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WESTERN NEW YORK TEAMSTERS WELFARE FUND 401k Plan overview

Plan NameWESTERN NEW YORK TEAMSTERS WELFARE FUND
Plan identification number 502

WESTERN NEW YORK TEAMSTERS WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 264 has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 264
Employer identification number (EIN):160492678
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN NEW YORK TEAMSTERS WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01
5022017-09-01BRIAN DICKMAN
5022017-01-01BRIAN DICKMAN BRIAN DICKMAN2018-10-04
5022016-09-01BRIAN DICKMAN
5022016-01-01BRIAN DICKMAN BRIAN DICKMAN2017-10-11
5022015-09-01BRIAN DICKMAN
5022015-01-01BRIAN DICKMAN BRIAN DICKMAN2016-10-13
5022014-09-01
5022014-01-01BRIAN DICKMAN BRIAN DICKMAN2015-10-15
5022013-09-01
5022013-01-01BRIAN DICKMAN
5022012-09-01BRIAN DICKMAN
5022012-01-01WILLIAM BARON
5022011-01-01WILLIAM BARON
5022010-09-01WILLIAM BARON
5022009-09-01RONALD LUCAS
5022009-01-01 RONALD LUCAS2010-10-12
5022009-01-01BILL BARON
5022009-01-01RONALD LUCAS

Plan Statistics for WESTERN NEW YORK TEAMSTERS WELFARE FUND

401k plan membership statisitcs for WESTERN NEW YORK TEAMSTERS WELFARE FUND

Measure Date Value
2023: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2023 401k membership
Total participants, beginning-of-year2023-01-011,227
Total number of active participants reported on line 7a of the Form 55002023-01-011,087
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01145
Total of all active and inactive participants2023-01-011,239
Number of employers contributing to the scheme2023-01-0127
2022: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,265
Total number of active participants reported on line 7a of the Form 55002022-01-011,096
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01128
Total of all active and inactive participants2022-01-011,227
Number of employers contributing to the scheme2022-01-0126
2021: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,282
Total number of active participants reported on line 7a of the Form 55002021-01-011,148
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01111
Total of all active and inactive participants2021-01-011,265
Number of employers contributing to the scheme2021-01-0125
2020: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,299
Total number of active participants reported on line 7a of the Form 55002020-01-011,185
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0191
Total of all active and inactive participants2020-01-011,282
Number of employers contributing to the scheme2020-01-0128
2019: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01784
Total number of active participants reported on line 7a of the Form 55002019-01-011,221
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-011,299
Number of employers contributing to the scheme2019-01-0125
2018: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01809
Total number of active participants reported on line 7a of the Form 55002018-01-01779
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01784
Number of employers contributing to the scheme2018-01-0125
2017: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-09-010
Total number of active participants reported on line 7a of the Form 55002017-09-010
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-010
Total participants, beginning-of-year2017-01-01816
Total number of active participants reported on line 7a of the Form 55002017-01-01809
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01815
Number of employers contributing to the scheme2017-01-0126
2016: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-09-010
Total number of active participants reported on line 7a of the Form 55002016-09-010
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-010
Total participants, beginning-of-year2016-01-01828
Total number of active participants reported on line 7a of the Form 55002016-01-01816
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01824
Number of employers contributing to the scheme2016-01-0118
2015: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-09-010
Total number of active participants reported on line 7a of the Form 55002015-09-010
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-010
Total participants, beginning-of-year2015-01-01815
Total number of active participants reported on line 7a of the Form 55002015-01-01828
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01828
Number of employers contributing to the scheme2015-01-0117
2014: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-09-010
Total number of active participants reported on line 7a of the Form 55002014-09-010
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-010
Total participants, beginning-of-year2014-01-01860
Total number of active participants reported on line 7a of the Form 55002014-01-01815
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01815
Number of employers contributing to the scheme2014-01-0116
2013: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-09-016
Total number of active participants reported on line 7a of the Form 55002013-09-010
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-010
Total participants, beginning-of-year2013-01-01815
Total number of active participants reported on line 7a of the Form 55002013-01-01860
Total of all active and inactive participants2013-01-01860
Number of employers contributing to the scheme2013-01-0116
2012: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-09-016
Total number of active participants reported on line 7a of the Form 55002012-09-016
Total of all active and inactive participants2012-09-016
Total participants, beginning-of-year2012-01-01806
Total number of active participants reported on line 7a of the Form 55002012-01-01815
Total of all active and inactive participants2012-01-01815
Number of employers contributing to the scheme2012-01-0116
2011: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01806
Total number of active participants reported on line 7a of the Form 55002011-01-01806
Total of all active and inactive participants2011-01-01806
Total participants2011-01-01806
Number of employers contributing to the scheme2011-01-0116
2010: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-09-016
Total number of active participants reported on line 7a of the Form 55002010-09-018
Total of all active and inactive participants2010-09-018
Total participants2010-09-018
2009: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-09-0110
Number of retired or separated participants receiving benefits2009-09-016
Total of all active and inactive participants2009-09-016
Total participants2009-09-016
Number of employers contributing to the scheme2009-09-010
Total participants, beginning-of-year2009-01-01841
Total number of active participants reported on line 7a of the Form 55002009-01-01769
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01769
Total participants2009-01-01769

Financial Data on WESTERN NEW YORK TEAMSTERS WELFARE FUND

Measure Date Value
2023 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$2,256
Total unrealized appreciation/depreciation of assets2023-12-31$2,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$118,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$109,695
Total income from all sources (including contributions)2023-12-31$1,236,205
Total of all expenses incurred2023-12-31$1,351,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,190,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,162,689
Value of total assets at end of year2023-12-31$982,244
Value of total assets at beginning of year2023-12-31$1,088,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$161,527
Total interest from all sources2023-12-31$1,043
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$39,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$37,824
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$300,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$176,594
Assets. Other investments not covered elsewhere at end of year2023-12-31$14,678
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$14,839
Administrative expenses (other) incurred2023-12-31$86,218
Liabilities. Value of operating payables at end of year2023-12-31$8,426
Liabilities. Value of operating payables at beginning of year2023-12-31$4,795
Total non interest bearing cash at end of year2023-12-31$157,207
Total non interest bearing cash at beginning of year2023-12-31$277,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-115,696
Value of net assets at end of year (total assets less liabilities)2023-12-31$863,418
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$979,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$4,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$722,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$660,562
Income. Interest from corporate debt instruments2023-12-31$1,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$43,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$35,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$35,648
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$7,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$30,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$986,095
Employer contributions (assets) at end of year2023-12-31$2,250
Employer contributions (assets) at beginning of year2023-12-31$59,757
Income. Dividends from common stock2023-12-31$1,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,183,022
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$5,602
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$5,681
Contract administrator fees2023-12-31$55,601
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$36,837
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$34,910
Liabilities. Value of benefit claims payable at end of year2023-12-31$110,400
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$104,900
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ARCARA LENDA EUSANIO & STACEY CPAS
Accountancy firm EIN2023-12-31471793720
2022 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-27,673
Total unrealized appreciation/depreciation of assets2022-12-31$-27,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$109,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$105,489
Total income from all sources (including contributions)2022-12-31$961,149
Total loss/gain on sale of assets2022-12-31$-8,391
Total of all expenses incurred2022-12-31$1,355,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,168,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,081,675
Value of total assets at end of year2022-12-31$1,088,809
Value of total assets at beginning of year2022-12-31$1,478,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$186,361
Total interest from all sources2022-12-31$1,541
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$44,061
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$42,520
Administrative expenses professional fees incurred2022-12-31$14,650
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
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$154,652
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,839
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,773
Administrative expenses (other) incurred2022-12-31$104,477
Liabilities. Value of operating payables at end of year2022-12-31$4,795
Liabilities. Value of operating payables at beginning of year2022-12-31$2,239
Total non interest bearing cash at end of year2022-12-31$277,412
Total non interest bearing cash at beginning of year2022-12-31$72,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-393,853
Value of net assets at end of year (total assets less liabilities)2022-12-31$979,114
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,372,967
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$6,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$660,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,066,749
Income. Interest from corporate debt instruments2022-12-31$1,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$35,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$209,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$209,658
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$8,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-130,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$927,023
Employer contributions (assets) at end of year2022-12-31$59,757
Employer contributions (assets) at beginning of year2022-12-31$54,501
Income. Dividends from common stock2022-12-31$1,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,160,400
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$5,681
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$16,576
Contract administrator fees2022-12-31$61,180
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$34,910
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$37,992
Liabilities. Value of benefit claims payable at end of year2022-12-31$104,900
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$103,250
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
Aggregate proceeds on sale of assets2022-12-31$15,000
Aggregate carrying amount (costs) on sale of assets2022-12-31$23,391
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARCARA LENDA EUSANIO & STACEY CPAS
Accountancy firm EIN2022-12-31471793720
2021 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$6,069
Total unrealized appreciation/depreciation of assets2021-12-31$6,069
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$105,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$131,655
Total income from all sources (including contributions)2021-12-31$1,174,028
Total loss/gain on sale of assets2021-12-31$21,994
Total of all expenses incurred2021-12-31$1,302,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,150,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,077,358
Value of total assets at end of year2021-12-31$1,478,456
Value of total assets at beginning of year2021-12-31$1,633,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$151,474
Total interest from all sources2021-12-31$2,535
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$42,517
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$39,304
Administrative expenses professional fees incurred2021-12-31$12,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$131,762
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,773
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$31,684
Administrative expenses (other) incurred2021-12-31$73,629
Liabilities. Value of operating payables at end of year2021-12-31$2,239
Liabilities. Value of operating payables at beginning of year2021-12-31$9,655
Total non interest bearing cash at end of year2021-12-31$72,207
Total non interest bearing cash at beginning of year2021-12-31$90,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-128,416
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,372,967
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,501,383
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$6,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,066,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$996,359
Income. Interest from corporate debt instruments2021-12-31$2,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$209,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$437,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$437,950
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$8,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$945,596
Employer contributions (assets) at end of year2021-12-31$54,501
Employer contributions (assets) at beginning of year2021-12-31$26,468
Income. Dividends from common stock2021-12-31$3,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,142,516
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$16,576
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$22,472
Contract administrator fees2021-12-31$59,117
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$37,992
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$27,403
Liabilities. Value of benefit claims payable at end of year2021-12-31$103,250
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$122,000
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
Aggregate proceeds on sale of assets2021-12-31$21,994
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2021-12-31471793720
2020 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$8,028
Total unrealized appreciation/depreciation of assets2020-12-31$8,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$131,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$79,803
Total income from all sources (including contributions)2020-12-31$1,167,871
Total loss/gain on sale of assets2020-12-31$2,122
Total of all expenses incurred2020-12-31$1,213,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,064,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,101,184
Value of total assets at end of year2020-12-31$1,633,038
Value of total assets at beginning of year2020-12-31$1,627,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$149,733
Total interest from all sources2020-12-31$3,127
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$34,818
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$33,274
Administrative expenses professional fees incurred2020-12-31$12,086
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$100,662
Assets. Other investments not covered elsewhere at end of year2020-12-31$31,684
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$31,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,494
Administrative expenses (other) incurred2020-12-31$75,804
Liabilities. Value of operating payables at end of year2020-12-31$9,655
Liabilities. Value of operating payables at beginning of year2020-12-31$4,803
Total non interest bearing cash at end of year2020-12-31$90,702
Total non interest bearing cash at beginning of year2020-12-31$83,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-46,107
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,501,383
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,547,490
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$4,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$996,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$745,023
Income. Interest from corporate debt instruments2020-12-31$3,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$437,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$682,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$682,105
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$7,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,000,522
Employer contributions (assets) at end of year2020-12-31$26,468
Employer contributions (assets) at beginning of year2020-12-31$28,335
Income. Dividends from common stock2020-12-31$1,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,056,264
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$22,472
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$22,608
Contract administrator fees2020-12-31$56,987
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$27,403
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$32,524
Liabilities. Value of benefit claims payable at end of year2020-12-31$122,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$75,000
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
Aggregate proceeds on sale of assets2020-12-31$81,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$78,878
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2020-12-31471793720
2019 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10,648
Total unrealized appreciation/depreciation of assets2019-12-31$10,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$81,577
Total income from all sources (including contributions)2019-12-31$1,109,475
Total loss/gain on sale of assets2019-12-31$3,137
Total of all expenses incurred2019-12-31$1,062,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$928,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,002,561
Value of total assets at end of year2019-12-31$1,627,293
Value of total assets at beginning of year2019-12-31$1,582,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$134,337
Total interest from all sources2019-12-31$4,854
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$36,536
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$35,132
Administrative expenses professional fees incurred2019-12-31$11,691
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$87,820
Assets. Other investments not covered elsewhere at end of year2019-12-31$31,859
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$31,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,494
Administrative expenses (other) incurred2019-12-31$69,327
Liabilities. Value of operating payables at end of year2019-12-31$4,803
Liabilities. Value of operating payables at beginning of year2019-12-31$577
Total non interest bearing cash at end of year2019-12-31$83,345
Total non interest bearing cash at beginning of year2019-12-31$149,396
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$46,963
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,547,490
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,500,527
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$4,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$745,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$665,839
Income. Interest from corporate debt instruments2019-12-31$4,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$682,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$655,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$655,857
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$8,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$51,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$914,741
Employer contributions (assets) at end of year2019-12-31$28,335
Employer contributions (assets) at beginning of year2019-12-31$19,719
Income. Dividends from common stock2019-12-31$1,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$920,071
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$22,608
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$29,534
Contract administrator fees2019-12-31$48,827
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$32,524
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$28,624
Liabilities. Value of benefit claims payable at end of year2019-12-31$75,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$81,000
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
Aggregate proceeds on sale of assets2019-12-31$107,219
Aggregate carrying amount (costs) on sale of assets2019-12-31$104,082
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2019-12-31471793720
2018 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-14,733
Total unrealized appreciation/depreciation of assets2018-12-31$-14,733
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$81,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$46,553
Total income from all sources (including contributions)2018-12-31$779,600
Total loss/gain on sale of assets2018-12-31$99
Total of all expenses incurred2018-12-31$813,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$707,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$795,715
Value of total assets at end of year2018-12-31$1,582,104
Value of total assets at beginning of year2018-12-31$1,581,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$105,614
Total interest from all sources2018-12-31$8,407
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$37,123
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$35,037
Administrative expenses professional fees incurred2018-12-31$10,543
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
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$66,112
Participant contributions at beginning of year2018-12-31$604
Assets. Other investments not covered elsewhere at end of year2018-12-31$31,641
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$32,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,542
Administrative expenses (other) incurred2018-12-31$53,022
Liabilities. Value of operating payables at end of year2018-12-31$577
Liabilities. Value of operating payables at beginning of year2018-12-31$553
Total non interest bearing cash at end of year2018-12-31$149,396
Total non interest bearing cash at beginning of year2018-12-31$104,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-34,007
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,500,527
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,534,534
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$4,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$665,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$633,689
Income. Interest from corporate debt instruments2018-12-31$6,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$655,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$689,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$689,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,573
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$8,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-47,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$729,603
Employer contributions (assets) at end of year2018-12-31$19,719
Employer contributions (assets) at beginning of year2018-12-31$37,664
Income. Dividends from common stock2018-12-31$2,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$699,856
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$29,534
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$39,554
Contract administrator fees2018-12-31$38,014
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$28,624
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$40,358
Liabilities. Value of benefit claims payable at end of year2018-12-31$81,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$46,000
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
Aggregate proceeds on sale of assets2018-12-31$80,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$79,901
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 name2018-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2018-12-31471793720
Total income from all sources2018-08-31$0
Expenses. Total of all expenses incurred2018-08-31$142
Total plan assets at end of year2018-08-31$0
Total plan assets at beginning of year2018-08-31$142
Expenses. Other expenses not covered elsewhere2018-08-31$142
Net income (gross income less expenses)2018-08-31$-142
Net plan assets at end of year (total assets less liabilities)2018-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$142
2017 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,919
Total unrealized appreciation/depreciation of assets2017-12-31$2,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$46,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$47,848
Total income from all sources (including contributions)2017-12-31$823,527
Total of all expenses incurred2017-12-31$746,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$642,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$761,061
Value of total assets at end of year2017-12-31$1,581,087
Value of total assets at beginning of year2017-12-31$1,505,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$104,577
Total interest from all sources2017-12-31$4,595
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$29,987
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$28,934
Administrative expenses professional fees incurred2017-12-31$10,069
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$63,743
Participant contributions at end of year2017-12-31$604
Assets. Other investments not covered elsewhere at end of year2017-12-31$32,473
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$32,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,928
Administrative expenses (other) incurred2017-12-31$53,398
Liabilities. Value of operating payables at end of year2017-12-31$553
Liabilities. Value of operating payables at beginning of year2017-12-31$9,259
Total non interest bearing cash at end of year2017-12-31$104,343
Total non interest bearing cash at beginning of year2017-12-31$105,866
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$76,690
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,534,534
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,457,844
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$4,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$633,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$776,396
Income. Interest from corporate debt instruments2017-12-31$4,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$689,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$492,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$492,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$479
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$7,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$24,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$697,318
Employer contributions (assets) at end of year2017-12-31$37,664
Employer contributions (assets) at beginning of year2017-12-31$15,690
Income. Dividends from common stock2017-12-31$1,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$634,310
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$39,554
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$39,960
Contract administrator fees2017-12-31$36,834
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$40,358
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$36,525
Liabilities. Value of benefit claims payable at end of year2017-12-31$46,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$38,589
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 name2017-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2017-12-31471793720
Total income from all sources2017-08-31$0
Expenses. Total of all expenses incurred2017-08-31$411
Total plan assets at end of year2017-08-31$142
Total plan assets at beginning of year2017-08-31$553
Expenses. Other expenses not covered elsewhere2017-08-31$411
Net income (gross income less expenses)2017-08-31$-411
Net plan assets at end of year (total assets less liabilities)2017-08-31$142
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$553
2016 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$7,130
Total unrealized appreciation/depreciation of assets2016-12-31$7,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$47,848
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,953
Total income from all sources (including contributions)2016-12-31$758,389
Total loss/gain on sale of assets2016-12-31$16,950
Total of all expenses incurred2016-12-31$746,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$636,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$720,988
Value of total assets at end of year2016-12-31$1,505,692
Value of total assets at beginning of year2016-12-31$1,467,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$110,070
Total interest from all sources2016-12-31$3,998
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$19,049
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$14,432
Administrative expenses professional fees incurred2016-12-31$9,505
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
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$40,802
Assets. Other investments not covered elsewhere at end of year2016-12-31$32,483
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$33,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,391
Administrative expenses (other) incurred2016-12-31$58,452
Liabilities. Value of operating payables at end of year2016-12-31$9,259
Liabilities. Value of operating payables at beginning of year2016-12-31$321
Total non interest bearing cash at end of year2016-12-31$105,866
Total non interest bearing cash at beginning of year2016-12-31$599,336
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$11,502
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,457,844
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,446,342
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$2,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$776,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$115,551
Interest earned on other investments2016-12-31$405
Income. Interest from corporate debt instruments2016-12-31$2,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$492,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$492,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$492,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,020
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$6,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-9,726
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$680,186
Employer contributions (assets) at end of year2016-12-31$15,690
Employer contributions (assets) at beginning of year2016-12-31$13,030
Income. Dividends from common stock2016-12-31$4,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$630,037
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$39,960
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$39,738
Contract administrator fees2016-12-31$39,461
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$36,525
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$167,764
Liabilities. Value of benefit claims payable at end of year2016-12-31$38,589
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$20,632
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$163,325
Aggregate carrying amount (costs) on sale of assets2016-12-31$146,375
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 name2016-12-31ARCARA ZUCARELLI LENDA & ASSOCIATES
Accountancy firm EIN2016-12-31471793720
Total income from all sources2016-08-31$0
Expenses. Total of all expenses incurred2016-08-31$60
Total plan assets at end of year2016-08-31$553
Total plan assets at beginning of year2016-08-31$613
Expenses. Other expenses not covered elsewhere2016-08-31$60
Net income (gross income less expenses)2016-08-31$-60
Net plan assets at end of year (total assets less liabilities)2016-08-31$553
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$613
2015 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,806
Total unrealized appreciation/depreciation of assets2015-12-31$-3,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$27,209
Total income from all sources (including contributions)2015-12-31$749,031
Total loss/gain on sale of assets2015-12-31$-1,001
Total of all expenses incurred2015-12-31$625,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$518,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$706,766
Value of total assets at end of year2015-12-31$1,467,295
Value of total assets at beginning of year2015-12-31$1,349,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$106,703
Total interest from all sources2015-12-31$2,665
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,897
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$3,405
Administrative expenses professional fees incurred2015-12-31$8,447
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$36,860
Assets. Other investments not covered elsewhere at end of year2015-12-31$33,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,391
Other income not declared elsewhere2015-12-31$31,751
Administrative expenses (other) incurred2015-12-31$61,314
Liabilities. Value of operating payables at end of year2015-12-31$321
Liabilities. Value of operating payables at beginning of year2015-12-31$529
Total non interest bearing cash at end of year2015-12-31$599,336
Total non interest bearing cash at beginning of year2015-12-31$480,102
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$124,026
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,446,342
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,322,316
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$4,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$115,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$338,092
Interest earned on other investments2015-12-31$921
Income. Interest from corporate debt instruments2015-12-31$1,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$492,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$472,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$472,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$478
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$7,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$4,759
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$669,906
Employer contributions (assets) at end of year2015-12-31$13,030
Employer contributions (assets) at beginning of year2015-12-31$53,790
Income. Dividends from common stock2015-12-31$4,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$510,423
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$39,738
Contract administrator fees2015-12-31$32,930
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$167,764
Liabilities. Value of benefit claims payable at end of year2015-12-31$20,632
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$26,680
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$5,393
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$28,983
Aggregate carrying amount (costs) on sale of assets2015-12-31$29,984
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 name2015-12-31ARCARA ZUCARELLI LENDA & STRAKA CPA
Accountancy firm EIN2015-12-31471793720
Total income from all sources2015-08-31$4
Expenses. Total of all expenses incurred2015-08-31$35,400
Benefits paid (including direct rollovers)2015-08-31$34,965
Total plan assets at end of year2015-08-31$613
Total plan assets at beginning of year2015-08-31$36,009
Expenses. Other expenses not covered elsewhere2015-08-31$435
Other income received2015-08-31$4
Net income (gross income less expenses)2015-08-31$-35,396
Net plan assets at end of year (total assets less liabilities)2015-08-31$613
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$36,009
2014 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$476
Total income from all sources (including contributions)2014-12-31$718,723
Total of all expenses incurred2014-12-31$630,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$537,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$710,230
Value of total assets at end of year2014-12-31$1,349,525
Value of total assets at beginning of year2014-12-31$1,234,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$92,261
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$32,316
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$32,316
Administrative expenses professional fees incurred2014-12-31$8,306
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$33,798
Other income not declared elsewhere2014-12-31$352
Administrative expenses (other) incurred2014-12-31$46,866
Liabilities. Value of operating payables at end of year2014-12-31$529
Liabilities. Value of operating payables at beginning of year2014-12-31$476
Total non interest bearing cash at end of year2014-12-31$480,102
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$88,574
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,322,316
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,233,742
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$113
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$338,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$331,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$472,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$841,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$841,822
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$5,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-24,175
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$676,432
Employer contributions (assets) at end of year2014-12-31$53,790
Employer contributions (assets) at beginning of year2014-12-31$55,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$532,541
Contract administrator fees2014-12-31$36,976
Liabilities. Value of benefit claims payable at end of year2014-12-31$26,680
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$5,393
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$5,314
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 name2014-12-31ARCARA ZUCARELLI LENDA & STRAKA CPA
Accountancy firm EIN2014-12-31471793720
Total income from all sources2014-08-31$27,176
Expenses. Total of all expenses incurred2014-08-31$16,242
Benefits paid (including direct rollovers)2014-08-31$13,819
Total plan assets at end of year2014-08-31$36,009
Total plan assets at beginning of year2014-08-31$25,075
Expenses. Other expenses not covered elsewhere2014-08-31$881
Other income received2014-08-31$2,803
Net income (gross income less expenses)2014-08-31$10,934
Net plan assets at end of year (total assets less liabilities)2014-08-31$36,009
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$25,075
Total contributions received or receivable from employer(s)2014-08-31$24,373
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$1,542
2013 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$23,766
Total unrealized appreciation/depreciation of assets2013-12-31$23,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,259
Total income from all sources (including contributions)2013-12-31$789,458
Total of all expenses incurred2013-12-31$608,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$519,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$739,952
Value of total assets at end of year2013-12-31$1,234,218
Value of total assets at beginning of year2013-12-31$1,074,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$88,595
Total interest from all sources2013-12-31$7,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$18,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$7,682
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$712,252
Administrative expenses (other) incurred2013-12-31$80,913
Liabilities. Value of operating payables at end of year2013-12-31$476
Liabilities. Value of operating payables at beginning of year2013-12-31$22,259
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$555
Value of net income/loss2013-12-31$181,129
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,233,742
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,052,613
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$331,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$290,018
Interest earned on other investments2013-12-31$7,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$841,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$732,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$732,952
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$27,145
Employer contributions (assets) at end of year2013-12-31$55,211
Employer contributions (assets) at beginning of year2013-12-31$46,588
Income. Dividends from preferred stock2013-12-31$18,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$519,734
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
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$5,314
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$5,314
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 name2013-12-31TOSKI & CO., P.C.
Accountancy firm EIN2013-12-31161170608
Total income from all sources2013-08-31$76,752
Expenses. Total of all expenses incurred2013-08-31$58,010
Benefits paid (including direct rollovers)2013-08-31$49,096
Total plan assets at end of year2013-08-31$25,075
Total plan assets at beginning of year2013-08-31$6,333
Value of fidelity bond covering the plan2013-08-31$700,000
Contributions received from other sources (not participants or employers)2013-08-31$3,865
Other income received2013-08-31$5
Net income (gross income less expenses)2013-08-31$18,742
Net plan assets at end of year (total assets less liabilities)2013-08-31$25,075
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$6,333
Total contributions received or receivable from employer(s)2013-08-31$72,882
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$8,914
2012 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$23,074
Total unrealized appreciation/depreciation of assets2012-12-31$23,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,132
Total income from all sources (including contributions)2012-12-31$678,576
Total of all expenses incurred2012-12-31$579,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$466,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$652,128
Value of total assets at end of year2012-12-31$1,074,872
Value of total assets at beginning of year2012-12-31$958,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$113,734
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$29,219
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
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$625,397
Administrative expenses (other) incurred2012-12-31$84,515
Liabilities. Value of operating payables at end of year2012-12-31$22,259
Liabilities. Value of operating payables at beginning of year2012-12-31$4,132
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
Income. Non cash contributions2012-12-31$736
Value of net income/loss2012-12-31$98,641
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,052,613
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$953,972
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$290,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$263,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$732,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$647,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$647,327
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
Contributions received in cash from employer2012-12-31$25,995
Employer contributions (assets) at end of year2012-12-31$46,588
Employer contributions (assets) at beginning of year2012-12-31$45,014
Income. Dividends from preferred stock2012-12-31$3,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$466,201
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
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$5,314
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,142
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TOSKI & CO., P.C.
Accountancy firm EIN2012-12-31161170608
2011 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-17,849
Total unrealized appreciation/depreciation of assets2011-12-31$-17,849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$341
Total income from all sources (including contributions)2011-12-31$658,692
Total of all expenses incurred2011-12-31$581,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$491,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$662,560
Value of total assets at end of year2011-12-31$958,104
Value of total assets at beginning of year2011-12-31$876,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$90,107
Total interest from all sources2011-12-31$13,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$10,602
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
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$635,976
Administrative expenses (other) incurred2011-12-31$79,505
Liabilities. Value of operating payables at end of year2011-12-31$4,132
Liabilities. Value of operating payables at beginning of year2011-12-31$341
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$77,332
Value of net assets at end of year (total assets less liabilities)2011-12-31$953,972
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$876,640
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$263,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$273,772
Interest earned on other investments2011-12-31$2,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$647,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$552,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$552,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$11,051
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
Contributions received in cash from employer2011-12-31$26,584
Employer contributions (assets) at end of year2011-12-31$45,014
Employer contributions (assets) at beginning of year2011-12-31$48,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$491,253
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
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,142
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,753
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 name2011-12-31TOSKI & CO., P.C.
Accountancy firm EIN2011-12-31161170608
Total income from all sources2011-08-31$78,525
Expenses. Total of all expenses incurred2011-08-31$108,434
Benefits paid (including direct rollovers)2011-08-31$102,328
Total plan assets at end of year2011-08-31$10,748
Total plan assets at beginning of year2011-08-31$40,657
Value of fidelity bond covering the plan2011-08-31$700,000
Contributions received from other sources (not participants or employers)2011-08-31$525
Net income (gross income less expenses)2011-08-31$-29,909
Net plan assets at end of year (total assets less liabilities)2011-08-31$10,748
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$40,657
Total contributions received or receivable from employer(s)2011-08-31$78,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$6,106
2010 : WESTERN NEW YORK TEAMSTERS WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$23,787
Total unrealized appreciation/depreciation of assets2010-12-31$23,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$195
Total income from all sources (including contributions)2010-12-31$639,714
Total loss/gain on sale of assets2010-12-31$-20,821
Total of all expenses incurred2010-12-31$526,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$453,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$629,562
Value of total assets at end of year2010-12-31$876,981
Value of total assets at beginning of year2010-12-31$763,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$72,927
Total interest from all sources2010-12-31$3,587
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,747
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,747
Administrative expenses professional fees incurred2010-12-31$1,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
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$31,814
Other income not declared elsewhere2010-12-31$852
Administrative expenses (other) incurred2010-12-31$47,508
Liabilities. Value of operating payables at end of year2010-12-31$341
Liabilities. Value of operating payables at beginning of year2010-12-31$195
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$113,215
Value of net assets at end of year (total assets less liabilities)2010-12-31$876,640
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$763,425
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$273,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$65,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$552,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$690,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$690,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,587
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$418,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$597,748
Employer contributions (assets) at end of year2010-12-31$48,566
Employer contributions (assets) at beginning of year2010-12-31$5,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$35,309
Contract administrator fees2010-12-31$23,919
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
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,753
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$2,464
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$70,763
Aggregate carrying amount (costs) on sale of assets2010-12-31$91,584
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 name2010-12-31DAVID M LORKA CPA
Accountancy firm EIN2010-12-31161589874

Form 5500 Responses for WESTERN NEW YORK TEAMSTERS WELFARE FUND

2023: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
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: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01This submission is the final filingYes
2017-09-01Plan is a collectively bargained planYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan is a collectively bargained planYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan is a collectively bargained planYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Plan is a collectively bargained planYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: WESTERN NEW YORK TEAMSTERS WELFARE FUND 2009 form 5500 responses
2009-09-01Type of plan entityMulti-employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871557G
Policy instance 1
Insurance contract or identification number871557G
Number of Individuals Covered178
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $1,349
Total amount of fees paid to insurance companyUSD $415
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS
Welfare Benefit Premiums Paid to CarrierUSD $8,292
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871557G
Policy instance 1
Insurance contract or identification number871557G
Number of Individuals Covered167
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $1,267
Total amount of fees paid to insurance companyUSD $420
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS
Welfare Benefit Premiums Paid to CarrierUSD $8,449
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,259
Amount paid for insurance broker fees420
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871557G
Policy instance 1
Insurance contract or identification number871557G
Number of Individuals Covered172
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $1,197
Total amount of fees paid to insurance companyUSD $399
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS
Welfare Benefit Premiums Paid to CarrierUSD $7,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,197
Amount paid for insurance broker fees399
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871557G
Policy instance 1
Insurance contract or identification number871557G
Number of Individuals Covered171
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $1,223
Total amount of fees paid to insurance companyUSD $482
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS
Welfare Benefit Premiums Paid to CarrierUSD $8,151
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,223
Amount paid for insurance broker fees482
Additional information about fees paid to insurance brokerFEES BONUS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871557G
Policy instance 1
Insurance contract or identification number871557G
Number of Individuals Covered165
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $1,255
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS
Welfare Benefit Premiums Paid to CarrierUSD $8,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,255
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871557G
Policy instance 1
Insurance contract or identification number871557G
Number of Individuals Covered192
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $1,222
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS
Welfare Benefit Premiums Paid to CarrierUSD $8,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,222
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871557G
Policy instance 1
Insurance contract or identification number871557G
Number of Individuals Covered170
Insurance policy start date2016-03-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $873
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS
Welfare Benefit Premiums Paid to CarrierUSD $5,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $873
Insurance broker organization code?3
Insurance broker nameEMS FINANCIAL SERVICES LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871557G
Policy instance 1
Insurance contract or identification number871557G
Number of Individuals Covered219
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $1,387
Total amount of fees paid to insurance companyUSD $384
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS
Welfare Benefit Premiums Paid to CarrierUSD $7,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,387
Amount paid for insurance broker fees384
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
Insurance broker nameEMS FINANCIAL SERVICES LLC
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberG3214C4487
Policy instance 1
Insurance contract or identification numberG3214C4487
Number of Individuals Covered208
Insurance policy start date2014-10-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $120
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $120
Insurance broker organization code?3
Insurance broker nameUPSTATE FINANCIAL SERVICES
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberG3214C4487
Policy instance 1
Insurance contract or identification numberG3214C4487
Number of Individuals Covered279
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $301
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,690
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $301
Insurance broker organization code?3
Insurance broker nameUPDATE FINANCIAL SERVICES
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberFNYH893296
Policy instance 1
Insurance contract or identification numberFNYH893296
Number of Individuals Covered275
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $304
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $304
Insurance broker organization code?3
Insurance broker nameJOHN ARGIRO
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberFNYH893296
Policy instance 1
Insurance contract or identification numberFNYH893296
Number of Individuals Covered276
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $912
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,079
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00447467
Policy instance 2
Insurance contract or identification number00447467
Number of Individuals Covered784
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $21,037
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $420,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberFNYH893296
Policy instance 1
Insurance contract or identification numberFNYH893296
Number of Individuals Covered246
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $817
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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