401k Plan data: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN plan

BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 401k Plan overview

Plan Name	BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN
Plan identification number	005

BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN has sponsored the creation of one or more 401k plans.

Company Name: BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN

Employer identification number (EIN): 346000349

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2023-01-01
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 STEPHEN BRUNO EDGAR PRUITT 2018-08-17
005 2016-01-01 STEPHEN BRUNO EDGAR PRUITT 2017-07-17
005 2015-01-01 STEPHEN BRUNO EDGAR PRUITT 2016-10-17
005 2014-01-01 STEPHEN BRUNO 2015-10-02 EDGAR PRUITT 2015-10-07
005 2013-01-01 WILLIAM WALPERT 2014-09-15 EDGAR PRUITT 2014-09-17
005 2012-01-01 WILLIAM WALPERT 2013-10-15 EDGAR PRUITT 2013-10-15
005 2011-01-01 WILLIAM WALPERT 2012-10-11
005 2010-01-01 WILLIAM WALPERT 2011-07-29 WILLIAM WALPERT 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2023-01-01
005	2022-01-01
005	2021-01-01
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01	STEPHEN BRUNO		EDGAR PRUITT	2018-08-17
005	2016-01-01	STEPHEN BRUNO		EDGAR PRUITT	2017-07-17
005	2015-01-01	STEPHEN BRUNO		EDGAR PRUITT	2016-10-17
005	2014-01-01	STEPHEN BRUNO	2015-10-02	EDGAR PRUITT	2015-10-07
005	2013-01-01	WILLIAM WALPERT	2014-09-15	EDGAR PRUITT	2014-09-17
005	2012-01-01	WILLIAM WALPERT	2013-10-15	EDGAR PRUITT	2013-10-15
005	2011-01-01	WILLIAM WALPERT	2012-10-11
005	2010-01-01	WILLIAM WALPERT	2011-07-29	WILLIAM WALPERT	2011-07-29

Plan Statistics for BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN

401k plan membership statisitcs for BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN

Measure Date Value
2022: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 118
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 128
Total participants 2022-01-01 128
Number of participants with account balances 2022-01-01 86
2021: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 117
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 124
Total participants 2021-01-01 124
Number of participants with account balances 2021-01-01 124
2020: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 116
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 123
Total participants 2020-01-01 123
Number of participants with account balances 2020-01-01 83
2019: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 118
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 126
Total participants 2019-01-01 126
Number of participants with account balances 2019-01-01 87
2018: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 121
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 128
Total participants 2018-01-01 128
Number of participants with account balances 2018-01-01 87
2017: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 126
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 134
Total participants 2017-01-01 134
Number of participants with account balances 2017-01-01 72
2016: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 119
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 135
Number of participants with account balances 2016-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 111
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 120
Number of participants with account balances 2015-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	118
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	128
Total participants	2022-01-01	128
Number of participants with account balances	2022-01-01	86
2021: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	117
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	124
Total participants	2021-01-01	124
Number of participants with account balances	2021-01-01	124
2020: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	116
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	123
Total participants	2020-01-01	123
Number of participants with account balances	2020-01-01	83
2019: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	118
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	126
Total participants	2019-01-01	126
Number of participants with account balances	2019-01-01	87
2018: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	121
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	128
Total participants	2018-01-01	128
Number of participants with account balances	2018-01-01	87
2017: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	126
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	134
Total participants	2017-01-01	134
Number of participants with account balances	2017-01-01	72
2016: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	119
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	135
Number of participants with account balances	2016-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	111
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	120
Number of participants with account balances	2015-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN

Measure	Date	Value
2022 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-351,737
Total unrealized appreciation/depreciation of assets	2022-12-31	$-351,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$173
Total income from all sources (including contributions)	2022-12-31	$-1,077,863
Total loss/gain on sale of assets	2022-12-31	$68,325
Total of all expenses incurred	2022-12-31	$278,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$262,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$746,692
Value of total assets at end of year	2022-12-31	$12,145,407
Value of total assets at beginning of year	2022-12-31	$13,501,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$16,041
Total interest from all sources	2022-12-31	$8,152
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$210,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$188,236
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$593,058
Participant contributions at end of year	2022-12-31	$107,539
Participant contributions at beginning of year	2022-12-31	$145,264
Participant contributions at end of year	2022-12-31	$9,880
Participant contributions at beginning of year	2022-12-31	$11,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$173
Administrative expenses (other) incurred	2022-12-31	$16,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,356,643
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,145,234
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,501,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,459,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,018,566
Interest on participant loans	2022-12-31	$8,152
Value of interest in common/collective trusts at end of year	2022-12-31	$6,767,781
Value of interest in common/collective trusts at beginning of year	2022-12-31	$7,315,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,046,803
Net investment gain or loss from common/collective trusts	2022-12-31	$-712,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$153,634
Employer contributions (assets) at end of year	2022-12-31	$1,117
Employer contributions (assets) at beginning of year	2022-12-31	$1,009
Income. Dividends from common stock	2022-12-31	$21,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$262,739
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$1,799,605
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$2,009,715
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$193,582
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$125,257
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CIUNI & PANICHI, INC.
Accountancy firm EIN	2022-12-31	341322309
2021 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$318,039
Total unrealized appreciation/depreciation of assets	2021-12-31	$318,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,326,009
Total loss/gain on sale of assets	2021-12-31	$29,073
Total of all expenses incurred	2021-12-31	$707,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$687,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$764,295
Value of total assets at end of year	2021-12-31	$13,501,877
Value of total assets at beginning of year	2021-12-31	$11,883,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$20,291
Total interest from all sources	2021-12-31	$8,610
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$338,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$320,546
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$550,166
Participant contributions at end of year	2021-12-31	$145,264
Participant contributions at beginning of year	2021-12-31	$171,678
Participant contributions at end of year	2021-12-31	$11,643
Participant contributions at beginning of year	2021-12-31	$11,207
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$70,771
Administrative expenses (other) incurred	2021-12-31	$20,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,618,128
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,501,877
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,883,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,018,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,630,388
Interest on participant loans	2021-12-31	$8,610
Value of interest in common/collective trusts at end of year	2021-12-31	$7,315,553
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,092,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$235,158
Net investment gain or loss from common/collective trusts	2021-12-31	$632,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$143,358
Employer contributions (assets) at end of year	2021-12-31	$1,009
Employer contributions (assets) at beginning of year	2021-12-31	$725
Income. Dividends from common stock	2021-12-31	$17,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$687,590
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$2,009,715
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$976,990
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$82,544
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$53,471
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CIUNI & PANICHI, INC.
Accountancy firm EIN	2021-12-31	341322309
2020 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$-14,763
Total unrealized appreciation/depreciation of assets	2020-12-31	$-14,763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$10,998
Total income from all sources (including contributions)	2020-12-31	$5,381,933
Total loss/gain on sale of assets	2020-12-31	$187,199
Total of all expenses incurred	2020-12-31	$919,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$909,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,174,270
Value of total assets at end of year	2020-12-31	$11,883,749
Value of total assets at beginning of year	2020-12-31	$7,432,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,776
Total interest from all sources	2020-12-31	$3,679
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$121,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$106,592
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$587,160
Participant contributions at end of year	2020-12-31	$171,678
Participant contributions at beginning of year	2020-12-31	$65,004
Participant contributions at end of year	2020-12-31	$11,207
Participant contributions at beginning of year	2020-12-31	$13,674
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,440,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$10,998
Administrative expenses (other) incurred	2020-12-31	$10,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,462,015
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,883,749
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,421,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,630,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,468,186
Interest on participant loans	2020-12-31	$3,679
Value of interest in common/collective trusts at end of year	2020-12-31	$7,092,635
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,676,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$490,769
Net investment gain or loss from common/collective trusts	2020-12-31	$419,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$146,931
Employer contributions (assets) at end of year	2020-12-31	$725
Employer contributions (assets) at beginning of year	2020-12-31	$2,493
Income. Dividends from common stock	2020-12-31	$14,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$909,142
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$976,990
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$1,207,181
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$677,613
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$490,414
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CIUNI & PANICHI, INC.
Accountancy firm EIN	2020-12-31	341322309
2019 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$195,087
Total unrealized appreciation/depreciation of assets	2019-12-31	$195,087
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$10,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$152
Total income from all sources (including contributions)	2019-12-31	$1,914,551
Total loss/gain on sale of assets	2019-12-31	$25,105
Total of all expenses incurred	2019-12-31	$278,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$275,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$734,522
Value of total assets at end of year	2019-12-31	$7,432,732
Value of total assets at beginning of year	2019-12-31	$5,786,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,312
Total interest from all sources	2019-12-31	$4,474
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$135,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$116,681
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,032,546
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$584,634
Participant contributions at end of year	2019-12-31	$65,004
Participant contributions at beginning of year	2019-12-31	$100,304
Participant contributions at end of year	2019-12-31	$13,674
Participant contributions at beginning of year	2019-12-31	$13,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$10,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$152
Administrative expenses (other) incurred	2019-12-31	$3,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,635,661
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,421,734
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,786,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,468,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,787,212
Interest on participant loans	2019-12-31	$4,474
Value of interest in common/collective trusts at end of year	2019-12-31	$3,676,069
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,835,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$383,057
Net investment gain or loss from common/collective trusts	2019-12-31	$436,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$149,888
Employer contributions (assets) at end of year	2019-12-31	$2,493
Employer contributions (assets) at beginning of year	2019-12-31	$4,194
Income. Dividends from common stock	2019-12-31	$18,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$275,578
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$1,207,181
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$1,045,389
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$154,587
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$129,482
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CIUNI & PANICHI, INC.
Accountancy firm EIN	2019-12-31	341322309
2018 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$41,371
Total unrealized appreciation/depreciation of assets	2018-12-31	$41,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$12,824
Total income from all sources (including contributions)	2018-12-31	$748,688
Total loss/gain on sale of assets	2018-12-31	$21,286
Total of all expenses incurred	2018-12-31	$561,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$559,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$838,803
Value of total assets at end of year	2018-12-31	$5,786,225
Value of total assets at beginning of year	2018-12-31	$5,611,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,525
Total interest from all sources	2018-12-31	$3,603
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$141,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$125,676
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,063,060
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$565,325
Participant contributions at end of year	2018-12-31	$100,304
Participant contributions at beginning of year	2018-12-31	$100,941
Participant contributions at end of year	2018-12-31	$13,742
Participant contributions at beginning of year	2018-12-31	$13,882
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$122,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$12,824
Administrative expenses (other) incurred	2018-12-31	$1,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$187,393
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,786,073
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,598,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,787,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,805,360
Interest on participant loans	2018-12-31	$3,603
Value of interest in common/collective trusts at end of year	2018-12-31	$2,835,281
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,987,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$92
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$92
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-236,600
Net investment gain or loss from common/collective trusts	2018-12-31	$-61,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$150,855
Employer contributions (assets) at end of year	2018-12-31	$4,194
Employer contributions (assets) at beginning of year	2018-12-31	$1,640
Income. Dividends from common stock	2018-12-31	$15,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$559,770
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$1,045,389
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$701,726
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$132,454
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$111,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CIUNI & PANICHI, INC.
Accountancy firm EIN	2018-12-31	341322309
2017 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$105,817
Total unrealized appreciation/depreciation of assets	2017-12-31	$105,817
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$12,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$38,042
Total income from all sources (including contributions)	2017-12-31	$1,354,395
Total loss/gain on sale of assets	2017-12-31	$82,430
Total of all expenses incurred	2017-12-31	$441,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$440,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$603,220
Value of total assets at end of year	2017-12-31	$5,611,504
Value of total assets at beginning of year	2017-12-31	$4,723,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,093
Total interest from all sources	2017-12-31	$4,247
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$116,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$106,278
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$632,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$547,960
Participant contributions at end of year	2017-12-31	$100,941
Participant contributions at beginning of year	2017-12-31	$72,455
Participant contributions at end of year	2017-12-31	$13,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$12,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$38,042
Administrative expenses (other) incurred	2017-12-31	$1,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$912,826
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,598,680
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,685,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,805,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,609,730
Interest on participant loans	2017-12-31	$4,247
Value of interest in common/collective trusts at end of year	2017-12-31	$2,987,863
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,576,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$92
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$88
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$227,030
Net investment gain or loss from common/collective trusts	2017-12-31	$215,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$55,260
Employer contributions (assets) at end of year	2017-12-31	$1,640
Income. Dividends from common stock	2017-12-31	$10,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$440,476
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$701,726
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$465,282
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$286,835
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$204,405
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CIUNI & PANICHI, INC.
Accountancy firm EIN	2017-12-31	341322309
2016 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$38,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$7,200
Total income from all sources (including contributions)	2016-12-31	$926,184
Total loss/gain on sale of assets	2016-12-31	$309,150
Total of all expenses incurred	2016-12-31	$533,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$532,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$522,248
Value of total assets at end of year	2016-12-31	$4,723,896
Value of total assets at beginning of year	2016-12-31	$4,300,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$875
Total interest from all sources	2016-12-31	$3,913
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$90,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$90,873
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,100,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$474,547
Participant contributions at end of year	2016-12-31	$72,455
Participant contributions at beginning of year	2016-12-31	$104,312
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$21,041
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$38,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$7,200
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$392,378
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,685,854
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,293,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$875
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,609,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,400,586
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$3,913
Income. Interest from loans (other than to participants)	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$2,576,341
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,305,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$88
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$88
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$88
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$465,282
Assets. Invements in employer securities at beginning of year	2016-12-31	$468,195
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$47,701
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$1,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$532,931
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$309,150
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CIUNI & PANICHI, INC.
Accountancy firm EIN	2016-12-31	341322309
2015 : BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-156,659
Total unrealized appreciation/depreciation of assets	2015-12-31	$-156,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$7,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$6,692
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$503,425
Total loss/gain on sale of assets	2015-12-31	$-4,027
Total of all expenses incurred	2015-12-31	$150,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$131,089
Expenses. Certain deemed distributions of participant loans	2015-12-31	$11,422
Value of total corrective distributions	2015-12-31	$6,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$613,343
Value of total assets at end of year	2015-12-31	$4,300,676
Value of total assets at beginning of year	2015-12-31	$3,946,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,050
Total interest from all sources	2015-12-31	$4,644
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$109,297
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	$98,720
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$488,467
Participant contributions at end of year	2015-12-31	$104,312
Participant contributions at beginning of year	2015-12-31	$123,721
Participant contributions at end of year	2015-12-31	$21,041
Participant contributions at beginning of year	2015-12-31	$18,410
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$80,450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$7,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$6,692
Other income not declared elsewhere	2015-12-31	$1,063
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$353,173
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,293,476
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,940,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$1,050
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,400,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,201,672
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$4,644
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$2,305,220
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,186,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$88
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-74,667
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$10,431
Net gain/loss from 103.12 investment entities	2015-12-31	$0
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
Assets. Invements in employer securities at end of year	2015-12-31	$468,195
Assets. Invements in employer securities at beginning of year	2015-12-31	$415,898
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$44,426
Employer contributions (assets) at end of year	2015-12-31	$1,234
Employer contributions (assets) at beginning of year	2015-12-31	$974
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$10,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$131,089
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	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	No
Aggregate proceeds on sale of assets	2015-12-31	$132,406
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$136,433
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CIUNI & PANICHI, INC.
Accountancy firm EIN	2015-12-31	341322309

Form 5500 Responses for BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN

2022: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN
Employer identification number (EIN):	346000349
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services