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U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 401k Plan overview

Plan NameU.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN
Plan identification number 002

U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

BOARD OF TRUSTEES, U.A. UNION LOCAL NO. 290 PLUMBER, has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, U.A. UNION LOCAL NO. 290 PLUMBER,
Employer identification number (EIN):931143757
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PATI PIRO BOSLEY
0022016-01-01FRANK WALL FRITZ SHROPSHIRE2017-10-12
0022015-01-01EDWARD J. GORMLEY FRITZ SHROPSHIRE2016-10-12
0022014-01-01EDWARD J. GORMLEY FRITZ SHROPSHIRE2015-10-05
0022013-01-01EDWARD J. GORMLEY FRITZ SHROPSHIRE2014-09-17
0022012-01-01EDWARD J. GORMLEY FRITZ SHROPSHIRE2013-09-26
0022011-01-01EDWARD J. GORMLEY FRITZ SHROPSHIRE2012-10-08
0022009-01-01EDWARD J. GORMLEY JOHN M. ENDICOTT2010-10-07
0022009-01-01EDWARD J. GORMLEY JOHN M. ENDICOTT2010-10-07

Plan Statistics for U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN

401k plan membership statisitcs for U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN

Measure Date Value
2022: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,136
Total number of active participants reported on line 7a of the Form 55002022-01-012,869
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-012,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-012,888
Number of participants with account balances2022-01-012,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01130
2021: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,124
Total number of active participants reported on line 7a of the Form 55002021-01-013,105
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-013,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-013,136
Number of participants with account balances2021-01-012,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01169
2020: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,095
Total number of active participants reported on line 7a of the Form 55002020-01-013,091
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-013,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-013,124
Number of participants with account balances2020-01-012,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01167
2019: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,092
Total number of active participants reported on line 7a of the Form 55002019-01-013,060
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-013,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-013,095
Number of participants with account balances2019-01-012,211
Number of employers contributing to the scheme2019-01-01172
2018: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,692
Total number of active participants reported on line 7a of the Form 55002018-01-012,975
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-013,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0178
Total participants2018-01-013,092
Number of participants with account balances2018-01-012,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01165
2017: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,614
Total number of active participants reported on line 7a of the Form 55002017-01-012,591
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-012,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0168
Total participants2017-01-012,692
Number of participants with account balances2017-01-011,980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01172
2016: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,431
Total number of active participants reported on line 7a of the Form 55002016-01-012,529
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-012,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0163
Total participants2016-01-012,614
Number of participants with account balances2016-01-011,924
Number of employers contributing to the scheme2016-01-01179
2015: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,072
Total number of active participants reported on line 7a of the Form 55002015-01-012,363
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-012,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0163
Total participants2015-01-012,431
Number of participants with account balances2015-01-011,893
Number of employers contributing to the scheme2015-01-01177
2014: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,744
Total number of active participants reported on line 7a of the Form 55002014-01-013,016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-013,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0152
Total participants2014-01-013,072
Number of participants with account balances2014-01-011,939
Number of employers contributing to the scheme2014-01-01191
2013: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,274
Total number of active participants reported on line 7a of the Form 55002013-01-013,691
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-013,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0144
Total participants2013-01-013,744
Number of participants with account balances2013-01-013,726
Number of employers contributing to the scheme2013-01-01204
2012: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,299
Total number of active participants reported on line 7a of the Form 55002012-01-014,274
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-014,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0139
Total participants2012-01-014,320
Number of participants with account balances2012-01-012,596
Number of employers contributing to the scheme2012-01-01191
2011: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,073
Total number of active participants reported on line 7a of the Form 55002011-01-014,260
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-014,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0133
Total participants2011-01-014,299
Number of participants with account balances2011-01-012,562
Number of employers contributing to the scheme2011-01-01202
2009: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,545
Total number of active participants reported on line 7a of the Form 55002009-01-014,194
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-014,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0129
Total participants2009-01-014,226
Number of participants with account balances2009-01-012,545
Number of employers contributing to the scheme2009-01-01206

Financial Data on U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN

Measure Date Value
2022 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$48,124
Total income from all sources (including contributions)2022-12-31$-11,541,859
Total of all expenses incurred2022-12-31$10,005,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,809,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,604,573
Value of total assets at end of year2022-12-31$165,979,102
Value of total assets at beginning of year2022-12-31$187,562,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$195,533
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,060,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,060,104
Administrative expenses professional fees incurred2022-12-31$44,323
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$15,340,055
Participant contributions at end of year2022-12-31$1,031,775
Participant contributions at beginning of year2022-12-31$977,571
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$264,518
Other income not declared elsewhere2022-12-31$289,500
Administrative expenses (other) incurred2022-12-31$54,095
Liabilities. Value of operating payables at end of year2022-12-31$11,940
Liabilities. Value of operating payables at beginning of year2022-12-31$48,124
Total non interest bearing cash at end of year2022-12-31$551,792
Total non interest bearing cash at beginning of year2022-12-31$499,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,547,337
Value of net assets at end of year (total assets less liabilities)2022-12-31$165,967,162
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$187,514,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$43,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$145,799,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$170,534,656
Value of interest in pooled separate accounts at end of year2022-12-31$16,140,480
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,843,172
Value of interest in common/collective trusts at end of year2022-12-31$1,604,687
Value of interest in common/collective trusts at beginning of year2022-12-31$1,871,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$832,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$823,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$823,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,437,077
Net investment gain/loss from pooled separate accounts2022-12-31$349,588
Net investment gain or loss from common/collective trusts2022-12-31$-408,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,809,945
Contract administrator fees2022-12-31$53,862
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$18,727
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$12,943
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$48,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$39,519
Total income from all sources (including contributions)2021-12-31$38,666,142
Total of all expenses incurred2021-12-31$6,468,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,248,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,653,976
Value of total assets at end of year2021-12-31$187,562,623
Value of total assets at beginning of year2021-12-31$155,356,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$219,633
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,305,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,305,063
Administrative expenses professional fees incurred2021-12-31$39,210
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$12,401,454
Amount contributed by the employer to the plan for this plan year2021-12-31$12,401,454
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,401,454
Participant contributions at end of year2021-12-31$977,571
Participant contributions at beginning of year2021-12-31$825,590
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$252,522
Other income not declared elsewhere2021-12-31$258,323
Administrative expenses (other) incurred2021-12-31$91,678
Liabilities. Value of operating payables at end of year2021-12-31$48,124
Liabilities. Value of operating payables at beginning of year2021-12-31$39,519
Total non interest bearing cash at end of year2021-12-31$499,062
Total non interest bearing cash at beginning of year2021-12-31$456,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$32,197,510
Value of net assets at end of year (total assets less liabilities)2021-12-31$187,514,499
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$155,316,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$43,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$170,534,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$140,174,714
Value of interest in pooled separate accounts at end of year2021-12-31$12,843,172
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,750,894
Value of interest in common/collective trusts at end of year2021-12-31$1,871,609
Value of interest in common/collective trusts at beginning of year2021-12-31$1,374,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$823,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$766,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$766,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,029,022
Net investment gain/loss from pooled separate accounts2021-12-31$218,064
Net investment gain or loss from common/collective trusts2021-12-31$201,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,248,999
Contract administrator fees2021-12-31$45,489
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$12,943
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$7,571
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$39,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,993
Total income from all sources (including contributions)2020-12-31$29,379,171
Total of all expenses incurred2020-12-31$8,549,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,336,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,543,017
Value of total assets at end of year2020-12-31$155,356,508
Value of total assets at beginning of year2020-12-31$134,494,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$213,044
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,079,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,079,230
Administrative expenses professional fees incurred2020-12-31$35,965
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$10,459,153
Amount contributed by the employer to the plan for this plan year2020-12-31$10,459,153
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,459,153
Participant contributions at end of year2020-12-31$825,590
Participant contributions at beginning of year2020-12-31$637,603
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$83,864
Other income not declared elsewhere2020-12-31$242,164
Administrative expenses (other) incurred2020-12-31$91,511
Liabilities. Value of operating payables at end of year2020-12-31$39,519
Liabilities. Value of operating payables at beginning of year2020-12-31$6,993
Total non interest bearing cash at end of year2020-12-31$456,189
Total non interest bearing cash at beginning of year2020-12-31$379,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,829,568
Value of net assets at end of year (total assets less liabilities)2020-12-31$155,316,989
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$134,487,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$43,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$140,174,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$122,759,356
Value of interest in pooled separate accounts at end of year2020-12-31$11,750,894
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,823,129
Value of interest in common/collective trusts at end of year2020-12-31$1,374,629
Value of interest in common/collective trusts at beginning of year2020-12-31$1,147,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$766,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$740,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$740,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,044,461
Net investment gain/loss from pooled separate accounts2020-12-31$218,976
Net investment gain or loss from common/collective trusts2020-12-31$251,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,336,559
Contract administrator fees2020-12-31$42,237
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$7,571
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$6,621
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,772
Total income from all sources (including contributions)2019-12-31$32,773,670
Total of all expenses incurred2019-12-31$6,945,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,765,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,820,806
Value of total assets at end of year2019-12-31$134,494,414
Value of total assets at beginning of year2019-12-31$108,666,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$180,800
Total interest from all sources2019-12-31$14,456
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,238,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,238,736
Administrative expenses professional fees incurred2019-12-31$43,900
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$9,764,010
Amount contributed by the employer to the plan for this plan year2019-12-31$9,764,010
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,764,010
Participant contributions at end of year2019-12-31$637,603
Participant contributions at beginning of year2019-12-31$635,331
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,796
Other income not declared elsewhere2019-12-31$280,941
Administrative expenses (other) incurred2019-12-31$54,625
Liabilities. Value of operating payables at end of year2019-12-31$6,993
Liabilities. Value of operating payables at beginning of year2019-12-31$6,772
Total non interest bearing cash at end of year2019-12-31$379,483
Total non interest bearing cash at beginning of year2019-12-31$323,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$25,827,740
Value of net assets at end of year (total assets less liabilities)2019-12-31$134,487,421
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,659,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$43,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$122,759,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$96,862,075
Value of interest in pooled separate accounts at end of year2019-12-31$8,823,129
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,244,371
Value of interest in common/collective trusts at end of year2019-12-31$1,147,749
Value of interest in common/collective trusts at beginning of year2019-12-31$893,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$740,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$698,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$698,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,980,444
Net investment gain/loss from pooled separate accounts2019-12-31$211,971
Net investment gain or loss from common/collective trusts2019-12-31$226,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,765,130
Contract administrator fees2019-12-31$39,275
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$6,621
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$8,768
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,898
Total income from all sources (including contributions)2018-12-31$4,428,178
Total of all expenses incurred2018-12-31$6,418,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,241,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,861,223
Value of total assets at end of year2018-12-31$108,666,453
Value of total assets at beginning of year2018-12-31$110,658,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$176,929
Total interest from all sources2018-12-31$9,585
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,310,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,310,609
Administrative expenses professional fees incurred2018-12-31$49,530
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$8,861,223
Amount contributed by the employer to the plan for this plan year2018-12-31$8,861,223
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,682,798
Participant contributions at end of year2018-12-31$635,331
Participant contributions at beginning of year2018-12-31$629,847
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$178,425
Other income not declared elsewhere2018-12-31$137,664
Administrative expenses (other) incurred2018-12-31$44,533
Liabilities. Value of operating payables at end of year2018-12-31$6,772
Liabilities. Value of operating payables at beginning of year2018-12-31$7,898
Total non interest bearing cash at end of year2018-12-31$323,437
Total non interest bearing cash at beginning of year2018-12-31$277,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,990,510
Value of net assets at end of year (total assets less liabilities)2018-12-31$108,659,681
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$110,650,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$43,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$96,862,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$99,219,011
Value of interest in pooled separate accounts at end of year2018-12-31$9,244,371
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,727,042
Value of interest in common/collective trusts at end of year2018-12-31$893,645
Value of interest in common/collective trusts at beginning of year2018-12-31$1,108,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$698,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$685,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$685,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,910,870
Net investment gain/loss from pooled separate accounts2018-12-31$171,975
Net investment gain or loss from common/collective trusts2018-12-31$-152,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,241,759
Contract administrator fees2018-12-31$39,366
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$8,768
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$10,262
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,868
Total income from all sources (including contributions)2017-12-31$23,013,997
Total of all expenses incurred2017-12-31$6,201,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,028,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,958,807
Value of total assets at end of year2017-12-31$110,658,089
Value of total assets at beginning of year2017-12-31$93,852,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$172,920
Total interest from all sources2017-12-31$4,021
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,308,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,308,969
Administrative expenses professional fees incurred2017-12-31$35,826
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$6,958,807
Amount contributed by the employer to the plan for this plan year2017-12-31$6,958,807
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,849,179
Participant contributions at end of year2017-12-31$629,847
Participant contributions at beginning of year2017-12-31$508,233
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$109,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,872
Other income not declared elsewhere2017-12-31$208,340
Administrative expenses (other) incurred2017-12-31$48,477
Liabilities. Value of operating payables at end of year2017-12-31$7,898
Liabilities. Value of operating payables at beginning of year2017-12-31$5,996
Total non interest bearing cash at end of year2017-12-31$277,793
Total non interest bearing cash at beginning of year2017-12-31$245,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,812,726
Value of net assets at end of year (total assets less liabilities)2017-12-31$110,650,191
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$93,837,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$54,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$99,219,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$83,840,895
Value of interest in pooled separate accounts at end of year2017-12-31$8,727,042
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,200,652
Value of interest in common/collective trusts at end of year2017-12-31$1,108,517
Value of interest in common/collective trusts at beginning of year2017-12-31$1,046,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$685,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,252,777
Net investment gain/loss from pooled separate accounts2017-12-31$138,320
Net investment gain or loss from common/collective trusts2017-12-31$142,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,028,351
Contract administrator fees2017-12-31$34,109
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$10,262
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,822
Total income from all sources (including contributions)2016-12-31$13,604,192
Total of all expenses incurred2016-12-31$5,642,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,470,769
Value of total corrective distributions2016-12-31$8,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,368,423
Value of total assets at end of year2016-12-31$93,852,333
Value of total assets at beginning of year2016-12-31$85,877,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$163,061
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,172,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,172,531
Administrative expenses professional fees incurred2016-12-31$42,996
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,248,755
Participant contributions at end of year2016-12-31$508,233
Participant contributions at beginning of year2016-12-31$410,852
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$110,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$11,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,872
Other income not declared elsewhere2016-12-31$20,777
Administrative expenses (other) incurred2016-12-31$38,080
Liabilities. Value of operating payables at end of year2016-12-31$5,996
Liabilities. Value of operating payables at beginning of year2016-12-31$1,822
Total non interest bearing cash at end of year2016-12-31$245,527
Total non interest bearing cash at beginning of year2016-12-31$202,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,961,490
Value of net assets at end of year (total assets less liabilities)2016-12-31$93,837,465
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$85,875,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$51,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$83,840,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$76,356,917
Value of interest in pooled separate accounts at end of year2016-12-31$8,200,652
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,045,887
Value of interest in common/collective trusts at end of year2016-12-31$1,046,553
Value of interest in common/collective trusts at beginning of year2016-12-31$850,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,738,796
Net investment gain/loss from pooled separate accounts2016-12-31$117,564
Net investment gain or loss from common/collective trusts2016-12-31$186,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,470,769
Contract administrator fees2016-12-31$30,869
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,045
Total income from all sources (including contributions)2015-12-31$6,252,133
Total of all expenses incurred2015-12-31$9,185,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,991,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,309,177
Value of total assets at end of year2015-12-31$85,877,797
Value of total assets at beginning of year2015-12-31$88,818,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$194,106
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,839,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,839,420
Administrative expenses professional fees incurred2015-12-31$41,542
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,056,040
Participant contributions at end of year2015-12-31$410,852
Participant contributions at beginning of year2015-12-31$391,961
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$194,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$11,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,228
Other income not declared elsewhere2015-12-31$69,521
Administrative expenses (other) incurred2015-12-31$47,103
Liabilities. Value of operating payables at end of year2015-12-31$1,822
Liabilities. Value of operating payables at beginning of year2015-12-31$9,045
Total non interest bearing cash at end of year2015-12-31$202,127
Total non interest bearing cash at beginning of year2015-12-31$143,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,933,178
Value of net assets at end of year (total assets less liabilities)2015-12-31$85,875,975
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$88,809,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$45,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$76,356,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$79,276,330
Value of interest in pooled separate accounts at end of year2015-12-31$8,045,887
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,138,513
Value of interest in common/collective trusts at end of year2015-12-31$850,990
Value of interest in common/collective trusts at beginning of year2015-12-31$856,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,006,922
Net investment gain/loss from pooled separate accounts2015-12-31$75,177
Net investment gain or loss from common/collective trusts2015-12-31$-34,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$58,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,991,205
Contract administrator fees2015-12-31$59,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296
2014 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,781
Total income from all sources (including contributions)2014-12-31$12,296,279
Total of all expenses incurred2014-12-31$5,389,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,177,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,247,500
Value of total assets at end of year2014-12-31$88,818,198
Value of total assets at beginning of year2014-12-31$81,918,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$212,082
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,850,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,850,463
Administrative expenses professional fees incurred2014-12-31$49,064
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,231,752
Participant contributions at end of year2014-12-31$391,961
Participant contributions at beginning of year2014-12-31$414,635
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,576
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,345
Other income not declared elsewhere2014-12-31$16,142
Administrative expenses (other) incurred2014-12-31$56,217
Liabilities. Value of operating payables at end of year2014-12-31$9,045
Liabilities. Value of operating payables at beginning of year2014-12-31$16,781
Total non interest bearing cash at end of year2014-12-31$143,157
Total non interest bearing cash at beginning of year2014-12-31$48,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,907,157
Value of net assets at end of year (total assets less liabilities)2014-12-31$88,809,153
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$81,901,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$41,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$79,276,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$72,645,639
Value of interest in pooled separate accounts at end of year2014-12-31$8,138,513
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,980,212
Value of interest in common/collective trusts at end of year2014-12-31$856,009
Value of interest in common/collective trusts at beginning of year2014-12-31$819,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$89,780
Net investment gain/loss from pooled separate accounts2014-12-31$48,196
Net investment gain or loss from common/collective trusts2014-12-31$44,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,177,040
Contract administrator fees2014-12-31$65,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LINDQUIST LLP
Accountancy firm EIN2014-12-31522385296
2013 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,580
Total income from all sources (including contributions)2013-12-31$20,217,075
Total of all expenses incurred2013-12-31$5,909,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,710,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,680,552
Value of total assets at end of year2013-12-31$81,918,777
Value of total assets at beginning of year2013-12-31$67,602,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$199,321
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,102,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,102,401
Administrative expenses professional fees incurred2013-12-31$39,145
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,580,176
Participant contributions at end of year2013-12-31$414,635
Participant contributions at beginning of year2013-12-31$325,976
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$100,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,588
Other income not declared elsewhere2013-12-31$152,167
Administrative expenses (other) incurred2013-12-31$59,320
Liabilities. Value of operating payables at end of year2013-12-31$16,781
Liabilities. Value of operating payables at beginning of year2013-12-31$8,580
Total non interest bearing cash at end of year2013-12-31$48,237
Total non interest bearing cash at beginning of year2013-12-31$38,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,307,750
Value of net assets at end of year (total assets less liabilities)2013-12-31$81,901,996
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$67,594,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$37,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$72,645,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$58,480,736
Value of interest in pooled separate accounts at end of year2013-12-31$7,980,212
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,349,778
Value of interest in common/collective trusts at end of year2013-12-31$819,709
Value of interest in common/collective trusts at beginning of year2013-12-31$397,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,060,403
Net investment gain/loss from pooled separate accounts2013-12-31$21,512
Net investment gain or loss from common/collective trusts2013-12-31$200,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,710,004
Contract administrator fees2013-12-31$62,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LINDQUIST LLP
Accountancy firm EIN2013-12-31522385296
2012 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,139
Total income from all sources (including contributions)2012-12-31$13,300,083
Total of all expenses incurred2012-12-31$3,788,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,592,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,162,708
Value of total assets at end of year2012-12-31$67,602,826
Value of total assets at beginning of year2012-12-31$58,090,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$196,197
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,248,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,248,156
Administrative expenses professional fees incurred2012-12-31$48,887
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,140,146
Participant contributions at end of year2012-12-31$325,976
Participant contributions at beginning of year2012-12-31$379,909
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,562
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$11,055
Other income not declared elsewhere2012-12-31$19,908
Administrative expenses (other) incurred2012-12-31$45,689
Liabilities. Value of operating payables at end of year2012-12-31$8,580
Liabilities. Value of operating payables at beginning of year2012-12-31$8,139
Total non interest bearing cash at end of year2012-12-31$38,243
Total non interest bearing cash at beginning of year2012-12-31$26,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,511,700
Value of net assets at end of year (total assets less liabilities)2012-12-31$67,594,246
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$58,082,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$37,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$58,480,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$48,932,574
Value of interest in pooled separate accounts at end of year2012-12-31$8,349,778
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,287,791
Value of interest in common/collective trusts at end of year2012-12-31$397,505
Value of interest in common/collective trusts at beginning of year2012-12-31$452,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,375,232
Net investment gain/loss from pooled separate accounts2012-12-31$421,496
Net investment gain or loss from common/collective trusts2012-12-31$72,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,592,186
Contract administrator fees2012-12-31$64,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LINDQUIST LLP
Accountancy firm EIN2012-12-31522385296
2011 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,197
Total income from all sources (including contributions)2011-12-31$4,153,869
Total of all expenses incurred2011-12-31$3,355,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,178,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,151,154
Value of total assets at end of year2011-12-31$58,090,685
Value of total assets at beginning of year2011-12-31$57,291,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$177,024
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$923,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$923,738
Administrative expenses professional fees incurred2011-12-31$36,453
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,097,836
Participant contributions at end of year2011-12-31$379,909
Participant contributions at beginning of year2011-12-31$290,258
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$53,318
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$11,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$9,659
Other income not declared elsewhere2011-12-31$18,450
Administrative expenses (other) incurred2011-12-31$41,491
Liabilities. Value of operating payables at end of year2011-12-31$8,139
Liabilities. Value of operating payables at beginning of year2011-12-31$7,197
Total non interest bearing cash at end of year2011-12-31$26,640
Total non interest bearing cash at beginning of year2011-12-31$22,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$798,440
Value of net assets at end of year (total assets less liabilities)2011-12-31$58,082,546
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$57,284,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$36,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$48,932,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$48,949,030
Value of interest in pooled separate accounts at end of year2011-12-31$8,287,791
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,568,573
Value of interest in common/collective trusts at end of year2011-12-31$452,716
Value of interest in common/collective trusts at beginning of year2011-12-31$450,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,120,587
Net investment gain/loss from pooled separate accounts2011-12-31$189,692
Net investment gain or loss from common/collective trusts2011-12-31$-8,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,178,405
Contract administrator fees2011-12-31$63,027
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LINDQUIST LLP
Accountancy firm EIN2011-12-31522385296
2010 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$664
Total income from all sources (including contributions)2010-12-31$9,856,783
Total of all expenses incurred2010-12-31$3,912,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,748,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,440,731
Value of total assets at end of year2010-12-31$57,291,303
Value of total assets at beginning of year2010-12-31$51,340,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$164,212
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$878,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$878,212
Administrative expenses professional fees incurred2010-12-31$36,002
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,409,417
Participant contributions at end of year2010-12-31$290,258
Participant contributions at beginning of year2010-12-31$248,338
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$31,314
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$9,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2
Other income not declared elsewhere2010-12-31$21,648
Administrative expenses (other) incurred2010-12-31$29,288
Liabilities. Value of operating payables at end of year2010-12-31$7,197
Liabilities. Value of operating payables at beginning of year2010-12-31$664
Total non interest bearing cash at end of year2010-12-31$22,953
Total non interest bearing cash at beginning of year2010-12-31$35,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,943,947
Value of net assets at end of year (total assets less liabilities)2010-12-31$57,284,106
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,340,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$33,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$48,949,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,863,233
Value of interest in pooled separate accounts at end of year2010-12-31$7,568,573
Value of interest in common/collective trusts at end of year2010-12-31$450,830
Value of interest in common/collective trusts at beginning of year2010-12-31$317,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,875,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,875,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,380,332
Net investment gain/loss from pooled separate accounts2010-12-31$37,945
Net investment gain or loss from common/collective trusts2010-12-31$97,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,748,624
Contract administrator fees2010-12-31$65,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LINDQUIST LLP
Accountancy firm EIN2010-12-31522385296
2009 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN

2022: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER & SHIPFITTER INDUSTRY 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2515
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2519
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2280
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2211
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2117
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1978
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1893
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1939
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2742
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2596
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2562
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2533
Insurance policy start date2010-04-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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