401k Plan data: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND plan

TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 401k Plan overview

Plan Name	TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND
Plan identification number	501

TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Apprenticeship and training Scholarship (funded) Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

CHAUFFEURS, TEAMSTERS, AND HELPERS LOCAL UNION NO. 215 has sponsored the creation of one or more 401k plans.

Company Name: CHAUFFEURS, TEAMSTERS, AND HELPERS LOCAL UNION NO. 215

Employer identification number (EIN): 352006809

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2023-01-01
501 2022-01-01
501 2021-01-01
501 2020-01-01
501 2019-01-01
501 2018-01-01 CHARLES A WHOBREY CHARLES A WHOBREY 2019-03-27
501 2017-01-01 CHARLES A WHOBREY CHARLES A WHOBREY 2018-03-25
501 2016-01-01 CHARLES A WHOBREY CHARLES A WHOBREY 2017-03-17
501 2015-01-01 CHARLES A WHOBREY CHARLES A WHOBREY 2016-03-01
501 2014-01-01 CHARLES A WHOBREY CHARLES A WHOBREY 2015-02-05
501 2013-01-01 CHARLES A WHOBREY CHARLES A WHOBREY 2014-04-30
501 2012-01-01 CHARLES A WHOBREY CHARLES A WHOBREY 2013-07-31
501 2011-01-01 CHARLES A. WHOBREY CHARLES A. WHOBREY 2012-06-01
501 2010-01-01 CHARLES A. WHOBREY CHARLES A. WHOBREY 2011-05-04
501 2009-01-01 CHARLES A. WHOBREY CHARLES A. WHOBREY 2010-05-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2023-01-01
501	2022-01-01
501	2021-01-01
501	2020-01-01
501	2019-01-01
501	2018-01-01	CHARLES A WHOBREY	CHARLES A WHOBREY	2019-03-27
501	2017-01-01	CHARLES A WHOBREY	CHARLES A WHOBREY	2018-03-25
501	2016-01-01	CHARLES A WHOBREY	CHARLES A WHOBREY	2017-03-17
501	2015-01-01	CHARLES A WHOBREY	CHARLES A WHOBREY	2016-03-01
501	2014-01-01	CHARLES A WHOBREY	CHARLES A WHOBREY	2015-02-05
501	2013-01-01	CHARLES A WHOBREY	CHARLES A WHOBREY	2014-04-30
501	2012-01-01	CHARLES A WHOBREY	CHARLES A WHOBREY	2013-07-31
501	2011-01-01	CHARLES A. WHOBREY	CHARLES A. WHOBREY	2012-06-01
501	2010-01-01	CHARLES A. WHOBREY	CHARLES A. WHOBREY	2011-05-04
501	2009-01-01	CHARLES A. WHOBREY	CHARLES A. WHOBREY	2010-05-28

Plan Statistics for TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND

401k plan membership statisitcs for TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND

Measure Date Value
2023: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,792
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,926
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 1,926
Number of employers contributing to the scheme 2023-01-01 49
2022: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,875
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,792
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1,792
Number of employers contributing to the scheme 2022-01-01 47
2021: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,847
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,875
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1,875
Number of employers contributing to the scheme 2021-01-01 48
2020: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,741
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,847
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1,847
Number of employers contributing to the scheme 2020-01-01 48
2019: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,873
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,741
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1,741
Number of employers contributing to the scheme 2019-01-01 38
2018: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,810
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,873
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1,873
Number of employers contributing to the scheme 2018-01-01 36
2017: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,776
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,810
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1,810
Number of employers contributing to the scheme 2017-01-01 36
2016: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,750
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,776
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1,776
Number of employers contributing to the scheme 2016-01-01 37
2015: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,907
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,750
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1,750
Number of employers contributing to the scheme 2015-01-01 37
2014: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,907
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,907
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1,907
Number of employers contributing to the scheme 2014-01-01 35
2013: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,834
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,899
Total of all active and inactive participants 2013-01-01 1,899
Number of employers contributing to the scheme 2013-01-01 43
2012: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,873
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,834
Total of all active and inactive participants 2012-01-01 1,834
Number of employers contributing to the scheme 2012-01-01 43
2011: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,057
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,873
Total of all active and inactive participants 2011-01-01 1,873
Number of employers contributing to the scheme 2011-01-01 46
2010: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,071
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,057
Total of all active and inactive participants 2010-01-01 2,057
Number of employers contributing to the scheme 2010-01-01 52
2009: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,004
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,071
Total of all active and inactive participants 2009-01-01 2,071
Number of employers contributing to the scheme 2009-01-01 46

Measure	Date	Value
2023: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,792
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,926
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	1,926
Number of employers contributing to the scheme	2023-01-01	49
2022: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,875
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,792
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1,792
Number of employers contributing to the scheme	2022-01-01	47
2021: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,847
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,875
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1,875
Number of employers contributing to the scheme	2021-01-01	48
2020: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,741
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,847
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1,847
Number of employers contributing to the scheme	2020-01-01	48
2019: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,873
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,741
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1,741
Number of employers contributing to the scheme	2019-01-01	38
2018: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,810
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,873
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1,873
Number of employers contributing to the scheme	2018-01-01	36
2017: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,776
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,810
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1,810
Number of employers contributing to the scheme	2017-01-01	36
2016: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,750
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,776
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1,776
Number of employers contributing to the scheme	2016-01-01	37
2015: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,907
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,750
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1,750
Number of employers contributing to the scheme	2015-01-01	37
2014: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,907
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,907
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1,907
Number of employers contributing to the scheme	2014-01-01	35
2013: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,834
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,899
Total of all active and inactive participants	2013-01-01	1,899
Number of employers contributing to the scheme	2013-01-01	43
2012: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,873
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,834
Total of all active and inactive participants	2012-01-01	1,834
Number of employers contributing to the scheme	2012-01-01	43
2011: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,057
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,873
Total of all active and inactive participants	2011-01-01	1,873
Number of employers contributing to the scheme	2011-01-01	46
2010: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,071
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,057
Total of all active and inactive participants	2010-01-01	2,057
Number of employers contributing to the scheme	2010-01-01	52
2009: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,004
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,071
Total of all active and inactive participants	2009-01-01	2,071
Number of employers contributing to the scheme	2009-01-01	46

Financial Data on TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND

Measure	Date	Value
2023 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$235,345
Total of all expenses incurred	2023-12-31	$255,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$250,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$229,448
Value of total assets at end of year	2023-12-31	$232,724
Value of total assets at beginning of year	2023-12-31	$252,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$4,780
Total interest from all sources	2023-12-31	$5,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$180,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Administrative expenses (other) incurred	2023-12-31	$780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-20,012
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$232,724
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$252,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$232,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$252,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$252,736
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$5,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$229,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$250,577
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2023-12-31	352152081
2022 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$257,610
Total of all expenses incurred	2022-12-31	$234,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$228,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$255,651
Value of total assets at end of year	2022-12-31	$252,736
Value of total assets at beginning of year	2022-12-31	$229,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,703
Total interest from all sources	2022-12-31	$1,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$3,900
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$180,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Administrative expenses (other) incurred	2022-12-31	$2,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$22,807
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$252,736
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$229,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$252,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$229,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$229,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$255,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$228,100
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2022-12-31	352152081
2021 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$234,660
Total of all expenses incurred	2021-12-31	$238,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$230,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$233,005
Value of total assets at end of year	2021-12-31	$229,929
Value of total assets at beginning of year	2021-12-31	$233,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,143
Total interest from all sources	2021-12-31	$1,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$3,800
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$180,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Administrative expenses (other) incurred	2021-12-31	$3,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-3,413
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$229,929
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$233,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$229,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$233,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$233,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$233,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$230,930
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2021-12-31	352152081
2020 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$240,489
Total of all expenses incurred	2020-12-31	$231,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$226,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$236,634
Value of total assets at end of year	2020-12-31	$233,342
Value of total assets at beginning of year	2020-12-31	$224,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,416
Total interest from all sources	2020-12-31	$3,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$3,800
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$180,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$1,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,863
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$233,342
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$224,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$233,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$224,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$224,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$236,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$226,210
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2020-12-31	352152081
2019 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$226,079
Total of all expenses incurred	2019-12-31	$230,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$221,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$223,393
Value of total assets at end of year	2019-12-31	$224,479
Value of total assets at beginning of year	2019-12-31	$228,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,482
Total interest from all sources	2019-12-31	$2,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$3,365
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$180,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$5,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-4,253
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$224,479
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$228,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$224,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$228,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$228,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$223,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$221,850
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2019-12-31	352152081
2018 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$227,939
Total of all expenses incurred	2018-12-31	$231,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$224,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$225,560
Value of total assets at end of year	2018-12-31	$228,732
Value of total assets at beginning of year	2018-12-31	$232,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,613
Total interest from all sources	2018-12-31	$2,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$3,750
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$180,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$2,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,586
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$228,732
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$232,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$228,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$232,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$232,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$2,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$225,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$224,912
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2018-12-31	352152081
2017 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$224,344
Total of all expenses incurred	2017-12-31	$212,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$205,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$222,562
Value of total assets at end of year	2017-12-31	$232,318
Value of total assets at beginning of year	2017-12-31	$219,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,069
Total interest from all sources	2017-12-31	$1,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$3,700
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$180,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$2,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$12,325
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$232,318
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$219,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$232,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$219,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$219,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$222,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$205,950
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2017-12-31	352152081
2016 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$218,340
Total of all expenses incurred	2016-12-31	$206,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$200,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$216,957
Value of total assets at end of year	2016-12-31	$219,993
Value of total assets at beginning of year	2016-12-31	$208,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,574
Total interest from all sources	2016-12-31	$1,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$3,650
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$180,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$1,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$11,941
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$219,993
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$208,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$219,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$208,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$208,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$216,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$200,825
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2016-12-31	352152081
2015 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$206,374
Total of all expenses incurred	2015-12-31	$201,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$195,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$205,310
Value of total assets at end of year	2015-12-31	$208,052
Value of total assets at beginning of year	2015-12-31	$203,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,765
Total interest from all sources	2015-12-31	$1,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$3,600
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$180,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$2,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$4,834
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$208,052
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$203,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$208,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$203,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$203,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$205,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$195,775
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2015-12-31	352152081
2014 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$204,582
Total of all expenses incurred	2014-12-31	$188,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$182,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$204,147
Value of total assets at end of year	2014-12-31	$203,218
Value of total assets at beginning of year	2014-12-31	$187,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,166
Total interest from all sources	2014-12-31	$435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$3,500
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$180,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$2,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$15,691
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$203,218
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$187,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$203,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$187,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$187,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$204,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$182,725
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2014-12-31	352152081
2013 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$185,020
Total of all expenses incurred	2013-12-31	$184,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$178,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$184,592
Value of total assets at end of year	2013-12-31	$187,527
Value of total assets at beginning of year	2013-12-31	$186,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,165
Total interest from all sources	2013-12-31	$428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$3,450
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$50,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$2,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$605
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$187,527
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$186,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$187,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$186,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$186,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$184,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$178,250
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2013-12-31	352152081
2012 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$187,774
Total of all expenses incurred	2012-12-31	$192,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$186,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$186,797
Value of total assets at end of year	2012-12-31	$186,922
Value of total assets at beginning of year	2012-12-31	$191,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,840
Total interest from all sources	2012-12-31	$977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$3,400
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$50,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$2,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-4,896
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$186,922
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$191,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$186,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$191,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$191,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$186,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$186,830
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2012-12-31	352152081
2011 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$188,152
Total of all expenses incurred	2011-12-31	$199,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$193,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$186,085
Value of total assets at end of year	2011-12-31	$191,818
Value of total assets at beginning of year	2011-12-31	$202,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,928
Total interest from all sources	2011-12-31	$2,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$4,200
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$50,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$1,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-10,976
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$191,818
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$202,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$191,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$202,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$202,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$186,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$193,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2011-12-31	352152081
2010 : TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$202,321
Total of all expenses incurred	2010-12-31	$228,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$222,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$198,861
Value of total assets at end of year	2010-12-31	$202,794
Value of total assets at beginning of year	2010-12-31	$229,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,279
Total interest from all sources	2010-12-31	$3,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$3,200
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$50,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$3,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-26,258
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$202,794
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$229,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$202,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$229,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$229,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$198,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$222,300
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	UMBACH & ASSOCIATES, LLP, CPAS
Accountancy firm EIN	2010-12-31	351181189

Form 5500 Responses for TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND

2023: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2023 form 5500 responses
2023-01-01	Type of plan entity	Multi-employer plan
2023-01-01	Plan is a collectively bargained plan	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TEAMSTERS LOCAL NO. 215 SCHOLARSHIP AND EDUCATIONAL TRUST FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHAUFFEURS, TEAMSTERS, AND HELPERS LOCAL UNION NO. 215
Employer identification number (EIN):	352006809
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations