in common/collective trusts at end of year2015-04-30$19,108,684
Value of interest in common/collective trusts at beginning of year2015-04-30$16,189,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$54,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$1,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$1,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$672,248
Net investment gain or loss from common/collective trusts2015-04-30$728,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$3,582,710
Employer contributions (assets) at end of year2015-04-30$358,997
Employer contributions (assets) at beginning of year2015-04-30$292,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$1,511,928
Assets. Value of buildings and other operty used in plan operation at end of year2015-04-30$3,101
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-04-30$4,080
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30ARCARA ZUCARELLI LENDA & STRAKA CPA
Accountancy firm EIN2015-04-30471793720
2014 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$30,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$46,249
Total income from all sources (including contributions)2014-04-30$5,636,099
Total of all expenses incurred2014-04-30$1,155,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$1,073,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$2,916,428
Value of total assets at end of year2014-04-30$24,845,606
Value of total assets at beginning of year2014-04-30$20,381,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$82,914
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$80,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$80,905
Administrative expenses professional fees incurred2014-04-30$15,889
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$2,500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Income. Received or receivable in cash from other sources (including rollovers)2014-04-30$4,353
Other income not declared elsewhere2014-04-30$40
Administrative expenses (other) incurred2014-04-30$48,641
Liabilities. Value of operating payables at end of year2014-04-30$30,438
Liabilities. Value of operating payables at beginning of year2014-04-30$46,249
Total non interest bearing cash at end of year2014-04-30$7,194
Total non interest bearing cash at beginning of year2014-04-30$17,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$4,480,125
Value of net assets at end of year (total assets less liabilities)2014-04-30$24,815,168
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$20,335,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$18,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$8,351,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$7,286,121
Value of interest in common/collective trusts at end of year2014-04-30$16,189,118
Value of interest in common/collective trusts at beginning of year2014-04-30$12,783,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$1,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$719,329
Net investment gain or loss from common/collective trusts2014-04-30$1,919,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$2,912,075
Employer contributions (assets) at end of year2014-04-30$292,574
Employer contributions (assets) at beginning of year2014-04-30$294,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$1,073,060
Assets. Value of buildings and other operty used in plan operation at end of year2014-04-30$4,080
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN2014-04-30161462141
2013 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$46,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$17,518
Total income from all sources (including contributions)2013-04-30$5,134,884
Total of all expenses incurred2013-04-30$1,143,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$1,065,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$2,949,149
Value of total assets at end of year2013-04-30$20,381,292
Value of total assets at beginning of year2013-04-30$16,361,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$78,074
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$158,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$158,254
Administrative expenses professional fees incurred2013-04-30$13,114
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$2,500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$7,213
Other income not declared elsewhere2013-04-30$2,107
Administrative expenses (other) incurred2013-04-30$48,657
Liabilities. Value of operating payables at end of year2013-04-30$46,249
Liabilities. Value of operating payables at beginning of year2013-04-30$17,518
Total non interest bearing cash at end of year2013-04-30$17,118
Total non interest bearing cash at beginning of year2013-04-30$2,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$3,991,147
Value of net assets at end of year (total assets less liabilities)2013-04-30$20,335,043
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$16,343,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$16,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$7,286,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$6,588,222
Value of interest in common/collective trusts at end of year2013-04-30$12,783,130
Value of interest in common/collective trusts at beginning of year2013-04-30$9,380,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$129,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$129,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$606,664
Net investment gain or loss from common/collective trusts2013-04-30$1,418,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$2,941,936
Employer contributions (assets) at end of year2013-04-30$294,146
Employer contributions (assets) at beginning of year2013-04-30$260,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$1,065,663
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$274
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN2013-04-30161462141
2012 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$17,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$20,299
Total income from all sources (including contributions)2012-04-30$2,317,255
Total of all expenses incurred2012-04-30$753,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$682,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$2,155,012
Value of total assets at end of year2012-04-30$16,361,414
Value of total assets at beginning of year2012-04-30$14,799,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$70,078
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$110,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$110,558
Administrative expenses professional fees incurred2012-04-30$12,799
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$2,500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$3,175
Other income not declared elsewhere2012-04-30$639
Administrative expenses (other) incurred2012-04-30$38,819
Liabilities. Value of operating payables at end of year2012-04-30$17,518
Liabilities. Value of operating payables at beginning of year2012-04-30$20,299
Total non interest bearing cash at end of year2012-04-30$2,752
Total non interest bearing cash at beginning of year2012-04-30$124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$1,564,245
Value of net assets at end of year (total assets less liabilities)2012-04-30$16,343,896
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$14,779,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$18,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$6,588,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$6,477,594
Value of interest in common/collective trusts at end of year2012-04-30$9,380,253
Value of interest in common/collective trusts at beginning of year2012-04-30$8,102,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$129,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$176,971
Net investment gain or loss from common/collective trusts2012-04-30$-125,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$2,151,837
Employer contributions (assets) at end of year2012-04-30$260,376
Employer contributions (assets) at beginning of year2012-04-30$218,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$682,932
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$274
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$1,281
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN2012-04-30161462141
2011 : U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$20,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$13,039
Total income from all sources (including contributions)2011-04-30$3,625,843
Total of all expenses incurred2011-04-30$722,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$640,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$1,966,191
Value of total assets at end of year2011-04-30$14,799,950
Value of total assets at beginning of year2011-04-30$11,889,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$82,047
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$165,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$165,937
Administrative expenses professional fees incurred2011-04-30$12,186
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$2,500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Administrative expenses (other) incurred2011-04-30$35,081
Liabilities. Value of operating payables at end of year2011-04-30$20,299
Liabilities. Value of operating payables at beginning of year2011-04-30$13,039
Total non interest bearing cash at end of year2011-04-30$124
Total non interest bearing cash at beginning of year2011-04-30$94,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$2,903,427
Value of net assets at end of year (total assets less liabilities)2011-04-30$14,779,651
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$11,876,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$34,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$6,477,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$5,998,091
Value of interest in common/collective trusts at end of year2011-04-30$8,102,122
Value of interest in common/collective trusts at beginning of year2011-04-30$5,649,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$508,784
Net investment gain or loss from common/collective trusts2011-04-30$984,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$1,966,191
Employer contributions (assets) at end of year2011-04-30$218,829
Employer contributions (assets) at beginning of year2011-04-30$145,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$640,369
Assets. Value of buildings and other operty used in plan operation at end of year2011-04-30$1,281
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-04-30$2,288
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN2011-04-30161462141

Form 5500 Responses for U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY

2022: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2022 form 5500 responses
2022-05-01Type of plan entityMulti-employer plan
2022-05-01Plan is a collectively bargained planYes
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement - TrustYes
2021: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement - TrustYes
2019: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2018: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: U.A. PLUMBERS & STEAMFITTERS LOCAL NO. 22 ANNUITY 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075507
Policy instance 1
Insurance contract or identification number075507
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075507
Policy instance 1
Insurance contract or identification number075507
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075507
Policy instance 1
Insurance contract or identification number075507
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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