401k Plan data: TWU LOCAL 100/PBL 401(K) PLAN plan

TWU LOCAL 100/PBL 401(K) PLAN 401k Plan overview

Plan Name	TWU LOCAL 100/PBL 401(K) PLAN
Plan identification number	001

TWU LOCAL 100/PBL 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE TWU LOCAL 100/ PBL 401K PLAN has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF THE TWU LOCAL 100/ PBL 401K PLAN

Employer identification number (EIN): 464902305

NAIC Classification: 485110
NAIC Description: Urban Transit Systems

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TWU LOCAL 100/PBL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-05-01
001 2014-05-01

Plan Statistics for TWU LOCAL 100/PBL 401(K) PLAN

401k plan membership statisitcs for TWU LOCAL 100/PBL 401(K) PLAN

Measure Date Value
2017: TWU LOCAL 100/PBL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 198
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 6
Total of all active and inactive participants 2017-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 204
Number of participants with account balances 2017-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TWU LOCAL 100/PBL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 164
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 4
Total of all active and inactive participants 2016-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 168
Number of participants with account balances 2016-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TWU LOCAL 100/PBL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 139
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 6
Total of all active and inactive participants 2015-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 145
Number of participants with account balances 2015-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TWU LOCAL 100/PBL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 130
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 121
Number of retired or separated participants receiving benefits 2014-05-01 0
Number of other retired or separated participants entitled to future benefits 2014-05-01 4
Total of all active and inactive participants 2014-05-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 0
Total participants 2014-05-01 125
Number of participants with account balances 2014-05-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 0

Measure	Date	Value
2017: TWU LOCAL 100/PBL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	198
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	6
Total of all active and inactive participants	2017-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	204
Number of participants with account balances	2017-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TWU LOCAL 100/PBL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	164
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	4
Total of all active and inactive participants	2016-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	168
Number of participants with account balances	2016-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TWU LOCAL 100/PBL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	139
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	6
Total of all active and inactive participants	2015-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	145
Number of participants with account balances	2015-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TWU LOCAL 100/PBL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	130
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	121
Number of retired or separated participants receiving benefits	2014-05-01	0
Number of other retired or separated participants entitled to future benefits	2014-05-01	4
Total of all active and inactive participants	2014-05-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	0
Total participants	2014-05-01	125
Number of participants with account balances	2014-05-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	0

Financial Data on TWU LOCAL 100/PBL 401(K) PLAN

Measure	Date	Value
2017 : TWU LOCAL 100/PBL 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$5,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$5,000
Total income from all sources (including contributions)	2017-12-31	$572,158
Total of all expenses incurred	2017-12-31	$79,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$62,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$370,981
Value of total assets at end of year	2017-12-31	$1,883,770
Value of total assets at beginning of year	2017-12-31	$1,390,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,121
Total interest from all sources	2017-12-31	$2,465
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$747
Administrative expenses professional fees incurred	2017-12-31	$5,250
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$100,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$207,741
Participant contributions at end of year	2017-12-31	$57,062
Participant contributions at beginning of year	2017-12-31	$61,261
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$15,041
Other income not declared elsewhere	2017-12-31	$290
Administrative expenses (other) incurred	2017-12-31	$72
Liabilities. Value of operating payables at end of year	2017-12-31	$5,250
Liabilities. Value of operating payables at beginning of year	2017-12-31	$5,000
Total non interest bearing cash at end of year	2017-12-31	$8,871
Total non interest bearing cash at beginning of year	2017-12-31	$8,019
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	$493,112
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,878,520
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,385,408
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 in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$129,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$88,281
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,275
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,985
Interest on participant loans	2017-12-31	$2,465
Value of interest in common/collective trusts at end of year	2017-12-31	$1,676,189
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,229,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$16,773
Net investment gain/loss from pooled separate accounts	2017-12-31	$891
Net investment gain or loss from common/collective trusts	2017-12-31	$180,011
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	$148,199
Employer contributions (assets) at end of year	2017-12-31	$5,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$62,925
Contract administrator fees	2017-12-31	$10,799
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	2017-12-31	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ARMAO LLP
Accountancy firm EIN	2017-12-31	462754053
2016 : TWU LOCAL 100/PBL 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$13,203
Total income from all sources (including contributions)	2016-12-31	$390,435
Total of all expenses incurred	2016-12-31	$113,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$88,408
Expenses. Certain deemed distributions of participant loans	2016-12-31	$11,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$308,185
Value of total assets at end of year	2016-12-31	$1,390,408
Value of total assets at beginning of year	2016-12-31	$1,121,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$13,454
Total interest from all sources	2016-12-31	$2,929
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$647
Administrative expenses professional fees incurred	2016-12-31	$5,000
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$182,060
Participant contributions at end of year	2016-12-31	$61,261
Participant contributions at beginning of year	2016-12-31	$80,574
Other income not declared elsewhere	2016-12-31	$608
Administrative expenses (other) incurred	2016-12-31	$165
Liabilities. Value of operating payables at end of year	2016-12-31	$5,000
Liabilities. Value of operating payables at beginning of year	2016-12-31	$13,203
Total non interest bearing cash at end of year	2016-12-31	$8,019
Total non interest bearing cash at beginning of year	2016-12-31	$10,736
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	$277,301
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,385,408
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,108,107
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 in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$88,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$58,291
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,985
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,509
Interest on participant loans	2016-12-31	$2,929
Value of interest in common/collective trusts at end of year	2016-12-31	$1,229,862
Value of interest in common/collective trusts at beginning of year	2016-12-31	$970,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$6,478
Net investment gain/loss from pooled separate accounts	2016-12-31	$120
Net investment gain or loss from common/collective trusts	2016-12-31	$71,468
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	$126,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$88,408
Contract administrator fees	2016-12-31	$8,289
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ARMAO LLP
Accountancy firm EIN	2016-12-31	462754053
2015 : TWU LOCAL 100/PBL 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$13,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,000
Total income from all sources (including contributions)	2015-12-31	$254,880
Total of all expenses incurred	2015-12-31	$118,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$96,503
Expenses. Certain deemed distributions of participant loans	2015-12-31	$6,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$269,542
Value of total assets at end of year	2015-12-31	$1,121,310
Value of total assets at beginning of year	2015-12-31	$976,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,890
Total interest from all sources	2015-12-31	$1,815
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$323
Administrative expenses professional fees incurred	2015-12-31	$8,203
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$155,332
Participant contributions at end of year	2015-12-31	$80,574
Participant contributions at beginning of year	2015-12-31	$34,017
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$10,060
Administrative expenses (other) incurred	2015-12-31	$25
Liabilities. Value of operating payables at end of year	2015-12-31	$13,203
Liabilities. Value of operating payables at beginning of year	2015-12-31	$5,000
Total non interest bearing cash at end of year	2015-12-31	$10,736
Total non interest bearing cash at beginning of year	2015-12-31	$5,791
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	$136,419
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,108,107
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$971,688
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 in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$58,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,309
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,509
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$223
Interest on participant loans	2015-12-31	$1,815
Value of interest in common/collective trusts at end of year	2015-12-31	$970,200
Value of interest in common/collective trusts at beginning of year	2015-12-31	$930,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,045
Net investment gain/loss from pooled separate accounts	2015-12-31	$-58
Net investment gain or loss from common/collective trusts	2015-12-31	$-15,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$104,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$96,503
Contract administrator fees	2015-12-31	$7,662
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	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ARMAO LLP
Accountancy firm EIN	2015-12-31	462754053
2014 : TWU LOCAL 100/PBL 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$880,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$175,897
Total of all expenses incurred	2014-12-31	$83,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$75,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$177,668
Value of total assets at end of year	2014-12-31	$976,867
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,817
Total interest from all sources	2014-12-31	$383
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$30
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$30
Administrative expenses professional fees incurred	2014-12-31	$4,000
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$102,863
Participant contributions at end of year	2014-12-31	$34,111
Participant contributions at end of year	2014-12-31	$3,551
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,778
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$1,372
Administrative expenses (other) incurred	2014-12-31	$85
Liabilities. Value of operating payables at end of year	2014-12-31	$4,000
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$92,138
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$972,867
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
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 in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$223
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$383
Value of interest in common/collective trusts at end of year	2014-12-31	$930,348
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$140
Net investment gain/loss from pooled separate accounts	2014-12-31	$8
Net investment gain or loss from common/collective trusts	2014-12-31	$-2,332
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	$68,027
Employer contributions (assets) at end of year	2014-12-31	$2,325
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$74,570
Contract administrator fees	2014-12-31	$3,817
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	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ARMAO LLP
Accountancy firm EIN	2014-12-31	462754053

Form 5500 Responses for TWU LOCAL 100/PBL 401(K) PLAN

2017: TWU LOCAL 100/PBL 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TWU LOCAL 100/PBL 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TWU LOCAL 100/PBL 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TWU LOCAL 100/PBL 401(K) PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	First time form 5500 has been submitted	Yes
2014-05-01	Submission has been amended	Yes
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-05-01	Plan is a collectively bargained plan	Yes
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

620886

Policy instance

Insurance contract or identification number	620886
Number of Individuals Covered	204
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

620886

Policy instance

Insurance contract or identification number	620886
Number of Individuals Covered	145
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

620886

Policy instance

Insurance contract or identification number	620886
Number of Individuals Covered	125
Insurance policy start date	2014-05-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

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Company Name:	BOARD OF TRUSTEES OF THE TWU LOCAL 100/ PBL 401K PLAN
Employer identification number (EIN):	464902305
NAIC Classification:	485110
NAIC Description:	Urban Transit Systems