401k Plan data: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST plan

AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 401k Plan overview

Plan Name	AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST
Plan identification number	001

AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMALGAMATED TRANSIT UNION LOCAL 1548 has sponsored the creation of one or more 401k plans.

Company Name: AMALGAMATED TRANSIT UNION LOCAL 1548

Employer identification number (EIN): 237277676

NAIC Classification: 485990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CHARLES A RYAN III
001 2011-01-01 CHARLES A RYAN III
001 2009-01-01 CHARLES A RYAN III

Plan Statistics for AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST

401k plan membership statisitcs for AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST

Measure Date Value
2015: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Number of employers contributing to the scheme 2015-01-01 0
2014: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 336
Total of all active and inactive participants 2014-01-01 336
Total participants 2014-01-01 336
Number of participants with account balances 2014-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
Number of employers contributing to the scheme 2014-01-01 3
2013: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 284
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 289
Total of all active and inactive participants 2013-01-01 289
Total participants 2013-01-01 289
Number of participants with account balances 2013-01-01 256
Number of employers contributing to the scheme 2013-01-01 3
2012: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 233
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 49
Total of all active and inactive participants 2012-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 284
Number of participants with account balances 2012-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 14
Number of employers contributing to the scheme 2012-01-01 3
2011: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 198
Number of other retired or separated participants entitled to future benefits 2011-01-01 53
Total of all active and inactive participants 2011-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 253
Number of participants with account balances 2011-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
Number of employers contributing to the scheme 2011-01-01 4
2009: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 198
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 35
Total of all active and inactive participants 2009-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 233
Number of participants with account balances 2009-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10
Number of employers contributing to the scheme 2009-01-01 3

Measure	Date	Value
2015: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Number of employers contributing to the scheme	2015-01-01	0
2014: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	336
Total of all active and inactive participants	2014-01-01	336
Total participants	2014-01-01	336
Number of participants with account balances	2014-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
Number of employers contributing to the scheme	2014-01-01	3
2013: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	284
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	289
Total of all active and inactive participants	2013-01-01	289
Total participants	2013-01-01	289
Number of participants with account balances	2013-01-01	256
Number of employers contributing to the scheme	2013-01-01	3
2012: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	233
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	49
Total of all active and inactive participants	2012-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	284
Number of participants with account balances	2012-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	14
Number of employers contributing to the scheme	2012-01-01	3
2011: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	198
Number of other retired or separated participants entitled to future benefits	2011-01-01	53
Total of all active and inactive participants	2011-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	253
Number of participants with account balances	2011-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
Number of employers contributing to the scheme	2011-01-01	4
2009: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	198
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	35
Total of all active and inactive participants	2009-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	233
Number of participants with account balances	2009-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10
Number of employers contributing to the scheme	2009-01-01	3

Financial Data on AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST

Measure	Date	Value
2015 : AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2015 401k financial data
Total transfer of assets from this plan	2015-12-31	$3,936,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$14,500
Total income from all sources (including contributions)	2015-12-31	$844,351
Total of all expenses incurred	2015-12-31	$876,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$804,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$913,772
Value of total assets at beginning of year	2015-12-31	$3,984,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$72,031
Total interest from all sources	2015-12-31	$8,846
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$222,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$222,161
Administrative expenses professional fees incurred	2015-12-31	$12,976
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$429,559
Participant contributions at beginning of year	2015-12-31	$242,289
Participant contributions at beginning of year	2015-12-31	$4,875
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$248,044
Liabilities. Value of operating payables at beginning of year	2015-12-31	$14,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-32,634
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,969,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,466,936
Interest on participant loans	2015-12-31	$6,854
Interest earned on other investments	2015-12-31	$1,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$267,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-300,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$236,169
Employer contributions (assets) at beginning of year	2015-12-31	$2,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$804,954
Contract administrator fees	2015-12-31	$59,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	O'BRIEN, RILEY & RYAN P.C.
Accountancy firm EIN	2015-12-31	043176941
2014 : AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$14,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$20,781
Total income from all sources (including contributions)	2014-12-31	$798,212
Total of all expenses incurred	2014-12-31	$796,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$724,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$666,664
Value of total assets at end of year	2014-12-31	$3,984,099
Value of total assets at beginning of year	2014-12-31	$3,988,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$72,113
Total interest from all sources	2014-12-31	$11,817
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$340,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$340,592
Administrative expenses professional fees incurred	2014-12-31	$9,455
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$435,459
Participant contributions at end of year	2014-12-31	$242,289
Participant contributions at beginning of year	2014-12-31	$185,664
Participant contributions at end of year	2014-12-31	$4,875
Participant contributions at beginning of year	2014-12-31	$10,483
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$14,500
Liabilities. Value of operating payables at beginning of year	2014-12-31	$20,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,539
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,969,599
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,968,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,466,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,444,715
Interest on participant loans	2014-12-31	$6,497
Interest earned on other investments	2014-12-31	$5,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$267,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$342,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-220,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$231,205
Employer contributions (assets) at end of year	2014-12-31	$2,433
Employer contributions (assets) at beginning of year	2014-12-31	$5,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$724,560
Contract administrator fees	2014-12-31	$62,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	O'BRIEN, RILEY & RYAN, P.C.
Accountancy firm EIN	2014-12-31	043176941
2013 : AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$20,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$18,100
Total income from all sources (including contributions)	2013-12-31	$1,132,034
Total of all expenses incurred	2013-12-31	$359,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$293,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$641,457
Value of total assets at end of year	2013-12-31	$3,988,841
Value of total assets at beginning of year	2013-12-31	$3,214,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$66,191
Total interest from all sources	2013-12-31	$8,684
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$249,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$249,253
Administrative expenses professional fees incurred	2013-12-31	$11,934
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$408,745
Participant contributions at end of year	2013-12-31	$185,664
Participant contributions at beginning of year	2013-12-31	$146,327
Participant contributions at end of year	2013-12-31	$10,483
Participant contributions at beginning of year	2013-12-31	$4,177
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$24,005
Liabilities. Value of operating payables at end of year	2013-12-31	$20,781
Liabilities. Value of operating payables at beginning of year	2013-12-31	$18,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$772,150
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,968,060
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,195,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,444,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,870,957
Interest on participant loans	2013-12-31	$5,337
Interest earned on other investments	2013-12-31	$3,347
Value of interest in common/collective trusts at beginning of year	2013-12-31	$190,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$342,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$237,040
Net investment gain or loss from common/collective trusts	2013-12-31	$-4,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$208,707
Employer contributions (assets) at end of year	2013-12-31	$5,525
Employer contributions (assets) at beginning of year	2013-12-31	$2,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$293,693
Contract administrator fees	2013-12-31	$54,257
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	O'BRIEN, RILEY & RYAN, P.C.
Accountancy firm EIN	2013-12-31	043176941
2012 : AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$18,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,000
Total income from all sources (including contributions)	2012-12-31	$863,669
Total of all expenses incurred	2012-12-31	$605,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$576,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$520,512
Value of total assets at end of year	2012-12-31	$3,214,010
Value of total assets at beginning of year	2012-12-31	$2,946,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$28,749
Total interest from all sources	2012-12-31	$5,402
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$37,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$37,322
Administrative expenses professional fees incurred	2012-12-31	$28,749
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$338,550
Participant contributions at end of year	2012-12-31	$146,327
Participant contributions at beginning of year	2012-12-31	$141,112
Participant contributions at end of year	2012-12-31	$4,177
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$13,132
Liabilities. Value of operating payables at end of year	2012-12-31	$18,100
Liabilities. Value of operating payables at beginning of year	2012-12-31	$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$258,348
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,195,910
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,937,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,870,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,611,211
Interest on participant loans	2012-12-31	$5,402
Value of interest in common/collective trusts at end of year	2012-12-31	$190,068
Value of interest in common/collective trusts at beginning of year	2012-12-31	$189,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$294,925
Net investment gain or loss from common/collective trusts	2012-12-31	$5,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$168,830
Employer contributions (assets) at end of year	2012-12-31	$2,481
Employer contributions (assets) at beginning of year	2012-12-31	$4,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$576,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	O'BRIEN, RILEY & RYAN P.C.
Accountancy firm EIN	2012-12-31	043176941
2011 : AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$18,000
Total income from all sources (including contributions)	2011-12-31	$463,479
Total of all expenses incurred	2011-12-31	$418,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$395,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$491,298
Value of total assets at end of year	2011-12-31	$2,946,562
Value of total assets at beginning of year	2011-12-31	$2,910,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$22,498
Total interest from all sources	2011-12-31	$6,741
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$41,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$41,446
Administrative expenses professional fees incurred	2011-12-31	$22,498
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$300,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$336,081
Participant contributions at end of year	2011-12-31	$141,112
Participant contributions at beginning of year	2011-12-31	$141,467
Liabilities. Value of operating payables at end of year	2011-12-31	$9,000
Liabilities. Value of operating payables at beginning of year	2011-12-31	$18,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$45,430
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,937,562
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,892,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,611,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,576,652
Interest on participant loans	2011-12-31	$6,741
Value of interest in common/collective trusts at end of year	2011-12-31	$189,913
Value of interest in common/collective trusts at beginning of year	2011-12-31	$186,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-80,293
Net investment gain or loss from common/collective trusts	2011-12-31	$4,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$155,217
Employer contributions (assets) at end of year	2011-12-31	$4,326
Employer contributions (assets) at beginning of year	2011-12-31	$5,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$395,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	O'BRIEN, RILEY & RYAN P.C.
Accountancy firm EIN	2011-12-31	043176941
2010 : AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$9,000
Total income from all sources (including contributions)	2010-12-31	$729,965
Total of all expenses incurred	2010-12-31	$416,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$391,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$437,648
Value of total assets at end of year	2010-12-31	$2,910,132
Value of total assets at beginning of year	2010-12-31	$2,587,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$25,365
Total interest from all sources	2010-12-31	$5,965
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$33,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$33,063
Administrative expenses professional fees incurred	2010-12-31	$25,365
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$307,076
Participant contributions at end of year	2010-12-31	$141,467
Participant contributions at beginning of year	2010-12-31	$136,082
Liabilities. Value of operating payables at end of year	2010-12-31	$18,000
Liabilities. Value of operating payables at beginning of year	2010-12-31	$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$313,250
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,892,132
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,578,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,576,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,225,953
Interest on participant loans	2010-12-31	$5,965
Value of interest in common/collective trusts at end of year	2010-12-31	$186,446
Value of interest in common/collective trusts at beginning of year	2010-12-31	$217,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$245,769
Net investment gain or loss from common/collective trusts	2010-12-31	$7,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$130,572
Employer contributions (assets) at end of year	2010-12-31	$5,567
Employer contributions (assets) at beginning of year	2010-12-31	$8,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$391,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	O'BRIEN, RILEY & RYAN, PC.
Accountancy firm EIN	2010-12-31	043176941
2009 : AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST

2015: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AMALGAMATED TRANSIT UNION LOCAL 1548 401(K) TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR61017

Policy instance

Insurance contract or identification number	MR61017
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,771
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,320
Insurance broker name	LPL FINANCIAL CORPORATION

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR61017

Policy instance

Insurance contract or identification number	MR61017
Number of Individuals Covered	336
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,574
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,448
Insurance broker name	LPL FINANCIAL CORPORATION

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR61017

Policy instance

Insurance contract or identification number	MR61017
Number of Individuals Covered	289
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,705
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,705
Insurance broker name	VALOR INSURANCE AGENCY

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Company Name:	AMALGAMATED TRANSIT UNION LOCAL 1548
Employer identification number (EIN):	237277676
NAIC Classification:	485990