TRUSTEES OF LOCAL 598 PLUMBING & PIPEFITTING INDUSTRY H&W PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY EARLY RETIREE AND MEDICARE-ELIGIBLE RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY EARLY RETIREE AND MEDICARE-ELIGIBLE RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-09-30 | $16,051 |
| Total unrealized appreciation/depreciation of assets | 2023-09-30 | $16,051 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-30 | $111,785 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-30 | $104,698 |
| Total income from all sources (including contributions) | 2023-09-30 | $2,497,806 |
| Total loss/gain on sale of assets | 2023-09-30 | $-3,279 |
| Total of all expenses incurred | 2023-09-30 | $2,606,939 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-09-30 | $2,450,071 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-09-30 | $2,476,040 |
| Value of total assets at end of year | 2023-09-30 | $824,209 |
| Value of total assets at beginning of year | 2023-09-30 | $926,255 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-09-30 | $156,868 |
| Total interest from all sources | 2023-09-30 | $8,994 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-09-30 | No |
| Administrative expenses professional fees incurred | 2023-09-30 | $45,649 |
| Was this plan covered by a fidelity bond | 2023-09-30 | Yes |
| Value of fidelity bond cover | 2023-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-09-30 | No |
| Contributions received from participants | 2023-09-30 | $1,181,628 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-09-30 | $46,929 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-09-30 | $10,782 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-09-30 | $9,856 |
| Administrative expenses (other) incurred | 2023-09-30 | $62,614 |
| Liabilities. Value of operating payables at end of year | 2023-09-30 | $83,785 |
| Liabilities. Value of operating payables at beginning of year | 2023-09-30 | $66,698 |
| Total non interest bearing cash at end of year | 2023-09-30 | $200,809 |
| Total non interest bearing cash at beginning of year | 2023-09-30 | $218,772 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
| Value of net income/loss | 2023-09-30 | $-109,133 |
| Value of net assets at end of year (total assets less liabilities) | 2023-09-30 | $712,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-09-30 | $821,557 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-09-30 | No |
| Investment advisory and management fees | 2023-09-30 | $1,815 |
| Interest earned on other investments | 2023-09-30 | $933 |
| Income. Interest from US Government securities | 2023-09-30 | $1,204 |
| Income. Interest from corporate debt instruments | 2023-09-30 | $5,301 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-09-30 | $22,627 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-09-30 | $11,061 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-09-30 | $11,061 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-09-30 | $1,556 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-09-30 | $1,912,064 |
| Asset value of US Government securities at end of year | 2023-09-30 | $283,830 |
| Asset value of US Government securities at beginning of year | 2023-09-30 | $251,683 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-09-30 | No |
| Contributions received in cash from employer | 2023-09-30 | $1,294,412 |
| Employer contributions (assets) at end of year | 2023-09-30 | $106,530 |
| Employer contributions (assets) at beginning of year | 2023-09-30 | $118,781 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-09-30 | $538,007 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-09-30 | $99,261 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-09-30 | $110,159 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-09-30 | $100,370 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-09-30 | $159,014 |
| Contract administrator fees | 2023-09-30 | $46,790 |
| Liabilities. Value of benefit claims payable at end of year | 2023-09-30 | $28,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-09-30 | $38,000 |
| Did the plan have assets held for investment | 2023-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-09-30 | No |
| Aggregate proceeds on sale of assets | 2023-09-30 | $903,807 |
| Aggregate carrying amount (costs) on sale of assets | 2023-09-30 | $907,086 |
| Opinion of an independent qualified public accountant for this plan | 2023-09-30 | Unqualified |
| Accountancy firm name | 2023-09-30 | PLATFORM CPAS LLP |
| Accountancy firm EIN | 2023-09-30 | 884342579 |
| 2022 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY EARLY RETIREE AND MEDICARE-ELIGIBLE RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-10-01 | $16,051 |
| Total unrealized appreciation/depreciation of assets | 2022-10-01 | $16,051 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-01 | $111,785 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-01 | $104,698 |
| Total income from all sources (including contributions) | 2022-10-01 | $2,497,806 |
| Total loss/gain on sale of assets | 2022-10-01 | $-3,279 |
| Total of all expenses incurred | 2022-10-01 | $2,606,939 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-01 | $2,450,071 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-10-01 | $2,476,040 |
| Value of total assets at end of year | 2022-10-01 | $824,209 |
| Value of total assets at beginning of year | 2022-10-01 | $926,255 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-01 | $156,868 |
| Total interest from all sources | 2022-10-01 | $8,994 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-01 | No |
| Administrative expenses professional fees incurred | 2022-10-01 | $45,649 |
| Was this plan covered by a fidelity bond | 2022-10-01 | Yes |
| Value of fidelity bond cover | 2022-10-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-10-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-10-01 | No |
| Contributions received from participants | 2022-10-01 | $1,181,628 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-10-01 | $46,929 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-10-01 | $10,782 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-10-01 | $9,856 |
| Administrative expenses (other) incurred | 2022-10-01 | $62,614 |
| Liabilities. Value of operating payables at end of year | 2022-10-01 | $83,785 |
| Liabilities. Value of operating payables at beginning of year | 2022-10-01 | $66,698 |
| Total non interest bearing cash at end of year | 2022-10-01 | $200,809 |
| Total non interest bearing cash at beginning of year | 2022-10-01 | $218,772 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-01 | No |
| Value of net income/loss | 2022-10-01 | $-109,133 |
| Value of net assets at end of year (total assets less liabilities) | 2022-10-01 | $712,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-10-01 | $821,557 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-10-01 | No |
| Investment advisory and management fees | 2022-10-01 | $1,815 |
| Interest earned on other investments | 2022-10-01 | $933 |
| Income. Interest from US Government securities | 2022-10-01 | $1,204 |
| Income. Interest from corporate debt instruments | 2022-10-01 | $5,301 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-10-01 | $22,627 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-10-01 | $1,556 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-10-01 | $1,912,064 |
| Asset value of US Government securities at end of year | 2022-10-01 | $283,830 |
| Asset value of US Government securities at beginning of year | 2022-10-01 | $251,683 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-10-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-10-01 | No |
| Contributions received in cash from employer | 2022-10-01 | $1,294,412 |
| Employer contributions (assets) at end of year | 2022-10-01 | $106,530 |
| Employer contributions (assets) at beginning of year | 2022-10-01 | $118,781 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-01 | $538,007 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-10-01 | $99,261 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-10-01 | $110,159 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-10-01 | $100,370 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-10-01 | $159,014 |
| Contract administrator fees | 2022-10-01 | $46,790 |
| Liabilities. Value of benefit claims payable at end of year | 2022-10-01 | $28,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-10-01 | $38,000 |
| Did the plan have assets held for investment | 2022-10-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-01 | No |
| Aggregate proceeds on sale of assets | 2022-10-01 | $903,807 |
| Aggregate carrying amount (costs) on sale of assets | 2022-10-01 | $907,086 |
| Opinion of an independent qualified public accountant for this plan | 2022-10-01 | 1 |
| Accountancy firm name | 2022-10-01 | PLATFORM CPAS LLP |
| Accountancy firm EIN | 2022-10-01 | 884342579 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-09-30 | $-23,373 |
| Total unrealized appreciation/depreciation of assets | 2022-09-30 | $-23,373 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $104,698 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $70,001 |
| Total income from all sources (including contributions) | 2022-09-30 | $2,266,305 |
| Total loss/gain on sale of assets | 2022-09-30 | $-7,282 |
| Total of all expenses incurred | 2022-09-30 | $2,495,575 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $2,371,864 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $2,286,322 |
| Value of total assets at end of year | 2022-09-30 | $926,255 |
| Value of total assets at beginning of year | 2022-09-30 | $1,120,828 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $123,711 |
| Total interest from all sources | 2022-09-30 | $10,638 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
| Administrative expenses professional fees incurred | 2022-09-30 | $25,234 |
| Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
| Value of fidelity bond cover | 2022-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
| Contributions received from participants | 2022-09-30 | $1,113,652 |
| Assets. Other investments not covered elsewhere at end of year | 2022-09-30 | $46,929 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-09-30 | $76,083 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $9,856 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $10,285 |
| Administrative expenses (other) incurred | 2022-09-30 | $53,444 |
| Liabilities. Value of operating payables at end of year | 2022-09-30 | $66,698 |
| Liabilities. Value of operating payables at beginning of year | 2022-09-30 | $34,001 |
| Total non interest bearing cash at end of year | 2022-09-30 | $218,772 |
| Total non interest bearing cash at beginning of year | 2022-09-30 | $255,246 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
| Value of net income/loss | 2022-09-30 | $-229,270 |
| Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $821,557 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $1,050,827 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
| Investment advisory and management fees | 2022-09-30 | $2,156 |
| Interest earned on other investments | 2022-09-30 | $1,933 |
| Income. Interest from US Government securities | 2022-09-30 | $827 |
| Income. Interest from corporate debt instruments | 2022-09-30 | $7,697 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-09-30 | $11,061 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-09-30 | $20,792 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-09-30 | $20,792 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-09-30 | $181 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-09-30 | $1,798,254 |
| Asset value of US Government securities at end of year | 2022-09-30 | $251,683 |
| Asset value of US Government securities at beginning of year | 2022-09-30 | $383,310 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
| Contributions received in cash from employer | 2022-09-30 | $1,172,670 |
| Employer contributions (assets) at end of year | 2022-09-30 | $118,781 |
| Employer contributions (assets) at beginning of year | 2022-09-30 | $106,983 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $573,610 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-09-30 | $110,159 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-09-30 | $55,252 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-09-30 | $159,014 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-09-30 | $212,877 |
| Contract administrator fees | 2022-09-30 | $42,877 |
| Liabilities. Value of benefit claims payable at end of year | 2022-09-30 | $38,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-09-30 | $36,000 |
| Did the plan have assets held for investment | 2022-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
| Aggregate proceeds on sale of assets | 2022-09-30 | $856,514 |
| Aggregate carrying amount (costs) on sale of assets | 2022-09-30 | $863,796 |
| Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
| Accountancy firm name | 2022-09-30 | BJORKLUND & MONTPLAISIR |
| Accountancy firm EIN | 2022-09-30 | 931015766 |
| 2021 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY EARLY RETIREE AND MEDICARE-ELIGIBLE RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-09-30 | $-4,041 |
| Total unrealized appreciation/depreciation of assets | 2021-09-30 | $-4,041 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $70,001 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $82,314 |
| Total income from all sources (including contributions) | 2021-09-30 | $2,272,395 |
| Total loss/gain on sale of assets | 2021-09-30 | $-381 |
| Total of all expenses incurred | 2021-09-30 | $2,502,073 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $2,398,044 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $2,271,450 |
| Value of total assets at end of year | 2021-09-30 | $1,120,828 |
| Value of total assets at beginning of year | 2021-09-30 | $1,362,819 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $104,029 |
| Total interest from all sources | 2021-09-30 | $5,367 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
| Administrative expenses professional fees incurred | 2021-09-30 | $19,847 |
| Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
| Value of fidelity bond cover | 2021-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
| Contributions received from participants | 2021-09-30 | $1,088,610 |
| Assets. Other investments not covered elsewhere at end of year | 2021-09-30 | $76,083 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-09-30 | $10,285 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-09-30 | $7,879 |
| Administrative expenses (other) incurred | 2021-09-30 | $40,095 |
| Liabilities. Value of operating payables at end of year | 2021-09-30 | $34,001 |
| Liabilities. Value of operating payables at beginning of year | 2021-09-30 | $62,314 |
| Total non interest bearing cash at end of year | 2021-09-30 | $255,246 |
| Total non interest bearing cash at beginning of year | 2021-09-30 | $1,260,853 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
| Value of net income/loss | 2021-09-30 | $-229,678 |
| Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $1,050,827 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $1,280,505 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
| Investment advisory and management fees | 2021-09-30 | $879 |
| Interest earned on other investments | 2021-09-30 | $1,173 |
| Income. Interest from US Government securities | 2021-09-30 | $385 |
| Income. Interest from corporate debt instruments | 2021-09-30 | $3,800 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-09-30 | $20,792 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-09-30 | $9 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-09-30 | $1,766,635 |
| Asset value of US Government securities at end of year | 2021-09-30 | $383,310 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
| Contributions received in cash from employer | 2021-09-30 | $1,182,840 |
| Employer contributions (assets) at end of year | 2021-09-30 | $106,983 |
| Employer contributions (assets) at beginning of year | 2021-09-30 | $94,087 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $631,409 |
| Asset. Corporate debt instrument preferred debt at end of year | 2021-09-30 | $55,252 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-09-30 | $212,877 |
| Contract administrator fees | 2021-09-30 | $43,208 |
| Liabilities. Value of benefit claims payable at end of year | 2021-09-30 | $36,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-09-30 | $20,000 |
| Did the plan have assets held for investment | 2021-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
| Aggregate proceeds on sale of assets | 2021-09-30 | $1,539,210 |
| Aggregate carrying amount (costs) on sale of assets | 2021-09-30 | $1,539,591 |
| Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Unqualified |
| Accountancy firm name | 2021-09-30 | BJORKLUND & MONTPLAISIR |
| Accountancy firm EIN | 2021-09-30 | 931015766 |
| 2020 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY EARLY RETIREE AND MEDICARE-ELIGIBLE RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $82,314 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $158,689 |
| Total income from all sources (including contributions) | 2020-09-30 | $2,694,828 |
| Total of all expenses incurred | 2020-09-30 | $2,505,544 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $2,387,911 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $2,694,828 |
| Value of total assets at end of year | 2020-09-30 | $1,362,819 |
| Value of total assets at beginning of year | 2020-09-30 | $1,249,910 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $117,633 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
| Administrative expenses professional fees incurred | 2020-09-30 | $32,309 |
| Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
| Value of fidelity bond cover | 2020-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
| Contributions received from participants | 2020-09-30 | $1,067,656 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-09-30 | $7,879 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-09-30 | $149,023 |
| Administrative expenses (other) incurred | 2020-09-30 | $41,501 |
| Liabilities. Value of operating payables at end of year | 2020-09-30 | $62,314 |
| Liabilities. Value of operating payables at beginning of year | 2020-09-30 | $128,689 |
| Total non interest bearing cash at end of year | 2020-09-30 | $1,260,853 |
| Total non interest bearing cash at beginning of year | 2020-09-30 | $939,491 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
| Value of net income/loss | 2020-09-30 | $189,284 |
| Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $1,280,505 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $1,091,221 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-09-30 | $586,431 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
| Contributions received in cash from employer | 2020-09-30 | $1,627,172 |
| Employer contributions (assets) at end of year | 2020-09-30 | $94,087 |
| Employer contributions (assets) at beginning of year | 2020-09-30 | $161,396 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $1,801,480 |
| Contract administrator fees | 2020-09-30 | $43,823 |
| Liabilities. Value of benefit claims payable at end of year | 2020-09-30 | $20,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-09-30 | $30,000 |
| Did the plan have assets held for investment | 2020-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Unqualified |
| Accountancy firm name | 2020-09-30 | BJORKLUND & MONTPLAISIR |
| Accountancy firm EIN | 2020-09-30 | 931015766 |
| 2019 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY EARLY RETIREE AND MEDICARE-ELIGIBLE RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $158,689 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $149,897 |
| Total income from all sources (including contributions) | 2019-09-30 | $3,160,685 |
| Total of all expenses incurred | 2019-09-30 | $2,496,250 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $2,390,689 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $3,160,685 |
| Value of total assets at end of year | 2019-09-30 | $1,249,910 |
| Value of total assets at beginning of year | 2019-09-30 | $576,683 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $105,561 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
| Administrative expenses professional fees incurred | 2019-09-30 | $23,506 |
| Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
| Value of fidelity bond cover | 2019-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
| Contributions received from participants | 2019-09-30 | $1,011,264 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $149,023 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $35,805 |
| Administrative expenses (other) incurred | 2019-09-30 | $36,705 |
| Liabilities. Value of operating payables at end of year | 2019-09-30 | $128,689 |
| Liabilities. Value of operating payables at beginning of year | 2019-09-30 | $119,897 |
| Total non interest bearing cash at end of year | 2019-09-30 | $939,491 |
| Total non interest bearing cash at beginning of year | 2019-09-30 | $375,987 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
| Value of net income/loss | 2019-09-30 | $664,435 |
| Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $1,091,221 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $426,786 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-09-30 | $1,722,721 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
| Contributions received in cash from employer | 2019-09-30 | $2,149,421 |
| Employer contributions (assets) at end of year | 2019-09-30 | $161,396 |
| Employer contributions (assets) at beginning of year | 2019-09-30 | $164,891 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $667,968 |
| Contract administrator fees | 2019-09-30 | $45,350 |
| Liabilities. Value of benefit claims payable at end of year | 2019-09-30 | $30,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-09-30 | $30,000 |
| Did the plan have assets held for investment | 2019-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Unqualified |
| Accountancy firm name | 2019-09-30 | BJORKLUND & MONTPLAISIR |
| Accountancy firm EIN | 2019-09-30 | 931015766 |
| 2018 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY EARLY RETIREE AND MEDICARE-ELIGIBLE RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $149,897 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $30,759 |
| Total income from all sources (including contributions) | 2018-09-30 | $2,610,386 |
| Total of all expenses incurred | 2018-09-30 | $2,477,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $2,353,458 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $2,576,686 |
| Value of total assets at end of year | 2018-09-30 | $576,683 |
| Value of total assets at beginning of year | 2018-09-30 | $324,315 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $123,698 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
| Administrative expenses professional fees incurred | 2018-09-30 | $23,922 |
| Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
| Value of fidelity bond cover | 2018-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
| Contributions received from participants | 2018-09-30 | $954,530 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $35,805 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $2,430 |
| Other income not declared elsewhere | 2018-09-30 | $33,700 |
| Administrative expenses (other) incurred | 2018-09-30 | $36,959 |
| Liabilities. Value of operating payables at end of year | 2018-09-30 | $119,897 |
| Liabilities. Value of operating payables at beginning of year | 2018-09-30 | $15,759 |
| Total non interest bearing cash at end of year | 2018-09-30 | $375,987 |
| Total non interest bearing cash at beginning of year | 2018-09-30 | $212,002 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
| Value of net income/loss | 2018-09-30 | $133,230 |
| Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $426,786 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $293,556 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-09-30 | $1,621,429 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
| Contributions received in cash from employer | 2018-09-30 | $1,622,156 |
| Employer contributions (assets) at end of year | 2018-09-30 | $164,891 |
| Employer contributions (assets) at beginning of year | 2018-09-30 | $109,883 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $732,029 |
| Contract administrator fees | 2018-09-30 | $62,817 |
| Liabilities. Value of benefit claims payable at end of year | 2018-09-30 | $30,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-09-30 | $15,000 |
| Did the plan have assets held for investment | 2018-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Unqualified |
| Accountancy firm name | 2018-09-30 | BJORKLUND & MONTPLAISIR |
| Accountancy firm EIN | 2018-09-30 | 931015766 |
| 2017 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY EARLY RETIREE AND MEDICARE-ELIGIBLE RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $30,759 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $18,000 |
| Total income from all sources (including contributions) | 2017-09-30 | $2,371,276 |
| Total of all expenses incurred | 2017-09-30 | $2,215,915 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $2,101,916 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $2,371,276 |
| Value of total assets at end of year | 2017-09-30 | $324,315 |
| Value of total assets at beginning of year | 2017-09-30 | $156,195 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $113,999 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
| Administrative expenses professional fees incurred | 2017-09-30 | $26,432 |
| Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
| Value of fidelity bond cover | 2017-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
| Contributions received from participants | 2017-09-30 | $936,332 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $2,430 |
| Administrative expenses (other) incurred | 2017-09-30 | $23,424 |
| Liabilities. Value of operating payables at end of year | 2017-09-30 | $15,759 |
| Total non interest bearing cash at end of year | 2017-09-30 | $212,002 |
| Total non interest bearing cash at beginning of year | 2017-09-30 | $53,266 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
| Value of net income/loss | 2017-09-30 | $155,361 |
| Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $293,556 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $138,195 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-09-30 | $1,377,338 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
| Contributions received in cash from employer | 2017-09-30 | $1,434,944 |
| Employer contributions (assets) at end of year | 2017-09-30 | $109,883 |
| Employer contributions (assets) at beginning of year | 2017-09-30 | $102,929 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $724,578 |
| Contract administrator fees | 2017-09-30 | $64,143 |
| Liabilities. Value of benefit claims payable at end of year | 2017-09-30 | $15,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-09-30 | $18,000 |
| Did the plan have assets held for investment | 2017-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Unqualified |
| Accountancy firm name | 2017-09-30 | BJORKLUND & MONTPLAISIR |
| Accountancy firm EIN | 2017-09-30 | 931015766 |
| 2016 : LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY EARLY RETIREE AND MEDICARE-ELIGIBLE RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $18,000 |
| Total income from all sources (including contributions) | 2016-09-30 | $1,621,077 |
| Total of all expenses incurred | 2016-09-30 | $1,482,882 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $1,433,860 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $1,621,077 |
| Value of total assets at end of year | 2016-09-30 | $156,195 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $49,022 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
| Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
| Value of fidelity bond cover | 2016-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
| Contributions received from participants | 2016-09-30 | $624,986 |
| Administrative expenses (other) incurred | 2016-09-30 | $2,857 |
| Total non interest bearing cash at end of year | 2016-09-30 | $53,266 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
| Value of net income/loss | 2016-09-30 | $138,195 |
| Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $138,195 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-09-30 | $1,004,326 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
| Contributions received in cash from employer | 2016-09-30 | $996,091 |
| Employer contributions (assets) at end of year | 2016-09-30 | $102,929 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $429,534 |
| Contract administrator fees | 2016-09-30 | $46,165 |
| Liabilities. Value of benefit claims payable at end of year | 2016-09-30 | $18,000 |
| Did the plan have assets held for investment | 2016-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Unqualified |
| Accountancy firm name | 2016-09-30 | BJORKLUND & MONTPLAISIR |
| Accountancy firm EIN | 2016-09-30 | 931015766 |
