INTERNATIONAL BROTHERHOOD OF TEAMSTERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION
401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION
| Measure | Date | Value |
|---|
| 2023: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 510 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 314 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 78 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 118 |
| Total of all active and inactive participants | 2023-01-01 | 510 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 16 |
| Total participants | 2023-01-01 | 526 |
| 2022: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 218,692,324 |
| Acturial value of plan assets | 2022-12-31 | 221,022,096 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 21,637,557 |
| Number of terminated vested participants | 2022-12-31 | 85 |
| Fundng target for terminated vested participants | 2022-12-31 | 22,498,133 |
| Active participant vested funding target | 2022-12-31 | 115,293,614 |
| Number of active participants | 2022-12-31 | 409 |
| Total funding liabilities for active participants | 2022-12-31 | 117,545,636 |
| Total participant count | 2022-12-31 | 566 |
| Total funding target for all participants | 2022-12-31 | 161,681,326 |
| 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 | 55,529,237 |
| 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 prefunding balance | 2022-12-31 | 55,529,237 |
| Present value of excess contributions | 2022-12-31 | 6,159,147 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 6,501,596 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 6,501,596 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 63,824,427 |
| Total employer contributions | 2022-12-31 | 16,000,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 15,583,892 |
| Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all 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 | 8,593,294 |
| 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 | 8,593,294 |
| 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 | 8,593,294 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 15,583,892 |
| 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 | 566 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 278 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 77 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 140 |
| Total of all active and inactive participants | 2022-01-01 | 495 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 15 |
| Total participants | 2022-01-01 | 510 |
| 2021: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 213,192,079 |
| Acturial value of plan assets | 2021-12-31 | 206,808,921 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 18,266,486 |
| Number of terminated vested participants | 2021-12-31 | 72 |
| Fundng target for terminated vested participants | 2021-12-31 | 12,635,596 |
| Active participant vested funding target | 2021-12-31 | 120,281,617 |
| Number of active participants | 2021-12-31 | 435 |
| Total funding liabilities for active participants | 2021-12-31 | 126,994,016 |
| Total participant count | 2021-12-31 | 574 |
| Total funding target for all participants | 2021-12-31 | 157,896,098 |
| 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 | 45,231,853 |
| Amount remaining of prefunding balance | 2021-12-31 | 45,231,853 |
| Present value of excess contributions | 2021-12-31 | 6,050,851 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 6,375,782 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 6,375,782 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 55,529,237 |
| Total employer contributions | 2021-12-31 | 16,000,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 15,560,526 |
| Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 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 | 9,401,379 |
| 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 | 9,401,379 |
| 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 | 9,401,379 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 15,560,526 |
| 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 | 574 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 409 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 61 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 85 |
| Total of all active and inactive participants | 2021-01-01 | 555 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 11 |
| Total participants | 2021-01-01 | 566 |
| 2020: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 188,863,024 |
| Acturial value of plan assets | 2020-12-31 | 187,086,024 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 18,430,100 |
| Number of terminated vested participants | 2020-12-31 | 73 |
| Fundng target for terminated vested participants | 2020-12-31 | 12,777,762 |
| Active participant vested funding target | 2020-12-31 | 117,183,189 |
| Number of active participants | 2020-12-31 | 417 |
| Total funding liabilities for active participants | 2020-12-31 | 123,060,872 |
| Total participant count | 2020-12-31 | 556 |
| Total funding target for all participants | 2020-12-31 | 154,268,734 |
| 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 | 34,945,831 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 34,945,831 |
| Present value of excess contributions | 2020-12-31 | 6,017,278 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 6,347,627 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 6,347,627 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 45,231,853 |
| Total employer contributions | 2020-12-31 | 16,000,000 |
| 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 | 15,576,905 |
| Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 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 | 9,526,054 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 9,526,054 |
| Additional cash requirement | 2020-12-31 | 9,526,054 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 15,576,905 |
| 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 | 556 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 435 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 58 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 72 |
| Total of all active and inactive participants | 2020-01-01 | 565 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 9 |
| Total participants | 2020-01-01 | 574 |
| 2019: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 165,410,968 |
| Acturial value of plan assets | 2019-12-31 | 173,050,329 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 20,440,565 |
| Number of terminated vested participants | 2019-12-31 | 65 |
| Fundng target for terminated vested participants | 2019-12-31 | 11,818,593 |
| Active participant vested funding target | 2019-12-31 | 108,690,934 |
| Number of active participants | 2019-12-31 | 424 |
| Total funding liabilities for active participants | 2019-12-31 | 113,712,121 |
| Total participant count | 2019-12-31 | 556 |
| Total funding target for all participants | 2019-12-31 | 145,971,279 |
| 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 | 28,655,677 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 28,655,677 |
| Present value of excess contributions | 2019-12-31 | 6,241,863 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 6,593,904 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 6,593,904 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 34,945,831 |
| Total employer contributions | 2019-12-31 | 16,000,000 |
| 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 | 15,565,603 |
| 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 | 9,548,325 |
| 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 | 9,548,325 |
| Additional cash requirement | 2019-12-31 | 9,548,325 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 15,565,603 |
| 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 | 556 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 417 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 57 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 73 |
| Total of all active and inactive participants | 2019-01-01 | 547 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 9 |
| Total participants | 2019-01-01 | 556 |
| 2018: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 160,955,501 |
| Acturial value of plan assets | 2018-12-31 | 160,359,379 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 18,085,458 |
| Number of terminated vested participants | 2018-12-31 | 66 |
| Fundng target for terminated vested participants | 2018-12-31 | 12,223,493 |
| Active participant vested funding target | 2018-12-31 | 100,735,071 |
| Number of active participants | 2018-12-31 | 410 |
| Total funding liabilities for active participants | 2018-12-31 | 107,311,169 |
| Total participant count | 2018-12-31 | 539 |
| Total funding target for all participants | 2018-12-31 | 137,620,120 |
| 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 | 20,421,974 |
| 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 prefunding balance | 2018-12-31 | 20,421,974 |
| Present value of excess contributions | 2018-12-31 | 6,407,655 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 6,773,532 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 6,773,532 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 28,655,677 |
| Total employer contributions | 2018-12-31 | 16,000,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 15,496,984 |
| 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 | 9,255,121 |
| 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 | 9,255,121 |
| Additional cash requirement | 2018-12-31 | 9,255,121 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 15,496,984 |
| 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 | 539 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 424 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 58 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 65 |
| Total of all active and inactive participants | 2018-01-01 | 547 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 9 |
| Total participants | 2018-01-01 | 556 |
| 2017: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 149,934,640 |
| Acturial value of plan assets | 2017-12-31 | 152,564,127 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 15,988,863 |
| Number of terminated vested participants | 2017-12-31 | 64 |
| Fundng target for terminated vested participants | 2017-12-31 | 11,140,623 |
| Active participant vested funding target | 2017-12-31 | 97,943,972 |
| Number of active participants | 2017-12-31 | 422 |
| Total funding liabilities for active participants | 2017-12-31 | 97,943,972 |
| Total participant count | 2017-12-31 | 546 |
| Total funding target for all participants | 2017-12-31 | 125,073,458 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 23,487,513 |
| Amount remaining of prefunding balance | 2017-12-31 | 23,487,513 |
| Present value of excess contributions | 2017-12-31 | 7,083,315 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 7,500,522 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 7,500,522 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 12,097,447 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 20,421,974 |
| Total employer contributions | 2017-12-31 | 16,000,000 |
| 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 | 15,425,281 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 9,017,626 |
| 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 | 9,017,626 |
| 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 | 9,017,626 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 15,425,281 |
| 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 | 546 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 410 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 54 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 66 |
| Total of all active and inactive participants | 2017-01-01 | 530 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 9 |
| Total participants | 2017-01-01 | 539 |
| 2016: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 136,316,173 |
| Acturial value of plan assets | 2016-12-31 | 141,773,679 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 14,563,835 |
| Number of terminated vested participants | 2016-12-31 | 63 |
| Fundng target for terminated vested participants | 2016-12-31 | 11,444,941 |
| Active participant vested funding target | 2016-12-31 | 86,581,671 |
| Number of active participants | 2016-12-31 | 425 |
| Total funding liabilities for active participants | 2016-12-31 | 92,277,390 |
| Total participant count | 2016-12-31 | 546 |
| Total funding target for all participants | 2016-12-31 | 118,286,166 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 18,098,430 |
| Amount remaining of prefunding balance | 2016-12-31 | 18,098,430 |
| Present value of excess contributions | 2016-12-31 | 8,270,198 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 8,772,199 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 8,772,199 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 3,562,290 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 23,487,513 |
| Total employer contributions | 2016-12-31 | 16,000,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 15,407,233 |
| Unpaid minimum required contributions for all 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 | 8,323,918 |
| 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 | 8,323,918 |
| Additional cash requirement | 2016-12-31 | 8,323,918 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 15,407,233 |
| 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 | 546 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 422 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 50 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 63 |
| Total of all active and inactive participants | 2016-01-01 | 535 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 11 |
| Total participants | 2016-01-01 | 546 |
| 2015: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 547 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 425 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 48 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 62 |
| Total of all active and inactive participants | 2015-01-01 | 535 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 11 |
| Total participants | 2015-01-01 | 546 |
| 2014: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 546 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 436 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 48 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 54 |
| Total of all active and inactive participants | 2014-01-01 | 538 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 9 |
| Total participants | 2014-01-01 | 547 |
| 2013: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 536 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 445 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 46 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 47 |
| Total of all active and inactive participants | 2013-01-01 | 538 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 8 |
| Total participants | 2013-01-01 | 546 |
| 2012: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 537 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 434 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 45 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 49 |
| Total of all active and inactive participants | 2012-01-01 | 528 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 8 |
| Total participants | 2012-01-01 | 536 |
| 2011: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 559 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 439 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 40 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 49 |
| Total of all active and inactive participants | 2011-01-01 | 528 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 9 |
| Total participants | 2011-01-01 | 537 |
| 2009: INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 624 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 485 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 48 |
| Total of all active and inactive participants | 2009-01-01 | 569 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 7 |
| Total participants | 2009-01-01 | 576 |
| Measure | Date | Value |
|---|
| 2023 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $469,296 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $469,296 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $149,981 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $181,939 |
| Total income from all sources (including contributions) | 2023-12-31 | $27,820,276 |
| Total loss/gain on sale of assets | 2023-12-31 | $163,051 |
| Total of all expenses incurred | 2023-12-31 | $40,178,943 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $39,164,606 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $16,000,000 |
| Value of total assets at end of year | 2023-12-31 | $131,819,916 |
| Value of total assets at beginning of year | 2023-12-31 | $144,210,541 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,014,337 |
| Total interest from all sources | 2023-12-31 | $1,320,128 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $2,704,403 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $2,704,403 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $2,407 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $35,252 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $638 |
| Administrative expenses (other) incurred | 2023-12-31 | $614,075 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $149,981 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $181,301 |
| Total non interest bearing cash at end of year | 2023-12-31 | $2,827,871 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $5,794,171 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-12,358,667 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $131,669,935 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $144,028,602 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-12-31 | $9,781,683 |
| Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $2,437,269 |
| Investment advisory and management fees | 2023-12-31 | $242,492 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $36,962,857 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $67,132,243 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $13,662,285 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $14,013,741 |
| Interest earned on other investments | 2023-12-31 | $1,320,063 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $68,300,836 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $50,443,853 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $281,977 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $1,189,420 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $1,189,420 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $65 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $3,164,592 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $687,676 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $6,469,383 |
| Net gain/loss from 103.12 investment entities | 2023-12-31 | $6,339 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $16,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $39,164,606 |
| 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 | 2023-12-31 | No |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $55,359,757 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $55,196,706 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2023-12-31 | 611436956 |
| 2022 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $181,939 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $189,472 |
| Total income from all sources (including contributions) | 2022-12-31 | $-5,836,264 |
| Total loss/gain on sale of assets | 2022-12-31 | $770 |
| Total of all expenses incurred | 2022-12-31 | $68,827,458 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $67,815,659 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $16,000,000 |
| Value of total assets at end of year | 2022-12-31 | $144,210,541 |
| Value of total assets at beginning of year | 2022-12-31 | $218,881,796 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,011,799 |
| Total interest from all sources | 2022-12-31 | $941,717 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,525,381 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,525,381 |
| Administrative expenses professional fees incurred | 2022-12-31 | $341,085 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $35,252 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $34,883 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $638 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $40 |
| Administrative expenses (other) incurred | 2022-12-31 | $388,753 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $181,301 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $189,432 |
| Total non interest bearing cash at end of year | 2022-12-31 | $5,794,171 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $1,936,836 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-74,663,722 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $144,028,602 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $218,692,324 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $2,437,269 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $14,022,445 |
| Investment advisory and management fees | 2022-12-31 | $281,961 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $67,132,243 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $112,393,028 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $14,013,741 |
| Interest earned on other investments | 2022-12-31 | $941,708 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $50,443,853 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $83,077,775 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,189,420 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $960,291 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $960,291 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $9 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $3,164,592 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $6,456,538 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,319,707 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-19,215 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-9,873,264 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $-1,091,946 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $16,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $67,815,659 |
| 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 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $34,480,628 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $34,479,858 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2022-12-31 | 611436956 |
| 2021 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $4,364 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $4,364 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $189,472 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $61,856 |
| Total income from all sources (including contributions) | 2021-12-31 | $23,002,846 |
| Total loss/gain on sale of assets | 2021-12-31 | $10,578 |
| Total of all expenses incurred | 2021-12-31 | $17,502,601 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $16,436,391 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $16,000,000 |
| Value of total assets at end of year | 2021-12-31 | $218,881,796 |
| Value of total assets at beginning of year | 2021-12-31 | $213,253,935 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,066,210 |
| Total interest from all sources | 2021-12-31 | $532,038 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,319,461 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,319,461 |
| Administrative expenses professional fees incurred | 2021-12-31 | $221,865 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $34,883 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $34,897 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $40 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $231 |
| Administrative expenses (other) incurred | 2021-12-31 | $686,081 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $189,432 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $61,625 |
| Total non interest bearing cash at end of year | 2021-12-31 | $1,936,836 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $4,722,805 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $5,500,245 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $218,692,324 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $213,192,079 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $14,022,445 |
| Investment advisory and management fees | 2021-12-31 | $158,264 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $112,393,028 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $173,097,878 |
| Interest earned on other investments | 2021-12-31 | $532,032 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $83,077,775 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $28,496,638 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $960,291 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $993,915 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $993,915 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $6 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $6,456,538 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $5,907,802 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-3,993,469 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $5,581,138 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $548,736 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $16,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $16,436,391 |
| 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 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $439,008 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $428,430 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2021-12-31 | 611456956 |
| 2020 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $61,856 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $102,570 |
| Total income from all sources (including contributions) | 2020-12-31 | $32,785,149 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $8,456,094 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,586,203 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $16,000,000 |
| Value of total assets at end of year | 2020-12-31 | $213,253,935 |
| Value of total assets at beginning of year | 2020-12-31 | $188,965,594 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $869,891 |
| Total interest from all sources | 2020-12-31 | $459 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $6,928,926 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $6,928,926 |
| Administrative expenses professional fees incurred | 2020-12-31 | $161,732 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $34,897 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $34,805 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $231 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $49 |
| Administrative expenses (other) incurred | 2020-12-31 | $603,241 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $61,625 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $102,521 |
| Total non interest bearing cash at end of year | 2020-12-31 | $4,722,805 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,202,928 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $24,329,055 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $213,192,079 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $188,863,024 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $104,918 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $173,097,878 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $147,343,297 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $28,496,638 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $26,046,032 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $993,915 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $113,500 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $113,500 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $459 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $5,907,802 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $14,225,032 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $-7,130,511 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $15,803,504 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $1,182,771 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $16,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,586,203 |
| 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 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $38,886,738 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $38,886,738 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2020-12-31 | 611436956 |
| 2019 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $102,570 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $97,999 |
| Total income from all sources (including contributions) | 2019-12-31 | $35,020,860 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $11,568,804 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,874,586 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $16,000,000 |
| Value of total assets at end of year | 2019-12-31 | $188,965,594 |
| Value of total assets at beginning of year | 2019-12-31 | $165,508,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $694,218 |
| Total interest from all sources | 2019-12-31 | $2,423 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $6,001,730 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $6,001,730 |
| Administrative expenses professional fees incurred | 2019-12-31 | $181,659 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $34,805 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $35,168 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $49 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $644 |
| Administrative expenses (other) incurred | 2019-12-31 | $367,204 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $102,521 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $97,355 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,202,928 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $23,452,056 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $188,863,024 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $165,410,968 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $145,355 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $147,343,297 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $129,973,154 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $26,046,032 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $20,451,467 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $113,500 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,329,166 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,329,166 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,423 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $14,225,032 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $11,720,012 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,868,758 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,642,929 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $2,505,020 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $16,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,874,586 |
| 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 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $8,503,500 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $8,503,500 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2019-12-31 | 611436956 |
| 2018 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $97,999 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $65,108 |
| Total income from all sources (including contributions) | 2018-12-31 | $14,393,086 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $9,946,129 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,023,296 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $16,000,000 |
| Value of total assets at end of year | 2018-12-31 | $165,508,967 |
| Value of total assets at beginning of year | 2018-12-31 | $161,029,119 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $922,833 |
| Total interest from all sources | 2018-12-31 | $2,607 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,795,752 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $4,795,752 |
| Administrative expenses professional fees incurred | 2018-12-31 | $177,576 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $35,168 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $34,589 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $644 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $21 |
| Administrative expenses (other) incurred | 2018-12-31 | $620,971 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $97,355 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $65,087 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $4,446,957 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $165,410,968 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $160,964,011 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $124,286 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $129,973,154 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $119,731,318 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $20,451,467 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $34,101,552 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,329,166 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,161,660 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,161,660 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,607 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $11,720,012 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,551,923 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,373,363 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $-479,987 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $16,000,000 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,023,296 |
| 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 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $10,003,126 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $10,003,126 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2018-12-31 | 611436956 |
| 2017 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $65,108 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $59,380 |
| Total income from all sources (including contributions) | 2017-12-31 | $26,687,250 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $15,666,626 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,018,288 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $16,000,000 |
| Value of total assets at end of year | 2017-12-31 | $161,029,119 |
| Value of total assets at beginning of year | 2017-12-31 | $150,002,767 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $648,338 |
| Total interest from all sources | 2017-12-31 | $2,395 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $4,254,388 |
| 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 | $4,254,388 |
| Administrative expenses professional fees incurred | 2017-12-31 | $180,976 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $34,589 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $18,830 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $21 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $671 |
| Administrative expenses (other) incurred | 2017-12-31 | $330,080 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $65,087 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $58,709 |
| 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 | $11,020,624 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $160,964,011 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $149,943,387 |
| 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 |
| Investment advisory and management fees | 2017-12-31 | $137,282 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $119,731,318 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $114,236,659 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $34,101,552 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $30,091,487 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,161,660 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,655,791 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,655,791 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $2,395 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,327,989 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $4,102,478 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| 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 | $16,000,000 |
| Employer contributions (assets) at end of year | 2017-12-31 | $4,000,000 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,018,288 |
| 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 |
| Aggregate proceeds on sale of assets | 2017-12-31 | $75,871,837 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $75,871,837 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | NOVAK FRANCELLA,LLC |
| Accountancy firm EIN | 2017-12-31 | 611436956 |
| 2016 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $232,043 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $232,043 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $59,380 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $42,100 |
| Total income from all sources (including contributions) | 2016-12-31 | $25,016,126 |
| Total loss/gain on sale of assets | 2016-12-31 | $268,924 |
| Total of all expenses incurred | 2016-12-31 | $11,397,943 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $10,711,772 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $16,000,000 |
| Value of total assets at end of year | 2016-12-31 | $150,002,767 |
| Value of total assets at beginning of year | 2016-12-31 | $136,367,304 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $686,171 |
| Total interest from all sources | 2016-12-31 | $-78,687 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,905,028 |
| 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 | $4,905,028 |
| Administrative expenses professional fees incurred | 2016-12-31 | $261,873 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $18,830 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $18,455 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $671 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $60 |
| Administrative expenses (other) incurred | 2016-12-31 | $276,003 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $58,709 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $42,040 |
| 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 | $13,618,183 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $149,943,387 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $136,325,204 |
| 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 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $5,319,787 |
| Investment advisory and management fees | 2016-12-31 | $148,295 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $114,236,659 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $95,571,367 |
| Interest earned on other investments | 2016-12-31 | $-79,046 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $30,091,487 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $25,526,823 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,655,791 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $5,930,872 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $5,930,872 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $359 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $289,965 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $3,398,853 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| 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 | $16,000,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $4,000,000 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $10,711,772 |
| 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 | 2016-12-31 | No |
| 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 |
| Aggregate proceeds on sale of assets | 2016-12-31 | $19,418,234 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $19,149,310 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2016-12-31 | 611436956 |
| 2015 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-4,021 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-4,021 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $42,100 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $35,243 |
| Total income from all sources (including contributions) | 2015-12-31 | $17,404,572 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $9,431,771 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $8,859,298 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $16,000,000 |
| Value of total assets at end of year | 2015-12-31 | $136,367,304 |
| Value of total assets at beginning of year | 2015-12-31 | $128,387,646 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $572,473 |
| Total interest from all sources | 2015-12-31 | $-98,262 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $6,545,009 |
| 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 | $6,545,009 |
| Administrative expenses professional fees incurred | 2015-12-31 | $147,482 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $18,455 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $16,808 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $60 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $195 |
| Administrative expenses (other) incurred | 2015-12-31 | $285,594 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $42,040 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $35,048 |
| 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 | $7,972,801 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $136,325,204 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $128,352,403 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $5,319,787 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $5,444,122 |
| Investment advisory and management fees | 2015-12-31 | $139,397 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $95,571,367 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $88,512,658 |
| Interest earned on other investments | 2015-12-31 | $-98,410 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $25,526,823 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $26,169,438 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $5,930,872 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $4,244,620 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $4,244,620 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $148 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,472,267 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-565,887 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $16,000,000 |
| Employer contributions (assets) at end of year | 2015-12-31 | $4,000,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $8,859,298 |
| 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 | 2015-12-31 | No |
| 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 | Yes |
| 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 |
| Aggregate proceeds on sale of assets | 2015-12-31 | $12,048,971 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $12,048,971 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2015-12-31 | 611436956 |
| 2014 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-441,079 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-441,079 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $35,243 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $86,109 |
| Total income from all sources (including contributions) | 2014-12-31 | $22,730,783 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $4,703,365 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,062,058 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $16,000,000 |
| Value of total assets at end of year | 2014-12-31 | $128,387,646 |
| Value of total assets at beginning of year | 2014-12-31 | $110,411,094 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $641,307 |
| Total interest from all sources | 2014-12-31 | $437,654 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $4,752,720 |
| 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 | $4,752,720 |
| Administrative expenses professional fees incurred | 2014-12-31 | $170,427 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $16,808 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $15,171 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $195 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $170 |
| Administrative expenses (other) incurred | 2014-12-31 | $343,789 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $35,048 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $85,939 |
| 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 | $18,027,418 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $128,352,403 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $110,324,985 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $5,444,122 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $5,471,406 |
| Investment advisory and management fees | 2014-12-31 | $127,091 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $88,512,658 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $72,294,394 |
| Interest earned on other investments | 2014-12-31 | $436,296 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $26,169,438 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $21,732,177 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $4,244,620 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $6,897,946 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $6,897,946 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,358 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $74,379 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,907,109 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| 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 | $16,000,000 |
| Employer contributions (assets) at end of year | 2014-12-31 | $4,000,000 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,062,058 |
| 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 | No |
| 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 | Yes |
| 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 |
| Aggregate proceeds on sale of assets | 2014-12-31 | $14,002,677 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $14,002,677 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2014-12-31 | 611436956 |
| 2013 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-235,188 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-235,188 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $86,109 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $111,015 |
| Total income from all sources (including contributions) | 2013-12-31 | $17,926,491 |
| Total loss/gain on sale of assets | 2013-12-31 | $118,467 |
| Total of all expenses incurred | 2013-12-31 | $4,677,535 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,044,333 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $16,000,000 |
| Value of total assets at end of year | 2013-12-31 | $110,411,094 |
| Value of total assets at beginning of year | 2013-12-31 | $97,187,044 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $633,202 |
| Total interest from all sources | 2013-12-31 | $621,732 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $847,651 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $847,651 |
| Administrative expenses professional fees incurred | 2013-12-31 | $194,008 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $15,171 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $15,239 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $170 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $274 |
| Administrative expenses (other) incurred | 2013-12-31 | $371,444 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $85,939 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $110,741 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $13,248,956 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $110,324,985 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $97,076,029 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $5,471,406 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $9,502,267 |
| Investment advisory and management fees | 2013-12-31 | $67,750 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $72,294,394 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,582,836 |
| Interest earned on other investments | 2013-12-31 | $621,707 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $21,732,177 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $76,539,772 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $6,897,946 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $546,930 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $546,930 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $25 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-676,529 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,250,358 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $16,000,000 |
| Employer contributions (assets) at end of year | 2013-12-31 | $4,000,000 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,044,333 |
| 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 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $21,945,280 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $21,826,813 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2013-12-31 | 611436956 |
| 2012 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $18,920 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $18,920 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $111,015 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $63,110 |
| Total income from all sources (including contributions) | 2012-12-31 | $21,251,428 |
| Total loss/gain on sale of assets | 2012-12-31 | $-27,814 |
| Total of all expenses incurred | 2012-12-31 | $11,238,660 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $10,510,783 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $16,854,261 |
| Value of total assets at end of year | 2012-12-31 | $97,187,044 |
| Value of total assets at beginning of year | 2012-12-31 | $87,126,371 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $727,877 |
| Total interest from all sources | 2012-12-31 | $235,272 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $282,211 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $15,239 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $111,404 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $274 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $294 |
| Administrative expenses (other) incurred | 2012-12-31 | $344,790 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $110,741 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $62,816 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $10,012,768 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $97,076,029 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $87,063,261 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2012-12-31 | $9,502,267 |
| Investment advisory and management fees | 2012-12-31 | $100,876 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,582,836 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $14,691,936 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $235,271 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $76,539,772 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $63,641,530 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $546,930 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $615,213 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $615,213 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $764,126 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $3,406,663 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $16,854,261 |
| Employer contributions (assets) at end of year | 2012-12-31 | $4,000,000 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $3,145,739 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $10,510,783 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $4,920,549 |
| 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 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $70,735,070 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $70,762,884 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2012-12-31 | 611436956 |
| 2011 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-147,961 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-147,961 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $63,110 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $85,141 |
| Total income from all sources (including contributions) | 2011-12-31 | $17,752,679 |
| Total loss/gain on sale of assets | 2011-12-31 | $-66,752 |
| Total of all expenses incurred | 2011-12-31 | $3,901,213 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,316,667 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $12,582,956 |
| Value of total assets at end of year | 2011-12-31 | $87,126,371 |
| Value of total assets at beginning of year | 2011-12-31 | $73,296,936 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $584,546 |
| Total interest from all sources | 2011-12-31 | $399,232 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $187,028 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $111,404 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $107,326 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $294 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $4,674 |
| Administrative expenses (other) incurred | 2011-12-31 | $286,987 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $62,816 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $80,467 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $13,851,466 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $87,063,261 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $73,211,795 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $110,531 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $14,691,936 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,691,081 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $399,230 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $63,641,530 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $58,982,180 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $615,213 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $485,168 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $485,168 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $325,854 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $4,659,350 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $12,582,956 |
| Employer contributions (assets) at end of year | 2011-12-31 | $3,145,739 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $3,145,739 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,316,667 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $4,920,549 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $4,885,442 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $7,113,800 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $7,180,552 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2011-12-31 | 611436956 |
| 2010 : INTERNATIONAL BROTHERHOOD OF TEAMSTERS RETIREMENT & FAMILY PROTECTION 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-2,426,437 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-2,426,437 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $85,141 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $314,778 |
| Total income from all sources (including contributions) | 2010-12-31 | $16,738,240 |
| Total loss/gain on sale of assets | 2010-12-31 | $3,101,503 |
| Total of all expenses incurred | 2010-12-31 | $17,335,888 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $16,594,765 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $12,582,956 |
| Value of total assets at end of year | 2010-12-31 | $73,296,936 |
| Value of total assets at beginning of year | 2010-12-31 | $74,124,221 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $741,123 |
| Total interest from all sources | 2010-12-31 | $420,949 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $10,816 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $231,031 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $45,750 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $107,326 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $237,396 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $4,674 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $44,337 |
| Other income not declared elsewhere | 2010-12-31 | $10,543 |
| Administrative expenses (other) incurred | 2010-12-31 | $380,473 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $80,467 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $270,441 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-597,648 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $73,211,795 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $73,809,443 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $129,619 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,691,081 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $420,673 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $58,982,180 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $18,032,864 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $485,168 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $8,625,795 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $8,625,795 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $276 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $13,818,906 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $100,081 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $3,032,100 |
| Net gain/loss from 103.12 investment entities | 2010-12-31 | $-94,271 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $12,582,956 |
| Employer contributions (assets) at end of year | 2010-12-31 | $3,145,739 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $3,145,739 |
| Income. Dividends from common stock | 2010-12-31 | $10,816 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $16,594,765 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $4,885,442 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $8,066,126 |
| 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 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $22,151,645 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $72,143,914 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $69,042,411 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2010-12-31 | 611436956 |
