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TEAMSTERS LOCAL 575 WELFARE FUND 401k Plan overview

Plan NameTEAMSTERS LOCAL 575 WELFARE FUND
Plan identification number 501

TEAMSTERS LOCAL 575 WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Prepaid legal

401k Sponsoring company profile

TEAMSTERS LOCAL 575 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TEAMSTERS LOCAL 575 WELFARE FUND
Employer identification number (EIN):226074124
NAIC Classification:454210
NAIC Description:Vending Machine Operators

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 575 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-01-01BARBARA LECHLEITER2019-09-20
5012017-01-01
5012016-01-01JOHN PIRNAT
5012015-01-01JOHN PIRNAT
5012014-01-01JOHN PIRNAT
5012013-01-01JOHN PIRNAT
5012012-01-01RAYMOND HARGADON
5012011-01-01RAYMOND HARGADON
5012009-01-01JOHN PIRNAT
5012009-01-01JOHN PIRNAT

Plan Statistics for TEAMSTERS LOCAL 575 WELFARE FUND

401k plan membership statisitcs for TEAMSTERS LOCAL 575 WELFARE FUND

Measure Date Value
2018: TEAMSTERS LOCAL 575 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of employers contributing to the scheme2018-01-015
2017: TEAMSTERS LOCAL 575 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01127
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01124
Number of employers contributing to the scheme2017-01-014
2016: TEAMSTERS LOCAL 575 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01197
Total number of active participants reported on line 7a of the Form 55002016-01-01126
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01127
2015: TEAMSTERS LOCAL 575 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01187
Total number of active participants reported on line 7a of the Form 55002015-01-01197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01197
2014: TEAMSTERS LOCAL 575 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01209
Total number of active participants reported on line 7a of the Form 55002014-01-01187
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01187
2013: TEAMSTERS LOCAL 575 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01222
Total number of active participants reported on line 7a of the Form 55002013-01-01209
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01209
2012: TEAMSTERS LOCAL 575 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-01222
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01222
2011: TEAMSTERS LOCAL 575 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01216
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01216
2009: TEAMSTERS LOCAL 575 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01285
Total number of active participants reported on line 7a of the Form 55002009-01-01255
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01255

Financial Data on TEAMSTERS LOCAL 575 WELFARE FUND

Measure Date Value
2018 : TEAMSTERS LOCAL 575 WELFARE FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,571
Total income from all sources (including contributions)2018-12-31$36,199
Total of all expenses incurred2018-12-31$96,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$36,040
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$70,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$89,958
Total interest from all sources2018-12-31$159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$22,861
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$63
Administrative expenses (other) incurred2018-12-31$31,934
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$10,354
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$62,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-59,857
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$59,857
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$159
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$35,977
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$7,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,305
Contract administrator fees2018-12-31$35,163
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$217
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$592
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
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 name2018-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2018-12-31222951202
2017 : TEAMSTERS LOCAL 575 WELFARE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,936
Total income from all sources (including contributions)2017-12-31$53,139
Total loss/gain on sale of assets2017-12-31$19
Total of all expenses incurred2017-12-31$75,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$49,839
Value of total assets at end of year2017-12-31$70,428
Value of total assets at beginning of year2017-12-31$96,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$67,788
Total interest from all sources2017-12-31$693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$17,132
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$160
Other income not declared elsewhere2017-12-31$2,588
Administrative expenses (other) incurred2017-12-31$18,256
Liabilities. Value of operating payables at end of year2017-12-31$10,354
Liabilities. Value of operating payables at beginning of year2017-12-31$12,046
Total non interest bearing cash at end of year2017-12-31$62,667
Total non interest bearing cash at beginning of year2017-12-31$11,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-22,264
Value of net assets at end of year (total assets less liabilities)2017-12-31$59,857
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$82,121
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
Income. Interest from corporate debt instruments2017-12-31$451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$65,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$65,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$242
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,735
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$49,276
Employer contributions (assets) at end of year2017-12-31$7,169
Employer contributions (assets) at beginning of year2017-12-31$8,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,880
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$10,971
Contract administrator fees2017-12-31$32,400
Liabilities. Value of benefit claims payable at end of year2017-12-31$217
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$379
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$592
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$234
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
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$77,129
Aggregate carrying amount (costs) on sale of assets2017-12-31$77,110
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$1,511
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2017-12-31222951202
2016 : TEAMSTERS LOCAL 575 WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-235
Total unrealized appreciation/depreciation of assets2016-12-31$-235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,085
Total income from all sources (including contributions)2016-12-31$88,399
Total loss/gain on sale of assets2016-12-31$-3
Total of all expenses incurred2016-12-31$133,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$83,351
Value of total assets at end of year2016-12-31$96,057
Value of total assets at beginning of year2016-12-31$149,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$115,026
Total interest from all sources2016-12-31$716
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$24,328
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$144
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$171
Other income not declared elsewhere2016-12-31$4,542
Administrative expenses (other) incurred2016-12-31$36,225
Liabilities. Value of operating payables at end of year2016-12-31$12,046
Liabilities. Value of operating payables at beginning of year2016-12-31$21,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-45,096
Value of net assets at end of year (total assets less liabilities)2016-12-31$82,121
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$127,217
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
Investment advisory and management fees2016-12-31$323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,657
Income. Interest from corporate debt instruments2016-12-31$550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$76,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$89,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$89,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$28
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$83,207
Employer contributions (assets) at end of year2016-12-31$8,197
Employer contributions (assets) at beginning of year2016-12-31$18,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,893
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$10,971
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$11,206
Contract administrator fees2016-12-31$54,150
Liabilities. Value of benefit claims payable at end of year2016-12-31$379
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$938
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$234
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$381
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 appraiser2016-12-31No
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$295,585
Aggregate carrying amount (costs) on sale of assets2016-12-31$295,588
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$1,511
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ENNIS HARGADON, LLC
Accountancy firm EIN2016-12-31471121653
2015 : TEAMSTERS LOCAL 575 WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-131
Total unrealized appreciation/depreciation of assets2015-12-31$-131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,162
Total income from all sources (including contributions)2015-12-31$124,123
Total loss/gain on sale of assets2015-12-31$-103
Total of all expenses incurred2015-12-31$138,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$124,126
Value of total assets at end of year2015-12-31$149,302
Value of total assets at beginning of year2015-12-31$161,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$117,980
Total interest from all sources2015-12-31$1,007
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,296
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$3,296
Administrative expenses professional fees incurred2015-12-31$27,091
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$437
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$409
Other income not declared elsewhere2015-12-31$243
Administrative expenses (other) incurred2015-12-31$36,196
Liabilities. Value of operating payables at end of year2015-12-31$21,147
Liabilities. Value of operating payables at beginning of year2015-12-31$19,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-14,019
Value of net assets at end of year (total assets less liabilities)2015-12-31$127,217
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$141,236
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
Investment advisory and management fees2015-12-31$543
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,676
Income. Interest from corporate debt instruments2015-12-31$794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$89,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$98,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$98,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,315
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$123,689
Employer contributions (assets) at end of year2015-12-31$18,616
Employer contributions (assets) at beginning of year2015-12-31$5,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,014
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$11,206
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$21,365
Contract administrator fees2015-12-31$54,150
Liabilities. Value of benefit claims payable at end of year2015-12-31$938
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,003
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$381
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$172
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 appraiser2015-12-31No
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$405,468
Aggregate carrying amount (costs) on sale of assets2015-12-31$405,571
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ENNIS HARGADON, LLC
Accountancy firm EIN2015-12-31471121653
2014 : TEAMSTERS LOCAL 575 WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-96
Total unrealized appreciation/depreciation of assets2014-12-31$-96
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,942
Total income from all sources (including contributions)2014-12-31$115,494
Total loss/gain on sale of assets2014-12-31$-187
Total of all expenses incurred2014-12-31$151,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$111,401
Value of total assets at end of year2014-12-31$161,398
Value of total assets at beginning of year2014-12-31$200,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$125,932
Total interest from all sources2014-12-31$1,900
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,151
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$3,151
Administrative expenses professional fees incurred2014-12-31$34,952
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$555
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$409
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$554
Other income not declared elsewhere2014-12-31$473
Administrative expenses (other) incurred2014-12-31$36,256
Liabilities. Value of operating payables at end of year2014-12-31$19,159
Liabilities. Value of operating payables at beginning of year2014-12-31$19,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-36,140
Value of net assets at end of year (total assets less liabilities)2014-12-31$141,236
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$177,376
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
Investment advisory and management fees2014-12-31$574
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,673
Income. Interest from corporate debt instruments2014-12-31$1,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$98,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$127,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$127,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$4,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,148
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$110,846
Employer contributions (assets) at end of year2014-12-31$5,322
Employer contributions (assets) at beginning of year2014-12-31$2,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$21,427
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$21,365
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$31,640
Contract administrator fees2014-12-31$54,150
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,003
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,255
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$172
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$221
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$115,574
Aggregate carrying amount (costs) on sale of assets2014-12-31$115,761
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ENNIS HARGADON, LLC
Accountancy firm EIN2014-12-31471121653
2013 : TEAMSTERS LOCAL 575 WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,239
Total unrealized appreciation/depreciation of assets2013-12-31$-1,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,888
Total income from all sources (including contributions)2013-12-31$114,858
Total loss/gain on sale of assets2013-12-31$-7,766
Total of all expenses incurred2013-12-31$146,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$114,547
Value of total assets at end of year2013-12-31$200,318
Value of total assets at beginning of year2013-12-31$230,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$118,657
Total interest from all sources2013-12-31$1,754
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,920
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$2,167
Administrative expenses professional fees incurred2013-12-31$25,891
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$359
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,702
Other income not declared elsewhere2013-12-31$68
Administrative expenses (other) incurred2013-12-31$37,903
Liabilities. Value of operating payables at end of year2013-12-31$19,687
Liabilities. Value of operating payables at beginning of year2013-12-31$18,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-31,981
Value of net assets at end of year (total assets less liabilities)2013-12-31$177,376
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$209,357
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
Investment advisory and management fees2013-12-31$713
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,684
Income. Interest from corporate debt instruments2013-12-31$1,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$127,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$62,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$62,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$5,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,574
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$114,188
Employer contributions (assets) at end of year2013-12-31$2,631
Employer contributions (assets) at beginning of year2013-12-31$6,078
Income. Dividends from common stock2013-12-31$753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,513
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$31,640
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$43,960
Contract administrator fees2013-12-31$54,150
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$53,217
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,255
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,797
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$221
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$388
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$178,328
Aggregate carrying amount (costs) on sale of assets2013-12-31$186,094
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 name2013-12-31ENNIS, PREZIOSO & COMPANY, LLC
Accountancy firm EIN2013-12-31113689999
2012 : TEAMSTERS LOCAL 575 WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$17,396
Total unrealized appreciation/depreciation of assets2012-12-31$17,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,350
Total income from all sources (including contributions)2012-12-31$147,631
Total loss/gain on sale of assets2012-12-31$-1,027
Total of all expenses incurred2012-12-31$154,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$37,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$123,955
Value of total assets at end of year2012-12-31$230,245
Value of total assets at beginning of year2012-12-31$238,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,506
Total interest from all sources2012-12-31$5,029
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,778
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$1,248
Administrative expenses professional fees incurred2012-12-31$25,151
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$394
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,230
Other income not declared elsewhere2012-12-31$500
Administrative expenses (other) incurred2012-12-31$37,670
Liabilities. Value of operating payables at end of year2012-12-31$18,091
Liabilities. Value of operating payables at beginning of year2012-12-31$20,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-7,030
Value of net assets at end of year (total assets less liabilities)2012-12-31$209,357
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$216,387
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
Investment advisory and management fees2012-12-31$535
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$55,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$48,324
Income. Interest from corporate debt instruments2012-12-31$4,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$62,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$84,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$84,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$5,954
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$123,561
Employer contributions (assets) at end of year2012-12-31$6,078
Employer contributions (assets) at beginning of year2012-12-31$3,030
Income. Dividends from common stock2012-12-31$530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$31,201
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$43,960
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$68,846
Contract administrator fees2012-12-31$54,150
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$53,217
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$32,400
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,797
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,047
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$388
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$902
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$125,959
Aggregate carrying amount (costs) on sale of assets2012-12-31$126,986
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 name2012-12-31ENNIS, PREZIOSO & COMPANY, LLC
Accountancy firm EIN2012-12-31113689999
2011 : TEAMSTERS LOCAL 575 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$3,136
Total unrealized appreciation/depreciation of assets2011-12-31$3,136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,640
Total income from all sources (including contributions)2011-12-31$131,230
Total loss/gain on sale of assets2011-12-31$-1,591
Total of all expenses incurred2011-12-31$184,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$39,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$123,523
Value of total assets at end of year2011-12-31$238,737
Value of total assets at beginning of year2011-12-31$292,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$145,827
Total interest from all sources2011-12-31$4,993
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,169
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$799
Administrative expenses professional fees incurred2011-12-31$46,437
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,259
Administrative expenses (other) incurred2011-12-31$44,334
Liabilities. Value of operating payables at end of year2011-12-31$20,303
Liabilities. Value of operating payables at beginning of year2011-12-31$20,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-53,718
Value of net assets at end of year (total assets less liabilities)2011-12-31$216,387
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$270,105
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
Investment advisory and management fees2011-12-31$541
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$48,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$55,266
Income. Interest from corporate debt instruments2011-12-31$4,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$84,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$113,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$113,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$6,036
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$123,523
Employer contributions (assets) at end of year2011-12-31$3,030
Employer contributions (assets) at beginning of year2011-12-31$2,997
Income. Dividends from common stock2011-12-31$370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,085
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$68,846
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$70,968
Contract administrator fees2011-12-31$54,515
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$32,400
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$48,105
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,047
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,283
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$902
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$307
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$231,535
Aggregate carrying amount (costs) on sale of assets2011-12-31$233,126
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 name2011-12-31ENNIS, PREZIOSO & COMPANY, LLC
Accountancy firm EIN2011-12-31113689999
2010 : TEAMSTERS LOCAL 575 WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$19,296
Total unrealized appreciation/depreciation of assets2010-12-31$19,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,310
Total income from all sources (including contributions)2010-12-31$169,560
Total loss/gain on sale of assets2010-12-31$6,806
Total of all expenses incurred2010-12-31$179,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$134,533
Value of total assets at end of year2010-12-31$292,745
Value of total assets at beginning of year2010-12-31$303,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$136,872
Total interest from all sources2010-12-31$3,850
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,689
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$35,375
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,417
Other income not declared elsewhere2010-12-31$386
Administrative expenses (other) incurred2010-12-31$45,894
Liabilities. Value of operating payables at end of year2010-12-31$20,357
Liabilities. Value of operating payables at beginning of year2010-12-31$20,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-9,637
Value of net assets at end of year (total assets less liabilities)2010-12-31$270,105
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$279,742
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
Investment advisory and management fees2010-12-31$906
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$55,266
Income. Interest from corporate debt instruments2010-12-31$3,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$113,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$23,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$23,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$4,880
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$134,533
Employer contributions (assets) at end of year2010-12-31$2,997
Employer contributions (assets) at beginning of year2010-12-31$3,280
Income. Dividends from common stock2010-12-31$4,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$37,445
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$70,968
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$68,919
Contract administrator fees2010-12-31$54,697
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$48,105
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$194,487
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,283
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,975
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$307
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$11,714
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$423,133
Aggregate carrying amount (costs) on sale of assets2010-12-31$416,327
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 name2010-12-31ENNIS, PREZIOSO & COMPANY, LLC
Accountancy firm EIN2010-12-31113689999

Form 5500 Responses for TEAMSTERS LOCAL 575 WELFARE FUND

2018: TEAMSTERS LOCAL 575 WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01This submission is the final filingYes
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: TEAMSTERS LOCAL 575 WELFARE FUND 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: TEAMSTERS LOCAL 575 WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
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: TEAMSTERS LOCAL 575 WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
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: TEAMSTERS LOCAL 575 WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
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: TEAMSTERS LOCAL 575 WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
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: TEAMSTERS LOCAL 575 WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
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: TEAMSTERS LOCAL 575 WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
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
2009: TEAMSTERS LOCAL 575 WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
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

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 125684
Policy instance 1
Insurance contract or identification numberGL 125684
Number of Individuals Covered80
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $177
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,788
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $177
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 125684
Policy instance 1
Insurance contract or identification numberGL 125684
Number of Individuals Covered77
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 125684
Policy instance 1
Insurance contract or identification numberGL 125684
Number of Individuals Covered148
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $217
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $217
Insurance broker organization code?3
Insurance broker nameROBERT A. LEEF
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 125684
Policy instance 1
Insurance contract or identification numberGL 125684
Number of Individuals Covered205
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $314
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $314
Insurance broker organization code?3
Insurance broker nameROBERT A. LEEF
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 125684
Policy instance 1
Insurance contract or identification numberGL 125684
Number of Individuals Covered205
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $341
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $341
Insurance broker organization code?3
Insurance broker nameROBERT A. LEEF
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 125684
Policy instance 1
Insurance contract or identification numberGL 125684
Number of Individuals Covered220
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $349
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,963
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $349
Insurance broker organization code?3
Insurance broker nameROBERT A. LEEF
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 125684
Policy instance 1
Insurance contract or identification numberGL 125684
Number of Individuals Covered218
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $347
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 125684
Policy instance 1
Insurance contract or identification numberGL 125684
Number of Individuals Covered160
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $420
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,083
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
Insurance broker nameROBERT A. LEEF

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