Logo

TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 401k Plan overview

Plan NameTEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST
Plan identification number 002

TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CITY EMPLOYEES UNION-LOCAL 237-IBT AFL-CIO has sponsored the creation of one or more 401k plans.

Company Name:CITY EMPLOYEES UNION-LOCAL 237-IBT AFL-CIO
Employer identification number (EIN):135616651
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01GREGORY FLOYD2024-10-11
0022022-01-01GREGORY FLOYD2023-10-12
0022021-01-01GREGORY FLOYD2022-10-05
0022020-01-01GREGORY FLOYD2021-10-06
0022019-01-01GREGORY FLOYD2020-10-08
0022018-01-01GREGORY FLOYD2019-09-27
0022017-01-01
0022016-01-01
0022015-01-01GREGORY FLOYD GREGORY FLOYD2016-10-13
0022014-01-01GREGORY FLOYD GREGORY FLOYD2015-10-14
0022013-01-01RONALD GERMANA RONALD GERMANA2014-10-10
0022012-01-01GREGORRY FLOYD GREGORRY FLOYD2013-10-11
0022011-01-01GREGIRY FLOYD GREGIRY FLOYD2012-10-09
0022010-01-01GREGORY FLOYD GREGORY FLOYD2011-10-07
0022009-01-01RICHARD HENDERSHOT

Plan Statistics for TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST

401k plan membership statisitcs for TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST

Measure Date Value
2023: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01108
Total number of active participants reported on line 7a of the Form 55002023-01-0195
Number of other retired or separated participants entitled to future benefits2023-01-019
Total of all active and inactive participants2023-01-01104
Total participants2023-01-01104
Number of participants with account balances2023-01-0187
2022: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01108
Total number of active participants reported on line 7a of the Form 55002022-01-0191
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01108
Number of participants with account balances2022-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01102
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01108
Number of participants with account balances2021-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0197
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01102
Number of participants with account balances2020-01-0175
2019: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0192
Total number of active participants reported on line 7a of the Form 55002019-01-0184
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0196
Number of participants with account balances2019-01-0175
2018: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0194
Total number of active participants reported on line 7a of the Form 55002018-01-0177
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0192
Number of participants with account balances2018-01-0172
2017: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01108
Total number of active participants reported on line 7a of the Form 55002017-01-0180
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-0194
Total participants2017-01-0194
Number of participants with account balances2017-01-0167
2016: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-0192
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01108
Total participants2016-01-01108
Number of participants with account balances2016-01-0173
2015: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-01101
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01112
Number of participants with account balances2015-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01112
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01113
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01113
Total number of active participants reported on line 7a of the Form 55002013-01-01101
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01112
Number of participants with account balances2013-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-0192
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01113
Number of participants with account balances2012-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01112
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01114
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01109
Total number of active participants reported on line 7a of the Form 55002010-01-0191
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01112
Number of participants with account balances2010-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01113
Total number of active participants reported on line 7a of the Form 55002009-01-0186
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01109
Number of participants with account balances2009-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST

Measure Date Value
2023 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2023 401k financial data
Total income from all sources2023-12-31$1,863,538
Expenses. Total of all expenses incurred2023-12-31$624,232
Benefits paid (including direct rollovers)2023-12-31$619,580
Total plan assets at end of year2023-12-31$8,543,685
Total plan assets at beginning of year2023-12-31$7,304,379
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$530,380
Other income received2023-12-31$1,311,200
Net income (gross income less expenses)2023-12-31$1,239,306
Net plan assets at end of year (total assets less liabilities)2023-12-31$8,543,685
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$7,304,379
Total contributions received or receivable from employer(s)2023-12-31$21,958
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,652
2022 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$-1,165,117
Expenses. Total of all expenses incurred2022-12-31$388,800
Benefits paid (including direct rollovers)2022-12-31$385,409
Total plan assets at end of year2022-12-31$7,304,379
Total plan assets at beginning of year2022-12-31$8,858,296
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$460,640
Other income received2022-12-31$-1,655,668
Net income (gross income less expenses)2022-12-31$-1,553,917
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,304,379
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,858,296
Total contributions received or receivable from employer(s)2022-12-31$29,911
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,391
2021 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$1,694,646
Expenses. Total of all expenses incurred2021-12-31$321,608
Benefits paid (including direct rollovers)2021-12-31$317,930
Total plan assets at end of year2021-12-31$8,858,296
Total plan assets at beginning of year2021-12-31$7,485,258
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$454,835
Other income received2021-12-31$1,229,596
Net income (gross income less expenses)2021-12-31$1,373,038
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,858,296
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,485,258
Total contributions received or receivable from employer(s)2021-12-31$10,215
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,678
2020 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$1,526,936
Expenses. Total of all expenses incurred2020-12-31$275,696
Benefits paid (including direct rollovers)2020-12-31$273,455
Total plan assets at end of year2020-12-31$7,485,258
Total plan assets at beginning of year2020-12-31$6,234,018
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$410,291
Other income received2020-12-31$1,096,317
Net income (gross income less expenses)2020-12-31$1,251,240
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,485,258
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,234,018
Assets. Value of participant loans2020-12-31$152,657
Total contributions received or receivable from employer(s)2020-12-31$20,328
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,241
2019 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$1,612,841
Expenses. Total of all expenses incurred2019-12-31$977,493
Benefits paid (including direct rollovers)2019-12-31$974,536
Total plan assets at end of year2019-12-31$6,234,018
Total plan assets at beginning of year2019-12-31$5,598,670
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$394,191
Other income received2019-12-31$1,209,144
Net income (gross income less expenses)2019-12-31$635,348
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,234,018
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,598,670
Total contributions received or receivable from employer(s)2019-12-31$9,506
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,957
2018 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$3,178
Total unrealized appreciation/depreciation of assets2018-12-31$3,178
Total income from all sources (including contributions)2018-12-31$283,418
Total of all expenses incurred2018-12-31$1,049,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,024,196
Value of total corrective distributions2018-12-31$14,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$337,418
Value of total assets at end of year2018-12-31$5,598,670
Value of total assets at beginning of year2018-12-31$6,364,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,480
Total interest from all sources2018-12-31$151,606
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$430,577
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$430,577
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$337,418
Participant contributions at end of year2018-12-31$234,021
Participant contributions at beginning of year2018-12-31$257,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-765,849
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,598,670
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,364,519
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$10,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,239,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,834,600
Interest on participant loans2018-12-31$146,060
Interest earned on other investments2018-12-31$5,546
Value of interest in common/collective trusts at end of year2018-12-31$860,454
Value of interest in common/collective trusts at beginning of year2018-12-31$1,001,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$265,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$271,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-563,163
Net investment gain or loss from common/collective trusts2018-12-31$-76,198
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 contributions2018-12-31No
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$1,024,196
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-12-31611436956
2017 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,793
Total unrealized appreciation/depreciation of assets2017-12-31$2,793
Total income from all sources (including contributions)2017-12-31$1,533,653
Total loss/gain on sale of assets2017-12-31$85
Total of all expenses incurred2017-12-31$909,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$900,460
Value of total corrective distributions2017-12-31$3,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$341,449
Value of total assets at end of year2017-12-31$6,364,519
Value of total assets at beginning of year2017-12-31$5,740,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,502
Total interest from all sources2017-12-31$10,398
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$282,600
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$282,600
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$341,449
Participant contributions at end of year2017-12-31$257,103
Participant contributions at beginning of year2017-12-31$262,095
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$623,695
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,364,519
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,740,824
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$5,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,834,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,665,766
Interest on participant loans2017-12-31$10,398
Value of interest in common/collective trusts at end of year2017-12-31$1,001,469
Value of interest in common/collective trusts at beginning of year2017-12-31$534,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$271,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$278,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$796,086
Net investment gain or loss from common/collective trusts2017-12-31$100,242
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 contributions2017-12-31No
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$900,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$149,610
Aggregate carrying amount (costs) on sale of assets2017-12-31$149,525
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,928
Total unrealized appreciation/depreciation of assets2016-12-31$2,928
Total income from all sources (including contributions)2016-12-31$733,728
Total loss/gain on sale of assets2016-12-31$421
Total of all expenses incurred2016-12-31$261,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$255,410
Value of total corrective distributions2016-12-31$152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$378,330
Value of total assets at end of year2016-12-31$5,740,824
Value of total assets at beginning of year2016-12-31$5,268,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,156
Total interest from all sources2016-12-31$6,291
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$52,524
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$52,524
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$373,003
Participant contributions at end of year2016-12-31$262,095
Participant contributions at beginning of year2016-12-31$138,194
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,327
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$472,010
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,740,824
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,268,814
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$6,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,665,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,358,495
Interest on participant loans2016-12-31$6,291
Value of interest in common/collective trusts at end of year2016-12-31$534,282
Value of interest in common/collective trusts at beginning of year2016-12-31$467,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$278,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$305,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$255,720
Net investment gain or loss from common/collective trusts2016-12-31$37,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$255,410
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
Aggregate proceeds on sale of assets2016-12-31$161,828
Aggregate carrying amount (costs) on sale of assets2016-12-31$161,407
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$651,304
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$657,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$647,324
Expenses. Certain deemed distributions of participant loans2015-12-31$4,086
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$582,475
Value of total assets at end of year2015-12-31$5,268,814
Value of total assets at beginning of year2015-12-31$5,274,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,827
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$9,566
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$51,799
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$51,799
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$344,141
Participant contributions at end of year2015-12-31$138,194
Participant contributions at beginning of year2015-12-31$147,900
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$238,334
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-5,933
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,268,814
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,274,747
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,358,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,569,760
Interest on participant loans2015-12-31$5,158
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$4,408
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$467,067
Value of interest in common/collective trusts at beginning of year2015-12-31$203,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$305,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$353,305
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$14,845
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-7,381
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$647,324
Contract administrator fees2015-12-31$5,827
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SAX LLP
Accountancy firm EIN2015-12-31812950760
2014 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$730,121
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$571,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$564,384
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$336,095
Value of total assets at end of year2014-12-31$5,274,747
Value of total assets at beginning of year2014-12-31$5,115,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,951
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$11,591
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$53,653
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$53,653
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$319,653
Participant contributions at end of year2014-12-31$147,900
Participant contributions at beginning of year2014-12-31$123,102
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,442
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$158,786
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,274,747
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,115,961
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,569,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,455,494
Interest on participant loans2014-12-31$6,549
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$5,042
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$203,782
Value of interest in common/collective trusts at beginning of year2014-12-31$164,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$353,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$373,239
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$317,945
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$10,837
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$564,384
Contract administrator fees2014-12-31$6,951
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SAXBST LLP
Accountancy firm EIN2014-12-31464001827
2013 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,391,154
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$395,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$382,347
Expenses. Certain deemed distributions of participant loans2013-12-31$7,222
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$316,781
Value of total assets at end of year2013-12-31$5,115,961
Value of total assets at beginning of year2013-12-31$4,120,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,658
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$13,080
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$55,533
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$55,533
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$316,781
Participant contributions at end of year2013-12-31$123,102
Participant contributions at beginning of year2013-12-31$182,855
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$10,795
Administrative expenses (other) incurred2013-12-31$2,200
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$995,927
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,115,961
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,120,034
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,455,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,937,179
Interest on participant loans2013-12-31$10,735
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$2,345
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$164,126
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$373,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$984,031
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$10,934
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$382,347
Contract administrator fees2013-12-31$3,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SAXBST
Accountancy firm EIN2013-12-31464001827
2012 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$848,691
Total of all expenses incurred2012-12-31$413,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$410,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$328,508
Value of total assets at end of year2012-12-31$4,120,034
Value of total assets at beginning of year2012-12-31$3,684,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,619
Total interest from all sources2012-12-31$11,815
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$58,029
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$58,029
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$328,508
Participant contributions at end of year2012-12-31$182,855
Participant contributions at beginning of year2012-12-31$162,627
Administrative expenses (other) incurred2012-12-31$2,619
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$435,610
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,120,034
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,684,424
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,937,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,521,797
Interest on participant loans2012-12-31$11,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$450,339
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 contributions2012-12-31No
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$410,462
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOLLAM SHEEDY TORANI & CO LLP
Accountancy firm EIN2012-12-31141442607
2011 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$225,008
Total of all expenses incurred2011-12-31$192,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$189,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$322,882
Value of total assets at end of year2011-12-31$3,684,424
Value of total assets at beginning of year2011-12-31$3,651,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,200
Total interest from all sources2011-12-31$10,735
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$57,009
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$57,009
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$322,882
Participant contributions at end of year2011-12-31$162,627
Participant contributions at beginning of year2011-12-31$167,623
Administrative expenses (other) incurred2011-12-31$2,200
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$32,933
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,684,424
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,651,491
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,521,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,483,868
Interest on participant loans2011-12-31$10,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-165,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
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$189,875
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOLLAM SHEEDY TORANI & CO LLP
Accountancy firm EIN2011-12-31141442607
2010 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$695,561
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$407,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$394,934
Expenses. Certain deemed distributions of participant loans2010-12-31$10,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$329,533
Value of total assets at end of year2010-12-31$3,651,491
Value of total assets at beginning of year2010-12-31$3,363,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,250
Total interest from all sources2010-12-31$10,113
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$46,455
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$46,455
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$329,533
Participant contributions at end of year2010-12-31$167,623
Participant contributions at beginning of year2010-12-31$149,033
Administrative expenses (other) incurred2010-12-31$2,250
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$287,606
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,651,491
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,363,885
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,483,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,214,852
Interest on participant loans2010-12-31$10,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$309,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$394,934
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOLLAM SHEEDY TORANI & CO LLP
Accountancy firm EIN2010-12-31141442607
2009 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 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 TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST

2023: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered108
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered108
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered102
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered96
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered92
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered94
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $572
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $572
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered112
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $889
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $889
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered113
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $460
Total amount of fees paid to insurance companyUSD $7
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $460
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameMORGAN STANLEY DW INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered112
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $38,863
Total amount of fees paid to insurance companyUSD $9,759
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,863
Amount paid for insurance broker fees9759
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE, PLATFORM SUPPORT FEE
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1