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ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan NameARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN
Plan identification number 002

ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES ARIZONA PIPE TRADES DC PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES ARIZONA PIPE TRADES DC PENSION PLAN
Employer identification number (EIN):860434707
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-06-01
0022021-06-01
0022020-06-01
0022019-06-01
0022018-06-01
0022017-06-01BRYAN DEWITT2019-03-08 MEL INGWALDSON2019-03-08
0022016-06-01BRYAN DEWITT MEL INGWALDSON2018-03-12
0022015-06-01BRYAN DEWITT MEL INGWALDSON2017-03-13
0022014-06-01BRYAN DEWITT MEL INGWALDSON2016-03-08
0022013-06-01MEL INGWALDSON BRYAN DEWITT2015-03-11
0022012-06-01CHRIS VAN KIRK, UNION TRUSTEE BRYAN DEWITT, MGT TRUSTEE2014-03-10
0022011-06-01BRYAN DEWITT MGT TRUSTEE CHRIS VAN KIRK UNION TRUSTEE2013-02-21
0022009-06-01CHRIS VAN KIRK UNION TRUSTEE ROB ZOLLINGER MGT TRUSTEE2011-03-14

Plan Statistics for ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2022: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-015,949
Total number of active participants reported on line 7a of the Form 55002022-06-015,016
Total of all active and inactive participants2022-06-015,016
Total participants2022-06-015,016
Number of participants with account balances2022-06-015,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-010
Number of employers contributing to the scheme2022-06-01101
2021: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-015,321
Total number of active participants reported on line 7a of the Form 55002021-06-015,949
Total of all active and inactive participants2021-06-015,949
Total participants2021-06-015,949
Number of participants with account balances2021-06-015,949
Number of employers contributing to the scheme2021-06-0190
2020: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-015,149
Total number of active participants reported on line 7a of the Form 55002020-06-015,321
Total of all active and inactive participants2020-06-015,321
Total participants2020-06-015,321
Number of participants with account balances2020-06-015,321
Number of employers contributing to the scheme2020-06-0185
2019: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-014,310
Total number of active participants reported on line 7a of the Form 55002019-06-015,149
Total of all active and inactive participants2019-06-015,149
Total participants2019-06-015,149
Number of participants with account balances2019-06-015,149
Number of employers contributing to the scheme2019-06-0176
2018: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-013,437
Total number of active participants reported on line 7a of the Form 55002018-06-014,310
Total of all active and inactive participants2018-06-014,310
Total participants2018-06-014,310
Number of participants with account balances2018-06-014,310
Number of employers contributing to the scheme2018-06-0175
2017: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-013,211
Total number of active participants reported on line 7a of the Form 55002017-06-013,437
Total of all active and inactive participants2017-06-013,437
Total participants2017-06-013,437
Number of participants with account balances2017-06-013,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
Number of employers contributing to the scheme2017-06-0165
2016: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-013,161
Total number of active participants reported on line 7a of the Form 55002016-06-013,211
Total of all active and inactive participants2016-06-013,211
Total participants2016-06-013,211
Number of participants with account balances2016-06-013,211
Number of employers contributing to the scheme2016-06-0172
2015: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-013,473
Total number of active participants reported on line 7a of the Form 55002015-06-013,161
Total of all active and inactive participants2015-06-013,161
Total participants2015-06-013,161
Number of participants with account balances2015-06-013,161
Number of employers contributing to the scheme2015-06-0179
2014: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-013,561
Total number of active participants reported on line 7a of the Form 55002014-06-013,473
Total of all active and inactive participants2014-06-013,473
Total participants2014-06-013,473
Number of participants with account balances2014-06-013,473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-01176
Number of employers contributing to the scheme2014-06-0180
2013: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-013,591
Total number of active participants reported on line 7a of the Form 55002013-06-013,561
Total of all active and inactive participants2013-06-013,561
Total participants2013-06-013,561
Number of employers contributing to the scheme2013-06-0180
2012: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-013,583
Total number of active participants reported on line 7a of the Form 55002012-06-013,591
Total of all active and inactive participants2012-06-013,591
Total participants2012-06-013,591
Number of participants with account balances2012-06-013,591
Number of employers contributing to the scheme2012-06-0180
2011: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-013,707
Total number of active participants reported on line 7a of the Form 55002011-06-013,583
Total of all active and inactive participants2011-06-013,583
Total participants2011-06-013,583
Number of participants with account balances2011-06-013,583
Number of employers contributing to the scheme2011-06-0180
2009: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-014,539
Total number of active participants reported on line 7a of the Form 55002009-06-013,997
Total of all active and inactive participants2009-06-013,997
Total participants2009-06-013,997
Number of participants with account balances2009-06-013,997
Number of employers contributing to the scheme2009-06-0185

Financial Data on ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2023 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$1,262,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$308,017
Total income from all sources (including contributions)2023-05-31$35,239,254
Total loss/gain on sale of assets2023-05-31$0
Total of all expenses incurred2023-05-31$19,136,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$18,260,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$33,636,098
Value of total assets at end of year2023-05-31$313,429,027
Value of total assets at beginning of year2023-05-31$296,372,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$876,262
Total interest from all sources2023-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$379,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$379,789
Administrative expenses professional fees incurred2023-05-31$123,464
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$3,000,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$9,866,897
Participant contributions at end of year2023-05-31$917,869
Participant contributions at beginning of year2023-05-31$761,934
Income. Received or receivable in cash from other sources (including rollovers)2023-05-31$489,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-05-31$223,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-05-31$151,960
Administrative expenses (other) incurred2023-05-31$85,718
Liabilities. Value of operating payables at end of year2023-05-31$1,262,552
Liabilities. Value of operating payables at beginning of year2023-05-31$308,017
Total non interest bearing cash at end of year2023-05-31$2,485,277
Total non interest bearing cash at beginning of year2023-05-31$1,913,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$16,102,491
Value of net assets at end of year (total assets less liabilities)2023-05-31$312,166,475
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$296,063,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Investment advisory and management fees2023-05-31$399,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$15,215,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$13,218,217
Value of interest in common/collective trusts at end of year2023-05-31$280,593,453
Value of interest in common/collective trusts at beginning of year2023-05-31$267,402,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-05-31$10,990,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-05-31$11,466,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$93,349
Net investment gain or loss from common/collective trusts2023-05-31$1,130,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31Yes
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$23,279,984
Employer contributions (assets) at end of year2023-05-31$3,002,098
Employer contributions (assets) at beginning of year2023-05-31$1,454,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$18,260,501
Contract administrator fees2023-05-31$268,027
Assets. Value of buildings and other operty used in plan operation at end of year2023-05-31$830
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-05-31$2,019
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31BALDWIN MOFFITT BEHM LLP
Accountancy firm EIN2023-05-31464370753
2022 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$308,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$106,120
Total income from all sources (including contributions)2022-05-31$-2,218,062
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$15,514,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$14,695,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$24,471,292
Value of total assets at end of year2022-05-31$296,372,001
Value of total assets at beginning of year2022-05-31$313,902,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$818,698
Total interest from all sources2022-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$147,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$147,981
Administrative expenses professional fees incurred2022-05-31$145,342
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$3,000,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$7,717,938
Participant contributions at end of year2022-05-31$761,934
Participant contributions at beginning of year2022-05-31$518,992
Income. Received or receivable in cash from other sources (including rollovers)2022-05-31$283,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$151,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$417,718
Administrative expenses (other) incurred2022-05-31$69,764
Liabilities. Value of operating payables at end of year2022-05-31$308,017
Liabilities. Value of operating payables at beginning of year2022-05-31$106,120
Total non interest bearing cash at end of year2022-05-31$1,913,746
Total non interest bearing cash at beginning of year2022-05-31$1,600,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-17,732,420
Value of net assets at end of year (total assets less liabilities)2022-05-31$296,063,984
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$313,796,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$343,372
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$13,218,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$13,312,631
Value of interest in common/collective trusts at end of year2022-05-31$267,402,584
Value of interest in common/collective trusts at beginning of year2022-05-31$292,329,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$11,466,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-05-31$4,663,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-1,701,125
Net investment gain or loss from common/collective trusts2022-05-31$-25,136,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31Yes
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$16,469,879
Employer contributions (assets) at end of year2022-05-31$1,454,654
Employer contributions (assets) at beginning of year2022-05-31$1,056,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$14,695,660
Contract administrator fees2022-05-31$260,220
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$2,019
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$3,327
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31BALDWIN MOFFITT BEHM LLP
Accountancy firm EIN2022-05-31464370753
2021 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$120,972
Total unrealized appreciation/depreciation of assets2021-05-31$120,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$106,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$599,685
Total income from all sources (including contributions)2021-05-31$97,042,186
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$23,485,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$22,575,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$17,499,220
Value of total assets at end of year2021-05-31$313,902,524
Value of total assets at beginning of year2021-05-31$240,839,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$909,327
Total interest from all sources2021-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$166,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$166,481
Administrative expenses professional fees incurred2021-05-31$179,615
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$3,000,000
If this is an individual account plan, was there a blackout period2021-05-31No
Funding deficiency by the employer to the plan for this plan year2021-05-31$0
Minimum employer required contribution for this plan year2021-05-31$11,854,873
Amount contributed by the employer to the plan for this plan year2021-05-31$11,854,873
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$5,269,146
Participant contributions at end of year2021-05-31$518,992
Participant contributions at beginning of year2021-05-31$504,048
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$375,201
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$417,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$199,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$14,380
Administrative expenses (other) incurred2021-05-31$82,936
Liabilities. Value of operating payables at end of year2021-05-31$106,120
Liabilities. Value of operating payables at beginning of year2021-05-31$585,305
Total non interest bearing cash at end of year2021-05-31$1,600,496
Total non interest bearing cash at beginning of year2021-05-31$1,717,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$73,556,894
Value of net assets at end of year (total assets less liabilities)2021-05-31$313,796,404
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$240,239,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$394,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$13,312,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$6,850,218
Value of interest in common/collective trusts at end of year2021-05-31$292,329,763
Value of interest in common/collective trusts at beginning of year2021-05-31$225,156,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$4,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$4,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-31$4,663,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-31$5,233,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$3,280,191
Net investment gain or loss from common/collective trusts2021-05-31$75,975,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31Yes
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$11,854,873
Employer contributions (assets) at end of year2021-05-31$1,056,077
Employer contributions (assets) at beginning of year2021-05-31$1,168,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$22,575,965
Contract administrator fees2021-05-31$252,685
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$3,327
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-05-31$4,635
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31BALDWIN MOFFITT BEHM LLP
Accountancy firm EIN2021-05-31464370753
2020 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$599,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$582,467
Total income from all sources (including contributions)2020-05-31$36,610,528
Total loss/gain on sale of assets2020-05-31$-6,596
Total of all expenses incurred2020-05-31$14,195,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$13,280,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$22,340,395
Value of total assets at end of year2020-05-31$240,839,195
Value of total assets at beginning of year2020-05-31$218,406,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$914,467
Total interest from all sources2020-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$458,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$458,647
Administrative expenses professional fees incurred2020-05-31$260,495
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$3,000,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$7,189,703
Participant contributions at end of year2020-05-31$504,048
Participant contributions at beginning of year2020-05-31$650,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$199,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$243,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$14,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$7,289
Administrative expenses (other) incurred2020-05-31$100,263
Liabilities. Value of operating payables at end of year2020-05-31$585,305
Liabilities. Value of operating payables at beginning of year2020-05-31$575,178
Total non interest bearing cash at end of year2020-05-31$1,717,187
Total non interest bearing cash at beginning of year2020-05-31$2,358,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$22,415,123
Value of net assets at end of year (total assets less liabilities)2020-05-31$240,239,510
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$217,824,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$301,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$6,850,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$2,763,064
Value of interest in common/collective trusts at end of year2020-05-31$225,156,213
Value of interest in common/collective trusts at beginning of year2020-05-31$209,130,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$4,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$1,139,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$1,139,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$5,233,853
Asset value of US Government securities at end of year2020-05-31$0
Asset value of US Government securities at beginning of year2020-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$13,818,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31Yes
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$15,150,692
Employer contributions (assets) at end of year2020-05-31$1,168,914
Employer contributions (assets) at beginning of year2020-05-31$2,106,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$13,280,938
Contract administrator fees2020-05-31$252,692
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$4,635
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$13,265
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$0
Aggregate carrying amount (costs) on sale of assets2020-05-31$6,596
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31BALDWIN MOFFITT PLLC
Accountancy firm EIN2020-05-31464370753
2019 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$2,041,168
Total unrealized appreciation/depreciation of assets2019-05-31$2,041,168
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$582,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$2,656,183
Total income from all sources (including contributions)2019-05-31$16,933,419
Total loss/gain on sale of assets2019-05-31$1,750,108
Total of all expenses incurred2019-05-31$11,093,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$10,029,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$20,812,444
Value of total assets at end of year2019-05-31$218,406,854
Value of total assets at beginning of year2019-05-31$214,640,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$1,064,273
Total interest from all sources2019-05-31$1,311,656
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$1,980,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$600,162
Administrative expenses professional fees incurred2019-05-31$210,268
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$3,000,000
If this is an individual account plan, was there a blackout period2019-05-31No
Funding deficiency by the employer to the plan for this plan year2019-05-31$0
Minimum employer required contribution for this plan year2019-05-31$14,723,866
Amount contributed by the employer to the plan for this plan year2019-05-31$14,723,866
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$6,088,578
Participant contributions at end of year2019-05-31$650,826
Participant contributions at beginning of year2019-05-31$380,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$243,864
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$2,718,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$7,289
Administrative expenses (other) incurred2019-05-31$151,519
Liabilities. Value of operating payables at end of year2019-05-31$575,178
Liabilities. Value of operating payables at beginning of year2019-05-31$2,656,183
Total non interest bearing cash at end of year2019-05-31$2,358,645
Total non interest bearing cash at beginning of year2019-05-31$1,115,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$5,840,072
Value of net assets at end of year (total assets less liabilities)2019-05-31$217,824,387
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$211,984,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Assets. partnership/joint venture interests at end of year2019-05-31$0
Assets. partnership/joint venture interests at beginning of year2019-05-31$6,064,787
Investment advisory and management fees2019-05-31$466,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$2,763,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$27,421,008
Interest earned on other investments2019-05-31$100,945
Income. Interest from corporate debt instruments2019-05-31$1,117,449
Value of interest in common/collective trusts at end of year2019-05-31$209,130,670
Value of interest in common/collective trusts at beginning of year2019-05-31$23,155,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$1,139,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$33,775,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$33,775,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$93,262
Assets. Value of investments in 103.12 investment entities at end of year2019-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-05-31$17,785,175
Asset value of US Government securities at end of year2019-05-31$0
Asset value of US Government securities at beginning of year2019-05-31$19,346,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-8,846,132
Net investment gain or loss from common/collective trusts2019-05-31$-2,270,775
Net gain/loss from 103.12 investment entities2019-05-31$154,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31Yes
Was there a failure to transmit to the plan any participant contributions2019-05-31Yes
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$14,723,866
Employer contributions (assets) at end of year2019-05-31$2,106,697
Employer contributions (assets) at beginning of year2019-05-31$1,054,729
Income. Dividends from common stock2019-05-31$1,380,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$10,029,074
Asset. Corporate debt instrument debt (other) at end of year2019-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-05-31$16,773,268
Contract administrator fees2019-05-31$235,894
Assets. Corporate common stocks other than exployer securities at end of year2019-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-05-31$65,040,595
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$13,265
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$9,012
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$511,051,178
Aggregate carrying amount (costs) on sale of assets2019-05-31$509,301,070
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31BALDWIN & BALDWIN PLLC
Accountancy firm EIN2019-05-31464370753
2018 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$158,242
Total unrealized appreciation/depreciation of assets2018-05-31$158,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$2,656,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$1,121,601
Total income from all sources (including contributions)2018-05-31$27,554,163
Total loss/gain on sale of assets2018-05-31$8,416,377
Total of all expenses incurred2018-05-31$15,087,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$13,756,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$15,975,513
Value of total assets at end of year2018-05-31$214,640,498
Value of total assets at beginning of year2018-05-31$200,639,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$1,331,403
Total interest from all sources2018-05-31$3,089,090
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$1,591,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$5,640
Administrative expenses professional fees incurred2018-05-31$214,703
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$3,985,969
Participant contributions at end of year2018-05-31$380,490
Participant contributions at beginning of year2018-05-31$272,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$2,718,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$1,949,675
Administrative expenses (other) incurred2018-05-31$92,226
Liabilities. Value of operating payables at end of year2018-05-31$2,656,183
Liabilities. Value of operating payables at beginning of year2018-05-31$1,121,601
Total non interest bearing cash at end of year2018-05-31$1,115,720
Total non interest bearing cash at beginning of year2018-05-31$805,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$12,466,168
Value of net assets at end of year (total assets less liabilities)2018-05-31$211,984,315
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$199,518,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Assets. partnership/joint venture interests at end of year2018-05-31$6,064,787
Investment advisory and management fees2018-05-31$788,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$27,421,008
Income. Interest from US Government securities2018-05-31$2,145,356
Income. Interest from corporate debt instruments2018-05-31$776,850
Value of interest in common/collective trusts at end of year2018-05-31$23,155,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$33,775,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$5,717,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$5,717,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$166,884
Assets. Value of investments in 103.12 investment entities at end of year2018-05-31$17,785,175
Asset value of US Government securities at end of year2018-05-31$19,346,614
Asset value of US Government securities at beginning of year2018-05-31$65,268,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$156,822
Net investment gain or loss from common/collective trusts2018-05-31$-1,235,865
Net gain/loss from 103.12 investment entities2018-05-31$-597,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31Yes
Was there a failure to transmit to the plan any participant contributions2018-05-31Yes
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$11,989,544
Employer contributions (assets) at end of year2018-05-31$1,054,729
Employer contributions (assets) at beginning of year2018-05-31$830,022
Income. Dividends from common stock2018-05-31$1,586,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$13,756,592
Asset. Corporate debt instrument debt (other) at end of year2018-05-31$16,773,268
Asset. Corporate debt instrument debt (other) at beginning of year2018-05-31$16,594,842
Contract administrator fees2018-05-31$235,935
Assets. Corporate common stocks other than exployer securities at end of year2018-05-31$65,040,595
Assets. Corporate common stocks other than exployer securities at beginning of year2018-05-31$109,198,464
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$9,012
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$2,831
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$282,217,699
Aggregate carrying amount (costs) on sale of assets2018-05-31$273,801,322
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31BALDWIN & BALDWIN PLLC
Accountancy firm EIN2018-05-31464370753
2017 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$12,323,623
Total unrealized appreciation/depreciation of assets2017-05-31$12,323,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$1,121,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$982,085
Total income from all sources (including contributions)2017-05-31$25,831,143
Total loss/gain on sale of assets2017-05-31$-1,588,880
Total of all expenses incurred2017-05-31$12,789,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$11,582,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$10,358,474
Value of total assets at end of year2017-05-31$200,639,748
Value of total assets at beginning of year2017-05-31$187,458,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$1,207,192
Total interest from all sources2017-05-31$3,041,239
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$1,696,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Administrative expenses professional fees incurred2017-05-31$109,763
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$2,280,177
Participant contributions at end of year2017-05-31$272,631
Participant contributions at beginning of year2017-05-31$149,370
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$3,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$1,949,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$3,332,424
Administrative expenses (other) incurred2017-05-31$75,470
Liabilities. Value of operating payables at end of year2017-05-31$1,121,601
Liabilities. Value of operating payables at beginning of year2017-05-31$982,085
Total non interest bearing cash at end of year2017-05-31$805,795
Total non interest bearing cash at beginning of year2017-05-31$468,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$13,041,396
Value of net assets at end of year (total assets less liabilities)2017-05-31$199,518,147
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$186,476,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$776,244
Income. Interest from US Government securities2017-05-31$2,343,076
Income. Interest from corporate debt instruments2017-05-31$683,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$5,717,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$6,342,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$6,342,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$14,528
Asset value of US Government securities at end of year2017-05-31$65,268,310
Asset value of US Government securities at beginning of year2017-05-31$63,880,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31Yes
Was there a failure to transmit to the plan any participant contributions2017-05-31Yes
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$8,074,600
Employer contributions (assets) at end of year2017-05-31$830,022
Employer contributions (assets) at beginning of year2017-05-31$442,635
Income. Dividends from common stock2017-05-31$1,696,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$11,582,555
Asset. Corporate debt instrument debt (other) at end of year2017-05-31$16,594,842
Asset. Corporate debt instrument debt (other) at beginning of year2017-05-31$15,503,941
Contract administrator fees2017-05-31$245,715
Assets. Corporate common stocks other than exployer securities at end of year2017-05-31$109,198,464
Assets. Corporate common stocks other than exployer securities at beginning of year2017-05-31$97,335,304
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$2,831
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$3,518
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$152,953,833
Aggregate carrying amount (costs) on sale of assets2017-05-31$154,542,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31BALDWIN & BALDWIN PLLC
Accountancy firm EIN2017-05-31464370753
2016 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$-554,115
Total unrealized appreciation/depreciation of assets2016-05-31$-554,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$982,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$1,257,151
Total income from all sources (including contributions)2016-05-31$7,540,349
Total loss/gain on sale of assets2016-05-31$-5,439,989
Total of all expenses incurred2016-05-31$16,308,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$14,242,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$8,680,096
Value of total assets at end of year2016-05-31$187,458,836
Value of total assets at beginning of year2016-05-31$196,501,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$2,065,189
Total interest from all sources2016-05-31$3,210,533
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$1,643,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Administrative expenses professional fees incurred2016-05-31$1,038,400
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$1,500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$1,676,334
Participant contributions at end of year2016-05-31$149,370
Participant contributions at beginning of year2016-05-31$112,947
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$317,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$3,332,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$12,590,576
Administrative expenses (other) incurred2016-05-31$85,906
Liabilities. Value of operating payables at end of year2016-05-31$982,085
Liabilities. Value of operating payables at beginning of year2016-05-31$1,257,151
Total non interest bearing cash at end of year2016-05-31$468,687
Total non interest bearing cash at beginning of year2016-05-31$262,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-8,767,738
Value of net assets at end of year (total assets less liabilities)2016-05-31$186,476,751
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$195,244,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$704,548
Income. Interest from US Government securities2016-05-31$2,404,276
Income. Interest from corporate debt instruments2016-05-31$797,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$6,342,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$6,328,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$6,328,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$8,578
Asset value of US Government securities at end of year2016-05-31$63,880,386
Asset value of US Government securities at beginning of year2016-05-31$57,762,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31Yes
Was there a failure to transmit to the plan any participant contributions2016-05-31Yes
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$6,686,550
Employer contributions (assets) at end of year2016-05-31$442,635
Employer contributions (assets) at beginning of year2016-05-31$380,185
Income. Dividends from common stock2016-05-31$1,643,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$14,242,898
Asset. Corporate debt instrument debt (other) at end of year2016-05-31$15,503,941
Asset. Corporate debt instrument debt (other) at beginning of year2016-05-31$17,665,076
Contract administrator fees2016-05-31$236,335
Assets. Corporate common stocks other than exployer securities at end of year2016-05-31$97,335,304
Assets. Corporate common stocks other than exployer securities at beginning of year2016-05-31$101,395,745
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-31$3,518
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-31$3,867
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$106,771,461
Aggregate carrying amount (costs) on sale of assets2016-05-31$112,211,450
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31BALDWIN & BALDWIN PLLC
Accountancy firm EIN2016-05-31464370753
2015 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$9,036,813
Total unrealized appreciation/depreciation of assets2015-05-31$9,036,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$1,257,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$6,384,572
Total income from all sources (including contributions)2015-05-31$30,392,200
Total loss/gain on sale of assets2015-05-31$-617,243
Total of all expenses incurred2015-05-31$14,291,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$12,960,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$17,533,381
Value of total assets at end of year2015-05-31$196,501,640
Value of total assets at beginning of year2015-05-31$185,528,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$1,330,677
Total interest from all sources2015-05-31$2,939,019
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$1,500,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Administrative expenses professional fees incurred2015-05-31$261,970
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$1,500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$1,480,078
Participant contributions at end of year2015-05-31$112,947
Participant contributions at beginning of year2015-05-31$246,413
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$243,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$12,590,576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$1,738,473
Other income not declared elsewhere2015-05-31$0
Administrative expenses (other) incurred2015-05-31$107,434
Liabilities. Value of operating payables at end of year2015-05-31$1,257,151
Liabilities. Value of operating payables at beginning of year2015-05-31$6,384,572
Total non interest bearing cash at end of year2015-05-31$262,175
Total non interest bearing cash at beginning of year2015-05-31$450,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$16,100,533
Value of net assets at end of year (total assets less liabilities)2015-05-31$195,244,489
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$179,143,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$741,723
Interest earned on other investments2015-05-31$6,290
Income. Interest from US Government securities2015-05-31$2,159,836
Income. Interest from corporate debt instruments2015-05-31$771,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$6,328,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$11,617,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$11,617,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$1,078
Asset value of US Government securities at end of year2015-05-31$57,762,668
Asset value of US Government securities at beginning of year2015-05-31$57,707,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31Yes
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$15,809,576
Employer contributions (assets) at end of year2015-05-31$380,185
Employer contributions (assets) at beginning of year2015-05-31$775,003
Income. Dividends from common stock2015-05-31$1,500,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$12,960,990
Asset. Corporate debt instrument debt (other) at end of year2015-05-31$17,665,076
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$18,283,270
Contract administrator fees2015-05-31$219,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-05-31$101,395,745
Assets. Corporate common stocks other than exployer securities at beginning of year2015-05-31$94,705,293
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$3,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$4,923
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$122,809,179
Aggregate carrying amount (costs) on sale of assets2015-05-31$123,426,422
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31BALDWIN & BALDWIN PLLC
Accountancy firm EIN2015-05-31464370753
2014 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$11,664,922
Total unrealized appreciation/depreciation of assets2014-05-31$11,664,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$6,384,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$15,606,882
Total income from all sources (including contributions)2014-05-31$32,565,475
Total loss/gain on sale of assets2014-05-31$1,397,855
Total of all expenses incurred2014-05-31$12,624,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$11,433,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$14,720,721
Value of total assets at end of year2014-05-31$185,528,528
Value of total assets at beginning of year2014-05-31$174,810,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$1,191,118
Total interest from all sources2014-05-31$3,423,925
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$1,358,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Administrative expenses professional fees incurred2014-05-31$215,077
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$1,500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$3,855,481
Participant contributions at end of year2014-05-31$246,413
Participant contributions at beginning of year2014-05-31$313,359
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$1,738,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$2,551,399
Administrative expenses (other) incurred2014-05-31$71,363
Liabilities. Value of operating payables at end of year2014-05-31$6,384,572
Liabilities. Value of operating payables at beginning of year2014-05-31$15,606,882
Total non interest bearing cash at end of year2014-05-31$450,094
Total non interest bearing cash at beginning of year2014-05-31$391,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$19,940,666
Value of net assets at end of year (total assets less liabilities)2014-05-31$179,143,956
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$159,203,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-05-31$670,537
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$675,367
Interest earned on other investments2014-05-31$12,687
Income. Interest from US Government securities2014-05-31$3,335,847
Income. Interest from corporate debt instruments2014-05-31$74,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$11,617,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$20,547,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$20,547,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$1,099
Asset value of US Government securities at end of year2014-05-31$57,707,656
Asset value of US Government securities at beginning of year2014-05-31$62,412,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31Yes
Was there a failure to transmit to the plan any participant contributions2014-05-31Yes
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$10,865,240
Employer contributions (assets) at end of year2014-05-31$775,003
Employer contributions (assets) at beginning of year2014-05-31$1,085,868
Income. Dividends from common stock2014-05-31$1,358,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$11,433,691
Asset. Corporate debt instrument debt (other) at end of year2014-05-31$18,283,270
Asset. Corporate debt instrument debt (other) at beginning of year2014-05-31$19,870,082
Contract administrator fees2014-05-31$229,311
Assets. Corporate common stocks other than exployer securities at end of year2014-05-31$94,705,293
Assets. Corporate common stocks other than exployer securities at beginning of year2014-05-31$67,635,504
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$4,923
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$2,729
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$209,902,977
Aggregate carrying amount (costs) on sale of assets2014-05-31$208,505,122
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31BALDWIN & BALDWIN, PLLC
Accountancy firm EIN2014-05-31464370753
2013 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$9,816,435
Total unrealized appreciation/depreciation of assets2013-05-31$9,816,435
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$15,606,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$11,926,442
Total income from all sources (including contributions)2013-05-31$30,528,822
Total loss/gain on sale of assets2013-05-31$1,594,651
Total of all expenses incurred2013-05-31$8,907,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$7,824,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$14,902,202
Value of total assets at end of year2013-05-31$174,810,172
Value of total assets at beginning of year2013-05-31$149,508,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$1,082,520
Total interest from all sources2013-05-31$3,111,681
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$1,103,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Administrative expenses professional fees incurred2013-05-31$209,255
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$1,500,000
Funding deficiency by the employer to the plan for this plan year2013-05-31$0
Minimum employer required contribution for this plan year2013-05-31$0
Amount contributed by the employer to the plan for this plan year2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$3,147,780
Participant contributions at end of year2013-05-31$313,359
Participant contributions at beginning of year2013-05-31$264,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$2,551,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$1,204,454
Administrative expenses (other) incurred2013-05-31$56,701
Liabilities. Value of operating payables at end of year2013-05-31$15,606,882
Liabilities. Value of operating payables at beginning of year2013-05-31$11,926,442
Total non interest bearing cash at end of year2013-05-31$391,718
Total non interest bearing cash at beginning of year2013-05-31$543,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$21,621,381
Value of net assets at end of year (total assets less liabilities)2013-05-31$159,203,290
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$137,581,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-05-31$781,640
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$584,919
Interest earned on other investments2013-05-31$9,360
Income. Interest from US Government securities2013-05-31$2,221,042
Income. Interest from corporate debt instruments2013-05-31$878,109
Value of interest in common/collective trusts at end of year2013-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$20,547,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$15,745,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$15,745,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$3,170
Asset value of US Government securities at end of year2013-05-31$62,412,350
Asset value of US Government securities at beginning of year2013-05-31$58,976,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31Yes
Was there a failure to transmit to the plan any participant contributions2013-05-31Yes
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$11,754,422
Employer contributions (assets) at end of year2013-05-31$1,085,868
Employer contributions (assets) at beginning of year2013-05-31$1,495,513
Income. Dividends from common stock2013-05-31$1,103,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$7,824,921
Asset. Corporate debt instrument debt (other) at end of year2013-05-31$19,870,082
Asset. Corporate debt instrument debt (other) at beginning of year2013-05-31$18,808,132
Contract administrator fees2013-05-31$231,645
Assets. Corporate common stocks other than exployer securities at end of year2013-05-31$67,635,504
Assets. Corporate common stocks other than exployer securities at beginning of year2013-05-31$52,468,514
Assets. Value of buildings and other operty used in plan operation at end of year2013-05-31$2,729
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-05-31$2,148
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$136,033,195
Aggregate carrying amount (costs) on sale of assets2013-05-31$134,438,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31CLEVELAND ESTES AVELLONE, PLCC
Accountancy firm EIN2013-05-31205717151
2012 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-5,418,665
Total unrealized appreciation/depreciation of assets2012-05-31$-5,418,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$11,926,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$21,459,217
Total income from all sources (including contributions)2012-05-31$11,031,110
Total loss/gain on sale of assets2012-05-31$-1,323,069
Total of all expenses incurred2012-05-31$10,188,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$9,166,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$13,419,075
Value of total assets at end of year2012-05-31$149,508,351
Value of total assets at beginning of year2012-05-31$158,198,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$1,021,689
Total interest from all sources2012-05-31$3,134,384
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$1,052,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Administrative expenses professional fees incurred2012-05-31$208,961
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$1,500,000
Funding deficiency by the employer to the plan for this plan year2012-05-31$0
Minimum employer required contribution for this plan year2012-05-31$0
Amount contributed by the employer to the plan for this plan year2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$3,040,514
Participant contributions at end of year2012-05-31$264,421
Participant contributions at beginning of year2012-05-31$158,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$1,204,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$1,249,099
Other income not declared elsewhere2012-05-31$167,195
Administrative expenses (other) incurred2012-05-31$51,754
Liabilities. Value of operating payables at end of year2012-05-31$11,926,442
Liabilities. Value of operating payables at beginning of year2012-05-31$21,459,217
Total non interest bearing cash at end of year2012-05-31$543,776
Total non interest bearing cash at beginning of year2012-05-31$235,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$842,665
Value of net assets at end of year (total assets less liabilities)2012-05-31$137,581,909
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$136,739,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-05-31$914,549
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$544,779
Interest earned on other investments2012-05-31$11,588
Income. Interest from US Government securities2012-05-31$2,290,976
Income. Interest from corporate debt instruments2012-05-31$829,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$15,745,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$12,162,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$12,162,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$2,122
Asset value of US Government securities at end of year2012-05-31$58,976,158
Asset value of US Government securities at beginning of year2012-05-31$54,368,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31Yes
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$10,378,561
Employer contributions (assets) at end of year2012-05-31$1,495,513
Employer contributions (assets) at beginning of year2012-05-31$885,319
Income. Dividends from common stock2012-05-31$1,052,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$9,166,756
Asset. Corporate debt instrument debt (other) at end of year2012-05-31$18,808,132
Asset. Corporate debt instrument debt (other) at beginning of year2012-05-31$31,851,769
Contract administrator fees2012-05-31$216,195
Assets. Corporate common stocks other than exployer securities at end of year2012-05-31$52,468,514
Assets. Corporate common stocks other than exployer securities at beginning of year2012-05-31$57,284,367
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$2,148
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$2,567
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$123,271,473
Aggregate carrying amount (costs) on sale of assets2012-05-31$124,594,542
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31CLEVELAND ESTES AVELLONE, PLCC
Accountancy firm EIN2012-05-31205717151
2011 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$11,620,243
Total unrealized appreciation/depreciation of assets2011-05-31$11,620,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$21,459,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$8,976,693
Total income from all sources (including contributions)2011-05-31$28,400,983
Total loss/gain on sale of assets2011-05-31$2,286,668
Total of all expenses incurred2011-05-31$9,493,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$8,561,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$10,658,374
Value of total assets at end of year2011-05-31$158,198,461
Value of total assets at beginning of year2011-05-31$126,808,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$932,293
Total interest from all sources2011-05-31$3,089,048
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$713,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Administrative expenses professional fees incurred2011-05-31$151,408
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$1,500,000
Funding deficiency by the employer to the plan for this plan year2011-05-31$0
Minimum employer required contribution for this plan year2011-05-31$0
Amount contributed by the employer to the plan for this plan year2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$1,521,878
Participant contributions at end of year2011-05-31$158,581
Participant contributions at beginning of year2011-05-31$91,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$1,249,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$2,402,673
Other income not declared elsewhere2011-05-31$33,492
Administrative expenses (other) incurred2011-05-31$65,414
Liabilities. Value of operating payables at end of year2011-05-31$21,459,217
Liabilities. Value of operating payables at beginning of year2011-05-31$8,976,693
Total non interest bearing cash at end of year2011-05-31$235,828
Total non interest bearing cash at beginning of year2011-05-31$618,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$18,907,590
Value of net assets at end of year (total assets less liabilities)2011-05-31$136,739,244
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$117,831,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-05-31$914,549
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$512,818
Interest earned on other investments2011-05-31$12,189
Income. Interest from US Government securities2011-05-31$2,241,905
Income. Interest from corporate debt instruments2011-05-31$812,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$12,162,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$6,850,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$6,850,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$22,046
Asset value of US Government securities at end of year2011-05-31$54,368,506
Asset value of US Government securities at beginning of year2011-05-31$50,799,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$9,136,496
Employer contributions (assets) at end of year2011-05-31$885,319
Employer contributions (assets) at beginning of year2011-05-31$573,238
Income. Dividends from common stock2011-05-31$713,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$8,561,100
Asset. Corporate debt instrument debt (other) at end of year2011-05-31$31,851,769
Asset. Corporate debt instrument debt (other) at beginning of year2011-05-31$20,294,516
Contract administrator fees2011-05-31$202,653
Assets. Corporate common stocks other than exployer securities at end of year2011-05-31$57,284,367
Assets. Corporate common stocks other than exployer securities at beginning of year2011-05-31$45,175,966
Assets. Value of buildings and other operty used in plan operation at end of year2011-05-31$2,567
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-05-31$1,604
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$138,101,524
Aggregate carrying amount (costs) on sale of assets2011-05-31$135,814,856
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31CLEVELAND ESTES AVELLONE, PLCC
Accountancy firm EIN2011-05-31205717151
2010 : ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-05-31$0
Minimum employer required contribution for this plan year2010-05-31$0
Amount contributed by the employer to the plan for this plan year2010-05-31$0

Form 5500 Responses for ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN

2022: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: ARIZONA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number853527265
Policy instance 1
Insurance contract or identification number853527265
Number of Individuals Covered2000
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number853527265
Policy instance 1
Insurance contract or identification number853527265
Number of Individuals Covered1000
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number853527265
Policy instance 1
Insurance contract or identification number853527265
Number of Individuals Covered1000
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number853527265
Policy instance 1
Insurance contract or identification number853527265
Number of Individuals Covered1000
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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