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LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 401k Plan overview

Plan NameLAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED
Plan identification number 001

LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Life insurance

401k Sponsoring company profile

TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RE
Employer identification number (EIN):135521921
NAIC Classification:812320
NAIC Description:Drycleaning and Laundry Services (except Coin-Operated)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL POTACK - EMPLOYER TRUSTEE
0012016-01-01MICHAEL POTACK - EMPLOYER TRUSTEE
0012015-01-01MICHAEL POTACK - EMPLOYER TRUSTEE
0012014-01-01MICHAEL POTACK
0012014-01-01MICHAEL POTACK - EMPLOYER TRUSTEE
0012014-01-01MICHAEL POTACK - EMPLOYER TRUSTEE
0012013-01-01MICHAEL POTACK - EMPLOYER TRUSTEE
0012012-01-01MICHAEL POTACK MICHAEL POTACK2016-08-26
0012011-01-01MICHAEL POTACK - EMPLOYER TRUSTEE
0012010-01-01MICHAEL POTACK - EMPLOYER TRUSTEE
0012009-01-01BRUCE RAYNOR MICHAEL POTACK2010-10-13

Plan Statistics for LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED

401k plan membership statisitcs for LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED

Measure Date Value
2023: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2023 401k membership
Total participants, beginning-of-year2023-01-019,644
Total number of active participants reported on line 7a of the Form 55002023-01-012,130
Number of retired or separated participants receiving benefits2023-01-012,563
Number of other retired or separated participants entitled to future benefits2023-01-014,527
Total of all active and inactive participants2023-01-019,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01178
Total participants2023-01-019,398
Number of employers contributing to the scheme2023-01-0121
2022: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2022 401k membership
Current value of assets2022-12-31211,987,763
Acturial value of assets for funding standard account2022-12-31187,373,476
Accrued liability for plan using immediate gains methods2022-12-31157,778,586
Accrued liability under unit credit cost method2022-12-31157,778,586
RPA 94 current liability2022-12-31340,427,001
Expected increase in current liability due to benefits accruing during the plan year2022-12-318,103,939
Expected release from RPA 94 current liability for plan year2022-12-3112,737,673
Expected plan disbursements for the plan year2022-12-3112,206,901
Current value of assets2022-12-31211,987,763
Number of retired participants and beneficiaries receiving payment2022-12-312,898
Current liability for retired participants and beneficiaries receiving payment2022-12-31103,162,059
Number of terminated vested participants2022-12-314,594
Current liability for terminated vested participants2022-12-31151,129,806
Current liability for active participants non vested benefits2022-12-316,350,213
Current liability for active participants vested benefits2022-12-3179,784,923
Total number of active articipats2022-12-312,220
Current liability for active participants2022-12-3186,135,136
Total participant count with liabilities2022-12-319,712
Total current liabilitoes for participants with libailities2022-12-31340,427,001
Total employer contributions in plan year2022-12-312,055,886
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-313,320,232
Prior year credit balance2022-12-3136,822,874
Amortization credits as of valuation date2022-12-319,661,720
Total participants, beginning-of-year2022-01-019,712
Total number of active participants reported on line 7a of the Form 55002022-01-012,158
Number of retired or separated participants receiving benefits2022-01-012,728
Number of other retired or separated participants entitled to future benefits2022-01-014,566
Total of all active and inactive participants2022-01-019,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01192
Total participants2022-01-019,644
Number of employers contributing to the scheme2022-01-0124
2021: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2021 401k membership
Current value of assets2021-12-31184,298,665
Acturial value of assets for funding standard account2021-12-31173,760,938
Accrued liability for plan using immediate gains methods2021-12-31152,941,269
Accrued liability under unit credit cost method2021-12-31152,941,269
RPA 94 current liability2021-12-31321,088,782
Expected increase in current liability due to benefits accruing during the plan year2021-12-316,651,003
Expected release from RPA 94 current liability for plan year2021-12-3112,428,764
Expected plan disbursements for the plan year2021-12-3111,890,107
Current value of assets2021-12-31184,298,665
Number of retired participants and beneficiaries receiving payment2021-12-312,941
Current liability for retired participants and beneficiaries receiving payment2021-12-31101,864,513
Number of terminated vested participants2021-12-314,822
Current liability for terminated vested participants2021-12-31154,181,534
Current liability for active participants non vested benefits2021-12-314,344,030
Current liability for active participants vested benefits2021-12-3160,698,705
Total number of active articipats2021-12-311,951
Current liability for active participants2021-12-3165,042,735
Total participant count with liabilities2021-12-319,714
Total current liabilitoes for participants with libailities2021-12-31321,088,782
Total employer contributions in plan year2021-12-312,156,814
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-313,026,197
Prior year credit balance2021-12-3134,325,686
Amortization credits as of valuation date2021-12-318,788,067
Total participants, beginning-of-year2021-01-019,714
Total number of active participants reported on line 7a of the Form 55002021-01-012,220
Number of retired or separated participants receiving benefits2021-01-012,709
Number of other retired or separated participants entitled to future benefits2021-01-014,594
Total of all active and inactive participants2021-01-019,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01189
Total participants2021-01-019,712
Number of employers contributing to the scheme2021-01-0124
2020: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2020 401k membership
Current value of assets2020-12-31172,853,553
Acturial value of assets for funding standard account2020-12-31164,980,975
Accrued liability for plan using immediate gains methods2020-12-31147,557,845
Accrued liability under unit credit cost method2020-12-31147,557,845
RPA 94 current liability2020-12-31291,573,632
Expected increase in current liability due to benefits accruing during the plan year2020-12-318,755,734
Expected release from RPA 94 current liability for plan year2020-12-3112,197,224
Expected plan disbursements for the plan year2020-12-3111,668,328
Current value of assets2020-12-31172,853,553
Number of retired participants and beneficiaries receiving payment2020-12-312,989
Current liability for retired participants and beneficiaries receiving payment2020-12-3197,520,671
Number of terminated vested participants2020-12-314,117
Current liability for terminated vested participants2020-12-31103,689,232
Current liability for active participants non vested benefits2020-12-3111,436,395
Current liability for active participants vested benefits2020-12-3178,927,334
Total number of active articipats2020-12-313,168
Current liability for active participants2020-12-3190,363,729
Total participant count with liabilities2020-12-3110,274
Total current liabilitoes for participants with libailities2020-12-31291,573,632
Total employer contributions in plan year2020-12-312,206,756
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-314,005,405
Prior year credit balance2020-12-3133,373,733
Amortization credits as of valuation date2020-12-318,160,888
Total participants, beginning-of-year2020-01-0110,274
Total number of active participants reported on line 7a of the Form 55002020-01-011,951
Number of retired or separated participants receiving benefits2020-01-012,736
Number of other retired or separated participants entitled to future benefits2020-01-014,822
Total of all active and inactive participants2020-01-019,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01205
Total participants2020-01-019,714
Number of employers contributing to the scheme2020-01-0122
2019: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2019 401k membership
Current value of assets2019-12-31152,928,252
Acturial value of assets for funding standard account2019-12-31160,866,213
Accrued liability for plan using immediate gains methods2019-12-31141,781,762
Accrued liability under unit credit cost method2019-12-31141,781,762
RPA 94 current liability2019-12-31278,011,135
Expected increase in current liability due to benefits accruing during the plan year2019-12-318,751,560
Expected release from RPA 94 current liability for plan year2019-12-3111,605,311
Expected plan disbursements for the plan year2019-12-3111,100,621
Current value of assets2019-12-31152,928,252
Number of retired participants and beneficiaries receiving payment2019-12-312,929
Current liability for retired participants and beneficiaries receiving payment2019-12-3193,747,840
Number of terminated vested participants2019-12-314,025
Current liability for terminated vested participants2019-12-3197,875,248
Current liability for active participants non vested benefits2019-12-319,930,124
Current liability for active participants vested benefits2019-12-3176,457,923
Total number of active articipats2019-12-313,245
Current liability for active participants2019-12-3186,388,047
Total participant count with liabilities2019-12-3110,199
Total current liabilitoes for participants with libailities2019-12-31278,011,135
Total employer contributions in plan year2019-12-312,786,647
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-313,985,640
Prior year credit balance2019-12-3131,725,607
Amortization credits as of valuation date2019-12-318,160,888
Total participants, beginning-of-year2019-01-0110,199
Total number of active participants reported on line 7a of the Form 55002019-01-013,168
Number of retired or separated participants receiving benefits2019-01-012,796
Number of other retired or separated participants entitled to future benefits2019-01-014,117
Total of all active and inactive participants2019-01-0110,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01193
Total participants2019-01-0110,274
Number of employers contributing to the scheme2019-01-0123
2018: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2018 401k membership
Current value of assets2018-12-31164,530,061
Acturial value of assets for funding standard account2018-12-31159,496,910
Accrued liability for plan using immediate gains methods2018-12-31134,154,811
Accrued liability under unit credit cost method2018-12-31134,154,811
RPA 94 current liability2018-12-31270,819,746
Expected increase in current liability due to benefits accruing during the plan year2018-12-318,852,315
Expected release from RPA 94 current liability for plan year2018-12-3110,856,199
Expected plan disbursements for the plan year2018-12-3110,401,687
Current value of assets2018-12-31164,530,061
Number of retired participants and beneficiaries receiving payment2018-12-312,783
Current liability for retired participants and beneficiaries receiving payment2018-12-3189,295,425
Number of terminated vested participants2018-12-314,005
Current liability for terminated vested participants2018-12-3199,867,154
Current liability for active participants non vested benefits2018-12-315,034,186
Current liability for active participants vested benefits2018-12-3176,622,981
Total number of active articipats2018-12-313,151
Current liability for active participants2018-12-3181,657,167
Total participant count with liabilities2018-12-319,939
Total current liabilitoes for participants with libailities2018-12-31270,819,746
Total employer contributions in plan year2018-12-312,878,447
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-314,070,380
Prior year credit balance2018-12-3129,463,425
Amortization credits as of valuation date2018-12-318,160,888
Total participants, beginning-of-year2018-01-019,938
Total number of active participants reported on line 7a of the Form 55002018-01-013,245
Number of retired or separated participants receiving benefits2018-01-012,752
Number of other retired or separated participants entitled to future benefits2018-01-014,025
Total of all active and inactive participants2018-01-0110,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01177
Total participants2018-01-0110,199
Number of employers contributing to the scheme2018-01-0125
2017: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2017 401k membership
Current value of assets2017-12-31151,032,627
Acturial value of assets for funding standard account2017-12-31158,211,745
Accrued liability for plan using immediate gains methods2017-12-31141,347,515
Accrued liability under unit credit cost method2017-12-31141,347,515
RPA 94 current liability2017-12-31250,523,707
Expected increase in current liability due to benefits accruing during the plan year2017-12-317,050,753
Expected release from RPA 94 current liability for plan year2017-12-318,490,541
Expected plan disbursements for the plan year2017-12-318,666,236
Current value of assets2017-12-31151,032,627
Number of retired participants and beneficiaries receiving payment2017-12-312,821
Current liability for retired participants and beneficiaries receiving payment2017-12-3183,669,391
Number of terminated vested participants2017-12-313,895
Current liability for terminated vested participants2017-12-3187,450,452
Current liability for active participants non vested benefits2017-12-314,473,348
Current liability for active participants vested benefits2017-12-3174,930,516
Total number of active articipats2017-12-313,250
Current liability for active participants2017-12-3179,403,864
Total participant count with liabilities2017-12-319,966
Total current liabilitoes for participants with libailities2017-12-31250,523,707
Total employer contributions in plan year2017-12-312,536,436
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-312,829,885
Prior year credit balance2017-12-3127,401,604
Amortization credits as of valuation date2017-12-316,571,036
Total participants, beginning-of-year2017-01-0110,978
Total number of active participants reported on line 7a of the Form 55002017-01-013,151
Number of retired or separated participants receiving benefits2017-01-012,609
Number of other retired or separated participants entitled to future benefits2017-01-014,005
Total of all active and inactive participants2017-01-019,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01173
Total participants2017-01-019,938
Number of employers contributing to the scheme2017-01-0136
2016: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2016 401k membership
Current value of assets2016-12-31144,854,738
Acturial value of assets for funding standard account2016-12-31157,140,466
Accrued liability for plan using immediate gains methods2016-12-31149,552,476
Accrued liability under unit credit cost method2016-12-31149,522,476
RPA 94 current liability2016-12-31249,426,151
Expected increase in current liability due to benefits accruing during the plan year2016-12-316,725,666
Expected release from RPA 94 current liability for plan year2016-12-3110,127,800
Expected plan disbursements for the plan year2016-12-3110,338,093
Current value of assets2016-12-31144,854,738
Number of retired participants and beneficiaries receiving payment2016-12-312,815
Current liability for retired participants and beneficiaries receiving payment2016-12-3180,237,885
Number of terminated vested participants2016-12-315,033
Current liability for terminated vested participants2016-12-3194,277,458
Current liability for active participants non vested benefits2016-12-314,378,925
Current liability for active participants vested benefits2016-12-3170,531,883
Total number of active articipats2016-12-313,315
Current liability for active participants2016-12-3174,910,808
Total participant count with liabilities2016-12-3111,163
Total current liabilitoes for participants with libailities2016-12-31249,426,151
Total employer contributions in plan year2016-12-312,848,533
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-312,842,764
Prior year credit balance2016-12-3126,102,649
Amortization credits as of valuation date2016-12-315,274,231
Total participants, beginning-of-year2016-01-0111,162
Total number of active participants reported on line 7a of the Form 55002016-01-013,250
Number of retired or separated participants receiving benefits2016-01-012,680
Number of other retired or separated participants entitled to future benefits2016-01-014,907
Total of all active and inactive participants2016-01-0110,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01141
Total participants2016-01-0110,978
Number of employers contributing to the scheme2016-01-0130
2015: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2015 401k membership
Current value of assets2015-12-31153,596,039
Acturial value of assets for funding standard account2015-12-31156,859,613
Accrued liability for plan using immediate gains methods2015-12-31142,486,957
Accrued liability under unit credit cost method2015-12-31142,486,957
RPA 94 current liability2015-12-31231,384,983
Expected increase in current liability due to benefits accruing during the plan year2015-12-316,464,525
Expected release from RPA 94 current liability for plan year2015-12-318,953,510
Expected plan disbursements for the plan year2015-12-319,158,326
Current value of assets2015-12-31153,596,039
Number of retired participants and beneficiaries receiving payment2015-12-312,796
Current liability for retired participants and beneficiaries receiving payment2015-12-3175,324,538
Number of terminated vested participants2015-12-314,267
Current liability for terminated vested participants2015-12-3184,191,216
Current liability for active participants non vested benefits2015-12-314,660,104
Current liability for active participants vested benefits2015-12-3167,209,125
Total number of active articipats2015-12-313,430
Current liability for active participants2015-12-3171,869,229
Total participant count with liabilities2015-12-3110,493
Total current liabilitoes for participants with libailities2015-12-31231,384,983
Total employer contributions in plan year2015-12-312,953,001
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-312,880,019
Prior year credit balance2015-12-3124,031,328
Amortization credits as of valuation date2015-12-315,274,231
Total participants, beginning-of-year2015-01-019,002
Total number of active participants reported on line 7a of the Form 55002015-01-013,315
Number of retired or separated participants receiving benefits2015-01-012,684
Number of other retired or separated participants entitled to future benefits2015-01-015,034
Total of all active and inactive participants2015-01-0111,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01129
Total participants2015-01-0111,162
Number of employers contributing to the scheme2015-01-0133
2014: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2014 401k membership
Current value of assets2014-12-31148,617,515
Acturial value of assets for funding standard account2014-12-31152,519,210
Accrued liability for plan using immediate gains methods2014-12-31142,889,544
Accrued liability under unit credit cost method2014-12-31142,889,544
RPA 94 current liability2014-12-31228,929,426
Expected increase in current liability due to benefits accruing during the plan year2014-12-316,083,195
Expected release from RPA 94 current liability for plan year2014-12-318,739,075
Expected plan disbursements for the plan year2014-12-318,946,385
Current value of assets2014-12-31148,617,515
Number of retired participants and beneficiaries receiving payment2014-12-312,834
Current liability for retired participants and beneficiaries receiving payment2014-12-3173,772,037
Number of terminated vested participants2014-12-315,825
Current liability for terminated vested participants2014-12-3190,391,015
Current liability for active participants non vested benefits2014-12-313,597,638
Current liability for active participants vested benefits2014-12-3161,168,736
Total number of active articipats2014-12-313,616
Current liability for active participants2014-12-3164,766,374
Total participant count with liabilities2014-12-3112,275
Total current liabilitoes for participants with libailities2014-12-31228,929,426
Total employer contributions in plan year2014-12-312,858,744
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-312,776,082
Prior year credit balance2014-12-3122,500,732
Amortization credits as of valuation date2014-12-314,853,021
Total participants, beginning-of-year2014-01-0112,275
Total number of active participants reported on line 7a of the Form 55002014-01-013,430
Number of retired or separated participants receiving benefits2014-01-012,668
Number of other retired or separated participants entitled to future benefits2014-01-014,267
Total of all active and inactive participants2014-01-0110,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01128
Total participants2014-01-0110,493
Number of employers contributing to the scheme2014-01-0133
2013: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2013 401k membership
Current value of assets2013-12-31129,083,370
Acturial value of assets for funding standard account2013-12-31147,506,879
Accrued liability for plan using immediate gains methods2013-12-31139,098,910
Accrued liability under unit credit cost method2013-12-31139,098,910
RPA 94 current liability2013-12-31219,426,608
Expected increase in current liability due to benefits accruing during the plan year2013-12-316,162,137
Expected release from RPA 94 current liability for plan year2013-12-318,184,030
Expected plan disbursements for the plan year2013-12-318,352,205
Current value of assets2013-12-31129,083,370
Number of retired participants and beneficiaries receiving payment2013-12-312,839
Current liability for retired participants and beneficiaries receiving payment2013-12-3171,527,461
Number of terminated vested participants2013-12-315,652
Current liability for terminated vested participants2013-12-3184,690,618
Current liability for active participants non vested benefits2013-12-315,877,628
Current liability for active participants vested benefits2013-12-3157,330,901
Total number of active articipats2013-12-313,747
Current liability for active participants2013-12-3163,208,529
Total participant count with liabilities2013-12-3112,238
Total current liabilitoes for participants with libailities2013-12-31219,426,608
Total employer contributions in plan year2013-12-313,571,612
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-312,837,598
Prior year credit balance2013-12-3120,438,692
Amortization credits as of valuation date2013-12-314,853,021
Total participants, beginning-of-year2013-01-0110,747
Total number of active participants reported on line 7a of the Form 55002013-01-013,616
Number of retired or separated participants receiving benefits2013-01-012,708
Number of other retired or separated participants entitled to future benefits2013-01-014,334
Total of all active and inactive participants2013-01-0110,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01126
Total participants2013-01-0110,784
Number of employers contributing to the scheme2013-01-0140
2012: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2012 401k membership
Total participants, beginning-of-year2012-01-0110,862
Total number of active participants reported on line 7a of the Form 55002012-01-013,747
Number of retired or separated participants receiving benefits2012-01-012,664
Number of other retired or separated participants entitled to future benefits2012-01-014,161
Total of all active and inactive participants2012-01-0110,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01175
Total participants2012-01-0110,747
Number of employers contributing to the scheme2012-01-0151
2011: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2011 401k membership
Current value of assets2011-12-31124,411,949
Acturial value of assets for funding standard account2011-12-31146,640,726
Accrued liability for plan using immediate gains methods2011-12-31125,169,615
Accrued liability under unit credit cost method2011-12-31125,169,615
RPA 94 current liability2011-12-31178,861,800
Expected increase in current liability due to benefits accruing during the plan year2011-12-315,744,809
Expected release from RPA 94 current liability for plan year2011-12-317,095,837
Expected plan disbursements for the plan year2011-12-317,250,962
Current value of assets2011-12-31124,411,949
Number of retired participants and beneficiaries receiving payment2011-12-312,773
Current liability for retired participants and beneficiaries receiving payment2011-12-3162,289,238
Number of terminated vested participants2011-12-314,906
Current liability for terminated vested participants2011-12-3159,292,036
Current liability for active participants non vested benefits2011-12-313,538,649
Current liability for active participants vested benefits2011-12-3153,741,877
Total number of active articipats2011-12-314,373
Current liability for active participants2011-12-3157,280,526
Total participant count with liabilities2011-12-3112,052
Total current liabilitoes for participants with libailities2011-12-31178,861,800
Total employer contributions in plan year2011-12-312,269,807
Employer’s normal cost for plan year as of valuation date2011-12-313,066,288
Prior year credit balance2011-12-3118,451,502
Amortization credits as of valuation date2011-12-313,317,271
Total participants, beginning-of-year2011-01-0110,561
Total number of active participants reported on line 7a of the Form 55002011-01-014,077
Number of retired or separated participants receiving benefits2011-01-012,653
Number of other retired or separated participants entitled to future benefits2011-01-013,970
Total of all active and inactive participants2011-01-0110,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01162
Total participants2011-01-0110,862
Number of employers contributing to the scheme2011-01-0158
2010: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2010 401k membership
Current value of assets2010-12-31114,335,258
Acturial value of assets for funding standard account2010-12-31146,461,166
Accrued liability for plan using immediate gains methods2010-12-31121,849,940
Accrued liability under unit credit cost method2010-12-31121,849,940
RPA 94 current liability2010-12-31170,607,186
Expected increase in current liability due to benefits accruing during the plan year2010-12-315,601,721
Expected release from RPA 94 current liability for plan year2010-12-316,963,095
Expected plan disbursements for the plan year2010-12-317,118,980
Current value of assets2010-12-31114,335,258
Number of retired participants and beneficiaries receiving payment2010-12-312,797
Current liability for retired participants and beneficiaries receiving payment2010-12-3159,767,119
Number of terminated vested participants2010-12-314,841
Current liability for terminated vested participants2010-12-3152,306,347
Current liability for active participants non vested benefits2010-12-313,705,042
Current liability for active participants vested benefits2010-12-3154,828,678
Total number of active articipats2010-12-314,269
Current liability for active participants2010-12-3158,533,720
Total participant count with liabilities2010-12-3111,907
Total current liabilitoes for participants with libailities2010-12-31170,607,186
Total employer contributions in plan year2010-12-312,013,437
Prior year funding deficiency2010-12-310
Employer’s normal cost for plan year as of valuation date2010-12-313,109,455
Prior year credit balance2010-12-3118,001,351
Amortization credits as of valuation date2010-12-313,214,419
Total participants, beginning-of-year2010-01-0111,907
Total number of active participants reported on line 7a of the Form 55002010-01-014,373
Number of retired or separated participants receiving benefits2010-01-012,617
Number of other retired or separated participants entitled to future benefits2010-01-013,415
Total of all active and inactive participants2010-01-0110,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01156
Total participants2010-01-0110,561
Number of employers contributing to the scheme2010-01-0163
2009: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2009 401k membership
Total participants, beginning-of-year2009-01-0112,125
Total number of active participants reported on line 7a of the Form 55002009-01-014,271
Number of retired or separated participants receiving benefits2009-01-012,655
Number of other retired or separated participants entitled to future benefits2009-01-014,839
Total of all active and inactive participants2009-01-0111,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01142
Total participants2009-01-0111,907
Number of employers contributing to the scheme2009-01-0159

Financial Data on LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED

Measure Date Value
2023 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$1,611,568
Total unrealized appreciation/depreciation of assets2023-12-31$1,611,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$450,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$310,332
Total income from all sources (including contributions)2023-12-31$22,967,011
Total loss/gain on sale of assets2023-12-31$3,741,896
Total of all expenses incurred2023-12-31$11,292,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,640,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,961,277
Value of total assets at end of year2023-12-31$186,198,000
Value of total assets at beginning of year2023-12-31$174,383,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,651,532
Total interest from all sources2023-12-31$497,069
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,051,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,577,837
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$10,267,672
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$10,459,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$528,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$318,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$99,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$55,280
Administrative expenses (other) incurred2023-12-31$462,394
Liabilities. Value of operating payables at end of year2023-12-31$350,665
Liabilities. Value of operating payables at beginning of year2023-12-31$255,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$11,674,508
Value of net assets at end of year (total assets less liabilities)2023-12-31$185,747,893
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$174,073,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$50,675,752
Assets. partnership/joint venture interests at beginning of year2023-12-31$50,667,867
Investment advisory and management fees2023-12-31$436,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$38,925,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$35,823,974
Interest earned on other investments2023-12-31$488,187
Value of interest in common/collective trusts at end of year2023-12-31$45,883,092
Value of interest in common/collective trusts at beginning of year2023-12-31$40,958,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,718,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,469,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,469,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$8,882
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$19,418,234
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$17,614,745
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$212,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,523,493
Net investment gain or loss from common/collective trusts2023-12-31$8,776,466
Net gain/loss from 103.12 investment entities2023-12-31$1,803,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,961,277
Employer contributions (assets) at end of year2023-12-31$396,384
Employer contributions (assets) at beginning of year2023-12-31$405,290
Income. Dividends from common stock2023-12-31$473,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,428,893
Contract administrator fees2023-12-31$356,841
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$18,384,061
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$16,665,720
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$6,749,211
Aggregate carrying amount (costs) on sale of assets2023-12-31$3,007,315
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2023-12-31611436956
2022 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-11,559,327
Total unrealized appreciation/depreciation of assets2022-12-31$-11,559,327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$310,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$466,481
Total income from all sources (including contributions)2022-12-31$-26,853,884
Total loss/gain on sale of assets2022-12-31$4,601,589
Total of all expenses incurred2022-12-31$11,060,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,399,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,055,886
Value of total assets at end of year2022-12-31$174,383,717
Value of total assets at beginning of year2022-12-31$212,454,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,660,769
Total interest from all sources2022-12-31$13,673
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$706,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$217,548
Administrative expenses professional fees incurred2022-12-31$410,938
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$10,459,892
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,620,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$318,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,084,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$55,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$106,398
Administrative expenses (other) incurred2022-12-31$418,773
Liabilities. Value of operating payables at end of year2022-12-31$255,052
Liabilities. Value of operating payables at beginning of year2022-12-31$360,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-37,914,378
Value of net assets at end of year (total assets less liabilities)2022-12-31$174,073,385
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$211,987,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$50,667,867
Assets. partnership/joint venture interests at beginning of year2022-12-31$38,934,287
Investment advisory and management fees2022-12-31$456,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,823,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,185,144
Value of interest in common/collective trusts at end of year2022-12-31$40,958,718
Value of interest in common/collective trusts at beginning of year2022-12-31$62,557,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,469,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,779,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,779,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$13,673
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$17,614,745
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$22,395,812
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$109,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,889,559
Net investment gain or loss from common/collective trusts2022-12-31$-11,811,829
Net gain/loss from 103.12 investment entities2022-12-31$-3,970,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,055,886
Employer contributions (assets) at end of year2022-12-31$405,290
Employer contributions (assets) at beginning of year2022-12-31$373,772
Income. Dividends from common stock2022-12-31$488,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,290,538
Contract administrator fees2022-12-31$374,326
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$16,665,720
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$21,522,576
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$35,643,687
Aggregate carrying amount (costs) on sale of assets2022-12-31$31,042,098
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$14,051,315
Total unrealized appreciation/depreciation of assets2021-12-31$14,051,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$466,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$315,050
Total income from all sources (including contributions)2021-12-31$38,530,318
Total loss/gain on sale of assets2021-12-31$3,362,672
Total of all expenses incurred2021-12-31$10,841,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,209,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,156,814
Value of total assets at end of year2021-12-31$212,454,244
Value of total assets at beginning of year2021-12-31$184,613,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,631,257
Total interest from all sources2021-12-31$9,331
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,941,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,431,786
Administrative expenses professional fees incurred2021-12-31$311,945
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-31310165
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,620,886
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$15,636,033
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$310,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,084,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$409,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$106,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$10,050
Other income not declared elsewhere2021-12-31$12,390
Administrative expenses (other) incurred2021-12-31$411,177
Liabilities. Value of operating payables at end of year2021-12-31$360,083
Liabilities. Value of operating payables at beginning of year2021-12-31$305,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$27,689,098
Value of net assets at end of year (total assets less liabilities)2021-12-31$211,987,763
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$184,298,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$38,934,287
Assets. partnership/joint venture interests at beginning of year2021-12-31$32,390,701
Investment advisory and management fees2021-12-31$534,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$45,185,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,430,092
Value of interest in common/collective trusts at end of year2021-12-31$62,557,860
Value of interest in common/collective trusts at beginning of year2021-12-31$51,684,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,779,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,414,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,414,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$9,331
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$22,395,812
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$19,793,700
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$283,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-1,676,735
Net investment gain or loss from common/collective trusts2021-12-31$13,071,340
Net gain/loss from 103.12 investment entities2021-12-31$2,602,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,846,649
Employer contributions (assets) at end of year2021-12-31$373,772
Employer contributions (assets) at beginning of year2021-12-31$401,044
Income. Dividends from common stock2021-12-31$509,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,926,047
Contract administrator fees2021-12-31$374,055
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$21,522,576
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$18,452,671
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$22,404,197
Aggregate carrying amount (costs) on sale of assets2021-12-31$19,041,525
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$21,694
Total unrealized appreciation/depreciation of assets2020-12-31$21,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$315,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$366,665
Total income from all sources (including contributions)2020-12-31$22,375,400
Total loss/gain on sale of assets2020-12-31$4,961,590
Total of all expenses incurred2020-12-31$10,930,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,248,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,206,756
Value of total assets at end of year2020-12-31$184,613,715
Value of total assets at beginning of year2020-12-31$173,220,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,681,460
Total interest from all sources2020-12-31$12,318
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,078,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,656,577
Administrative expenses professional fees incurred2020-12-31$451,836
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$15,636,033
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$14,342,675
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$412,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$409,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,266,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$10,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$56,610
Administrative expenses (other) incurred2020-12-31$421,802
Liabilities. Value of operating payables at end of year2020-12-31$305,000
Liabilities. Value of operating payables at beginning of year2020-12-31$310,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,445,112
Value of net assets at end of year (total assets less liabilities)2020-12-31$184,298,665
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$172,853,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$32,390,701
Assets. partnership/joint venture interests at beginning of year2020-12-31$28,520,529
Investment advisory and management fees2020-12-31$438,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$42,430,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,970,452
Value of interest in common/collective trusts at end of year2020-12-31$51,684,935
Value of interest in common/collective trusts at beginning of year2020-12-31$48,023,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,414,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,128,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,128,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$12,318
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$19,793,700
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$18,722,121
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$501,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,403,063
Net investment gain or loss from common/collective trusts2020-12-31$8,069,579
Net gain/loss from 103.12 investment entities2020-12-31$1,621,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,793,985
Employer contributions (assets) at end of year2020-12-31$401,044
Employer contributions (assets) at beginning of year2020-12-31$320,713
Income. Dividends from common stock2020-12-31$422,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,747,433
Contract administrator fees2020-12-31$369,325
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$18,452,671
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$17,925,968
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$29,461,411
Aggregate carrying amount (costs) on sale of assets2020-12-31$24,499,821
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,891,037
Total unrealized appreciation/depreciation of assets2019-12-31$3,891,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$366,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$283,494
Total income from all sources (including contributions)2019-12-31$30,671,712
Total loss/gain on sale of assets2019-12-31$2,811,187
Total of all expenses incurred2019-12-31$10,746,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,710,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,786,647
Value of total assets at end of year2019-12-31$173,220,218
Value of total assets at beginning of year2019-12-31$153,211,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,035,633
Total interest from all sources2019-12-31$20,823
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,167,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,745,001
Administrative expenses professional fees incurred2019-12-31$713,452
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$14,342,675
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$17,236,756
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$186,733
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,266,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$620,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$56,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$44,965
Administrative expenses (other) incurred2019-12-31$404,426
Liabilities. Value of operating payables at end of year2019-12-31$310,055
Liabilities. Value of operating payables at beginning of year2019-12-31$238,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,925,301
Value of net assets at end of year (total assets less liabilities)2019-12-31$172,853,553
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$152,928,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$28,520,529
Assets. partnership/joint venture interests at beginning of year2019-12-31$23,748,066
Investment advisory and management fees2019-12-31$516,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,970,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,797,536
Value of interest in common/collective trusts at end of year2019-12-31$48,023,198
Value of interest in common/collective trusts at beginning of year2019-12-31$42,913,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,128,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,346,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,346,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,823
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$18,722,121
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$15,901,357
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$334,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,827,915
Net investment gain or loss from common/collective trusts2019-12-31$11,859,517
Net gain/loss from 103.12 investment entities2019-12-31$3,307,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,599,914
Employer contributions (assets) at end of year2019-12-31$320,713
Employer contributions (assets) at beginning of year2019-12-31$286,616
Income. Dividends from common stock2019-12-31$422,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,375,802
Contract administrator fees2019-12-31$401,621
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$17,925,968
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$12,360,617
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$8,746,303
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,935,116
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,741,972
Total unrealized appreciation/depreciation of assets2018-12-31$-5,741,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$283,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$432,608
Total income from all sources (including contributions)2018-12-31$-180,866
Total loss/gain on sale of assets2018-12-31$6,534,102
Total of all expenses incurred2018-12-31$11,420,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,480,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,936,537
Value of total assets at end of year2018-12-31$153,211,746
Value of total assets at beginning of year2018-12-31$164,962,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,940,697
Total interest from all sources2018-12-31$10,544
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,173,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,827,719
Administrative expenses professional fees incurred2018-12-31$649,532
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-31211503
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$17,236,756
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$18,045,574
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$445,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$620,752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,589,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$44,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$40,341
Administrative expenses (other) incurred2018-12-31$383,923
Liabilities. Value of operating payables at end of year2018-12-31$238,529
Liabilities. Value of operating payables at beginning of year2018-12-31$392,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,601,809
Value of net assets at end of year (total assets less liabilities)2018-12-31$152,928,252
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$164,530,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$23,748,066
Assets. partnership/joint venture interests at beginning of year2018-12-31$26,749,477
Investment advisory and management fees2018-12-31$494,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,797,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$39,534,326
Interest earned on other investments2018-12-31$1,760
Value of interest in common/collective trusts at end of year2018-12-31$42,913,511
Value of interest in common/collective trusts at beginning of year2018-12-31$45,860,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,346,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,166,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,166,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,784
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$15,901,357
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$11,523,637
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$376,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,053,039
Net investment gain or loss from common/collective trusts2018-12-31$-907,053
Net gain/loss from 103.12 investment entities2018-12-31$-1,133,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,491,158
Employer contributions (assets) at end of year2018-12-31$286,616
Employer contributions (assets) at beginning of year2018-12-31$293,681
Income. Dividends from common stock2018-12-31$346,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,104,103
Contract administrator fees2018-12-31$412,805
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$12,360,617
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$14,199,835
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$14,234,131
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,700,029
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,914,160
Total unrealized appreciation/depreciation of assets2017-12-31$1,914,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$432,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$352,569
Total income from all sources (including contributions)2017-12-31$23,962,815
Total loss/gain on sale of assets2017-12-31$4,458,746
Total of all expenses incurred2017-12-31$10,616,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,336,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,420,737
Value of total assets at end of year2017-12-31$164,962,669
Value of total assets at beginning of year2017-12-31$151,536,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,279,733
Total interest from all sources2017-12-31$7,878
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,475,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,151,704
Administrative expenses professional fees incurred2017-12-31$826,102
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-31669321
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$18,045,574
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$26,074,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,589,159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$702,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$40,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$56,890
Administrative expenses (other) incurred2017-12-31$518,079
Liabilities. Value of operating payables at end of year2017-12-31$392,267
Liabilities. Value of operating payables at beginning of year2017-12-31$295,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,346,317
Value of net assets at end of year (total assets less liabilities)2017-12-31$164,530,061
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$151,183,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$26,749,477
Assets. partnership/joint venture interests at beginning of year2017-12-31$25,420,374
Investment advisory and management fees2017-12-31$533,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$39,534,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,064,141
Interest earned on other investments2017-12-31$3,185
Value of interest in common/collective trusts at end of year2017-12-31$45,860,834
Value of interest in common/collective trusts at beginning of year2017-12-31$42,107,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,166,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,336,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,336,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,693
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$11,523,637
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$10,115,904
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$247,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,418,481
Net investment gain or loss from common/collective trusts2017-12-31$7,859,685
Net gain/loss from 103.12 investment entities2017-12-31$2,407,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,420,737
Employer contributions (assets) at end of year2017-12-31$293,681
Employer contributions (assets) at beginning of year2017-12-31$319,790
Income. Dividends from common stock2017-12-31$323,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,088,766
Contract administrator fees2017-12-31$402,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$14,199,835
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$13,395,626
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$36,900,824
Aggregate carrying amount (costs) on sale of assets2017-12-31$32,442,078
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,237,689
Total unrealized appreciation/depreciation of assets2016-12-31$4,237,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$352,569
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$328,627
Total income from all sources (including contributions)2016-12-31$15,991,570
Total loss/gain on sale of assets2016-12-31$1,445,593
Total of all expenses incurred2016-12-31$9,939,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,145,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,447,049
Value of total assets at end of year2016-12-31$151,536,313
Value of total assets at beginning of year2016-12-31$145,460,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,793,833
Total interest from all sources2016-12-31$6,756
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,197,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$828,828
Administrative expenses professional fees incurred2016-12-31$443,251
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$26,074,313
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$24,602,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$702,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,345,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$56,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$25,214
Other income not declared elsewhere2016-12-31$275,742
Administrative expenses (other) incurred2016-12-31$408,888
Liabilities. Value of operating payables at end of year2016-12-31$295,679
Liabilities. Value of operating payables at beginning of year2016-12-31$303,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,052,147
Value of net assets at end of year (total assets less liabilities)2016-12-31$151,183,744
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$145,131,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$25,420,374
Assets. partnership/joint venture interests at beginning of year2016-12-31$23,498,513
Investment advisory and management fees2016-12-31$508,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,064,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,448,993
Interest earned on other investments2016-12-31$2,704
Value of interest in common/collective trusts at end of year2016-12-31$42,107,987
Value of interest in common/collective trusts at beginning of year2016-12-31$39,974,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,336,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$732,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$732,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,052
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$10,115,904
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$11,009,563
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$293,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$871,319
Net investment gain or loss from common/collective trusts2016-12-31$4,503,864
Net gain/loss from 103.12 investment entities2016-12-31$1,006,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,447,049
Employer contributions (assets) at end of year2016-12-31$319,790
Employer contributions (assets) at beginning of year2016-12-31$454,976
Income. Dividends from common stock2016-12-31$368,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,851,675
Contract administrator fees2016-12-31$432,969
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$13,395,626
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$12,394,160
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$37,098,392
Aggregate carrying amount (costs) on sale of assets2016-12-31$35,652,799
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-8,422,475
Total unrealized appreciation/depreciation of assets2015-12-31$-8,422,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$328,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$353,704
Total income from all sources (including contributions)2015-12-31$424,164
Total loss/gain on sale of assets2015-12-31$4,583,829
Total of all expenses incurred2015-12-31$9,439,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,804,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,679,065
Value of total assets at end of year2015-12-31$145,460,224
Value of total assets at beginning of year2015-12-31$154,500,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,634,934
Total interest from all sources2015-12-31$4,967
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,630,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,300,813
Administrative expenses professional fees incurred2015-12-31$400,050
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$24,602,445
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$30,610,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,345,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,854,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$25,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$27,537
Administrative expenses (other) incurred2015-12-31$306,576
Liabilities. Value of operating payables at end of year2015-12-31$303,413
Liabilities. Value of operating payables at beginning of year2015-12-31$326,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,015,237
Value of net assets at end of year (total assets less liabilities)2015-12-31$145,131,597
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$154,146,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$23,498,513
Assets. partnership/joint venture interests at beginning of year2015-12-31$36,190,108
Investment advisory and management fees2015-12-31$512,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,448,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,931,988
Interest earned on other investments2015-12-31$1,397
Value of interest in common/collective trusts at end of year2015-12-31$39,974,100
Value of interest in common/collective trusts at beginning of year2015-12-31$41,990,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$732,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,118,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,118,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,570
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$11,009,563
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$213,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,533,809
Net investment gain or loss from common/collective trusts2015-12-31$1,345,673
Net gain/loss from 103.12 investment entities2015-12-31$1,136,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,679,065
Employer contributions (assets) at end of year2015-12-31$454,976
Employer contributions (assets) at beginning of year2015-12-31$344,523
Income. Dividends from common stock2015-12-31$329,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,590,776
Contract administrator fees2015-12-31$415,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$12,394,160
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$13,459,616
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$31,312,634
Aggregate carrying amount (costs) on sale of assets2015-12-31$26,728,805
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2015-12-31611436956
2014 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,993,740
Total unrealized appreciation/depreciation of assets2014-12-31$3,993,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$353,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$788,376
Total income from all sources (including contributions)2014-12-31$13,992,858
Total loss/gain on sale of assets2014-12-31$3,222,991
Total of all expenses incurred2014-12-31$9,361,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,654,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,511,255
Value of total assets at end of year2014-12-31$154,500,538
Value of total assets at beginning of year2014-12-31$150,304,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,707,119
Total interest from all sources2014-12-31$10,885
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,959,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,669,042
Administrative expenses professional fees incurred2014-12-31$468,627
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-311520041
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$30,610,761
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$32,431,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,854,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,457,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$27,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$458,247
Administrative expenses (other) incurred2014-12-31$255,523
Liabilities. Value of operating payables at end of year2014-12-31$326,167
Liabilities. Value of operating payables at beginning of year2014-12-31$330,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,631,035
Value of net assets at end of year (total assets less liabilities)2014-12-31$154,146,834
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$149,515,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$36,190,108
Assets. partnership/joint venture interests at beginning of year2014-12-31$35,549,606
Investment advisory and management fees2014-12-31$556,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,931,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,615,269
Interest earned on other investments2014-12-31$5,847
Value of interest in common/collective trusts at end of year2014-12-31$41,990,999
Value of interest in common/collective trusts at beginning of year2014-12-31$42,784,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,118,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$929,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$929,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,038
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$256,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,104,690
Net investment gain or loss from common/collective trusts2014-12-31$4,399,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,511,255
Employer contributions (assets) at end of year2014-12-31$344,523
Employer contributions (assets) at beginning of year2014-12-31$365,016
Income. Dividends from common stock2014-12-31$290,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,398,174
Contract administrator fees2014-12-31$426,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$13,459,616
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$13,170,851
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$34,922,950
Aggregate carrying amount (costs) on sale of assets2014-12-31$31,699,959
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-12-31611436956
2013 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$11,114,719
Total unrealized appreciation/depreciation of assets2013-12-31$11,114,719
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$788,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$311,124
Total income from all sources (including contributions)2013-12-31$29,772,321
Total loss/gain on sale of assets2013-12-31$2,118,422
Total of all expenses incurred2013-12-31$9,339,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,888,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,784,773
Value of total assets at end of year2013-12-31$150,304,175
Value of total assets at beginning of year2013-12-31$129,394,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,451,829
Total interest from all sources2013-12-31$6,461
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,392,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,115,382
Administrative expenses professional fees incurred2013-12-31$319,191
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$32,431,223
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$26,119,203
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,471,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,457,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$799,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$458,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$955
Administrative expenses (other) incurred2013-12-31$265,149
Liabilities. Value of operating payables at end of year2013-12-31$330,129
Liabilities. Value of operating payables at beginning of year2013-12-31$310,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,432,429
Value of net assets at end of year (total assets less liabilities)2013-12-31$149,515,799
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$129,083,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$35,549,606
Assets. partnership/joint venture interests at beginning of year2013-12-31$33,027,497
Investment advisory and management fees2013-12-31$456,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,615,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,642,271
Interest earned on other investments2013-12-31$3,034
Value of interest in common/collective trusts at end of year2013-12-31$42,784,745
Value of interest in common/collective trusts at beginning of year2013-12-31$38,733,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$929,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,876,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,876,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,427
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$709,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,054,108
Net investment gain or loss from common/collective trusts2013-12-31$10,300,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,313,645
Employer contributions (assets) at end of year2013-12-31$365,016
Employer contributions (assets) at beginning of year2013-12-31$307,134
Income. Dividends from common stock2013-12-31$277,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,178,792
Contract administrator fees2013-12-31$411,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$13,170,851
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,889,288
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$26,566,814
Aggregate carrying amount (costs) on sale of assets2013-12-31$24,448,392
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2013-12-31611436956
2012 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,193,893
Total unrealized appreciation/depreciation of assets2012-12-31$4,193,893
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$311,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$304,870
Total income from all sources (including contributions)2012-12-31$18,743,047
Total loss/gain on sale of assets2012-12-31$4,179,914
Total of all expenses incurred2012-12-31$8,996,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,591,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,992,265
Value of total assets at end of year2012-12-31$129,394,494
Value of total assets at beginning of year2012-12-31$119,641,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,405,297
Total interest from all sources2012-12-31$12,088
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$771,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$497,898
Administrative expenses professional fees incurred2012-12-31$378,761
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$26,119,203
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$21,589,178
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$851,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$799,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$84,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$45,300
Administrative expenses (other) incurred2012-12-31$237,698
Liabilities. Value of operating payables at end of year2012-12-31$310,169
Liabilities. Value of operating payables at beginning of year2012-12-31$259,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,746,467
Value of net assets at end of year (total assets less liabilities)2012-12-31$129,083,370
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$119,336,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$33,027,497
Assets. partnership/joint venture interests at beginning of year2012-12-31$35,395,073
Investment advisory and management fees2012-12-31$388,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,642,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,090,896
Interest earned on other investments2012-12-31$7,828
Value of interest in common/collective trusts at end of year2012-12-31$38,733,442
Value of interest in common/collective trusts at beginning of year2012-12-31$36,837,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,876,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,312,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,312,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,260
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$461,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,803,477
Net investment gain or loss from common/collective trusts2012-12-31$4,789,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,141,158
Employer contributions (assets) at end of year2012-12-31$307,134
Employer contributions (assets) at beginning of year2012-12-31$304,620
Income. Dividends from common stock2012-12-31$273,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,129,525
Contract administrator fees2012-12-31$400,787
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,889,288
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$10,027,616
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$7,592,147
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,412,233
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2012-12-31611436956
2011 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-4,358,784
Total unrealized appreciation/depreciation of assets2011-12-31$-4,358,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$304,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$818,080
Total income from all sources (including contributions)2011-12-31$3,945,374
Total loss/gain on sale of assets2011-12-31$6,570,322
Total of all expenses incurred2011-12-31$9,020,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,377,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,269,807
Value of total assets at end of year2011-12-31$119,641,773
Value of total assets at beginning of year2011-12-31$125,230,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,643,062
Total interest from all sources2011-12-31$464,612
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$567,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$263,027
Administrative expenses professional fees incurred2011-12-31$460,037
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-31839290
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$21,589,178
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$18,833,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$84,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$251,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$45,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$465,312
Administrative expenses (other) incurred2011-12-31$270,995
Liabilities. Value of operating payables at end of year2011-12-31$259,570
Liabilities. Value of operating payables at beginning of year2011-12-31$352,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,075,046
Value of net assets at end of year (total assets less liabilities)2011-12-31$119,336,903
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$124,411,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$35,395,073
Assets. partnership/joint venture interests at beginning of year2011-12-31$37,059,487
Investment advisory and management fees2011-12-31$516,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,090,896
Interest earned on other investments2011-12-31$436,433
Value of interest in common/collective trusts at end of year2011-12-31$36,837,754
Value of interest in common/collective trusts at beginning of year2011-12-31$46,077,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,312,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,210,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,210,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$28,179
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$7,536,534
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$466,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-517,411
Net investment gain or loss from common/collective trusts2011-12-31$-29,170
Net gain/loss from 103.12 investment entities2011-12-31$-1,021,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,269,807
Employer contributions (assets) at end of year2011-12-31$304,620
Employer contributions (assets) at beginning of year2011-12-31$343,877
Income. Dividends from common stock2011-12-31$304,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,911,173
Contract administrator fees2011-12-31$395,773
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$10,027,616
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$13,916,863
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$54,372,264
Aggregate carrying amount (costs) on sale of assets2011-12-31$47,801,942
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2011-12-31611436956
2010 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,337,914
Total unrealized appreciation/depreciation of assets2010-12-31$6,337,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$818,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$376,598
Total income from all sources (including contributions)2010-12-31$18,863,794
Total loss/gain on sale of assets2010-12-31$2,700,947
Total of all expenses incurred2010-12-31$8,787,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,258,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,013,437
Value of total assets at end of year2010-12-31$125,230,029
Value of total assets at beginning of year2010-12-31$114,711,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,528,954
Total interest from all sources2010-12-31$45,520
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$269,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$445,189
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-310
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$18,833,317
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$15,001,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$251,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,091,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$465,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$54,000
Administrative expenses (other) incurred2010-12-31$317,981
Liabilities. Value of operating payables at end of year2010-12-31$352,768
Liabilities. Value of operating payables at beginning of year2010-12-31$322,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,076,691
Value of net assets at end of year (total assets less liabilities)2010-12-31$124,411,949
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$114,335,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$37,059,487
Assets. partnership/joint venture interests at beginning of year2010-12-31$33,758,063
Investment advisory and management fees2010-12-31$480,313
Value of interest in common/collective trusts at end of year2010-12-31$46,077,603
Value of interest in common/collective trusts at beginning of year2010-12-31$42,222,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,210,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$981,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$981,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$45,520
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$7,536,534
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$7,262,261
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$252,000
Net investment gain or loss from common/collective trusts2010-12-31$4,945,806
Net gain/loss from 103.12 investment entities2010-12-31$2,550,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,013,437
Employer contributions (assets) at end of year2010-12-31$343,877
Employer contributions (assets) at beginning of year2010-12-31$293,414
Income. Dividends from common stock2010-12-31$269,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,006,149
Contract administrator fees2010-12-31$285,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$13,916,863
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$12,079,802
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$22,217
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$26,060,379
Aggregate carrying amount (costs) on sale of assets2010-12-31$23,359,432
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2010-12-31611436956
2009 : LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310

Form 5500 Responses for LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED

2023: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES RETIREMENT FUND, WORKERS UNITED 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered3069
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered2802
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered2504
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered2348
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered3500
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered3540
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered3404
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered3499
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered3973
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered3965
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered3997
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered4161
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number4000A
Policy instance 1
Insurance contract or identification number4000A
Number of Individuals Covered4486
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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