401k Plan data: UTF TRUCKING BARGAINING UNIT 401K plan

UTF TRUCKING BARGAINING UNIT 401K 401k Plan overview

Plan Name	UTF TRUCKING BARGAINING UNIT 401K
Plan identification number	002

UTF TRUCKING BARGAINING UNIT 401K Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FRESH DIRECT HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: FRESH DIRECT HOLDINGS, INC.

Employer identification number (EIN): 113576952

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Additional information about FRESH DIRECT HOLDINGS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3188643

More information about FRESH DIRECT HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTF TRUCKING BARGAINING UNIT 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01
002 2017-01-01
002 2016-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2014-01-01
002 2013-01-01 MICHELE DISANTO
002 2012-01-01 MICHELE DISANTO MICHELE DISANTO 2013-10-16
002 2010-01-01 MELANIE KIRK
002 2009-01-01 LAURENCE HICKEY

Plan Statistics for UTF TRUCKING BARGAINING UNIT 401K

401k plan membership statisitcs for UTF TRUCKING BARGAINING UNIT 401K

Measure Date Value
2022: UTF TRUCKING BARGAINING UNIT 401K 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,426
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 861
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 728
Total of all active and inactive participants 2022-01-01 1,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 6
Total participants 2022-01-01 1,596
Number of participants with account balances 2022-01-01 1,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UTF TRUCKING BARGAINING UNIT 401K 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,287
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 791
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 618
Total of all active and inactive participants 2021-01-01 1,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 1,415
Number of participants with account balances 2021-01-01 1,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UTF TRUCKING BARGAINING UNIT 401K 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,944
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 832
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,422
Total of all active and inactive participants 2020-01-01 2,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 5
Total participants 2020-01-01 2,259
Number of participants with account balances 2020-01-01 2,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UTF TRUCKING BARGAINING UNIT 401K 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,753
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 764
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,156
Total of all active and inactive participants 2019-01-01 1,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,923
Number of participants with account balances 2019-01-01 1,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UTF TRUCKING BARGAINING UNIT 401K 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,511
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 730
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,009
Total of all active and inactive participants 2018-01-01 1,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,741
Number of participants with account balances 2018-01-01 1,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UTF TRUCKING BARGAINING UNIT 401K 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,301
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 799
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 681
Total of all active and inactive participants 2017-01-01 1,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,482
Number of participants with account balances 2017-01-01 1,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UTF TRUCKING BARGAINING UNIT 401K 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,065
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 738
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 543
Total of all active and inactive participants 2016-01-01 1,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 1,284
Number of participants with account balances 2016-01-01 1,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UTF TRUCKING BARGAINING UNIT 401K 2015 401k membership
Total participants, beginning-of-year 2015-01-01 888
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 737
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 305
Total of all active and inactive participants 2015-01-01 1,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 1,044
Number of participants with account balances 2015-01-01 876
2014: UTF TRUCKING BARGAINING UNIT 401K 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,176
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 739
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 141
Total of all active and inactive participants 2014-01-01 880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 881
Number of participants with account balances 2014-01-01 774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UTF TRUCKING BARGAINING UNIT 401K 2013 401k membership
Total participants, beginning-of-year 2013-01-01 784
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,051
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 123
Total of all active and inactive participants 2013-01-01 1,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 1,176
Number of participants with account balances 2013-01-01 703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UTF TRUCKING BARGAINING UNIT 401K 2012 401k membership
Total participants, beginning-of-year 2012-01-01 819
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 723
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 60
Total of all active and inactive participants 2012-01-01 783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 784
Number of participants with account balances 2012-01-01 662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: UTF TRUCKING BARGAINING UNIT 401K 2010 401k membership
Total participants, beginning-of-year 2010-01-01 534
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 651
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 61
Total of all active and inactive participants 2010-01-01 712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 713
Number of participants with account balances 2010-01-01 499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UTF TRUCKING BARGAINING UNIT 401K 2009 401k membership
Total participants, beginning-of-year 2009-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 484
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 49
Total of all active and inactive participants 2009-01-01 533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 534
Number of participants with account balances 2009-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: UTF TRUCKING BARGAINING UNIT 401K 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,426
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	861
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	728
Total of all active and inactive participants	2022-01-01	1,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	6
Total participants	2022-01-01	1,596
Number of participants with account balances	2022-01-01	1,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UTF TRUCKING BARGAINING UNIT 401K 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,287
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	791
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	618
Total of all active and inactive participants	2021-01-01	1,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	1,415
Number of participants with account balances	2021-01-01	1,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UTF TRUCKING BARGAINING UNIT 401K 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,944
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	832
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,422
Total of all active and inactive participants	2020-01-01	2,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	5
Total participants	2020-01-01	2,259
Number of participants with account balances	2020-01-01	2,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UTF TRUCKING BARGAINING UNIT 401K 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,753
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	764
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,156
Total of all active and inactive participants	2019-01-01	1,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,923
Number of participants with account balances	2019-01-01	1,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UTF TRUCKING BARGAINING UNIT 401K 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,511
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	730
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,009
Total of all active and inactive participants	2018-01-01	1,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,741
Number of participants with account balances	2018-01-01	1,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UTF TRUCKING BARGAINING UNIT 401K 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,301
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	799
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	681
Total of all active and inactive participants	2017-01-01	1,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,482
Number of participants with account balances	2017-01-01	1,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UTF TRUCKING BARGAINING UNIT 401K 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,065
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	738
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	543
Total of all active and inactive participants	2016-01-01	1,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	1,284
Number of participants with account balances	2016-01-01	1,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UTF TRUCKING BARGAINING UNIT 401K 2015 401k membership
Total participants, beginning-of-year	2015-01-01	888
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	737
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	305
Total of all active and inactive participants	2015-01-01	1,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	1,044
Number of participants with account balances	2015-01-01	876
2014: UTF TRUCKING BARGAINING UNIT 401K 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,176
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	739
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	141
Total of all active and inactive participants	2014-01-01	880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	881
Number of participants with account balances	2014-01-01	774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UTF TRUCKING BARGAINING UNIT 401K 2013 401k membership
Total participants, beginning-of-year	2013-01-01	784
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,051
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	123
Total of all active and inactive participants	2013-01-01	1,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	1,176
Number of participants with account balances	2013-01-01	703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UTF TRUCKING BARGAINING UNIT 401K 2012 401k membership
Total participants, beginning-of-year	2012-01-01	819
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	723
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	60
Total of all active and inactive participants	2012-01-01	783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	784
Number of participants with account balances	2012-01-01	662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: UTF TRUCKING BARGAINING UNIT 401K 2010 401k membership
Total participants, beginning-of-year	2010-01-01	534
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	651
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	61
Total of all active and inactive participants	2010-01-01	712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	713
Number of participants with account balances	2010-01-01	499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UTF TRUCKING BARGAINING UNIT 401K 2009 401k membership
Total participants, beginning-of-year	2009-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	484
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	49
Total of all active and inactive participants	2009-01-01	533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	534
Number of participants with account balances	2009-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UTF TRUCKING BARGAINING UNIT 401K

Measure	Date	Value
2022 : UTF TRUCKING BARGAINING UNIT 401K 2022 401k financial data
Total transfer of assets from this plan	2022-12-31	$1,350
Total income from all sources (including contributions)	2022-12-31	$542,310
Total of all expenses incurred	2022-12-31	$1,001,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$821,790
Expenses. Certain deemed distributions of participant loans	2022-12-31	$71,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,918,919
Value of total assets at end of year	2022-12-31	$8,678,122
Value of total assets at beginning of year	2022-12-31	$9,138,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$107,921
Total interest from all sources	2022-12-31	$27,764
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$112,024
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	$112,024
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
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
Contributions received from participants	2022-12-31	$1,863,293
Participant contributions at end of year	2022-12-31	$777,721
Participant contributions at beginning of year	2022-12-31	$617,165
Participant contributions at end of year	2022-12-31	$35,209
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$55,626
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$2,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$961
Other income not declared elsewhere	2022-12-31	$19,132
Administrative expenses (other) incurred	2022-12-31	$92,340
Total non interest bearing cash at end of year	2022-12-31	$9,065
Total non interest bearing cash at beginning of year	2022-12-31	$9,249
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	$-459,168
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,678,122
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,138,640
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
Investment advisory and management fees	2022-12-31	$15,581
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,649,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,354,870
Interest on participant loans	2022-12-31	$27,764
Value of interest in common/collective trusts at end of year	2022-12-31	$203,469
Value of interest in common/collective trusts at beginning of year	2022-12-31	$156,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,538,578
Net investment gain or loss from common/collective trusts	2022-12-31	$3,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$821,790
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	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, P.C.
Accountancy firm EIN	2022-12-31	135381590
2021 : UTF TRUCKING BARGAINING UNIT 401K 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$40,485
Total transfer of assets from this plan	2021-12-31	$97,445
Total income from all sources (including contributions)	2021-12-31	$3,018,132
Total of all expenses incurred	2021-12-31	$1,638,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,499,279
Expenses. Certain deemed distributions of participant loans	2021-12-31	$4,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,785,434
Value of total assets at end of year	2021-12-31	$9,138,640
Value of total assets at beginning of year	2021-12-31	$7,816,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$135,063
Total interest from all sources	2021-12-31	$22,436
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$92,579
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	$92,579
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,785,434
Participant contributions at end of year	2021-12-31	$617,165
Participant contributions at beginning of year	2021-12-31	$462,826
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$16,149
Administrative expenses (other) incurred	2021-12-31	$119,414
Total non interest bearing cash at end of year	2021-12-31	$9,249
Total non interest bearing cash at beginning of year	2021-12-31	$8,748
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	$1,379,295
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,138,640
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,816,305
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
Investment advisory and management fees	2021-12-31	$15,649
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,354,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,262,767
Interest on participant loans	2021-12-31	$22,436
Value of interest in common/collective trusts at end of year	2021-12-31	$156,395
Value of interest in common/collective trusts at beginning of year	2021-12-31	$81,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$993,175
Net investment gain or loss from common/collective trusts	2021-12-31	$108,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,499,279
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	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : UTF TRUCKING BARGAINING UNIT 401K 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$301
Total transfer of assets from this plan	2020-12-31	$34,573
Total income from all sources (including contributions)	2020-12-31	$2,590,557
Total of all expenses incurred	2020-12-31	$867,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$790,623
Expenses. Certain deemed distributions of participant loans	2020-12-31	$36,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,606,178
Value of total assets at end of year	2020-12-31	$7,816,305
Value of total assets at beginning of year	2020-12-31	$6,127,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,812
Total interest from all sources	2020-12-31	$21,399
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$167,725
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	$167,725
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,606,072
Participant contributions at end of year	2020-12-31	$462,826
Participant contributions at beginning of year	2020-12-31	$395,851
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$118,262
Other income not declared elsewhere	2020-12-31	$11,987
Total non interest bearing cash at end of year	2020-12-31	$8,748
Total non interest bearing cash at beginning of year	2020-12-31	$8,053
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	$1,723,069
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,816,305
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,127,508
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	$11,291
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,262,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,538,533
Interest on participant loans	2020-12-31	$21,399
Value of interest in common/collective trusts at end of year	2020-12-31	$81,964
Value of interest in common/collective trusts at beginning of year	2020-12-31	$66,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$781,224
Net investment gain or loss from common/collective trusts	2020-12-31	$2,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$790,623
Contract administrator fees	2020-12-31	$29,521
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : UTF TRUCKING BARGAINING UNIT 401K 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,092,636
Total income from all sources (including contributions)	2019-12-31	$2,092,636
Total of all expenses incurred	2019-12-31	$767,590
Total of all expenses incurred	2019-12-31	$767,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$640,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$640,982
Expenses. Certain deemed distributions of participant loans	2019-12-31	$98,469
Expenses. Certain deemed distributions of participant loans	2019-12-31	$98,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,095,002
Value of total assets at end of year	2019-12-31	$6,127,508
Value of total assets at beginning of year	2019-12-31	$4,802,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,139
Total interest from all sources	2019-12-31	$19,823
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$111,407
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	$111,407
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,095,002
Participant contributions at end of year	2019-12-31	$395,851
Participant contributions at beginning of year	2019-12-31	$364,793
Participant contributions at beginning of year	2019-12-31	$364,793
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$118,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$118,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$118,262
Other income not declared elsewhere	2019-12-31	$2,943
Other income not declared elsewhere	2019-12-31	$2,943
Administrative expenses (other) incurred	2019-12-31	$14,059
Administrative expenses (other) incurred	2019-12-31	$14,059
Total non interest bearing cash at end of year	2019-12-31	$8,053
Total non interest bearing cash at beginning of year	2019-12-31	$5,330
Total non interest bearing cash at beginning of year	2019-12-31	$5,330
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
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	$1,325,046
Value of net income/loss	2019-12-31	$1,325,046
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,127,508
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,802,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$14,080
Investment advisory and management fees	2019-12-31	$14,080
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,538,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,253,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,253,880
Interest on participant loans	2019-12-31	$19,823
Value of interest in common/collective trusts at end of year	2019-12-31	$66,809
Value of interest in common/collective trusts at beginning of year	2019-12-31	$60,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$861,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$861,711
Net investment gain or loss from common/collective trusts	2019-12-31	$1,750
Net investment gain or loss from common/collective trusts	2019-12-31	$1,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$640,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$640,982
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
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 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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
Accountancy firm EIN	2019-12-31	135381590
2018 : UTF TRUCKING BARGAINING UNIT 401K 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$671,043
Total of all expenses incurred	2018-12-31	$712,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$660,971
Expenses. Certain deemed distributions of participant loans	2018-12-31	$14,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,061,221
Value of total assets at end of year	2018-12-31	$4,702,391
Value of total assets at beginning of year	2018-12-31	$4,743,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$36,236
Total interest from all sources	2018-12-31	$18,520
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$69,925
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	$69,925
Was this plan covered by a fidelity bond	2018-12-31	No
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,042,920
Participant contributions at end of year	2018-12-31	$364,793
Participant contributions at beginning of year	2018-12-31	$377,587
Participant contributions at end of year	2018-12-31	$15,233
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$18,301
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$4,092
Administrative expenses (other) incurred	2018-12-31	$22,585
Total non interest bearing cash at end of year	2018-12-31	$5,330
Total non interest bearing cash at beginning of year	2018-12-31	$1,237
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	$-41,110
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,702,391
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,743,501
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	$13,651
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,254,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,317,087
Interest on participant loans	2018-12-31	$18,520
Value of interest in common/collective trusts at end of year	2018-12-31	$60,197
Value of interest in common/collective trusts at beginning of year	2018-12-31	$47,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-480,250
Net investment gain or loss from common/collective trusts	2018-12-31	$1,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$660,971
Contract administrator fees	2018-12-31	$16,330
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW DRAUSE LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : UTF TRUCKING BARGAINING UNIT 401K 2017 401k financial data
Total transfer of assets from this plan	2017-12-31	$36,678
Total income from all sources (including contributions)	2017-12-31	$1,639,674
Total of all expenses incurred	2017-12-31	$619,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$520,572
Expenses. Certain deemed distributions of participant loans	2017-12-31	$48,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$943,193
Value of total assets at end of year	2017-12-31	$4,743,501
Value of total assets at beginning of year	2017-12-31	$3,759,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$49,895
Total interest from all sources	2017-12-31	$14,494
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$60,114
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	$60,114
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$50,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$906,941
Participant contributions at end of year	2017-12-31	$377,587
Participant contributions at beginning of year	2017-12-31	$332,027
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$36,252
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$118,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$118,262
Administrative expenses (other) incurred	2017-12-31	$33,275
Total non interest bearing cash at end of year	2017-12-31	$1,237
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,020,657
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,743,501
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,759,522
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	$16,620
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,317,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,379,447
Interest on participant loans	2017-12-31	$14,494
Value of interest in common/collective trusts at end of year	2017-12-31	$47,590
Value of interest in common/collective trusts at beginning of year	2017-12-31	$48,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$620,647
Net investment gain or loss from common/collective trusts	2017-12-31	$1,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$520,572
Contract administrator fees	2017-12-31	$19,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : UTF TRUCKING BARGAINING UNIT 401K 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,043,339
Total of all expenses incurred	2016-12-31	$349,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$322,442
Expenses. Certain deemed distributions of participant loans	2016-12-31	$92,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$871,572
Value of total assets at end of year	2016-12-31	$3,759,522
Value of total assets at beginning of year	2016-12-31	$3,065,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$27,015
Total interest from all sources	2016-12-31	$10,963
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$52,885
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	$52,885
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$50,000
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
Contributions received from participants	2016-12-31	$775,325
Participant contributions at end of year	2016-12-31	$332,027
Participant contributions at beginning of year	2016-12-31	$335,925
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$6,021
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$32,781
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$118,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$185,644
Other income not declared elsewhere	2016-12-31	$637
Administrative expenses (other) incurred	2016-12-31	$24,081
Total non interest bearing cash at end of year	2016-12-31	$3,897
Total non interest bearing cash at beginning of year	2016-12-31	$6,021
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	$693,882
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,759,522
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,065,640
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
Investment advisory and management fees	2016-12-31	$2,934
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,379,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,723,694
Interest on participant loans	2016-12-31	$10,963
Value of interest in common/collective trusts at end of year	2016-12-31	$48,048
Value of interest in common/collective trusts at beginning of year	2016-12-31	$39,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$159,807
Net investment gain or loss from common/collective trusts	2016-12-31	$997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$63,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$322,442
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	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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2014 : UTF TRUCKING BARGAINING UNIT 401K 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$88,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$814,802
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$379,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$335,691
Expenses. Certain deemed distributions of participant loans	2014-12-31	$10,704
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$682,019
Value of total assets at end of year	2014-12-31	$2,739,929
Value of total assets at beginning of year	2014-12-31	$2,393,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$32,638
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$8,532
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$164,957
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	$164,957
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
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
Contributions received from participants	2014-12-31	$682,019
Participant contributions at end of year	2014-12-31	$314,906
Participant contributions at beginning of year	2014-12-31	$260,593
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$32,638
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$435,769
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,739,929
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,393,095
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	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,400,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,101,313
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$8,532
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$24,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$31,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$31,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-40,706
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$335,691
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
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
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : UTF TRUCKING BARGAINING UNIT 401K 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$44,306
Total transfer of assets from this plan	2013-12-31	$5,418
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,011,997
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$309,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$281,577
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,867
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$694,092
Value of total assets at end of year	2013-12-31	$2,393,094
Value of total assets at beginning of year	2013-12-31	$1,651,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$25,331
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$6,609
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$97,964
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	$97,964
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
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
Contributions received from participants	2013-12-31	$694,092
Participant contributions at end of year	2013-12-31	$260,593
Participant contributions at beginning of year	2013-12-31	$176,012
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$25,331
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$702,222
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,393,094
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,651,984
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	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,101,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,449,412
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$6,606
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$31,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$26,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$26,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$3
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$213,332
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$0
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$281,577
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
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
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
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	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	INDCORP FISCAL SERVICES INC
Accountancy firm EIN	2013-12-31	116381700
2012 : UTF TRUCKING BARGAINING UNIT 401K 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$670,073
Total of all expenses incurred	2012-12-31	$167,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$141,083
Expenses. Certain deemed distributions of participant loans	2012-12-31	$9,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$509,462
Value of total assets at end of year	2012-12-31	$1,651,984
Value of total assets at beginning of year	2012-12-31	$1,149,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$17,179
Total interest from all sources	2012-12-31	$3,640
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$29,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$29,819
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
Contributions received from participants	2012-12-31	$509,462
Participant contributions at end of year	2012-12-31	$176,012
Participant contributions at beginning of year	2012-12-31	$97,076
Administrative expenses (other) incurred	2012-12-31	$17,179
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	$502,514
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,651,984
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,149,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,449,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,033,819
Interest on participant loans	2012-12-31	$3,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2
Asset value of US Government securities at end of year	2012-12-31	$26,560
Asset value of US Government securities at beginning of year	2012-12-31	$18,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$127,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$141,083
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	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	INDCORP FISCAL SERVICES INC
Accountancy firm EIN	2012-12-31	116381700
2010 : UTF TRUCKING BARGAINING UNIT 401K 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$436,471
Total of all expenses incurred	2010-12-31	$85,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$76,841
Expenses. Certain deemed distributions of participant loans	2010-12-31	$473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$348,404
Value of total assets at end of year	2010-12-31	$817,153
Value of total assets at beginning of year	2010-12-31	$465,722
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,726
Total interest from all sources	2010-12-31	$1,006
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$16,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$16,521
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$348,404
Participant contributions at end of year	2010-12-31	$58,282
Participant contributions at beginning of year	2010-12-31	$17,290
Administrative expenses (other) incurred	2010-12-31	$7,726
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	$351,431
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$817,153
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$465,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$748,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$438,791
Interest on participant loans	2010-12-31	$1,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$10,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$9,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$9,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$70,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$76,841
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
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	JAY FOX CPA
Accountancy firm EIN	2010-12-31	116381700
2009 : UTF TRUCKING BARGAINING UNIT 401K 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UTF TRUCKING BARGAINING UNIT 401K

2022: UTF TRUCKING BARGAINING UNIT 401K 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UTF TRUCKING BARGAINING UNIT 401K 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UTF TRUCKING BARGAINING UNIT 401K 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UTF TRUCKING BARGAINING UNIT 401K 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UTF TRUCKING BARGAINING UNIT 401K 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UTF TRUCKING BARGAINING UNIT 401K 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UTF TRUCKING BARGAINING UNIT 401K 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UTF TRUCKING BARGAINING UNIT 401K 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UTF TRUCKING BARGAINING UNIT 401K 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UTF TRUCKING BARGAINING UNIT 401K 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UTF TRUCKING BARGAINING UNIT 401K 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: UTF TRUCKING BARGAINING UNIT 401K 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UTF TRUCKING BARGAINING UNIT 401K 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FRESH DIRECT HOLDINGS, INC.
Employer identification number (EIN):	113576952
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3188643