401k Plan data: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS plan

PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 401k Plan overview

Plan Name	PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS
Plan identification number	002

PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY has sponsored the creation of one or more 401k plans.

Company Name: JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY

Employer identification number (EIN): 526118572

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DAVID B DURKEE, CHAIRMAN
002 2016-01-01 DAVID B DURKEE, CHAIRMAN
002 2016-01-01 DAVID DURKEE 2017-10-05
002 2015-01-01 DAVID B DURKEE, CHAIRMAN
002 2014-01-01 DAVID B DURKEE, CHAIRMAN 2015-10-07
002 2013-01-01 DAVID DURKEE 2014-10-07
002 2012-01-01 DAVID DURKEE 2013-10-03
002 2011-01-01 FRANK HURT 2012-10-01
002 2010-01-01 FRANK HURT 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DAVID B DURKEE, CHAIRMAN
002	2016-01-01	DAVID B DURKEE, CHAIRMAN
002	2016-01-01	DAVID DURKEE	2017-10-05
002	2015-01-01	DAVID B DURKEE, CHAIRMAN
002	2014-01-01	DAVID B DURKEE, CHAIRMAN	2015-10-07
002	2013-01-01	DAVID DURKEE	2014-10-07
002	2012-01-01	DAVID DURKEE	2013-10-03
002	2011-01-01	FRANK HURT	2012-10-01
002	2010-01-01	FRANK HURT	2011-07-28

Plan Statistics for PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS

401k plan membership statisitcs for PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS

Measure Date Value
2023: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2023 401k membership
Total participants, beginning-of-year 2023-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 15
Number of retired or separated participants receiving benefits 2023-01-01 32
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2022 401k membership
Market value of plan assets 2022-12-31 35,983,754
Acturial value of plan assets 2022-12-31 34,922,600
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 19,525,250
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 273,261
Active participant vested funding target 2022-12-31 6,573,161
Number of active participants 2022-12-31 14
Total funding liabilities for active participants 2022-12-31 6,846,922
Total participant count 2022-12-31 49
Total funding target for all participants 2022-12-31 26,645,433
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 6,803,435
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 6,803,435
Present value of excess contributions 2022-12-31 587,114
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 619,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 619,875
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 7,846,484
Total employer contributions 2022-12-31 2,161,424
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 2,036,317
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 452,369
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 21,686
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 21,686
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 2,036,317
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Number of retired or separated participants receiving benefits 2022-01-01 32
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2021 401k membership
Market value of plan assets 2021-12-31 34,833,172
Acturial value of plan assets 2021-12-31 32,552,839
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 19,532,485
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 245,991
Active participant vested funding target 2021-12-31 5,321,948
Number of active participants 2021-12-31 13
Total funding liabilities for active participants 2021-12-31 5,731,467
Total participant count 2021-12-31 48
Total funding target for all participants 2021-12-31 25,509,943
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 5,703,252
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 5,703,252
Present value of excess contributions 2021-12-31 414,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 436,895
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 436,895
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 6,803,435
Total employer contributions 2021-12-31 904,870
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 878,998
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 531,345
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 291,884
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 291,884
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 878,998
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14
Number of retired or separated participants receiving benefits 2021-01-01 32
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2020 401k membership
Market value of plan assets 2020-12-31 32,284,653
Acturial value of plan assets 2020-12-31 31,699,389
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 20,345,914
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 409,181
Active participant vested funding target 2020-12-31 4,663,207
Number of active participants 2020-12-31 13
Total funding liabilities for active participants 2020-12-31 4,983,645
Total participant count 2020-12-31 50
Total funding target for all participants 2020-12-31 25,738,740
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 5,680,746
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 5,680,746
Present value of excess contributions 2020-12-31 290,751
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 306,800
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 821,653
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 5,703,252
Total employer contributions 2020-12-31 708,167
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 688,605
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 531,373
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 273,976
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 273,976
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 688,605
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 13
Number of retired or separated participants receiving benefits 2020-01-01 32
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2019 401k membership
Market value of plan assets 2019-12-31 29,094,363
Acturial value of plan assets 2019-12-31 30,600,761
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 20,385,396
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 374,834
Active participant vested funding target 2019-12-31 3,700,297
Number of active participants 2019-12-31 12
Total funding liabilities for active participants 2019-12-31 4,038,327
Total participant count 2019-12-31 49
Total funding target for all participants 2019-12-31 24,798,557
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 5,443,680
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 5,443,680
Present value of excess contributions 2019-12-31 439,125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 464,067
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 464,067
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 5,680,746
Total employer contributions 2019-12-31 780,713
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 758,621
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 589,328
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 467,870
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 467,870
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 758,621
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Number of retired or separated participants receiving benefits 2019-01-01 32
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2018 401k membership
Market value of plan assets 2018-12-31 31,462,065
Acturial value of plan assets 2018-12-31 30,036,298
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 20,820,641
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 341,654
Active participant vested funding target 2018-12-31 2,963,830
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 3,186,831
Total participant count 2018-12-31 53
Total funding target for all participants 2018-12-31 24,349,126
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 5,909,824
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 5,909,824
Present value of excess contributions 2018-12-31 382,666
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 405,052
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 1,254,515
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 5,443,680
Total employer contributions 2018-12-31 755,717
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 733,738
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 538,106
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 294,614
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 294,614
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 733,738
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
Number of retired or separated participants receiving benefits 2018-01-01 32
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2017 401k membership
Market value of plan assets 2017-12-31 28,834,777
Acturial value of plan assets 2017-12-31 29,235,780
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 20,485,998
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 300,220
Active participant vested funding target 2017-12-31 2,223,123
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 2,352,148
Total participant count 2017-12-31 54
Total funding target for all participants 2017-12-31 23,138,366
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 4,788,991
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 4,788,991
Present value of excess contributions 2017-12-31 687,113
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 728,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 728,615
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 5,909,824
Total employer contributions 2017-12-31 743,044
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 720,815
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 525,739
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 338,149
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 338,149
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 720,815
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 35
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2016 401k membership
Market value of plan assets 2016-12-31 27,665,539
Acturial value of plan assets 2016-12-31 28,871,273
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 15,114,044
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 298,497
Active participant vested funding target 2016-12-31 6,583,819
Number of active participants 2016-12-31 14
Total funding liabilities for active participants 2016-12-31 6,676,326
Total participant count 2016-12-31 53
Total funding target for all participants 2016-12-31 22,088,867
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 4,185,852
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 4,185,852
Present value of excess contributions 2016-12-31 583,923
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 620,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 620,301
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 4,788,991
Total employer contributions 2016-12-31 709,035
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 687,113
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 507,348
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 687,113
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 37
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
Number of retired or separated participants receiving benefits 2015-01-01 33
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2023 401k membership
Total participants, beginning-of-year	2023-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	15
Number of retired or separated participants receiving benefits	2023-01-01	32
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2022 401k membership
Market value of plan assets	2022-12-31	35,983,754
Acturial value of plan assets	2022-12-31	34,922,600
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	19,525,250
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	273,261
Active participant vested funding target	2022-12-31	6,573,161
Number of active participants	2022-12-31	14
Total funding liabilities for active participants	2022-12-31	6,846,922
Total participant count	2022-12-31	49
Total funding target for all participants	2022-12-31	26,645,433
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	6,803,435
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	6,803,435
Present value of excess contributions	2022-12-31	587,114
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	619,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	619,875
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	7,846,484
Total employer contributions	2022-12-31	2,161,424
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	2,036,317
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	452,369
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	21,686
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	21,686
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	2,036,317
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Number of retired or separated participants receiving benefits	2022-01-01	32
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2021 401k membership
Market value of plan assets	2021-12-31	34,833,172
Acturial value of plan assets	2021-12-31	32,552,839
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	19,532,485
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	245,991
Active participant vested funding target	2021-12-31	5,321,948
Number of active participants	2021-12-31	13
Total funding liabilities for active participants	2021-12-31	5,731,467
Total participant count	2021-12-31	48
Total funding target for all participants	2021-12-31	25,509,943
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	5,703,252
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	5,703,252
Present value of excess contributions	2021-12-31	414,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	436,895
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	436,895
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	6,803,435
Total employer contributions	2021-12-31	904,870
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	878,998
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	531,345
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	291,884
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	291,884
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	878,998
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14
Number of retired or separated participants receiving benefits	2021-01-01	32
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2020 401k membership
Market value of plan assets	2020-12-31	32,284,653
Acturial value of plan assets	2020-12-31	31,699,389
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	20,345,914
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	409,181
Active participant vested funding target	2020-12-31	4,663,207
Number of active participants	2020-12-31	13
Total funding liabilities for active participants	2020-12-31	4,983,645
Total participant count	2020-12-31	50
Total funding target for all participants	2020-12-31	25,738,740
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	5,680,746
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	5,680,746
Present value of excess contributions	2020-12-31	290,751
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	306,800
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	821,653
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	5,703,252
Total employer contributions	2020-12-31	708,167
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	688,605
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	531,373
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	273,976
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	273,976
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	688,605
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	13
Number of retired or separated participants receiving benefits	2020-01-01	32
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2019 401k membership
Market value of plan assets	2019-12-31	29,094,363
Acturial value of plan assets	2019-12-31	30,600,761
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	20,385,396
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	374,834
Active participant vested funding target	2019-12-31	3,700,297
Number of active participants	2019-12-31	12
Total funding liabilities for active participants	2019-12-31	4,038,327
Total participant count	2019-12-31	49
Total funding target for all participants	2019-12-31	24,798,557
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	5,443,680
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	5,443,680
Present value of excess contributions	2019-12-31	439,125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	464,067
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	464,067
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	5,680,746
Total employer contributions	2019-12-31	780,713
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	758,621
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	589,328
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	467,870
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	467,870
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	758,621
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Number of retired or separated participants receiving benefits	2019-01-01	32
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2018 401k membership
Market value of plan assets	2018-12-31	31,462,065
Acturial value of plan assets	2018-12-31	30,036,298
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	20,820,641
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	341,654
Active participant vested funding target	2018-12-31	2,963,830
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	3,186,831
Total participant count	2018-12-31	53
Total funding target for all participants	2018-12-31	24,349,126
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	5,909,824
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	5,909,824
Present value of excess contributions	2018-12-31	382,666
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	405,052
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	1,254,515
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	5,443,680
Total employer contributions	2018-12-31	755,717
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	733,738
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	538,106
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	294,614
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	294,614
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	733,738
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
Number of retired or separated participants receiving benefits	2018-01-01	32
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2017 401k membership
Market value of plan assets	2017-12-31	28,834,777
Acturial value of plan assets	2017-12-31	29,235,780
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	20,485,998
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	300,220
Active participant vested funding target	2017-12-31	2,223,123
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	2,352,148
Total participant count	2017-12-31	54
Total funding target for all participants	2017-12-31	23,138,366
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	4,788,991
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	4,788,991
Present value of excess contributions	2017-12-31	687,113
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	728,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	728,615
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	5,909,824
Total employer contributions	2017-12-31	743,044
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	720,815
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	525,739
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	338,149
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	338,149
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	720,815
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	35
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2016 401k membership
Market value of plan assets	2016-12-31	27,665,539
Acturial value of plan assets	2016-12-31	28,871,273
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	15,114,044
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	298,497
Active participant vested funding target	2016-12-31	6,583,819
Number of active participants	2016-12-31	14
Total funding liabilities for active participants	2016-12-31	6,676,326
Total participant count	2016-12-31	53
Total funding target for all participants	2016-12-31	22,088,867
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	4,185,852
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	4,185,852
Present value of excess contributions	2016-12-31	583,923
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	620,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	620,301
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	4,788,991
Total employer contributions	2016-12-31	709,035
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	687,113
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	507,348
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	687,113
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	37
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
Number of retired or separated participants receiving benefits	2015-01-01	33
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS

Measure	Date	Value
2023 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$39,622
Total plan liabilities at beginning of year	2023-12-31	$16,419
Total income from all sources	2023-12-31	$2,191,702
Expenses. Total of all expenses incurred	2023-12-31	$2,006,211
Benefits paid (including direct rollovers)	2023-12-31	$1,866,988
Total plan assets at end of year	2023-12-31	$28,285,320
Total plan assets at beginning of year	2023-12-31	$28,076,626
Value of fidelity bond covering the plan	2023-12-31	$7,000,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$4,704
Other income received	2023-12-31	$886,760
Net income (gross income less expenses)	2023-12-31	$185,491
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$28,245,698
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$28,060,207
Total contributions received or receivable from employer(s)	2023-12-31	$1,304,942
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$134,519
2022 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$16,419
Total plan liabilities at beginning of year	2022-12-31	$42,129
Total income from all sources	2022-12-31	$-5,938,624
Expenses. Total of all expenses incurred	2022-12-31	$1,984,923
Benefits paid (including direct rollovers)	2022-12-31	$1,859,235
Total plan assets at end of year	2022-12-31	$28,076,626
Total plan assets at beginning of year	2022-12-31	$36,025,883
Value of fidelity bond covering the plan	2022-12-31	$7,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$4,311
Other income received	2022-12-31	$-6,795,106
Net income (gross income less expenses)	2022-12-31	$-7,923,547
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$28,060,207
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$35,983,754
Total contributions received or receivable from employer(s)	2022-12-31	$856,482
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$121,377
2021 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$42,129
Total plan liabilities at beginning of year	2021-12-31	$32,251
Total income from all sources	2021-12-31	$3,118,951
Expenses. Total of all expenses incurred	2021-12-31	$1,968,369
Benefits paid (including direct rollovers)	2021-12-31	$1,810,947
Total plan assets at end of year	2021-12-31	$36,025,883
Total plan assets at beginning of year	2021-12-31	$34,865,423
Value of fidelity bond covering the plan	2021-12-31	$7,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$4,128
Other income received	2021-12-31	$2,214,081
Net income (gross income less expenses)	2021-12-31	$1,150,582
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$35,983,754
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$34,833,172
Total contributions received or receivable from employer(s)	2021-12-31	$904,870
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$153,294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$32,251
Total plan liabilities at beginning of year	2020-12-31	$20,250
Total income from all sources	2020-12-31	$4,462,847
Expenses. Total of all expenses incurred	2020-12-31	$1,914,328
Benefits paid (including direct rollovers)	2020-12-31	$1,765,470
Total plan assets at end of year	2020-12-31	$34,865,423
Total plan assets at beginning of year	2020-12-31	$32,304,903
Value of fidelity bond covering the plan	2020-12-31	$7,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$4,150
Other income received	2020-12-31	$3,754,680
Net income (gross income less expenses)	2020-12-31	$2,548,519
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$34,833,172
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$32,284,653
Total contributions received or receivable from employer(s)	2020-12-31	$708,167
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$144,708
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$20,250
Total plan liabilities at beginning of year	2019-12-31	$20,750
Total income from all sources	2019-12-31	$5,075,945
Expenses. Total of all expenses incurred	2019-12-31	$1,885,655
Benefits paid (including direct rollovers)	2019-12-31	$1,758,585
Total plan assets at end of year	2019-12-31	$32,304,903
Total plan assets at beginning of year	2019-12-31	$29,115,113
Value of fidelity bond covering the plan	2019-12-31	$7,000,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,920
Other income received	2019-12-31	$4,295,232
Net income (gross income less expenses)	2019-12-31	$3,190,290
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$32,284,653
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$29,094,363
Total contributions received or receivable from employer(s)	2019-12-31	$780,713
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$123,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$20,750
Total plan liabilities at beginning of year	2018-12-31	$18,150
Total income from all sources	2018-12-31	$-460,461
Expenses. Total of all expenses incurred	2018-12-31	$1,907,241
Benefits paid (including direct rollovers)	2018-12-31	$1,759,569
Total plan assets at end of year	2018-12-31	$29,115,113
Total plan assets at beginning of year	2018-12-31	$31,480,215
Value of fidelity bond covering the plan	2018-12-31	$7,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$3,922
Other income received	2018-12-31	$-1,216,178
Net income (gross income less expenses)	2018-12-31	$-2,367,702
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$29,094,363
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$31,462,065
Total contributions received or receivable from employer(s)	2018-12-31	$755,717
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$143,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$18,150
Total plan liabilities at beginning of year	2017-12-31	$17,844
Total income from all sources	2017-12-31	$4,568,355
Expenses. Total of all expenses incurred	2017-12-31	$1,941,067
Benefits paid (including direct rollovers)	2017-12-31	$1,815,959
Total plan assets at end of year	2017-12-31	$31,480,215
Total plan assets at beginning of year	2017-12-31	$28,852,621
Value of fidelity bond covering the plan	2017-12-31	$6,500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,726
Other income received	2017-12-31	$3,825,311
Net income (gross income less expenses)	2017-12-31	$2,627,288
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$31,462,065
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$28,834,777
Total contributions received or receivable from employer(s)	2017-12-31	$743,044
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$121,382
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$17,844
Total plan liabilities at beginning of year	2016-12-31	$17,145
Total income from all sources	2016-12-31	$2,986,715
Expenses. Total of all expenses incurred	2016-12-31	$1,817,477
Benefits paid (including direct rollovers)	2016-12-31	$1,686,059
Total plan assets at end of year	2016-12-31	$28,852,621
Total plan assets at beginning of year	2016-12-31	$27,682,684
Value of fidelity bond covering the plan	2016-12-31	$6,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$3,392
Other income received	2016-12-31	$2,277,680
Net income (gross income less expenses)	2016-12-31	$1,169,238
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$28,834,777
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$27,665,539
Total contributions received or receivable from employer(s)	2016-12-31	$709,035
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$128,026
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$17,145
Total plan liabilities at beginning of year	2015-12-31	$28,683
Total income from all sources	2015-12-31	$563,082
Expenses. Total of all expenses incurred	2015-12-31	$1,566,608
Benefits paid (including direct rollovers)	2015-12-31	$1,409,980
Total plan assets at end of year	2015-12-31	$27,682,684
Total plan assets at beginning of year	2015-12-31	$28,697,748
Value of fidelity bond covering the plan	2015-12-31	$6,000,000
Other income received	2015-12-31	$-38,706
Net income (gross income less expenses)	2015-12-31	$-1,003,526
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$27,665,539
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$28,669,065
Total contributions received or receivable from employer(s)	2015-12-31	$601,788
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$156,628
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS

2023: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY
Employer identification number (EIN):	526118572
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds