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UFCW LOCAL 1546 FOOD HANDLERS 401k Plan overview

Plan NameUFCW LOCAL 1546 FOOD HANDLERS
Plan identification number 501

UFCW LOCAL 1546 FOOD HANDLERS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TRUSTEES OF UFCW LOCAL 1546 FOOD HANDLERS WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF UFCW LOCAL 1546 FOOD HANDLERS WELFARE FUND
Employer identification number (EIN):362365968
NAIC Classification:311110
NAIC Description: Animal Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW LOCAL 1546 FOOD HANDLERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01ROBERT W O'TOOLE2023-09-14 GERALD KOLB2023-09-14
5012021-01-01ROBERT W. O'TOOLE2022-09-02 GERALD KOLB2022-09-02
5012020-01-01ROBERT O'TOOLE2021-06-10 GERALD KOLB2021-06-10
5012019-01-01ROBERT W. O'TOOLE2020-09-10 GERALD KOLB2020-09-11
5012018-01-01ROBERT W. O'TOOLE2019-07-24 GERALD KOLB2019-07-18
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01TIMOTHY CIBULKA
5012011-01-01TIMOTHY CIBULKA
5012009-01-01ANITA KRESTEL

Plan Statistics for UFCW LOCAL 1546 FOOD HANDLERS

401k plan membership statisitcs for UFCW LOCAL 1546 FOOD HANDLERS

Measure Date Value
2022: UFCW LOCAL 1546 FOOD HANDLERS 2022 401k membership
Total participants, beginning-of-year2022-01-011,891
Total number of active participants reported on line 7a of the Form 55002022-01-011,861
Total of all active and inactive participants2022-01-011,861
Number of employers contributing to the scheme2022-01-0146
2021: UFCW LOCAL 1546 FOOD HANDLERS 2021 401k membership
Total participants, beginning-of-year2021-01-011,950
Total number of active participants reported on line 7a of the Form 55002021-01-011,891
Total of all active and inactive participants2021-01-011,891
Number of employers contributing to the scheme2021-01-0145
2020: UFCW LOCAL 1546 FOOD HANDLERS 2020 401k membership
Total participants, beginning-of-year2020-01-012,063
Total number of active participants reported on line 7a of the Form 55002020-01-011,950
Total of all active and inactive participants2020-01-011,950
Number of employers contributing to the scheme2020-01-0148
2019: UFCW LOCAL 1546 FOOD HANDLERS 2019 401k membership
Total participants, beginning-of-year2019-01-011,890
Total number of active participants reported on line 7a of the Form 55002019-01-012,063
Total of all active and inactive participants2019-01-012,063
Number of employers contributing to the scheme2019-01-0149
2018: UFCW LOCAL 1546 FOOD HANDLERS 2018 401k membership
Total participants, beginning-of-year2018-01-011,788
Total number of active participants reported on line 7a of the Form 55002018-01-011,890
Total of all active and inactive participants2018-01-011,890
Number of employers contributing to the scheme2018-01-0150
2017: UFCW LOCAL 1546 FOOD HANDLERS 2017 401k membership
Total participants, beginning-of-year2017-01-011,736
Total number of active participants reported on line 7a of the Form 55002017-01-011,788
Total of all active and inactive participants2017-01-011,788
Number of employers contributing to the scheme2017-01-0149
2016: UFCW LOCAL 1546 FOOD HANDLERS 2016 401k membership
Total participants, beginning-of-year2016-01-011,691
Total number of active participants reported on line 7a of the Form 55002016-01-011,736
Total of all active and inactive participants2016-01-011,736
Number of employers contributing to the scheme2016-01-0150
2015: UFCW LOCAL 1546 FOOD HANDLERS 2015 401k membership
Total participants, beginning-of-year2015-01-011,551
Total number of active participants reported on line 7a of the Form 55002015-01-011,691
Total of all active and inactive participants2015-01-011,691
Number of employers contributing to the scheme2015-01-0152
2014: UFCW LOCAL 1546 FOOD HANDLERS 2014 401k membership
Total participants, beginning-of-year2014-01-011,369
Total number of active participants reported on line 7a of the Form 55002014-01-011,551
Total of all active and inactive participants2014-01-011,551
Number of employers contributing to the scheme2014-01-0160
2013: UFCW LOCAL 1546 FOOD HANDLERS 2013 401k membership
Total participants, beginning-of-year2013-01-011,370
Total number of active participants reported on line 7a of the Form 55002013-01-011,369
Total of all active and inactive participants2013-01-011,369
Number of employers contributing to the scheme2013-01-01158
2012: UFCW LOCAL 1546 FOOD HANDLERS 2012 401k membership
Total participants, beginning-of-year2012-01-011,385
Total number of active participants reported on line 7a of the Form 55002012-01-011,370
Total of all active and inactive participants2012-01-011,370
Number of employers contributing to the scheme2012-01-01155
2011: UFCW LOCAL 1546 FOOD HANDLERS 2011 401k membership
Total participants, beginning-of-year2011-01-011,400
Total number of active participants reported on line 7a of the Form 55002011-01-011,385
Total of all active and inactive participants2011-01-011,385
Number of employers contributing to the scheme2011-01-01154
2009: UFCW LOCAL 1546 FOOD HANDLERS 2009 401k membership
Total participants, beginning-of-year2009-01-011,504
Total number of active participants reported on line 7a of the Form 55002009-01-011,439
Total of all active and inactive participants2009-01-011,439
Number of employers contributing to the scheme2009-01-01154

Financial Data on UFCW LOCAL 1546 FOOD HANDLERS

Measure Date Value
2022 : UFCW LOCAL 1546 FOOD HANDLERS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,629,873
Total unrealized appreciation/depreciation of assets2022-12-31$-1,629,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,370,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,581,185
Total income from all sources (including contributions)2022-12-31$25,449,607
Total loss/gain on sale of assets2022-12-31$-1,746,962
Total of all expenses incurred2022-12-31$24,325,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,196,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,781,933
Value of total assets at end of year2022-12-31$35,068,817
Value of total assets at beginning of year2022-12-31$34,155,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,128,933
Total interest from all sources2022-12-31$723,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$187,111
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$31,227
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,433,869
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,197,305
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,004,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$913,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,104,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$157,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$151,619
Other income not declared elsewhere2022-12-31$1,321,424
Administrative expenses (other) incurred2022-12-31$192,748
Liabilities. Value of operating payables at end of year2022-12-31$167,689
Liabilities. Value of operating payables at beginning of year2022-12-31$146,074
Total non interest bearing cash at end of year2022-12-31$315,892
Total non interest bearing cash at beginning of year2022-12-31$428,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,124,521
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,698,736
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,574,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$136,109
Interest earned on other investments2022-12-31$80,282
Income. Interest from US Government securities2022-12-31$177,391
Income. Interest from corporate debt instruments2022-12-31$441,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,672,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,639,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,639,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$23,600
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$88,424
Asset value of US Government securities at end of year2022-12-31$13,882,863
Asset value of US Government securities at beginning of year2022-12-31$12,882,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$26,750,706
Employer contributions (assets) at end of year2022-12-31$40,080
Employer contributions (assets) at beginning of year2022-12-31$56,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,103,074
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$15,809,846
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$15,846,533
Contract administrator fees2022-12-31$612,965
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,044,993
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,283,492
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$93,476,488
Aggregate carrying amount (costs) on sale of assets2022-12-31$95,223,450
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : UFCW LOCAL 1546 FOOD HANDLERS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-477,921
Total unrealized appreciation/depreciation of assets2021-12-31$-477,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,581,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,276,566
Total income from all sources (including contributions)2021-12-31$26,838,646
Total loss/gain on sale of assets2021-12-31$-337,379
Total of all expenses incurred2021-12-31$21,877,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,826,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,811,787
Value of total assets at end of year2021-12-31$34,155,400
Value of total assets at beginning of year2021-12-31$28,889,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,051,447
Total interest from all sources2021-12-31$522,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$172,426
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$35,438
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,197,305
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,191,276
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$853,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,104,702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$814,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$151,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$85,665
Other income not declared elsewhere2021-12-31$1,319,505
Administrative expenses (other) incurred2021-12-31$189,103
Liabilities. Value of operating payables at end of year2021-12-31$146,074
Liabilities. Value of operating payables at beginning of year2021-12-31$91,815
Total non interest bearing cash at end of year2021-12-31$428,447
Total non interest bearing cash at beginning of year2021-12-31$736,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,960,889
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,574,215
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,613,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$129,600
Interest earned on other investments2021-12-31$70,595
Income. Interest from US Government securities2021-12-31$96,778
Income. Interest from corporate debt instruments2021-12-31$354,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,639,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$963,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$963,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$304
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$98,414
Asset value of US Government securities at end of year2021-12-31$12,882,042
Asset value of US Government securities at beginning of year2021-12-31$11,033,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$25,776,349
Employer contributions (assets) at end of year2021-12-31$56,851
Employer contributions (assets) at beginning of year2021-12-31$81,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,874,624
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$15,846,533
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$13,069,175
Contract administrator fees2021-12-31$560,318
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,283,492
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,099,086
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$92,473,188
Aggregate carrying amount (costs) on sale of assets2021-12-31$92,810,567
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : UFCW LOCAL 1546 FOOD HANDLERS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$421,848
Total unrealized appreciation/depreciation of assets2020-12-31$421,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,276,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,278,064
Total income from all sources (including contributions)2020-12-31$27,303,881
Total loss/gain on sale of assets2020-12-31$687,427
Total of all expenses incurred2020-12-31$26,107,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,032,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,086,521
Value of total assets at end of year2020-12-31$28,889,892
Value of total assets at beginning of year2020-12-31$27,694,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,074,542
Total interest from all sources2020-12-31$617,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$186,007
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$27,530
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,191,276
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,763,650
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,045,756
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$814,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$775,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$85,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$15,440
Other income not declared elsewhere2020-12-31$1,491,001
Administrative expenses (other) incurred2020-12-31$201,418
Liabilities. Value of operating payables at end of year2020-12-31$91,815
Liabilities. Value of operating payables at beginning of year2020-12-31$141,169
Total non interest bearing cash at end of year2020-12-31$736,278
Total non interest bearing cash at beginning of year2020-12-31$319,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,196,823
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,613,326
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,416,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$123,527
Interest earned on other investments2020-12-31$78,990
Income. Interest from US Government securities2020-12-31$188,575
Income. Interest from corporate debt instruments2020-12-31$343,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$963,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,355,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,355,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,411
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$134,557
Asset value of US Government securities at end of year2020-12-31$11,033,195
Asset value of US Government securities at beginning of year2020-12-31$10,473,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$24,058,991
Employer contributions (assets) at end of year2020-12-31$81,986
Employer contributions (assets) at beginning of year2020-12-31$2,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,852,203
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$13,069,175
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$12,003,993
Contract administrator fees2020-12-31$563,590
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,099,086
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,121,455
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$95,961,222
Aggregate carrying amount (costs) on sale of assets2020-12-31$95,273,795
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : UFCW LOCAL 1546 FOOD HANDLERS 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$361,634
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$361,634
Total unrealized appreciation/depreciation of assets2019-12-31$361,634
Total unrealized appreciation/depreciation of assets2019-12-31$361,634
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,278,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,762,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,762,251
Total income from all sources (including contributions)2019-12-31$25,358,247
Total income from all sources (including contributions)2019-12-31$25,358,247
Total loss/gain on sale of assets2019-12-31$500,986
Total loss/gain on sale of assets2019-12-31$500,986
Total of all expenses incurred2019-12-31$23,337,205
Total of all expenses incurred2019-12-31$23,337,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,353,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,353,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,588,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,588,448
Value of total assets at end of year2019-12-31$27,694,567
Value of total assets at end of year2019-12-31$27,694,567
Value of total assets at beginning of year2019-12-31$26,157,712
Value of total assets at beginning of year2019-12-31$26,157,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$983,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$983,429
Total interest from all sources2019-12-31$798,284
Total interest from all sources2019-12-31$798,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$139,472
Administrative expenses professional fees incurred2019-12-31$139,472
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$55,940
Contributions received from participants2019-12-31$55,940
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,763,650
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,763,650
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,050,524
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,050,524
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$914,252
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$914,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$775,263
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$775,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$521,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$521,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$16,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$16,520
Other income not declared elsewhere2019-12-31$1,108,895
Other income not declared elsewhere2019-12-31$1,108,895
Administrative expenses (other) incurred2019-12-31$183,355
Administrative expenses (other) incurred2019-12-31$183,355
Liabilities. Value of operating payables at end of year2019-12-31$141,169
Liabilities. Value of operating payables at end of year2019-12-31$141,169
Liabilities. Value of operating payables at beginning of year2019-12-31$108,019
Liabilities. Value of operating payables at beginning of year2019-12-31$108,019
Total non interest bearing cash at end of year2019-12-31$319,812
Total non interest bearing cash at end of year2019-12-31$319,812
Total non interest bearing cash at beginning of year2019-12-31$285,761
Total non interest bearing cash at beginning of year2019-12-31$285,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,021,042
Value of net income/loss2019-12-31$2,021,042
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,416,503
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,416,503
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,395,461
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,395,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$114,577
Investment advisory and management fees2019-12-31$114,577
Interest earned on other investments2019-12-31$138,391
Interest earned on other investments2019-12-31$138,391
Income. Interest from US Government securities2019-12-31$215,840
Income. Interest from US Government securities2019-12-31$215,840
Income. Interest from corporate debt instruments2019-12-31$421,542
Income. Interest from corporate debt instruments2019-12-31$421,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,355,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,355,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,191,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,191,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,191,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,191,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,511
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$124,908
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$124,908
Asset value of US Government securities at end of year2019-12-31$10,473,640
Asset value of US Government securities at end of year2019-12-31$10,473,640
Asset value of US Government securities at beginning of year2019-12-31$9,080,195
Asset value of US Government securities at beginning of year2019-12-31$9,080,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,532,508
Contributions received in cash from employer2019-12-31$22,532,508
Employer contributions (assets) at end of year2019-12-31$2,548
Employer contributions (assets) at end of year2019-12-31$2,548
Employer contributions (assets) at beginning of year2019-12-31$226,955
Employer contributions (assets) at beginning of year2019-12-31$226,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,314,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,314,616
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$12,003,993
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$12,003,993
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$12,801,234
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$12,801,234
Contract administrator fees2019-12-31$546,025
Contract administrator fees2019-12-31$546,025
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,121,455
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,121,455
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,637,712
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,637,712
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$84,079,829
Aggregate proceeds on sale of assets2019-12-31$84,079,829
Aggregate carrying amount (costs) on sale of assets2019-12-31$83,578,843
Aggregate carrying amount (costs) on sale of assets2019-12-31$83,578,843
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
Accountancy firm EIN2019-12-31320043599
2018 : UFCW LOCAL 1546 FOOD HANDLERS 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-25,232
Total unrealized appreciation/depreciation of assets2018-12-31$-25,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,762,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,407,223
Total income from all sources (including contributions)2018-12-31$21,415,939
Total loss/gain on sale of assets2018-12-31$-394,201
Total of all expenses incurred2018-12-31$22,049,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,065,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,519,483
Value of total assets at end of year2018-12-31$26,157,712
Value of total assets at beginning of year2018-12-31$26,436,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$983,761
Total interest from all sources2018-12-31$795,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$176,466
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$65,005
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,050,524
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,566,237
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$920,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$521,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$319,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$16,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$50,591
Other income not declared elsewhere2018-12-31$520,055
Administrative expenses (other) incurred2018-12-31$191,928
Liabilities. Value of operating payables at end of year2018-12-31$108,019
Liabilities. Value of operating payables at beginning of year2018-12-31$162,021
Total non interest bearing cash at end of year2018-12-31$285,761
Total non interest bearing cash at beginning of year2018-12-31$88,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-633,769
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,395,461
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,029,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$113,611
Interest earned on other investments2018-12-31$92,362
Income. Interest from US Government securities2018-12-31$188,179
Income. Interest from corporate debt instruments2018-12-31$494,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,191,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$579,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$579,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$20,419
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$123,421
Asset value of US Government securities at end of year2018-12-31$9,080,195
Asset value of US Government securities at beginning of year2018-12-31$8,988,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,454,478
Employer contributions (assets) at end of year2018-12-31$226,955
Employer contributions (assets) at beginning of year2018-12-31$5,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,022,134
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$12,801,234
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$13,888,534
Contract administrator fees2018-12-31$501,756
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,637,712
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,194,611
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$92,435,187
Aggregate carrying amount (costs) on sale of assets2018-12-31$92,829,388
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : UFCW LOCAL 1546 FOOD HANDLERS 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-120,403
Total unrealized appreciation/depreciation of assets2017-12-31$-120,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,407,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,138,386
Total income from all sources (including contributions)2017-12-31$18,968,417
Total loss/gain on sale of assets2017-12-31$67,663
Total of all expenses incurred2017-12-31$20,522,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,545,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,140,201
Value of total assets at end of year2017-12-31$26,436,453
Value of total assets at beginning of year2017-12-31$27,721,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$976,296
Total interest from all sources2017-12-31$774,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$186,393
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$71,180
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,566,237
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,704,558
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$792,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$319,154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$259,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$50,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$106,242
Other income not declared elsewhere2017-12-31$106,712
Administrative expenses (other) incurred2017-12-31$189,467
Liabilities. Value of operating payables at end of year2017-12-31$162,021
Liabilities. Value of operating payables at beginning of year2017-12-31$87,484
Total non interest bearing cash at end of year2017-12-31$88,392
Total non interest bearing cash at beginning of year2017-12-31$294,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,553,841
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,029,230
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,583,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$116,423
Interest earned on other investments2017-12-31$110,664
Income. Interest from US Government securities2017-12-31$174,958
Income. Interest from corporate debt instruments2017-12-31$477,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$579,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$425,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$425,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11,397
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$120,747
Asset value of US Government securities at end of year2017-12-31$8,988,601
Asset value of US Government securities at beginning of year2017-12-31$9,369,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$18,069,021
Employer contributions (assets) at end of year2017-12-31$5,762
Employer contributions (assets) at beginning of year2017-12-31$71,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,632,294
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$13,888,534
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$14,597,031
Contract administrator fees2017-12-31$484,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,194,611
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,944,660
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$91,120,177
Aggregate carrying amount (costs) on sale of assets2017-12-31$91,052,514
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : UFCW LOCAL 1546 FOOD HANDLERS 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-372,503
Total unrealized appreciation/depreciation of assets2016-12-31$-372,503
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,138,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,052,372
Total income from all sources (including contributions)2016-12-31$18,005,132
Total loss/gain on sale of assets2016-12-31$233,904
Total of all expenses incurred2016-12-31$17,200,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,200,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,295,939
Value of total assets at end of year2016-12-31$27,721,457
Value of total assets at beginning of year2016-12-31$26,830,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,000,215
Total interest from all sources2016-12-31$724,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$151,398
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$35,400
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,704,558
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,023,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$680,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$259,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$285,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$106,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$293,676
Other income not declared elsewhere2016-12-31$123,468
Administrative expenses (other) incurred2016-12-31$271,624
Liabilities. Value of operating payables at end of year2016-12-31$87,484
Liabilities. Value of operating payables at beginning of year2016-12-31$59,800
Total non interest bearing cash at end of year2016-12-31$294,187
Total non interest bearing cash at beginning of year2016-12-31$144,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$804,884
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,583,071
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,778,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$120,559
Interest earned on other investments2016-12-31$105,760
Income. Interest from US Government securities2016-12-31$172,999
Income. Interest from corporate debt instruments2016-12-31$440,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$425,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,333,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,333,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,436
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$116,177
Asset value of US Government securities at end of year2016-12-31$9,369,169
Asset value of US Government securities at beginning of year2016-12-31$8,395,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$17,260,539
Employer contributions (assets) at end of year2016-12-31$71,382
Employer contributions (assets) at beginning of year2016-12-31$41,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,403,499
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$14,597,031
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$14,607,118
Contract administrator fees2016-12-31$456,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,944,660
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,698,896
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$104,844,986
Aggregate carrying amount (costs) on sale of assets2016-12-31$104,611,082
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : UFCW LOCAL 1546 FOOD HANDLERS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-173,743
Total unrealized appreciation/depreciation of assets2015-12-31$-173,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,052,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,942,498
Total income from all sources (including contributions)2015-12-31$16,843,915
Total loss/gain on sale of assets2015-12-31$32,280
Total of all expenses incurred2015-12-31$16,215,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,222,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,213,833
Value of total assets at end of year2015-12-31$26,830,559
Value of total assets at beginning of year2015-12-31$26,092,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$993,353
Total interest from all sources2015-12-31$660,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$139,709
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$45,751
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,023,306
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,618,494
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$699,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$285,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$237,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$293,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$271,043
Other income not declared elsewhere2015-12-31$110,549
Administrative expenses (other) incurred2015-12-31$314,611
Liabilities. Value of operating payables at end of year2015-12-31$59,800
Liabilities. Value of operating payables at beginning of year2015-12-31$122,651
Total non interest bearing cash at end of year2015-12-31$144,009
Total non interest bearing cash at beginning of year2015-12-31$307,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$628,186
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,778,187
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,150,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$110,792
Interest earned on other investments2015-12-31$87,805
Income. Interest from US Government securities2015-12-31$170,781
Income. Interest from corporate debt instruments2015-12-31$401,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,333,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$410,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$410,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$863
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$98,727
Asset value of US Government securities at end of year2015-12-31$8,395,697
Asset value of US Government securities at beginning of year2015-12-31$7,767,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,168,082
Employer contributions (assets) at end of year2015-12-31$41,904
Employer contributions (assets) at beginning of year2015-12-31$17,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,424,194
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$14,607,118
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$15,733,278
Contract administrator fees2015-12-31$428,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,698,896
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,548,804
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$61,560,240
Aggregate carrying amount (costs) on sale of assets2015-12-31$61,527,960
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : UFCW LOCAL 1546 FOOD HANDLERS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$79,686
Total unrealized appreciation/depreciation of assets2014-12-31$79,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,942,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,818,780
Total income from all sources (including contributions)2014-12-31$15,887,570
Total loss/gain on sale of assets2014-12-31$322,625
Total of all expenses incurred2014-12-31$14,934,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,932,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,715,569
Value of total assets at end of year2014-12-31$26,092,499
Value of total assets at beginning of year2014-12-31$25,015,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,001,280
Total interest from all sources2014-12-31$656,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$144,719
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$18,110
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,618,494
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,227,819
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$607,544
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$237,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$249,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$271,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$798
Other income not declared elsewhere2014-12-31$113,095
Administrative expenses (other) incurred2014-12-31$360,908
Liabilities. Value of operating payables at end of year2014-12-31$122,651
Liabilities. Value of operating payables at beginning of year2014-12-31$113,675
Total non interest bearing cash at end of year2014-12-31$307,382
Total non interest bearing cash at beginning of year2014-12-31$227,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$953,422
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,150,001
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,196,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$107,498
Interest earned on other investments2014-12-31$51,364
Income. Interest from US Government securities2014-12-31$131,819
Income. Interest from corporate debt instruments2014-12-31$471,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$410,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$769,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$769,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,760
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$85,324
Asset value of US Government securities at end of year2014-12-31$7,767,411
Asset value of US Government securities at beginning of year2014-12-31$7,070,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$14,697,459
Employer contributions (assets) at end of year2014-12-31$17,294
Employer contributions (assets) at beginning of year2014-12-31$79,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,240,000
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$15,733,278
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$15,390,486
Contract administrator fees2014-12-31$388,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,548,804
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,704,307
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$65,565,251
Aggregate carrying amount (costs) on sale of assets2014-12-31$65,242,626
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : UFCW LOCAL 1546 FOOD HANDLERS 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-529,824
Total unrealized appreciation/depreciation of assets2013-12-31$-529,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,818,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,660,844
Total income from all sources (including contributions)2013-12-31$12,475,698
Total loss/gain on sale of assets2013-12-31$-373,635
Total of all expenses incurred2013-12-31$15,562,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,810,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,597,364
Value of total assets at end of year2013-12-31$25,015,359
Value of total assets at beginning of year2013-12-31$27,944,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$752,161
Total interest from all sources2013-12-31$682,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$151,962
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$15,132
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,227,819
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,115,081
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$607,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$249,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$224,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$798
Other income not declared elsewhere2013-12-31$99,507
Administrative expenses (other) incurred2013-12-31$156,337
Liabilities. Value of operating payables at end of year2013-12-31$113,675
Liabilities. Value of operating payables at beginning of year2013-12-31$107,850
Total non interest bearing cash at end of year2013-12-31$227,470
Total non interest bearing cash at beginning of year2013-12-31$300,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-3,086,706
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,196,579
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,283,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$109,696
Interest earned on other investments2013-12-31$59,979
Income. Interest from US Government securities2013-12-31$103,964
Income. Interest from corporate debt instruments2013-12-31$515,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$769,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,099,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,099,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,689
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$85,474
Asset value of US Government securities at end of year2013-12-31$7,070,882
Asset value of US Government securities at beginning of year2013-12-31$7,507,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,582,232
Employer contributions (assets) at end of year2013-12-31$79,492
Employer contributions (assets) at beginning of year2013-12-31$8,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,117,666
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$15,390,486
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$16,687,399
Contract administrator fees2013-12-31$334,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,704,307
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,552,994
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$66,455,973
Aggregate carrying amount (costs) on sale of assets2013-12-31$66,829,608
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : UFCW LOCAL 1546 FOOD HANDLERS 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$372,424
Total unrealized appreciation/depreciation of assets2012-12-31$372,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,660,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,588,059
Total income from all sources (including contributions)2012-12-31$14,095,505
Total loss/gain on sale of assets2012-12-31$360,597
Total of all expenses incurred2012-12-31$13,297,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,600,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,411,576
Value of total assets at end of year2012-12-31$27,944,129
Value of total assets at beginning of year2012-12-31$27,073,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$697,353
Total interest from all sources2012-12-31$811,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$119,959
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,982
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,115,081
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,185,707
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$552,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$224,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$303,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$18,219
Other income not declared elsewhere2012-12-31$139,680
Administrative expenses (other) incurred2012-12-31$141,169
Liabilities. Value of operating payables at end of year2012-12-31$107,850
Liabilities. Value of operating payables at beginning of year2012-12-31$113,301
Total non interest bearing cash at end of year2012-12-31$300,940
Total non interest bearing cash at beginning of year2012-12-31$284,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$797,814
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,283,285
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,485,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$114,881
Interest earned on other investments2012-12-31$79,559
Income. Interest from US Government securities2012-12-31$137,025
Income. Interest from corporate debt instruments2012-12-31$589,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,099,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,041,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,041,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,535
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$89,383
Asset value of US Government securities at end of year2012-12-31$7,507,986
Asset value of US Government securities at beginning of year2012-12-31$8,219,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,395,594
Employer contributions (assets) at end of year2012-12-31$8,784
Employer contributions (assets) at beginning of year2012-12-31$108,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,958,146
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$16,687,399
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$14,930,104
Contract administrator fees2012-12-31$321,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,552,994
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,456,539
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$66,864,975
Aggregate carrying amount (costs) on sale of assets2012-12-31$66,504,378
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : UFCW LOCAL 1546 FOOD HANDLERS 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$361,710
Total unrealized appreciation/depreciation of assets2011-12-31$361,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,588,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,984,397
Total income from all sources (including contributions)2011-12-31$14,156,838
Total loss/gain on sale of assets2011-12-31$447,192
Total of all expenses incurred2011-12-31$11,928,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,237,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,415,068
Value of total assets at end of year2011-12-31$27,073,530
Value of total assets at beginning of year2011-12-31$25,241,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$691,359
Total interest from all sources2011-12-31$896,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$115,562
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$29,961
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,185,707
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,416,631
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$505,967
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$303,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$210,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$18,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$466,666
Other income not declared elsewhere2011-12-31$35,938
Administrative expenses (other) incurred2011-12-31$153,092
Liabilities. Value of operating payables at end of year2011-12-31$113,301
Liabilities. Value of operating payables at beginning of year2011-12-31$117,638
Total non interest bearing cash at end of year2011-12-31$284,728
Total non interest bearing cash at beginning of year2011-12-31$317,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,228,269
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,485,471
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,257,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$109,183
Interest earned on other investments2011-12-31$90,590
Income. Interest from US Government securities2011-12-31$240,056
Income. Interest from corporate debt instruments2011-12-31$552,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,041,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$875,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$875,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$13,672
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$83,416
Asset value of US Government securities at end of year2011-12-31$8,219,536
Asset value of US Government securities at beginning of year2011-12-31$8,679,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,385,107
Employer contributions (assets) at end of year2011-12-31$108,579
Employer contributions (assets) at beginning of year2011-12-31$6,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,647,827
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$14,930,104
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$12,734,415
Contract administrator fees2011-12-31$313,522
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,456,539
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,400,093
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$61,394,149
Aggregate carrying amount (costs) on sale of assets2011-12-31$60,946,957
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : UFCW LOCAL 1546 FOOD HANDLERS 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$90,089
Total unrealized appreciation/depreciation of assets2010-12-31$90,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,984,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,283,971
Total income from all sources (including contributions)2010-12-31$14,377,795
Total loss/gain on sale of assets2010-12-31$884,672
Total of all expenses incurred2010-12-31$12,488,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,807,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,491,605
Value of total assets at end of year2010-12-31$25,241,599
Value of total assets at beginning of year2010-12-31$23,651,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$680,920
Total interest from all sources2010-12-31$867,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$115,187
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$36,494
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,416,631
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,229,133
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$521,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$210,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$192,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$466,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$729,832
Other income not declared elsewhere2010-12-31$43,446
Administrative expenses (other) incurred2010-12-31$149,578
Liabilities. Value of operating payables at end of year2010-12-31$117,638
Liabilities. Value of operating payables at beginning of year2010-12-31$119,517
Total non interest bearing cash at end of year2010-12-31$317,938
Total non interest bearing cash at beginning of year2010-12-31$324,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,889,476
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,257,202
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,367,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$104,316
Interest earned on other investments2010-12-31$93,054
Income. Interest from US Government securities2010-12-31$245,698
Income. Interest from corporate debt instruments2010-12-31$520,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$875,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,105,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,105,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,610
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$82,649
Asset value of US Government securities at end of year2010-12-31$8,679,475
Asset value of US Government securities at beginning of year2010-12-31$8,439,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,455,111
Employer contributions (assets) at end of year2010-12-31$6,939
Employer contributions (assets) at beginning of year2010-12-31$35,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,203,189
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$12,734,415
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$12,324,153
Contract administrator fees2010-12-31$311,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,400,093
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,434,622
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$81,798,716
Aggregate carrying amount (costs) on sale of assets2010-12-31$80,914,044
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for UFCW LOCAL 1546 FOOD HANDLERS

2022: UFCW LOCAL 1546 FOOD HANDLERS 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UFCW LOCAL 1546 FOOD HANDLERS 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UFCW LOCAL 1546 FOOD HANDLERS 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UFCW LOCAL 1546 FOOD HANDLERS 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UFCW LOCAL 1546 FOOD HANDLERS 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UFCW LOCAL 1546 FOOD HANDLERS 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UFCW LOCAL 1546 FOOD HANDLERS 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UFCW LOCAL 1546 FOOD HANDLERS 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UFCW LOCAL 1546 FOOD HANDLERS 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UFCW LOCAL 1546 FOOD HANDLERS 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UFCW LOCAL 1546 FOOD HANDLERS 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UFCW LOCAL 1546 FOOD HANDLERS 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UFCW LOCAL 1546 FOOD HANDLERS 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 3
Insurance contract or identification number07656
Number of Individuals Covered1858
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 2
Insurance contract or identification number30012463
Number of Individuals Covered1810
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $169,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 1
Insurance contract or identification numberD42100
Number of Individuals Covered713
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 3
Insurance contract or identification number30012463
Number of Individuals Covered1827
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $198,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 2
Insurance contract or identification number07656
Number of Individuals Covered1907
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 1
Insurance contract or identification numberD42100
Number of Individuals Covered787
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $98,051
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 1
Insurance contract or identification number07656
Number of Individuals Covered1950
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 2
Insurance contract or identification number30012463
Number of Individuals Covered1901
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $176,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 3
Insurance contract or identification numberD42100
Number of Individuals Covered908
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $128,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 3
Insurance contract or identification numberD42100
Number of Individuals Covered907
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $119,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 2
Insurance contract or identification number07656
Number of Individuals Covered2057
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,767
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 1
Insurance contract or identification number30012463
Number of Individuals Covered1979
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $205,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 3
Insurance contract or identification numberD42100
Number of Individuals Covered865
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,929
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 2
Insurance contract or identification number30012463
Number of Individuals Covered1884
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $180,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 1
Insurance contract or identification number07656
Number of Individuals Covered1865
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 3
Insurance contract or identification number30012463
Number of Individuals Covered1803
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $198,208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 2
Insurance contract or identification number07656
Number of Individuals Covered1806
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,035
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 1
Insurance contract or identification numberD42100
Number of Individuals Covered935
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $116,232
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 3
Insurance contract or identification number30012463
Number of Individuals Covered1730
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $177,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 1
Insurance contract or identification numberD42100
Number of Individuals Covered850
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $85,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 2
Insurance contract or identification number07656
Number of Individuals Covered1717
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $5,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 2
Insurance contract or identification number07656
Number of Individuals Covered1636
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $4,618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 3
Insurance contract or identification number30012463
Number of Individuals Covered1670
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $162,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 1
Insurance contract or identification numberD42100
Number of Individuals Covered785
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 2
Insurance contract or identification numberD42100
Number of Individuals Covered959
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 1
Insurance contract or identification number07656
Number of Individuals Covered1383
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $4,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 3
Insurance contract or identification number30012463
Number of Individuals Covered1393
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $140,527
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 3
Insurance contract or identification number07656
Number of Individuals Covered1388
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $4,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 2
Insurance contract or identification number30012463
Number of Individuals Covered1251
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $144,054
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 1
Insurance contract or identification numberD42100
Number of Individuals Covered990
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberD42100
Policy instance 1
Insurance contract or identification numberD42100
Number of Individuals Covered950
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30012463
Policy instance 2
Insurance contract or identification number30012463
Number of Individuals Covered1407
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $135,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 3
Insurance contract or identification number07656
Number of Individuals Covered1372
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $4,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OLYMPIA LTD HEALTH SERVICES INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUFCW LOCAL 1546
Policy instance 1
Insurance contract or identification numberUFCW LOCAL 1546
Number of Individuals Covered377
Insurance policy start date2010-01-01
Insurance policy end date2010-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number07656
Policy instance 2
Insurance contract or identification number07656
Number of Individuals Covered1384
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $4,252
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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