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LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameLOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN
Plan identification number 501

LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

TRUSTEES OF LOCAL 598 PLUMBING & PIPEFITTING INDUSTRY H&W PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF LOCAL 598 PLUMBING & PIPEFITTING INDUSTRY H&W PLAN
Employer identification number (EIN):910973983
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-10-01
5012020-10-01
5012019-10-01
5012018-10-01
5012017-10-01
5012017-10-01
5012016-10-01MACK BLAND III
5012015-10-01MACK BLAND III
5012014-10-01MACK BLAND III
5012013-10-01PETE NICACIO
5012012-10-01PETE NICACIO
5012011-10-01MACK BLAND III
5012009-10-01PEDRO NICACIO MACK BLAND2011-06-21

Plan Statistics for LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN

401k plan membership statisitcs for LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN

Measure Date Value
2021: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01487
Total number of active participants reported on line 7a of the Form 55002021-10-01518
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-01518
Number of employers contributing to the scheme2021-10-0159
2020: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01518
Total number of active participants reported on line 7a of the Form 55002020-10-01487
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-01487
Number of employers contributing to the scheme2020-10-0159
2019: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01584
Total number of active participants reported on line 7a of the Form 55002019-10-01518
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-01518
Number of employers contributing to the scheme2019-10-0169
2018: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01508
Total number of active participants reported on line 7a of the Form 55002018-10-01584
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-01584
Number of employers contributing to the scheme2018-10-0169
2017: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01491
Total number of active participants reported on line 7a of the Form 55002017-10-01508
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-01508
Number of employers contributing to the scheme2017-10-0179
2016: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01500
Total number of active participants reported on line 7a of the Form 55002016-10-01491
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-01491
Number of employers contributing to the scheme2016-10-0163
2015: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01853
Total number of active participants reported on line 7a of the Form 55002015-10-01500
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-01500
Number of employers contributing to the scheme2015-10-0161
2014: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01802
Total number of active participants reported on line 7a of the Form 55002014-10-01485
Number of retired or separated participants receiving benefits2014-10-01368
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-01853
Number of employers contributing to the scheme2014-10-0174
2013: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01677
Total number of active participants reported on line 7a of the Form 55002013-10-01441
Number of retired or separated participants receiving benefits2013-10-01361
Total of all active and inactive participants2013-10-01802
Number of employers contributing to the scheme2013-10-0152
2012: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01730
Total number of active participants reported on line 7a of the Form 55002012-10-01493
Number of retired or separated participants receiving benefits2012-10-01184
Total of all active and inactive participants2012-10-01677
Number of employers contributing to the scheme2012-10-0153
2011: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01765
Total number of active participants reported on line 7a of the Form 55002011-10-01565
Number of retired or separated participants receiving benefits2011-10-01165
Total of all active and inactive participants2011-10-01730
Number of employers contributing to the scheme2011-10-0140
2009: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01654
Total number of active participants reported on line 7a of the Form 55002009-10-01556
Number of retired or separated participants receiving benefits2009-10-01154
Total of all active and inactive participants2009-10-01710
Total participants2009-10-01710

Financial Data on LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN

Measure Date Value
2022 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-1,681,450
Total unrealized appreciation/depreciation of assets2022-09-30$-1,681,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$7,602,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$6,160,107
Total income from all sources (including contributions)2022-09-30$15,839,134
Total loss/gain on sale of assets2022-09-30$-75,994
Total of all expenses incurred2022-09-30$15,781,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$14,975,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$17,309,868
Value of total assets at end of year2022-09-30$32,476,540
Value of total assets at beginning of year2022-09-30$30,975,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$806,060
Total interest from all sources2022-09-30$532,036
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$57,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$57,023
Administrative expenses professional fees incurred2022-09-30$63,354
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$6,430,352
Participant contributions at end of year2022-09-30$579,081
Participant contributions at beginning of year2022-09-30$564,021
Assets. Other investments not covered elsewhere at end of year2022-09-30$1,158,738
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$1,662,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$1,044,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$463,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$2,700,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$2,900,000
Other income not declared elsewhere2022-09-30$453,525
Administrative expenses (other) incurred2022-09-30$450,009
Liabilities. Value of operating payables at end of year2022-09-30$2,147,466
Liabilities. Value of operating payables at beginning of year2022-09-30$238,766
Total non interest bearing cash at end of year2022-09-30$3,561,179
Total non interest bearing cash at beginning of year2022-09-30$3,322,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$58,007
Value of net assets at end of year (total assets less liabilities)2022-09-30$24,873,818
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$24,815,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$69,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$3,321,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$4,131,426
Interest earned on other investments2022-09-30$75,527
Income. Interest from US Government securities2022-09-30$68,971
Income. Interest from corporate debt instruments2022-09-30$382,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$3,071,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$478,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$478,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$4,789
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$622,022
Asset value of US Government securities at end of year2022-09-30$8,600,156
Asset value of US Government securities at beginning of year2022-09-30$8,463,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-755,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$10,879,516
Employer contributions (assets) at end of year2022-09-30$1,197,035
Employer contributions (assets) at beginning of year2022-09-30$1,084,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$14,353,045
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$2,441,905
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$4,236,442
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$7,500,186
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$6,569,390
Contract administrator fees2022-09-30$222,715
Liabilities. Value of benefit claims payable at end of year2022-09-30$2,755,256
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$3,021,341
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$23,894,935
Aggregate carrying amount (costs) on sale of assets2022-09-30$23,970,929
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2022-09-30931015766
2021 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$-284,152
Total unrealized appreciation/depreciation of assets2021-09-30$-284,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$6,160,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$6,290,246
Total income from all sources (including contributions)2021-09-30$19,253,304
Total loss/gain on sale of assets2021-09-30$40,905
Total of all expenses incurred2021-09-30$16,812,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$16,118,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$17,193,038
Value of total assets at end of year2021-09-30$30,975,918
Value of total assets at beginning of year2021-09-30$28,665,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$694,909
Total interest from all sources2021-09-30$518,084
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$54,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$54,416
Administrative expenses professional fees incurred2021-09-30$27,391
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$6,646,797
Participant contributions at end of year2021-09-30$564,021
Participant contributions at beginning of year2021-09-30$481,137
Assets. Other investments not covered elsewhere at end of year2021-09-30$1,662,029
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$1,297,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$463,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$370,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$2,900,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$3,320,000
Other income not declared elsewhere2021-09-30$714,145
Administrative expenses (other) incurred2021-09-30$374,809
Liabilities. Value of operating payables at end of year2021-09-30$238,766
Liabilities. Value of operating payables at beginning of year2021-09-30$127,167
Total non interest bearing cash at end of year2021-09-30$3,322,801
Total non interest bearing cash at beginning of year2021-09-30$3,754,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$2,440,373
Value of net assets at end of year (total assets less liabilities)2021-09-30$24,815,811
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$22,375,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$52,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$4,131,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$3,460,018
Interest earned on other investments2021-09-30$52,712
Income. Interest from US Government securities2021-09-30$92,562
Income. Interest from corporate debt instruments2021-09-30$372,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$478,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$306,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$306,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$30
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$597,086
Asset value of US Government securities at end of year2021-09-30$8,463,464
Asset value of US Government securities at beginning of year2021-09-30$7,643,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,016,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$10,546,241
Employer contributions (assets) at end of year2021-09-30$1,084,530
Employer contributions (assets) at beginning of year2021-09-30$876,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$15,520,936
Asset. Corporate debt instrument preferred debt at end of year2021-09-30$4,236,442
Asset. Corporate debt instrument preferred debt at beginning of year2021-09-30$3,163,655
Asset. Corporate debt instrument debt (other) at end of year2021-09-30$6,569,390
Asset. Corporate debt instrument debt (other) at beginning of year2021-09-30$7,311,698
Contract administrator fees2021-09-30$240,596
Liabilities. Value of benefit claims payable at end of year2021-09-30$3,021,341
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$2,843,079
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$19,534,659
Aggregate carrying amount (costs) on sale of assets2021-09-30$19,493,754
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2021-09-30931015766
2020 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$300,509
Total unrealized appreciation/depreciation of assets2020-09-30$300,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$6,290,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$9,536,799
Total income from all sources (including contributions)2020-09-30$20,714,687
Total loss/gain on sale of assets2020-09-30$-74,052
Total of all expenses incurred2020-09-30$19,215,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$18,458,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$19,231,430
Value of total assets at end of year2020-09-30$28,665,684
Value of total assets at beginning of year2020-09-30$30,412,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$757,083
Total interest from all sources2020-09-30$580,656
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$56,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$56,063
Administrative expenses professional fees incurred2020-09-30$67,210
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$7,882,279
Participant contributions at end of year2020-09-30$481,137
Participant contributions at beginning of year2020-09-30$778,502
Assets. Other investments not covered elsewhere at end of year2020-09-30$1,297,740
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$677,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$370,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$1,402,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$3,320,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$4,075,000
Other income not declared elsewhere2020-09-30$205,649
Administrative expenses (other) incurred2020-09-30$367,514
Liabilities. Value of operating payables at end of year2020-09-30$127,167
Liabilities. Value of operating payables at beginning of year2020-09-30$990,360
Total non interest bearing cash at end of year2020-09-30$3,754,337
Total non interest bearing cash at beginning of year2020-09-30$5,380,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,499,412
Value of net assets at end of year (total assets less liabilities)2020-09-30$22,375,438
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$20,876,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$48,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$3,460,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$2,644,312
Interest earned on other investments2020-09-30$52,481
Income. Interest from US Government securities2020-09-30$155,188
Income. Interest from corporate debt instruments2020-09-30$369,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$306,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$763,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$763,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$3,654
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$657,888
Asset value of US Government securities at end of year2020-09-30$7,643,036
Asset value of US Government securities at beginning of year2020-09-30$7,914,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$414,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$11,349,151
Employer contributions (assets) at end of year2020-09-30$876,974
Employer contributions (assets) at beginning of year2020-09-30$1,339,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$17,800,304
Asset. Corporate debt instrument preferred debt at end of year2020-09-30$3,163,655
Asset. Corporate debt instrument preferred debt at beginning of year2020-09-30$3,780,751
Asset. Corporate debt instrument debt (other) at end of year2020-09-30$7,311,698
Asset. Corporate debt instrument debt (other) at beginning of year2020-09-30$5,730,154
Contract administrator fees2020-09-30$273,961
Liabilities. Value of benefit claims payable at end of year2020-09-30$2,843,079
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$4,471,439
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$23,530,945
Aggregate carrying amount (costs) on sale of assets2020-09-30$23,604,997
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2020-09-30931015766
2019 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$385,422
Total unrealized appreciation/depreciation of assets2019-09-30$385,422
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$9,536,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$6,102,186
Total income from all sources (including contributions)2019-09-30$28,616,920
Total loss/gain on sale of assets2019-09-30$54,472
Total of all expenses incurred2019-09-30$24,543,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$23,821,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$26,986,119
Value of total assets at end of year2019-09-30$30,412,825
Value of total assets at beginning of year2019-09-30$22,904,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$722,409
Total interest from all sources2019-09-30$508,784
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$30,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$30,769
Administrative expenses professional fees incurred2019-09-30$45,648
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$12,299,432
Participant contributions at end of year2019-09-30$778,502
Participant contributions at beginning of year2019-09-30$717,234
Assets. Other investments not covered elsewhere at end of year2019-09-30$677,965
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$731,919
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$1,402,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$838,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$4,075,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$2,991,000
Other income not declared elsewhere2019-09-30$433,001
Administrative expenses (other) incurred2019-09-30$352,682
Liabilities. Value of operating payables at end of year2019-09-30$990,360
Liabilities. Value of operating payables at beginning of year2019-09-30$514,576
Total non interest bearing cash at end of year2019-09-30$5,380,499
Total non interest bearing cash at beginning of year2019-09-30$3,289,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$4,073,479
Value of net assets at end of year (total assets less liabilities)2019-09-30$20,876,026
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$16,802,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$43,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$2,644,312
Interest earned on other investments2019-09-30$7,613
Income. Interest from US Government securities2019-09-30$102,854
Income. Interest from corporate debt instruments2019-09-30$387,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$763,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$289,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$289,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$11,065
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$613,473
Asset value of US Government securities at end of year2019-09-30$7,914,246
Asset value of US Government securities at beginning of year2019-09-30$5,758,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$218,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$14,686,687
Employer contributions (assets) at end of year2019-09-30$1,339,560
Employer contributions (assets) at beginning of year2019-09-30$1,181,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$23,207,559
Asset. Corporate debt instrument preferred debt at end of year2019-09-30$3,780,751
Asset. Corporate debt instrument preferred debt at beginning of year2019-09-30$2,942,939
Asset. Corporate debt instrument debt (other) at end of year2019-09-30$5,730,154
Asset. Corporate debt instrument debt (other) at beginning of year2019-09-30$7,154,684
Contract administrator fees2019-09-30$280,660
Liabilities. Value of benefit claims payable at end of year2019-09-30$4,471,439
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$2,596,610
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$25,860,062
Aggregate carrying amount (costs) on sale of assets2019-09-30$25,805,590
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2019-09-30931015766
2018 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-211,592
Total unrealized appreciation/depreciation of assets2018-09-30$-211,592
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$6,102,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$5,699,812
Total income from all sources (including contributions)2018-09-30$17,316,013
Total loss/gain on sale of assets2018-09-30$-125,332
Total of all expenses incurred2018-09-30$14,967,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$14,385,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$16,819,299
Value of total assets at end of year2018-09-30$22,904,733
Value of total assets at beginning of year2018-09-30$20,153,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$581,931
Total interest from all sources2018-09-30$453,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$48,821
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$5,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$6,957,335
Participant contributions at end of year2018-09-30$717,234
Participant contributions at beginning of year2018-09-30$474,376
Assets. Other investments not covered elsewhere at end of year2018-09-30$731,919
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$324,984
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$838,300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$617,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$2,991,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$2,840,000
Other income not declared elsewhere2018-09-30$379,969
Administrative expenses (other) incurred2018-09-30$285,331
Liabilities. Value of operating payables at end of year2018-09-30$514,576
Liabilities. Value of operating payables at beginning of year2018-09-30$124,761
Total non interest bearing cash at end of year2018-09-30$3,289,825
Total non interest bearing cash at beginning of year2018-09-30$2,361,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$2,348,407
Value of net assets at end of year (total assets less liabilities)2018-09-30$16,802,547
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$14,454,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$40,627
Interest earned on other investments2018-09-30$8,147
Income. Interest from US Government securities2018-09-30$70,715
Income. Interest from corporate debt instruments2018-09-30$367,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$289,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$474,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$474,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$7,190
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$473,535
Asset value of US Government securities at end of year2018-09-30$5,758,571
Asset value of US Government securities at beginning of year2018-09-30$5,174,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$9,861,964
Employer contributions (assets) at end of year2018-09-30$1,181,828
Employer contributions (assets) at beginning of year2018-09-30$747,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$13,912,140
Asset. Corporate debt instrument preferred debt at end of year2018-09-30$2,942,939
Asset. Corporate debt instrument preferred debt at beginning of year2018-09-30$3,050,241
Asset. Corporate debt instrument debt (other) at end of year2018-09-30$7,154,684
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$6,929,174
Contract administrator fees2018-09-30$207,152
Liabilities. Value of benefit claims payable at end of year2018-09-30$2,596,610
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$2,735,051
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$14,923,539
Aggregate carrying amount (costs) on sale of assets2018-09-30$15,048,871
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2018-09-30931015766
2017 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$-68,049
Total unrealized appreciation/depreciation of assets2017-09-30$-68,049
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$5,699,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$6,847,123
Total income from all sources (including contributions)2017-09-30$16,923,742
Total loss/gain on sale of assets2017-09-30$-61,210
Total of all expenses incurred2017-09-30$15,239,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$14,625,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$16,160,928
Value of total assets at end of year2017-09-30$20,153,952
Value of total assets at beginning of year2017-09-30$19,617,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$613,919
Total interest from all sources2017-09-30$425,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$48,341
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$6,867,399
Participant contributions at end of year2017-09-30$474,376
Participant contributions at beginning of year2017-09-30$688,167
Assets. Other investments not covered elsewhere at end of year2017-09-30$324,984
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$1,157,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$617,432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$771,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$2,840,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$2,840,000
Other income not declared elsewhere2017-09-30$466,762
Administrative expenses (other) incurred2017-09-30$312,303
Liabilities. Value of operating payables at end of year2017-09-30$124,761
Liabilities. Value of operating payables at beginning of year2017-09-30$179,406
Total non interest bearing cash at end of year2017-09-30$2,361,218
Total non interest bearing cash at beginning of year2017-09-30$1,532,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,684,138
Value of net assets at end of year (total assets less liabilities)2017-09-30$14,454,140
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$12,770,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$39,764
Interest earned on other investments2017-09-30$1,295
Income. Interest from US Government securities2017-09-30$45,937
Income. Interest from corporate debt instruments2017-09-30$375,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$474,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$1,025,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$1,025,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$2,137
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$447,754
Asset value of US Government securities at end of year2017-09-30$5,174,906
Asset value of US Government securities at beginning of year2017-09-30$5,060,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$9,293,529
Employer contributions (assets) at end of year2017-09-30$747,408
Employer contributions (assets) at beginning of year2017-09-30$874,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$14,177,931
Asset. Corporate debt instrument preferred debt at end of year2017-09-30$3,050,241
Asset. Corporate debt instrument preferred debt at beginning of year2017-09-30$8,507,432
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$6,929,174
Contract administrator fees2017-09-30$213,511
Liabilities. Value of benefit claims payable at end of year2017-09-30$2,735,051
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$3,827,717
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$15,569,181
Aggregate carrying amount (costs) on sale of assets2017-09-30$15,630,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2017-09-30931015766
2016 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$258,953
Total unrealized appreciation/depreciation of assets2016-09-30$258,953
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$6,847,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$6,697,779
Total income from all sources (including contributions)2016-09-30$20,230,251
Total loss/gain on sale of assets2016-09-30$-188,275
Total of all expenses incurred2016-09-30$18,430,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$17,765,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$19,397,343
Value of total assets at end of year2016-09-30$19,617,125
Value of total assets at beginning of year2016-09-30$17,667,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$664,710
Total interest from all sources2016-09-30$395,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$75,301
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$8,602,827
Participant contributions at end of year2016-09-30$688,167
Participant contributions at beginning of year2016-09-30$623,663
Assets. Other investments not covered elsewhere at end of year2016-09-30$1,157,244
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$1,161,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$771,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$608,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$2,840,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$2,700,000
Other income not declared elsewhere2016-09-30$366,664
Administrative expenses (other) incurred2016-09-30$308,269
Liabilities. Value of operating payables at end of year2016-09-30$179,406
Liabilities. Value of operating payables at beginning of year2016-09-30$689,820
Total non interest bearing cash at end of year2016-09-30$1,532,999
Total non interest bearing cash at beginning of year2016-09-30$81,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,800,125
Value of net assets at end of year (total assets less liabilities)2016-09-30$12,770,002
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$10,969,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$39,028
Interest earned on other investments2016-09-30$14,166
Income. Interest from US Government securities2016-09-30$43,307
Income. Interest from corporate debt instruments2016-09-30$330,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$1,025,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$273,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$273,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$7,426
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$791,255
Asset value of US Government securities at end of year2016-09-30$5,060,010
Asset value of US Government securities at beginning of year2016-09-30$4,822,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$10,794,516
Employer contributions (assets) at end of year2016-09-30$874,200
Employer contributions (assets) at beginning of year2016-09-30$797,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$16,974,161
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$8,507,432
Asset. Corporate debt instrument preferred debt at beginning of year2016-09-30$9,299,169
Contract administrator fees2016-09-30$242,112
Liabilities. Value of benefit claims payable at end of year2016-09-30$3,827,717
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$3,307,959
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$14,766,184
Aggregate carrying amount (costs) on sale of assets2016-09-30$14,954,459
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2016-09-30931015766
2015 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-103,572
Total unrealized appreciation/depreciation of assets2015-09-30$-103,572
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$6,697,779
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$5,998,820
Total income from all sources (including contributions)2015-09-30$19,715,801
Total loss/gain on sale of assets2015-09-30$-82,341
Total of all expenses incurred2015-09-30$20,902,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$20,093,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$19,363,575
Value of total assets at end of year2015-09-30$17,667,656
Value of total assets at beginning of year2015-09-30$18,155,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$809,051
Total interest from all sources2015-09-30$427,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$78,372
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$8,866,158
Participant contributions at end of year2015-09-30$623,663
Participant contributions at beginning of year2015-09-30$591,171
Assets. Other investments not covered elsewhere at end of year2015-09-30$1,161,923
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$1,280,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$608,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$296,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$2,700,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$2,580,000
Other income not declared elsewhere2015-09-30$110,886
Administrative expenses (other) incurred2015-09-30$376,994
Liabilities. Value of operating payables at end of year2015-09-30$689,820
Liabilities. Value of operating payables at beginning of year2015-09-30$156,172
Total non interest bearing cash at end of year2015-09-30$81,795
Total non interest bearing cash at beginning of year2015-09-30$317,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-1,187,007
Value of net assets at end of year (total assets less liabilities)2015-09-30$10,969,877
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$12,156,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$39,908
Interest earned on other investments2015-09-30$1,684
Income. Interest from US Government securities2015-09-30$38,157
Income. Interest from corporate debt instruments2015-09-30$387,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$273,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$658,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$658,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$122
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$1,558,797
Asset value of US Government securities at end of year2015-09-30$4,822,201
Asset value of US Government securities at beginning of year2015-09-30$3,146,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$10,497,417
Employer contributions (assets) at end of year2015-09-30$797,252
Employer contributions (assets) at beginning of year2015-09-30$845,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$18,534,960
Asset. Corporate debt instrument preferred debt at end of year2015-09-30$9,299,169
Asset. Corporate debt instrument preferred debt at beginning of year2015-09-30$11,020,774
Contract administrator fees2015-09-30$313,777
Liabilities. Value of benefit claims payable at end of year2015-09-30$3,307,959
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$3,262,648
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$10,620,702
Aggregate carrying amount (costs) on sale of assets2015-09-30$10,703,043
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2015-09-30931015766
2014 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$-65,103
Total unrealized appreciation/depreciation of assets2014-09-30$-65,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$5,998,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$5,369,029
Total income from all sources (including contributions)2014-09-30$17,730,098
Total loss/gain on sale of assets2014-09-30$-24,306
Total of all expenses incurred2014-09-30$18,422,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$17,636,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$17,171,692
Value of total assets at end of year2014-09-30$18,155,704
Value of total assets at beginning of year2014-09-30$18,218,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$785,828
Total interest from all sources2014-09-30$475,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$83,127
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30Yes
Amount of non-exempt transactions with any party-in-interest2014-09-30$118,790
Contributions received from participants2014-09-30$1,551,459
Participant contributions at end of year2014-09-30$591,171
Participant contributions at beginning of year2014-09-30$545,959
Assets. Other investments not covered elsewhere at end of year2014-09-30$1,280,135
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$2,177,726
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$6,524,061
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$6,524,626
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$296,419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$276,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$2,580,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$2,500,000
Other income not declared elsewhere2014-09-30$172,297
Administrative expenses (other) incurred2014-09-30$379,411
Liabilities. Value of operating payables at end of year2014-09-30$156,172
Liabilities. Value of operating payables at beginning of year2014-09-30$67,148
Total non interest bearing cash at end of year2014-09-30$317,503
Total non interest bearing cash at beginning of year2014-09-30$1,575,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-692,176
Value of net assets at end of year (total assets less liabilities)2014-09-30$12,156,884
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$12,849,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$40,302
Interest earned on other investments2014-09-30$37,427
Income. Interest from US Government securities2014-09-30$32,507
Income. Interest from corporate debt instruments2014-09-30$393,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$658,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$432,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$432,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$12,580
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$1,354,661
Asset value of US Government securities at end of year2014-09-30$3,146,437
Asset value of US Government securities at beginning of year2014-09-30$2,848,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$9,096,172
Employer contributions (assets) at end of year2014-09-30$845,197
Employer contributions (assets) at beginning of year2014-09-30$775,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$9,757,159
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$11,020,774
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$9,585,682
Contract administrator fees2014-09-30$282,988
Liabilities. Value of benefit claims payable at end of year2014-09-30$3,262,648
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$2,801,881
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$14,910,848
Aggregate carrying amount (costs) on sale of assets2014-09-30$14,935,154
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2014-09-30931015766
2013 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$-236,918
Total unrealized appreciation/depreciation of assets2013-09-30$-236,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$5,369,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$5,810,981
Total income from all sources (including contributions)2013-09-30$18,057,396
Total loss/gain on sale of assets2013-09-30$-104,400
Total of all expenses incurred2013-09-30$17,721,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$17,064,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$17,746,578
Value of total assets at end of year2013-09-30$18,218,089
Value of total assets at beginning of year2013-09-30$18,324,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$656,829
Total interest from all sources2013-09-30$467,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$105,127
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30Yes
Amount of non-exempt transactions with any party-in-interest2013-09-30$56,034
Contributions received from participants2013-09-30$1,228,962
Participant contributions at end of year2013-09-30$545,959
Participant contributions at beginning of year2013-09-30$624,266
Assets. Other investments not covered elsewhere at end of year2013-09-30$2,177,726
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$7,032,424
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$7,030,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$276,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$378,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$2,500,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$2,500,000
Other income not declared elsewhere2013-09-30$185,019
Administrative expenses (other) incurred2013-09-30$283,163
Liabilities. Value of operating payables at end of year2013-09-30$67,148
Liabilities. Value of operating payables at beginning of year2013-09-30$66,895
Total non interest bearing cash at end of year2013-09-30$1,575,908
Total non interest bearing cash at beginning of year2013-09-30$724,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$335,637
Value of net assets at end of year (total assets less liabilities)2013-09-30$12,849,060
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$12,513,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$39,308
Income. Interest from US Government securities2013-09-30$48,171
Income. Interest from corporate debt instruments2013-09-30$413,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$432,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$503,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$503,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$5,227
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$1,098,838
Asset value of US Government securities at end of year2013-09-30$2,848,407
Asset value of US Government securities at beginning of year2013-09-30$3,376,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$9,485,192
Employer contributions (assets) at end of year2013-09-30$775,617
Employer contributions (assets) at beginning of year2013-09-30$954,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$8,935,931
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$9,585,682
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$11,762,256
Contract administrator fees2013-09-30$229,231
Liabilities. Value of benefit claims payable at end of year2013-09-30$2,801,881
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$3,244,086
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$12,359,837
Aggregate carrying amount (costs) on sale of assets2013-09-30$12,464,237
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2013-09-30931015766
2012 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$154,195
Total unrealized appreciation/depreciation of assets2012-09-30$154,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$5,810,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$6,956,903
Total income from all sources (including contributions)2012-09-30$17,905,694
Total loss/gain on sale of assets2012-09-30$-168,838
Total of all expenses incurred2012-09-30$18,218,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$17,619,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$16,927,359
Value of total assets at end of year2012-09-30$18,324,404
Value of total assets at beginning of year2012-09-30$19,783,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$599,020
Total interest from all sources2012-09-30$593,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$91,729
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30Yes
Amount of non-exempt transactions with any party-in-interest2012-09-30$61,082
Contributions received from participants2012-09-30$1,162,456
Participant contributions at end of year2012-09-30$624,266
Participant contributions at beginning of year2012-09-30$1,054,849
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$7,034,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$378,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$356,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$2,500,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$2,700,000
Other income not declared elsewhere2012-09-30$399,532
Administrative expenses (other) incurred2012-09-30$218,183
Liabilities. Value of operating payables at end of year2012-09-30$66,895
Liabilities. Value of operating payables at beginning of year2012-09-30$54,768
Total non interest bearing cash at end of year2012-09-30$724,966
Total non interest bearing cash at beginning of year2012-09-30$993,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$-313,150
Value of net assets at end of year (total assets less liabilities)2012-09-30$12,513,423
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$12,826,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$40,566
Income. Interest from US Government securities2012-09-30$50,194
Income. Interest from corporate debt instruments2012-09-30$543,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$503,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$594,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$594,893
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$387,511
Asset value of US Government securities at end of year2012-09-30$3,376,517
Asset value of US Government securities at beginning of year2012-09-30$2,803,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$8,730,676
Employer contributions (assets) at end of year2012-09-30$954,376
Employer contributions (assets) at beginning of year2012-09-30$1,209,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$17,232,313
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$11,762,256
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$12,770,371
Contract administrator fees2012-09-30$248,542
Liabilities. Value of benefit claims payable at end of year2012-09-30$3,244,086
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$4,202,135
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$14,331,525
Aggregate carrying amount (costs) on sale of assets2012-09-30$14,500,363
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30BJORKLUND & MONTPLAISIR
Accountancy firm EIN2012-09-30931015766
2011 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-419,485
Total unrealized appreciation/depreciation of assets2011-09-30$-419,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$6,956,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$4,595,962
Total income from all sources (including contributions)2011-09-30$23,059,419
Total loss/gain on sale of assets2011-09-30$73,922
Total of all expenses incurred2011-09-30$23,289,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$22,774,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$22,057,671
Value of total assets at end of year2011-09-30$19,783,476
Value of total assets at beginning of year2011-09-30$17,652,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$514,565
Total interest from all sources2011-09-30$668,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$118,103
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30Yes
Amount of non-exempt transactions with any party-in-interest2011-09-30$177,723
Contributions received from participants2011-09-30$1,168,430
Participant contributions at end of year2011-09-30$1,054,849
Participant contributions at beginning of year2011-09-30$791,288
Assets. Other investments not covered elsewhere at end of year2011-09-30$14,039
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$14,039
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$11,160,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$342,788
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$359,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$2,726,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$2,090,000
Other income not declared elsewhere2011-09-30$678,453
Administrative expenses (other) incurred2011-09-30$125,458
Liabilities. Value of operating payables at end of year2011-09-30$28,628
Liabilities. Value of operating payables at beginning of year2011-09-30$37,642
Total non interest bearing cash at end of year2011-09-30$993,274
Total non interest bearing cash at beginning of year2011-09-30$324,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-230,006
Value of net assets at end of year (total assets less liabilities)2011-09-30$12,826,573
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$13,056,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$39,567
Income. Interest from US Government securities2011-09-30$64,105
Income. Interest from corporate debt instruments2011-09-30$602,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$594,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$110,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$110,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$2,485
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$180,838
Asset value of US Government securities at end of year2011-09-30$2,803,696
Asset value of US Government securities at beginning of year2011-09-30$2,588,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$9,728,318
Employer contributions (assets) at end of year2011-09-30$1,209,566
Employer contributions (assets) at beginning of year2011-09-30$883,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$22,594,022
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$12,770,371
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$12,581,446
Contract administrator fees2011-09-30$231,437
Liabilities. Value of benefit claims payable at end of year2011-09-30$4,202,135
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$2,468,320
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$19,519,485
Aggregate carrying amount (costs) on sale of assets2011-09-30$19,445,563
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30PAULY, ROGERS AND CO., P.C.
Accountancy firm EIN2011-09-30930936121

Form 5500 Responses for LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN

2021: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Submission has been amendedYes
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number942486
Policy instance 2
Insurance contract or identification number942486
Number of Individuals Covered580
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Welfare Benefit Premiums Paid to CarrierUSD $541,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151100
Policy instance 1
Insurance contract or identification numberGL 151100
Number of Individuals Covered518
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number942486
Policy instance 2
Insurance contract or identification number942486
Number of Individuals Covered580
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Welfare Benefit Premiums Paid to CarrierUSD $548,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151100
Policy instance 1
Insurance contract or identification numberGL 151100
Number of Individuals Covered518
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151100
Policy instance 2
Insurance contract or identification numberGL 151100
Number of Individuals Covered518
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,295
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17945
Policy instance 1
Insurance contract or identification numberHCL17945
Number of Individuals Covered527
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Welfare Benefit Premiums Paid to CarrierUSD $600,592
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151100
Policy instance 2
Insurance contract or identification numberGL 151100
Number of Individuals Covered584
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,546
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17945
Policy instance 1
Insurance contract or identification numberHCL17945
Number of Individuals Covered583
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Welfare Benefit Premiums Paid to CarrierUSD $552,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151100
Policy instance 2
Insurance contract or identification numberGL 151100
Number of Individuals Covered508
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17945
Policy instance 1
Insurance contract or identification numberHCL17945
Number of Individuals Covered483
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Welfare Benefit Premiums Paid to CarrierUSD $424,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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