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PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 401k Plan overview

Plan NamePLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A.
Plan identification number 003

PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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 FOR THE PLUMBER'S RETIREMENT SAVINGS FUND, LOCAL 130 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES FOR THE PLUMBER'S RETIREMENT SAVINGS FUND, LOCAL 130
Employer identification number (EIN):860928669
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JAMES F COYNE2023-09-21 MICHAEL J KERRIGAN2023-09-21
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JAMES COYNE MICHAEL KERRIGAN2018-10-12
0032016-01-01JAMES COYNE MICHAEL KERRIGAN2017-10-11
0032015-01-01JAMES COYNE MICHAEL KERRIGAN2016-10-07
0032014-01-01JAMES COYNE LORI ABBOTT2015-10-13
0032013-01-01JAMES SMITH JAMES COYNE2014-10-10
0032012-01-01JAMES F. COYNE JAMES P. SMITH2013-10-15
0032011-01-01JAMES F COYNE JAMES P SMITH2012-10-12
0032010-01-01JAMES T SULLIVAN JAMES P SMITH2011-10-13
0032009-01-01JAMES T SULLIVAN JAMES P SMITH2010-10-13
0032009-01-01JAMES T SULLIVAN JAMES P SMITH2010-10-13

Plan Statistics for PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A.

401k plan membership statisitcs for PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A.

Measure Date Value
2022: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2022 401k membership
Total participants, beginning-of-year2022-01-015,885
Total number of active participants reported on line 7a of the Form 55002022-01-015,807
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01239
Total of all active and inactive participants2022-01-016,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0118
Total participants2022-01-016,064
Number of participants with account balances2022-01-015,180
Number of employers contributing to the scheme2022-01-01353
2021: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2021 401k membership
Total participants, beginning-of-year2021-01-015,918
Total number of active participants reported on line 7a of the Form 55002021-01-015,854
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-015,885
Total participants2021-01-015,885
Number of participants with account balances2021-01-014,971
Number of employers contributing to the scheme2021-01-01339
2020: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2020 401k membership
Total participants, beginning-of-year2020-01-015,975
Total number of active participants reported on line 7a of the Form 55002020-01-015,885
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-015,918
Total participants2020-01-015,918
Number of participants with account balances2020-01-015,012
Number of employers contributing to the scheme2020-01-01334
2019: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2019 401k membership
Total participants, beginning-of-year2019-01-015,971
Total number of active participants reported on line 7a of the Form 55002019-01-015,942
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-015,975
Total participants2019-01-015,975
Number of participants with account balances2019-01-015,975
Number of employers contributing to the scheme2019-01-01354
2018: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2018 401k membership
Total participants, beginning-of-year2018-01-015,844
Total number of active participants reported on line 7a of the Form 55002018-01-015,936
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-015,971
Total participants2018-01-015,971
Number of participants with account balances2018-01-015,143
Number of employers contributing to the scheme2018-01-01347
2017: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2017 401k membership
Total participants, beginning-of-year2017-01-014,990
Total number of active participants reported on line 7a of the Form 55002017-01-015,806
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-015,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015,844
Number of participants with account balances2017-01-015,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01366
2016: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2016 401k membership
Total participants, beginning-of-year2016-01-015,684
Total number of active participants reported on line 7a of the Form 55002016-01-015,741
Number of retired or separated participants receiving benefits2016-01-0119
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-015,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015,794
Number of participants with account balances2016-01-014,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01373
2015: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2015 401k membership
Total participants, beginning-of-year2015-01-015,699
Total number of active participants reported on line 7a of the Form 55002015-01-015,621
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-015,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-015,684
Number of participants with account balances2015-01-014,860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01376
2014: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2014 401k membership
Total participants, beginning-of-year2014-01-012,498
Total number of active participants reported on line 7a of the Form 55002014-01-015,604
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-015,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,699
Number of participants with account balances2014-01-014,888
Number of employers contributing to the scheme2014-01-01433
2013: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2013 401k membership
Total participants, beginning-of-year2013-01-012,489
Total number of active participants reported on line 7a of the Form 55002013-01-012,497
Total of all active and inactive participants2013-01-012,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,498
Number of participants with account balances2013-01-012,227
Number of employers contributing to the scheme2013-01-01370
2012: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2012 401k membership
Total participants, beginning-of-year2012-01-012,562
Total number of active participants reported on line 7a of the Form 55002012-01-012,489
Total of all active and inactive participants2012-01-012,489
Total participants2012-01-012,489
Number of participants with account balances2012-01-012,248
Number of employers contributing to the scheme2012-01-01370
2011: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2011 401k membership
Total participants, beginning-of-year2011-01-012,564
Total number of active participants reported on line 7a of the Form 55002011-01-012,562
Total of all active and inactive participants2011-01-012,562
Total participants2011-01-012,562
Number of participants with account balances2011-01-012,364
Number of employers contributing to the scheme2011-01-01503
2010: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2010 401k membership
Total participants, beginning-of-year2010-01-012,617
Total number of active participants reported on line 7a of the Form 55002010-01-012,564
Total of all active and inactive participants2010-01-012,564
Total participants2010-01-012,564
Number of participants with account balances2010-01-012,377
Number of employers contributing to the scheme2010-01-01417
2009: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2009 401k membership
Total participants, beginning-of-year2009-01-012,779
Total number of active participants reported on line 7a of the Form 55002009-01-012,617
Total of all active and inactive participants2009-01-012,617
Total participants2009-01-012,617
Number of participants with account balances2009-01-012,443
Number of employers contributing to the scheme2009-01-01380

Financial Data on PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A.

Measure Date Value
2022 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$33,574
Total income from all sources (including contributions)2022-12-31$-45,914,893
Total of all expenses incurred2022-12-31$18,591,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,257,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,409,016
Value of total assets at end of year2022-12-31$342,229,973
Value of total assets at beginning of year2022-12-31$406,751,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$334,001
Total interest from all sources2022-12-31$621,913
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,479,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,479,667
Administrative expenses professional fees incurred2022-12-31$58,385
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$16,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$74,445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$254,170
Other income not declared elsewhere2022-12-31$206,017
Administrative expenses (other) incurred2022-12-31$250,616
Liabilities. Value of operating payables at end of year2022-12-31$18,117
Liabilities. Value of operating payables at beginning of year2022-12-31$33,574
Total non interest bearing cash at end of year2022-12-31$332,570
Total non interest bearing cash at beginning of year2022-12-31$178,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-64,506,078
Value of net assets at end of year (total assets less liabilities)2022-12-31$342,211,856
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$406,717,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$314,048,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$384,940,802
Interest earned on other investments2022-12-31$621,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$26,245,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,961,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-68,631,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$20,392,319
Employer contributions (assets) at end of year2022-12-31$1,528,840
Employer contributions (assets) at beginning of year2022-12-31$1,415,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,257,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$110,098
Total income from all sources (including contributions)2021-12-31$65,452,572
Total of all expenses incurred2021-12-31$16,925,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,700,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,449,852
Value of total assets at end of year2021-12-31$406,751,508
Value of total assets at beginning of year2021-12-31$358,300,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$224,677
Total interest from all sources2021-12-31$534,973
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,932,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,932,507
Administrative expenses professional fees incurred2021-12-31$58,654
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$453,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$254,170
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$73,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$94,765
Other income not declared elsewhere2021-12-31$256,191
Administrative expenses (other) incurred2021-12-31$141,523
Liabilities. Value of operating payables at end of year2021-12-31$33,574
Liabilities. Value of operating payables at beginning of year2021-12-31$15,333
Total non interest bearing cash at end of year2021-12-31$178,865
Total non interest bearing cash at beginning of year2021-12-31$163,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$48,527,442
Value of net assets at end of year (total assets less liabilities)2021-12-31$406,717,934
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$358,190,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$384,940,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$336,708,535
Interest earned on other investments2021-12-31$534,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,961,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,280,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$45,279,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,996,216
Employer contributions (assets) at end of year2021-12-31$1,415,944
Employer contributions (assets) at beginning of year2021-12-31$1,075,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,700,453
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$110,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$57,703
Total income from all sources (including contributions)2020-12-31$61,900,774
Total of all expenses incurred2020-12-31$23,438,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,124,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,561,508
Value of total assets at end of year2020-12-31$358,300,590
Value of total assets at beginning of year2020-12-31$319,785,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$313,556
Total interest from all sources2020-12-31$593,511
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,229,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,229,619
Administrative expenses professional fees incurred2020-12-31$48,601
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$88,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$73,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$81,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$94,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$49,513
Other income not declared elsewhere2020-12-31$153,499
Administrative expenses (other) incurred2020-12-31$240,955
Liabilities. Value of operating payables at end of year2020-12-31$15,333
Liabilities. Value of operating payables at beginning of year2020-12-31$8,190
Total non interest bearing cash at end of year2020-12-31$163,738
Total non interest bearing cash at beginning of year2020-12-31$75,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$38,462,577
Value of net assets at end of year (total assets less liabilities)2020-12-31$358,190,492
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$319,727,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$336,708,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$301,615,597
Interest earned on other investments2020-12-31$593,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,280,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$17,059,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$46,362,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,472,692
Employer contributions (assets) at end of year2020-12-31$1,075,153
Employer contributions (assets) at beginning of year2020-12-31$953,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,124,641
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$57,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$198,653
Total income from all sources (including contributions)2019-12-31$70,257,741
Total of all expenses incurred2019-12-31$17,602,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,313,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,664,873
Value of total assets at end of year2019-12-31$319,785,618
Value of total assets at beginning of year2019-12-31$267,271,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$289,165
Total interest from all sources2019-12-31$551,522
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,170,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,170,543
Administrative expenses professional fees incurred2019-12-31$43,315
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$81,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$90,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$49,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$190,483
Other income not declared elsewhere2019-12-31$121,887
Administrative expenses (other) incurred2019-12-31$222,350
Liabilities. Value of operating payables at end of year2019-12-31$8,190
Liabilities. Value of operating payables at beginning of year2019-12-31$8,170
Total non interest bearing cash at end of year2019-12-31$75,409
Total non interest bearing cash at beginning of year2019-12-31$169,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$52,655,057
Value of net assets at end of year (total assets less liabilities)2019-12-31$319,727,915
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$267,072,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$301,615,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$249,326,315
Interest earned on other investments2019-12-31$551,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,059,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$16,721,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$54,748,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,620,120
Employer contributions (assets) at end of year2019-12-31$953,722
Employer contributions (assets) at beginning of year2019-12-31$964,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,313,519
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$198,653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$68,330
Total income from all sources (including contributions)2018-12-31$-2,179,457
Total of all expenses incurred2018-12-31$15,722,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,365,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,475,914
Value of total assets at end of year2018-12-31$267,271,511
Value of total assets at beginning of year2018-12-31$285,042,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$356,272
Total interest from all sources2018-12-31$469,730
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,126,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,126,442
Administrative expenses professional fees incurred2018-12-31$48,740
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$2,141
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,647
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$90,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$134,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$190,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$60,138
Other income not declared elsewhere2018-12-31$78,767
Administrative expenses (other) incurred2018-12-31$284,532
Liabilities. Value of operating payables at end of year2018-12-31$8,170
Liabilities. Value of operating payables at beginning of year2018-12-31$8,192
Total non interest bearing cash at end of year2018-12-31$169,744
Total non interest bearing cash at beginning of year2018-12-31$97,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,901,497
Value of net assets at end of year (total assets less liabilities)2018-12-31$267,072,858
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$284,974,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$249,326,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$269,071,643
Interest earned on other investments2018-12-31$469,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$16,721,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,850,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-16,330,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,474,261
Employer contributions (assets) at end of year2018-12-31$964,406
Employer contributions (assets) at beginning of year2018-12-31$886,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,365,768
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$68,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$174,878
Total income from all sources (including contributions)2017-12-31$46,259,461
Total of all expenses incurred2017-12-31$17,946,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,671,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,052,017
Value of total assets at end of year2017-12-31$285,042,685
Value of total assets at beginning of year2017-12-31$256,836,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$274,877
Total interest from all sources2017-12-31$398,581
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$820,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$820,949
Administrative expenses professional fees incurred2017-12-31$53,139
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$15,335
Participant contributions at end of year2017-12-31$2,141
Participant contributions at beginning of year2017-12-31$7,316
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$351,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$134,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$252,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$60,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$39,314
Other income not declared elsewhere2017-12-31$62,589
Administrative expenses (other) incurred2017-12-31$46,709
Liabilities. Value of operating payables at end of year2017-12-31$8,192
Liabilities. Value of operating payables at beginning of year2017-12-31$135,564
Total non interest bearing cash at end of year2017-12-31$97,282
Total non interest bearing cash at beginning of year2017-12-31$4,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$28,312,705
Value of net assets at end of year (total assets less liabilities)2017-12-31$284,974,355
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$256,661,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$269,071,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$237,783,925
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,160,894
Interest earned on other investments2017-12-31$398,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,850,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,872,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$33,925,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,685,149
Employer contributions (assets) at end of year2017-12-31$886,588
Employer contributions (assets) at beginning of year2017-12-31$754,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,671,879
Contract administrator fees2017-12-31$152,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$174,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$179,752
Total income from all sources (including contributions)2016-12-31$26,151,496
Total of all expenses incurred2016-12-31$16,517,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,286,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,980,272
Value of total assets at end of year2016-12-31$256,836,528
Value of total assets at beginning of year2016-12-31$247,207,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$231,444
Total interest from all sources2016-12-31$360,355
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$713,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$713,922
Administrative expenses professional fees incurred2016-12-31$65,574
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,440
Participant contributions at end of year2016-12-31$7,316
Participant contributions at beginning of year2016-12-31$3,970
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$252,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$347,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$39,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$169,335
Other income not declared elsewhere2016-12-31$98,326
Administrative expenses (other) incurred2016-12-31$38,686
Liabilities. Value of operating payables at end of year2016-12-31$135,564
Liabilities. Value of operating payables at beginning of year2016-12-31$10,417
Total non interest bearing cash at end of year2016-12-31$4,696
Total non interest bearing cash at beginning of year2016-12-31$33,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,633,985
Value of net assets at end of year (total assets less liabilities)2016-12-31$256,661,650
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$247,027,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$237,783,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$231,893,769
Value of interest in pooled separate accounts at end of year2016-12-31$3,160,894
Interest earned on other investments2016-12-31$360,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,872,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,301,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$15,175,320
Net investment gain/loss from pooled separate accounts2016-12-31$823,301
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,974,231
Employer contributions (assets) at end of year2016-12-31$754,671
Employer contributions (assets) at beginning of year2016-12-31$627,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,286,067
Contract administrator fees2016-12-31$104,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$179,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$124,323
Total income from all sources (including contributions)2015-12-31$5,820,041
Total of all expenses incurred2015-12-31$22,044,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,712,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,592,276
Value of total assets at end of year2015-12-31$247,207,417
Value of total assets at beginning of year2015-12-31$263,376,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$331,298
Total interest from all sources2015-12-31$354,712
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,189,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,189,079
Administrative expenses professional fees incurred2015-12-31$55,017
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$44,789
Participant contributions at end of year2015-12-31$3,970
Participant contributions at beginning of year2015-12-31$14,977
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$166,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$347,510
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$516,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$169,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$89,397
Other income not declared elsewhere2015-12-31$49,379
Administrative expenses (other) incurred2015-12-31$27,450
Liabilities. Value of operating payables at end of year2015-12-31$10,417
Liabilities. Value of operating payables at beginning of year2015-12-31$9,926
Total non interest bearing cash at end of year2015-12-31$33,585
Total non interest bearing cash at beginning of year2015-12-31$20,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-16,224,028
Value of net assets at end of year (total assets less liabilities)2015-12-31$247,027,665
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$263,251,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$231,893,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,112,281
Value of interest in pooled separate accounts at beginning of year2015-12-31$207,895,600
Interest earned on other investments2015-12-31$354,712
Value of interest in common/collective trusts at beginning of year2015-12-31$6,291,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,301,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,143,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,278,343
Net investment gain or loss from common/collective trusts2015-12-31$-87,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,381,277
Employer contributions (assets) at end of year2015-12-31$627,220
Employer contributions (assets) at beginning of year2015-12-31$380,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$21,712,771
Contract administrator fees2015-12-31$226,331
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$25,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,590,414
Total unrealized appreciation/depreciation of assets2014-12-31$1,590,414
Total transfer of assets to this plan2014-12-31$180,160,745
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$124,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$132,963
Total income from all sources (including contributions)2014-12-31$14,772,901
Total loss/gain on sale of assets2014-12-31$15,505
Total of all expenses incurred2014-12-31$8,613,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,427,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,322,074
Value of total assets at end of year2014-12-31$263,376,016
Value of total assets at beginning of year2014-12-31$77,064,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$185,751
Total interest from all sources2014-12-31$134,719
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,926,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,926,475
Administrative expenses professional fees incurred2014-12-31$95,387
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,052,052
Participant contributions at end of year2014-12-31$14,977
Participant contributions at beginning of year2014-12-31$354,937
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$516,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$27,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$89,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$85,976
Other income not declared elsewhere2014-12-31$55,847
Administrative expenses (other) incurred2014-12-31$46,610
Liabilities. Value of operating payables at end of year2014-12-31$9,926
Liabilities. Value of operating payables at beginning of year2014-12-31$1,987
Total non interest bearing cash at end of year2014-12-31$20,561
Total non interest bearing cash at beginning of year2014-12-31$11,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,159,258
Value of net assets at end of year (total assets less liabilities)2014-12-31$263,251,693
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$76,931,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$39,112,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,604,007
Value of interest in pooled separate accounts at end of year2014-12-31$207,895,600
Value of interest in pooled separate accounts at beginning of year2014-12-31$68,066,303
Interest earned on other investments2014-12-31$134,719
Value of interest in common/collective trusts at end of year2014-12-31$6,291,885
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,143,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-217,186
Net investment gain/loss from pooled separate accounts2014-12-31$4,907,421
Net investment gain or loss from common/collective trusts2014-12-31$37,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,251,491
Employer contributions (assets) at end of year2014-12-31$380,864
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,427,892
Contract administrator fees2014-12-31$30,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$25,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$45,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,128,863
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,113,358
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$132,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$154,067
Total income from all sources (including contributions)2013-12-31$12,889,943
Total of all expenses incurred2013-12-31$5,657,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,501,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,784,037
Value of total assets at end of year2013-12-31$77,064,653
Value of total assets at beginning of year2013-12-31$69,853,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$155,380
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$720,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$720,296
Administrative expenses professional fees incurred2013-12-31$51,144
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,642,154
Participant contributions at end of year2013-12-31$354,937
Participant contributions at beginning of year2013-12-31$341,325
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$141,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$27,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$85,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$154,067
Other income not declared elsewhere2013-12-31$27,035
Administrative expenses (other) incurred2013-12-31$15,256
Liabilities. Value of operating payables at end of year2013-12-31$1,987
Total non interest bearing cash at end of year2013-12-31$11,937
Total non interest bearing cash at beginning of year2013-12-31$121,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,232,669
Value of net assets at end of year (total assets less liabilities)2013-12-31$76,931,690
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$69,699,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,604,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,235,258
Value of interest in pooled separate accounts at end of year2013-12-31$68,066,303
Value of interest in pooled separate accounts at beginning of year2013-12-31$64,145,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,202,295
Net investment gain/loss from pooled separate accounts2013-12-31$6,156,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,501,894
Contract administrator fees2013-12-31$78,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$45,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$154,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,093
Total income from all sources (including contributions)2012-12-31$10,182,253
Total of all expenses incurred2012-12-31$5,565,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,354,984
Value of total corrective distributions2012-12-31$2,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,334,776
Value of total assets at end of year2012-12-31$69,853,088
Value of total assets at beginning of year2012-12-31$65,116,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$208,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$77,857
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,304,599
Participant contributions at end of year2012-12-31$341,325
Participant contributions at beginning of year2012-12-31$403,018
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,983
Administrative expenses (other) incurred2012-12-31$120,231
Liabilities. Value of operating payables at end of year2012-12-31$154,067
Liabilities. Value of operating payables at beginning of year2012-12-31$34,093
Total non interest bearing cash at end of year2012-12-31$121,475
Total non interest bearing cash at beginning of year2012-12-31$118,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,616,548
Value of net assets at end of year (total assets less liabilities)2012-12-31$69,699,021
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$65,082,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,235,258
Value of interest in pooled separate accounts at end of year2012-12-31$64,145,799
Value of interest in pooled separate accounts at beginning of year2012-12-31$64,588,244
Value of interest in common/collective trusts at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$519,327
Net investment gain/loss from pooled separate accounts2012-12-31$5,328,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$418
Employer contributions (assets) at beginning of year2012-12-31$3,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,354,984
Contract administrator fees2012-12-31$95
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KAPLAN & COMPANY
Accountancy firm EIN2012-12-31362152567
2011 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$34,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,540
Total income from all sources (including contributions)2011-12-31$5,050,491
Total of all expenses incurred2011-12-31$5,864,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,824,520
Value of total corrective distributions2011-12-31$7,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,494,136
Value of total assets at end of year2011-12-31$65,116,566
Value of total assets at beginning of year2011-12-31$65,916,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$46,874
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,360,820
Participant contributions at end of year2011-12-31$403,018
Participant contributions at beginning of year2011-12-31$350,781
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$105,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$25,320
Administrative expenses (other) incurred2011-12-31$-24,464
Liabilities. Value of operating payables at end of year2011-12-31$34,093
Liabilities. Value of operating payables at beginning of year2011-12-31$20,540
Total non interest bearing cash at end of year2011-12-31$118,160
Total non interest bearing cash at beginning of year2011-12-31$88,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-813,585
Value of net assets at end of year (total assets less liabilities)2011-12-31$65,082,473
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$65,896,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$10,000
Value of interest in pooled separate accounts at end of year2011-12-31$64,588,244
Value of interest in pooled separate accounts at beginning of year2011-12-31$65,449,539
Net investment gain/loss from pooled separate accounts2011-12-31$556,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$27,883
Employer contributions (assets) at end of year2011-12-31$3,161
Employer contributions (assets) at beginning of year2011-12-31$2,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,824,520
Contract administrator fees2011-12-31$120
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KAPLAN & COMPANY
Accountancy firm EIN2011-12-31362152567
2010 : PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$45,806
Total income from all sources (including contributions)2010-12-31$10,844,990
Total of all expenses incurred2010-12-31$6,343,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,312,744
Value of total corrective distributions2010-12-31$10,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,296,991
Value of total assets at end of year2010-12-31$65,916,598
Value of total assets at beginning of year2010-12-31$61,440,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$35,511
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,258,891
Participant contributions at end of year2010-12-31$350,781
Participant contributions at beginning of year2010-12-31$407,334
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$12,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$25,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$53,564
Administrative expenses (other) incurred2010-12-31$-25,294
Liabilities. Value of operating payables at end of year2010-12-31$20,540
Liabilities. Value of operating payables at beginning of year2010-12-31$45,806
Total non interest bearing cash at end of year2010-12-31$88,526
Total non interest bearing cash at beginning of year2010-12-31$79,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,501,199
Value of net assets at end of year (total assets less liabilities)2010-12-31$65,896,058
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$61,394,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$10,000
Value of interest in pooled separate accounts at end of year2010-12-31$65,449,539
Value of interest in pooled separate accounts at beginning of year2010-12-31$60,897,431
Net investment gain/loss from pooled separate accounts2010-12-31$6,547,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$25,861
Employer contributions (assets) at end of year2010-12-31$2,432
Employer contributions (assets) at beginning of year2010-12-31$3,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,312,744
Contract administrator fees2010-12-31$195
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KAPLAN & COMPANY
Accountancy firm EIN2010-12-31362152567

Form 5500 Responses for PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A.

2022: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS' RETIREMENT SAVINGS FUND, LOCAL 130, U.A. 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780378-01
Policy instance 1
Insurance contract or identification number780378-01
Number of Individuals Covered5111
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51837
Policy instance 1
Insurance contract or identification numberSF 51837
Number of Individuals Covered5885
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51837
Policy instance 1
Insurance contract or identification numberSF 51837
Number of Individuals Covered5918
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51837
Policy instance 1
Insurance contract or identification numberSF 51837
Number of Individuals Covered5975
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51837
Policy instance 1
Insurance contract or identification numberSF 51837
Number of Individuals Covered5844
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51837
Policy instance 1
Insurance contract or identification numberSF 51837
Number of Individuals Covered5684
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51837 - 1
Policy instance 1
Insurance contract or identification numberSF 51837 - 1
Number of Individuals Covered5699
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51837 - 1
Policy instance 1
Insurance contract or identification numberSF 51837 - 1
Number of Individuals Covered2498
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51837
Policy instance 1
Insurance contract or identification numberSF 51837
Number of Individuals Covered2489
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51837
Policy instance 1
Insurance contract or identification numberSF 51837
Number of Individuals Covered2562
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51837
Policy instance 1
Insurance contract or identification numberSF 51837
Number of Individuals Covered2564
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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