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MIDWESTERN TEAMSTERS PENSION TRUST FUND 401k Plan overview

Plan NameMIDWESTERN TEAMSTERS PENSION TRUST FUND
Plan identification number 001

MIDWESTERN TEAMSTERS PENSION TRUST FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TRUSTEES MIDWESTERN TEAMSTERS PENSION TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES MIDWESTERN TEAMSTERS PENSION TRUST FUND
Employer identification number (EIN):376117130
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWESTERN TEAMSTERS PENSION TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL NEUDECKER2023-10-13 MICHAEL L. CLIFTON2023-10-12
0012021-01-01MICHAEL NEUDECKER2022-09-26 MICHAEL L. CLIFTON2022-09-26
0012020-01-01MICHAEL NEUDECKER2021-09-19 MICHAEL L. CLIFTON2021-09-14
0012019-01-01MICHAEL NEUDECKER2020-09-21 MICHAEL L. CLIFTON2020-09-23
0012018-01-01MICHAEL NEUDECKER2019-09-17 MICHAEL L. CLIFTON2019-09-19
0012017-01-01
0012016-01-01
0012015-01-01MICHAEL NEUDECKER
0012014-01-01SCOTT ALEXANDER
0012013-01-01SCOTT ALEXANDER
0012012-01-01EDWARD BRENNAN
0012011-01-01EDWARD BRENNAN
0012009-01-01JOHN SANEW

Plan Statistics for MIDWESTERN TEAMSTERS PENSION TRUST FUND

401k plan membership statisitcs for MIDWESTERN TEAMSTERS PENSION TRUST FUND

Measure Date Value
2022: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2022 401k membership
Current value of assets2022-12-3120,209,442
Acturial value of assets for funding standard account2022-12-3120,209,442
Accrued liability for plan using immediate gains methods2022-12-3135,211,374
Accrued liability under unit credit cost method2022-12-3135,211,374
RPA 94 current liability2022-12-3168,253,981
Expected increase in current liability due to benefits accruing during the plan year2022-12-31719,070
Expected release from RPA 94 current liability for plan year2022-12-312,086,480
Expected plan disbursements for the plan year2022-12-312,396,480
Current value of assets2022-12-3120,209,442
Number of retired participants and beneficiaries receiving payment2022-12-31295
Current liability for retired participants and beneficiaries receiving payment2022-12-3125,448,703
Number of terminated vested participants2022-12-31292
Current liability for terminated vested participants2022-12-3126,527,336
Current liability for active participants non vested benefits2022-12-311,156,816
Current liability for active participants vested benefits2022-12-3115,121,126
Total number of active articipats2022-12-3175
Current liability for active participants2022-12-3116,277,942
Total participant count with liabilities2022-12-31662
Total current liabilitoes for participants with libailities2022-12-3168,253,981
Total employer contributions in plan year2022-12-311,331,041
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-316,652,529
Employer’s normal cost for plan year as of valuation date2022-12-31528,829
Amortization credits as of valuation date2022-12-311,139,380
Total participants, beginning-of-year2022-01-01662
Total number of active participants reported on line 7a of the Form 55002022-01-0173
Number of retired or separated participants receiving benefits2022-01-01240
Number of other retired or separated participants entitled to future benefits2022-01-01235
Total of all active and inactive participants2022-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0167
Total participants2022-01-01615
Number of employers contributing to the scheme2022-01-013
2021: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2021 401k membership
Current value of assets2021-12-3119,460,242
Acturial value of assets for funding standard account2021-12-3119,460,242
Accrued liability for plan using immediate gains methods2021-12-3135,462,532
Accrued liability under unit credit cost method2021-12-3135,462,532
RPA 94 current liability2021-12-3167,366,833
Expected increase in current liability due to benefits accruing during the plan year2021-12-31690,070
Expected release from RPA 94 current liability for plan year2021-12-312,093,227
Expected plan disbursements for the plan year2021-12-312,403,227
Current value of assets2021-12-3119,460,242
Number of retired participants and beneficiaries receiving payment2021-12-31314
Current liability for retired participants and beneficiaries receiving payment2021-12-3125,741,981
Number of terminated vested participants2021-12-31297
Current liability for terminated vested participants2021-12-3125,834,724
Current liability for active participants non vested benefits2021-12-311,438,275
Current liability for active participants vested benefits2021-12-3114,351,853
Total number of active articipats2021-12-3178
Current liability for active participants2021-12-3115,790,128
Total participant count with liabilities2021-12-31689
Total current liabilitoes for participants with libailities2021-12-3167,366,833
Total employer contributions in plan year2021-12-31448,764
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-314,377,471
Employer’s normal cost for plan year as of valuation date2021-12-31537,984
Prior year credit balance2021-12-310
Amortization credits as of valuation date2021-12-311,077,600
Total participants, beginning-of-year2021-01-01689
Total number of active participants reported on line 7a of the Form 55002021-01-0175
Number of retired or separated participants receiving benefits2021-01-01243
Number of other retired or separated participants entitled to future benefits2021-01-01292
Total of all active and inactive participants2021-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0152
Total participants2021-01-01662
Number of employers contributing to the scheme2021-01-013
2020: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2020 401k membership
Current value of assets2020-12-3119,226,489
Acturial value of assets for funding standard account2020-12-3119,226,489
Accrued liability for plan using immediate gains methods2020-12-3135,221,465
Accrued liability under unit credit cost method2020-12-3135,221,465
RPA 94 current liability2020-12-3162,029,993
Expected increase in current liability due to benefits accruing during the plan year2020-12-31594,586
Expected release from RPA 94 current liability for plan year2020-12-312,076,939
Expected plan disbursements for the plan year2020-12-312,376,939
Current value of assets2020-12-3119,226,489
Number of retired participants and beneficiaries receiving payment2020-12-31331
Current liability for retired participants and beneficiaries receiving payment2020-12-3125,046,922
Number of terminated vested participants2020-12-31309
Current liability for terminated vested participants2020-12-3124,046,373
Current liability for active participants non vested benefits2020-12-311,574,323
Current liability for active participants vested benefits2020-12-3111,362,375
Total number of active articipats2020-12-3178
Current liability for active participants2020-12-3112,936,698
Total participant count with liabilities2020-12-31718
Total current liabilitoes for participants with libailities2020-12-3162,029,993
Total employer contributions in plan year2020-12-31446,521
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-312,011,643
Employer’s normal cost for plan year as of valuation date2020-12-31522,440
Prior year credit balance2020-12-310
Amortization credits as of valuation date2020-12-31964,981
Total participants, beginning-of-year2020-01-01718
Total number of active participants reported on line 7a of the Form 55002020-01-0178
Number of retired or separated participants receiving benefits2020-01-01257
Number of other retired or separated participants entitled to future benefits2020-01-01297
Total of all active and inactive participants2020-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0157
Total participants2020-01-01689
Number of employers contributing to the scheme2020-01-013
2019: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2019 401k membership
Current value of assets2019-12-3116,387,949
Acturial value of assets for funding standard account2019-12-3116,387,949
Accrued liability for plan using immediate gains methods2019-12-3134,593,844
Accrued liability under unit credit cost method2019-12-3134,593,844
RPA 94 current liability2019-12-3160,849,544
Expected increase in current liability due to benefits accruing during the plan year2019-12-31644,213
Expected release from RPA 94 current liability for plan year2019-12-311,896,622
Expected plan disbursements for the plan year2019-12-312,196,622
Current value of assets2019-12-3116,387,949
Number of retired participants and beneficiaries receiving payment2019-12-31329
Current liability for retired participants and beneficiaries receiving payment2019-12-3123,102,732
Number of terminated vested participants2019-12-31314
Current liability for terminated vested participants2019-12-3123,250,963
Current liability for active participants non vested benefits2019-12-312,006,254
Current liability for active participants vested benefits2019-12-3112,489,595
Total number of active articipats2019-12-3188
Current liability for active participants2019-12-3114,495,849
Total participant count with liabilities2019-12-31731
Total current liabilitoes for participants with libailities2019-12-3160,849,544
Total employer contributions in plan year2019-12-311,727,457
Total employee contributions in plan year2019-12-310
Prior year funding deficiency2019-12-31848,252
Employer’s normal cost for plan year as of valuation date2019-12-31545,751
Prior year credit balance2019-12-310
Amortization credits as of valuation date2019-12-31730,644
Total participants, beginning-of-year2019-01-01730
Total number of active participants reported on line 7a of the Form 55002019-01-0178
Number of retired or separated participants receiving benefits2019-01-01270
Number of other retired or separated participants entitled to future benefits2019-01-01309
Total of all active and inactive participants2019-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0161
Total participants2019-01-01718
Number of employers contributing to the scheme2019-01-014
2018: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2018 401k membership
Current value of assets2018-12-3119,100,639
Acturial value of assets for funding standard account2018-12-3119,100,639
Accrued liability for plan using immediate gains methods2018-12-3135,212,619
Accrued liability under unit credit cost method2018-12-3135,212,619
RPA 94 current liability2018-12-3161,788,057
Expected increase in current liability due to benefits accruing during the plan year2018-12-31633,284
Expected release from RPA 94 current liability for plan year2018-12-311,827,353
Expected plan disbursements for the plan year2018-12-312,127,353
Current value of assets2018-12-3119,100,639
Number of retired participants and beneficiaries receiving payment2018-12-31332
Current liability for retired participants and beneficiaries receiving payment2018-12-3123,062,655
Number of terminated vested participants2018-12-31320
Current liability for terminated vested participants2018-12-3123,721,880
Current liability for active participants non vested benefits2018-12-311,958,189
Current liability for active participants vested benefits2018-12-3113,045,333
Total number of active articipats2018-12-3184
Current liability for active participants2018-12-3115,003,522
Total participant count with liabilities2018-12-31736
Total current liabilitoes for participants with libailities2018-12-3161,788,057
Total employer contributions in plan year2018-12-31485,727
Total employee contributions in plan year2018-12-310
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-31538,546
Prior year credit balance2018-12-31909,592
Amortization credits as of valuation date2018-12-311,067,037
Total participants, beginning-of-year2018-01-01736
Total number of active participants reported on line 7a of the Form 55002018-01-0188
Number of retired or separated participants receiving benefits2018-01-01266
Number of other retired or separated participants entitled to future benefits2018-01-01314
Total of all active and inactive participants2018-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0162
Total participants2018-01-01730
Number of employers contributing to the scheme2018-01-014
2017: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2017 401k membership
Current value of assets2017-12-3117,616,605
Acturial value of assets for funding standard account2017-12-3117,616,605
Accrued liability for plan using immediate gains methods2017-12-3134,766,295
Accrued liability under unit credit cost method2017-12-3134,766,295
RPA 94 current liability2017-12-3157,009,782
Expected increase in current liability due to benefits accruing during the plan year2017-12-31543,121
Expected release from RPA 94 current liability for plan year2017-12-311,797,399
Expected plan disbursements for the plan year2017-12-312,097,399
Current value of assets2017-12-3117,616,605
Number of retired participants and beneficiaries receiving payment2017-12-31344
Current liability for retired participants and beneficiaries receiving payment2017-12-3121,657,725
Number of terminated vested participants2017-12-31323
Current liability for terminated vested participants2017-12-3121,798,399
Current liability for active participants non vested benefits2017-12-311,913,625
Current liability for active participants vested benefits2017-12-3111,640,033
Total number of active articipats2017-12-3179
Current liability for active participants2017-12-3113,553,658
Total participant count with liabilities2017-12-31746
Total current liabilitoes for participants with libailities2017-12-3157,009,782
Total employer contributions in plan year2017-12-311,244,123
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-31525,275
Prior year credit balance2017-12-312,195,862
Amortization credits as of valuation date2017-12-31923,076
Total participants, beginning-of-year2017-01-01746
Total number of active participants reported on line 7a of the Form 55002017-01-0184
Number of retired or separated participants receiving benefits2017-01-01272
Number of other retired or separated participants entitled to future benefits2017-01-01320
Total of all active and inactive participants2017-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0160
Total participants2017-01-01736
Number of employers contributing to the scheme2017-01-014
2016: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2016 401k membership
Current value of assets2016-12-3118,047,196
Acturial value of assets for funding standard account2016-12-3119,050,326
Accrued liability for plan using immediate gains methods2016-12-3130,139,509
Accrued liability under unit credit cost method2016-12-3130,139,509
RPA 94 current liability2016-12-3154,220,486
Expected increase in current liability due to benefits accruing during the plan year2016-12-31509,197
Expected release from RPA 94 current liability for plan year2016-12-311,759,761
Expected plan disbursements for the plan year2016-12-312,059,761
Current value of assets2016-12-3118,047,196
Number of retired participants and beneficiaries receiving payment2016-12-31360
Current liability for retired participants and beneficiaries receiving payment2016-12-3119,963,283
Number of terminated vested participants2016-12-31327
Current liability for terminated vested participants2016-12-3119,916,067
Current liability for active participants non vested benefits2016-12-312,019,339
Current liability for active participants vested benefits2016-12-3112,321,797
Total number of active articipats2016-12-3185
Current liability for active participants2016-12-3114,341,136
Total participant count with liabilities2016-12-31772
Total current liabilitoes for participants with libailities2016-12-3154,220,486
Total employer contributions in plan year2016-12-31438,223
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-31472,468
Prior year credit balance2016-12-313,724,248
Amortization credits as of valuation date2016-12-31938,004
Total participants, beginning-of-year2016-01-01774
Total number of active participants reported on line 7a of the Form 55002016-01-0179
Number of retired or separated participants receiving benefits2016-01-01283
Number of other retired or separated participants entitled to future benefits2016-01-01323
Total of all active and inactive participants2016-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0161
Total participants2016-01-01746
Number of employers contributing to the scheme2016-01-015
2015: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2015 401k membership
Current value of assets2015-12-3117,262,320
Acturial value of assets for funding standard account2015-12-3117,777,524
Accrued liability for plan using immediate gains methods2015-12-3128,951,247
Accrued liability under unit credit cost method2015-12-3128,951,247
RPA 94 current liability2015-12-3150,762,761
Expected increase in current liability due to benefits accruing during the plan year2015-12-31607,790
Expected release from RPA 94 current liability for plan year2015-12-311,684,317
Expected plan disbursements for the plan year2015-12-311,984,317
Current value of assets2015-12-3117,262,320
Number of retired participants and beneficiaries receiving payment2015-12-31354
Current liability for retired participants and beneficiaries receiving payment2015-12-3118,528,976
Number of terminated vested participants2015-12-31333
Current liability for terminated vested participants2015-12-3118,486,911
Current liability for active participants non vested benefits2015-12-312,270,195
Current liability for active participants vested benefits2015-12-3111,476,679
Total number of active articipats2015-12-31115
Current liability for active participants2015-12-3113,746,874
Total participant count with liabilities2015-12-31802
Total current liabilitoes for participants with libailities2015-12-3150,762,761
Total employer contributions in plan year2015-12-312,449,142
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-31511,101
Prior year credit balance2015-12-313,436,530
Amortization credits as of valuation date2015-12-31938,004
Total participants, beginning-of-year2015-01-01818
Total number of active participants reported on line 7a of the Form 55002015-01-0187
Number of retired or separated participants receiving benefits2015-01-01298
Number of other retired or separated participants entitled to future benefits2015-01-01327
Total of all active and inactive participants2015-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0162
Total participants2015-01-01774
Number of employers contributing to the scheme2015-01-015
2014: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2014 401k membership
Current value of assets2014-12-3118,209,743
Acturial value of assets for funding standard account2014-12-3118,770,710
Accrued liability for plan using immediate gains methods2014-12-3127,092,034
Accrued liability under unit credit cost method2014-12-3127,092,034
RPA 94 current liability2014-12-3146,044,946
Expected increase in current liability due to benefits accruing during the plan year2014-12-311,056,351
Expected release from RPA 94 current liability for plan year2014-12-312,695,005
Expected plan disbursements for the plan year2014-12-312,925,005
Current value of assets2014-12-3118,209,743
Number of retired participants and beneficiaries receiving payment2014-12-31355
Current liability for retired participants and beneficiaries receiving payment2014-12-3117,121,229
Number of terminated vested participants2014-12-31297
Current liability for terminated vested participants2014-12-3111,325,575
Current liability for active participants non vested benefits2014-12-313,132,694
Current liability for active participants vested benefits2014-12-3114,465,448
Total number of active articipats2014-12-31185
Current liability for active participants2014-12-3117,598,142
Total participant count with liabilities2014-12-31837
Total current liabilitoes for participants with libailities2014-12-3146,044,946
Total employer contributions in plan year2014-12-31660,557
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-31625,004
Prior year credit balance2014-12-314,664,956
Amortization credits as of valuation date2014-12-31955,635
Total participants, beginning-of-year2014-01-01835
Total number of active participants reported on line 7a of the Form 55002014-01-01169
Number of retired or separated participants receiving benefits2014-01-01296
Number of other retired or separated participants entitled to future benefits2014-01-01295
Total of all active and inactive participants2014-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0158
Total participants2014-01-01818
Number of employers contributing to the scheme2014-01-017
2013: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2013 401k membership
Current value of assets2013-12-3116,030,815
Acturial value of assets for funding standard account2013-12-3118,223,007
Accrued liability for plan using immediate gains methods2013-12-3125,968,036
Accrued liability under unit credit cost method2013-12-3125,968,036
RPA 94 current liability2013-12-3143,165,281
Expected increase in current liability due to benefits accruing during the plan year2013-12-31872,184
Expected release from RPA 94 current liability for plan year2013-12-311,752,198
Expected plan disbursements for the plan year2013-12-311,982,198
Current value of assets2013-12-3116,030,815
Number of retired participants and beneficiaries receiving payment2013-12-31367
Current liability for retired participants and beneficiaries receiving payment2013-12-3116,303,280
Number of terminated vested participants2013-12-31297
Current liability for terminated vested participants2013-12-3111,199,890
Current liability for active participants non vested benefits2013-12-312,600,101
Current liability for active participants vested benefits2013-12-3113,062,010
Total number of active articipats2013-12-31162
Current liability for active participants2013-12-3115,662,111
Total participant count with liabilities2013-12-31826
Total current liabilitoes for participants with libailities2013-12-3143,165,281
Total employer contributions in plan year2013-12-311,018,222
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-31569,986
Prior year credit balance2013-12-315,153,459
Amortization credits as of valuation date2013-12-311,126,356
Total participants, beginning-of-year2013-01-01826
Total number of active participants reported on line 7a of the Form 55002013-01-01185
Number of retired or separated participants receiving benefits2013-01-01298
Number of other retired or separated participants entitled to future benefits2013-01-01295
Total of all active and inactive participants2013-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0157
Total participants2013-01-01835
Number of employers contributing to the scheme2013-01-018
2012: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01913
Total number of active participants reported on line 7a of the Form 55002012-01-01162
Number of retired or separated participants receiving benefits2012-01-01308
Number of other retired or separated participants entitled to future benefits2012-01-01297
Total of all active and inactive participants2012-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0159
Total participants2012-01-01826
Number of employers contributing to the scheme2012-01-018
2011: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01916
Total number of active participants reported on line 7a of the Form 55002011-01-01211
Number of retired or separated participants receiving benefits2011-01-01378
Number of other retired or separated participants entitled to future benefits2011-01-01274
Total of all active and inactive participants2011-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0150
Total participants2011-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
Number of employers contributing to the scheme2011-01-018
2009: MIDWESTERN TEAMSTERS PENSION TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01913
Total number of active participants reported on line 7a of the Form 55002009-01-01202
Number of retired or separated participants receiving benefits2009-01-01335
Number of other retired or separated participants entitled to future benefits2009-01-01323
Total of all active and inactive participants2009-01-01860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0144
Total participants2009-01-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113
Number of employers contributing to the scheme2009-01-019

Financial Data on MIDWESTERN TEAMSTERS PENSION TRUST FUND

Measure Date Value
2022 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-376,851
Total unrealized appreciation/depreciation of assets2022-12-31$-376,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,736
Total income from all sources (including contributions)2022-12-31$-2,287,102
Total loss/gain on sale of assets2022-12-31$-178,340
Total of all expenses incurred2022-12-31$2,254,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,936,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$431,041
Value of total assets at end of year2022-12-31$16,585,729
Value of total assets at beginning of year2022-12-31$21,114,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$318,782
Total interest from all sources2022-12-31$110,970
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$284,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$284,317
Administrative expenses professional fees incurred2022-12-31$151,518
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$41,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$15,151
Administrative expenses (other) incurred2022-12-31$46,465
Liabilities. Value of operating payables at end of year2022-12-31$18,367
Liabilities. Value of operating payables at beginning of year2022-12-31$4,736
Total non interest bearing cash at end of year2022-12-31$-1,162
Total non interest bearing cash at beginning of year2022-12-31$-6,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,542,080
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,567,362
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,109,442
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$48,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,029,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,320,687
Income. Interest from US Government securities2022-12-31$56,863
Income. Interest from corporate debt instruments2022-12-31$44,292
Value of interest in common/collective trusts at end of year2022-12-31$3,726,470
Value of interest in common/collective trusts at beginning of year2022-12-31$4,883,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,737,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$436,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$436,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9,815
Asset value of US Government securities at end of year2022-12-31$1,933,221
Asset value of US Government securities at beginning of year2022-12-31$1,782,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,964,451
Net investment gain or loss from common/collective trusts2022-12-31$-593,788
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$431,041
Employer contributions (assets) at end of year2022-12-31$41,526
Employer contributions (assets) at beginning of year2022-12-31$935,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,936,196
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$615,522
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$1,453,834
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$461,610
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$276,921
Contract administrator fees2022-12-31$72,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$14,753
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$4,283,174
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,461,514
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-94,919
Total unrealized appreciation/depreciation of assets2021-12-31$-94,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$41,809
Total income from all sources (including contributions)2021-12-31$3,961,785
Total loss/gain on sale of assets2021-12-31$-80,975
Total of all expenses incurred2021-12-31$2,312,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,989,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,348,764
Value of total assets at end of year2021-12-31$21,114,178
Value of total assets at beginning of year2021-12-31$19,502,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$323,545
Total interest from all sources2021-12-31$67,397
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$158,319
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$15,151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$16,991
Other income not declared elsewhere2021-12-31$1,202
Administrative expenses (other) incurred2021-12-31$42,168
Liabilities. Value of operating payables at end of year2021-12-31$4,736
Liabilities. Value of operating payables at beginning of year2021-12-31$41,809
Total non interest bearing cash at end of year2021-12-31$-6,398
Total non interest bearing cash at beginning of year2021-12-31$-1,082
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$1,649,200
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,109,442
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,460,242
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$51,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,320,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,698,263
Income. Interest from US Government securities2021-12-31$39,592
Income. Interest from corporate debt instruments2021-12-31$24,745
Value of interest in common/collective trusts at end of year2021-12-31$4,883,876
Value of interest in common/collective trusts at beginning of year2021-12-31$4,745,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$436,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$687,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$687,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,060
Asset value of US Government securities at end of year2021-12-31$1,782,962
Asset value of US Government securities at beginning of year2021-12-31$1,715,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,726,874
Net investment gain or loss from common/collective trusts2021-12-31$993,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,348,764
Employer contributions (assets) at end of year2021-12-31$935,399
Employer contributions (assets) at beginning of year2021-12-31$33,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,989,040
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$1,453,834
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,323,336
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$276,921
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$259,602
Contract administrator fees2021-12-31$72,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$14,753
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$22,515
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$6,620,456
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,701,431
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2021-12-31362152389
2020 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$96,269
Total unrealized appreciation/depreciation of assets2020-12-31$96,269
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$41,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,732
Total income from all sources (including contributions)2020-12-31$2,550,641
Total loss/gain on sale of assets2020-12-31$505,226
Total of all expenses incurred2020-12-31$2,316,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,967,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$446,521
Value of total assets at end of year2020-12-31$19,502,051
Value of total assets at beginning of year2020-12-31$19,233,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$349,526
Total interest from all sources2020-12-31$84,579
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$47,513
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$167,396
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-313929708
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$16,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$21,553
Other income not declared elsewhere2020-12-31$2,544
Administrative expenses (other) incurred2020-12-31$44,314
Liabilities. Value of operating payables at end of year2020-12-31$41,809
Liabilities. Value of operating payables at beginning of year2020-12-31$6,732
Total non interest bearing cash at end of year2020-12-31$-1,082
Total non interest bearing cash at beginning of year2020-12-31$-3,162
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$233,753
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,460,242
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,226,489
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$65,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,698,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,686,288
Income. Interest from US Government securities2020-12-31$53,645
Income. Interest from corporate debt instruments2020-12-31$25,121
Value of interest in common/collective trusts at end of year2020-12-31$4,745,659
Value of interest in common/collective trusts at beginning of year2020-12-31$1,907,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$687,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$632,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$632,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,813
Asset value of US Government securities at end of year2020-12-31$1,715,664
Asset value of US Government securities at beginning of year2020-12-31$1,753,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,129,367
Net investment gain or loss from common/collective trusts2020-12-31$238,622
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$446,521
Employer contributions (assets) at end of year2020-12-31$33,835
Employer contributions (assets) at beginning of year2020-12-31$43,153
Income. Dividends from common stock2020-12-31$47,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,967,362
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$1,323,336
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$1,038,002
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$259,602
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$532,143
Contract administrator fees2020-12-31$72,000
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$5,614,140
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$22,515
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$7,844
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$13,198,350
Aggregate carrying amount (costs) on sale of assets2020-12-31$12,693,124
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2020-12-31362152389
2019 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,573,903
Total unrealized appreciation/depreciation of assets2019-12-31$1,573,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,728
Total income from all sources (including contributions)2019-12-31$5,086,396
Total loss/gain on sale of assets2019-12-31$219,591
Total of all expenses incurred2019-12-31$2,247,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,902,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,727,457
Value of total assets at end of year2019-12-31$19,233,221
Value of total assets at beginning of year2019-12-31$16,399,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$345,030
Total interest from all sources2019-12-31$108,961
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$57,831
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$155,069
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$21,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$34,541
Other income not declared elsewhere2019-12-31$217
Administrative expenses (other) incurred2019-12-31$45,066
Liabilities. Value of operating payables at end of year2019-12-31$6,732
Liabilities. Value of operating payables at beginning of year2019-12-31$11,728
Total non interest bearing cash at end of year2019-12-31$-3,162
Total non interest bearing cash at beginning of year2019-12-31$-2,105
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$2,838,540
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,226,489
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,387,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$72,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,686,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,295,389
Income. Interest from US Government securities2019-12-31$57,788
Income. Interest from corporate debt instruments2019-12-31$41,105
Value of interest in common/collective trusts at end of year2019-12-31$1,907,037
Value of interest in common/collective trusts at beginning of year2019-12-31$1,849,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$632,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$709,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$709,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,068
Asset value of US Government securities at end of year2019-12-31$1,753,234
Asset value of US Government securities at beginning of year2019-12-31$1,458,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,340,988
Net investment gain or loss from common/collective trusts2019-12-31$57,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,727,457
Employer contributions (assets) at end of year2019-12-31$43,153
Employer contributions (assets) at beginning of year2019-12-31$52,861
Income. Dividends from common stock2019-12-31$57,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,902,826
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$1,038,002
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$1,154,833
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$532,143
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$413,416
Contract administrator fees2019-12-31$72,000
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,614,140
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,418,267
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$7,844
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$14,533
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
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$6,162,190
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,942,599
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2019-12-31362152389
2018 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,605,359
Total unrealized appreciation/depreciation of assets2018-12-31$-1,605,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,658
Total income from all sources (including contributions)2018-12-31$-554,234
Total loss/gain on sale of assets2018-12-31$-37,260
Total of all expenses incurred2018-12-31$2,158,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,817,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$485,727
Value of total assets at end of year2018-12-31$16,399,677
Value of total assets at beginning of year2018-12-31$19,114,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$341,271
Total interest from all sources2018-12-31$97,407
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$318,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$254,223
Administrative expenses professional fees incurred2018-12-31$154,419
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$34,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,275
Administrative expenses (other) incurred2018-12-31$40,964
Liabilities. Value of operating payables at end of year2018-12-31$11,728
Liabilities. Value of operating payables at beginning of year2018-12-31$13,658
Total non interest bearing cash at end of year2018-12-31$-2,105
Total non interest bearing cash at beginning of year2018-12-31$-1,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,712,690
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,387,949
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,100,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at beginning of year2018-12-31$2,537,376
Investment advisory and management fees2018-12-31$73,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,295,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,468,176
Income. Interest from US Government securities2018-12-31$60,644
Income. Interest from corporate debt instruments2018-12-31$35,531
Value of interest in common/collective trusts at end of year2018-12-31$1,849,590
Value of interest in common/collective trusts at beginning of year2018-12-31$1,726,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$709,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$705,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$705,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,232
Asset value of US Government securities at end of year2018-12-31$1,458,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$64,100
Net investment gain or loss from common/collective trusts2018-12-31$122,835
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$485,727
Employer contributions (assets) at end of year2018-12-31$52,861
Employer contributions (assets) at beginning of year2018-12-31$44,051
Income. Dividends from common stock2018-12-31$64,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,817,185
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$1,154,833
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$413,416
Contract administrator fees2018-12-31$72,000
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,418,267
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,619,541
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$14,533
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$7,092
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$6,523,874
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,561,134
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 name2018-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2018-12-31362152389
2017 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,508,404
Total unrealized appreciation/depreciation of assets2017-12-31$1,508,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,246
Total income from all sources (including contributions)2017-12-31$3,615,187
Total loss/gain on sale of assets2017-12-31$-95,335
Total of all expenses incurred2017-12-31$2,131,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,775,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,244,123
Value of total assets at end of year2017-12-31$19,114,297
Value of total assets at beginning of year2017-12-31$17,619,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$355,557
Total interest from all sources2017-12-31$53,387
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$280,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$215,462
Administrative expenses professional fees incurred2017-12-31$172,014
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-31351999
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$31,936
Other income not declared elsewhere2017-12-31$5,182
Administrative expenses (other) incurred2017-12-31$37,288
Liabilities. Value of operating payables at end of year2017-12-31$13,658
Liabilities. Value of operating payables at beginning of year2017-12-31$3,246
Total non interest bearing cash at end of year2017-12-31$-1,319
Total non interest bearing cash at beginning of year2017-12-31$-3,071
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$1,484,034
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,100,639
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,616,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$2,537,376
Assets. partnership/joint venture interests at beginning of year2017-12-31$2,170,276
Investment advisory and management fees2017-12-31$74,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,468,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,886,890
Income. Interest from US Government securities2017-12-31$33,221
Income. Interest from corporate debt instruments2017-12-31$20,086
Value of interest in common/collective trusts at end of year2017-12-31$1,726,755
Value of interest in common/collective trusts at beginning of year2017-12-31$1,652,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$705,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$238,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$238,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$80
Asset value of US Government securities at beginning of year2017-12-31$1,512,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$544,655
Net investment gain or loss from common/collective trusts2017-12-31$74,322
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$1,244,123
Employer contributions (assets) at end of year2017-12-31$44,051
Employer contributions (assets) at beginning of year2017-12-31$43,197
Income. Dividends from common stock2017-12-31$64,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,775,596
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$284,127
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$503,619
Contract administrator fees2017-12-31$72,000
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,619,541
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$5,294,205
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$7,092
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$4,857
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,730,836
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,826,171
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 name2017-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2017-12-31362152389
2016 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$887,793
Total unrealized appreciation/depreciation of assets2016-12-31$887,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$43,162
Total income from all sources (including contributions)2016-12-31$1,675,578
Total loss/gain on sale of assets2016-12-31$-217,805
Total of all expenses incurred2016-12-31$2,106,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,761,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$438,223
Value of total assets at end of year2016-12-31$17,619,851
Value of total assets at beginning of year2016-12-31$18,090,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$344,773
Total interest from all sources2016-12-31$80,554
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$252,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$189,138
Administrative expenses professional fees incurred2016-12-31$153,328
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-312003725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$31,936
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$40,450
Administrative expenses (other) incurred2016-12-31$40,711
Liabilities. Value of operating payables at end of year2016-12-31$3,246
Liabilities. Value of operating payables at beginning of year2016-12-31$43,162
Total non interest bearing cash at end of year2016-12-31$-3,071
Total non interest bearing cash at beginning of year2016-12-31$-2,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-430,591
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,616,605
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,047,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$2,170,276
Assets. partnership/joint venture interests at beginning of year2016-12-31$1,649,474
Investment advisory and management fees2016-12-31$78,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,886,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,519,948
Income. Interest from US Government securities2016-12-31$63,155
Income. Interest from corporate debt instruments2016-12-31$17,198
Value of interest in common/collective trusts at end of year2016-12-31$1,652,433
Value of interest in common/collective trusts at beginning of year2016-12-31$1,547,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$238,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,207,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,207,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$201
Asset value of US Government securities at end of year2016-12-31$1,512,940
Asset value of US Government securities at beginning of year2016-12-31$1,707,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$128,917
Net investment gain or loss from common/collective trusts2016-12-31$105,393
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$438,223
Employer contributions (assets) at end of year2016-12-31$43,197
Employer contributions (assets) at beginning of year2016-12-31$35,439
Income. Dividends from common stock2016-12-31$63,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,761,396
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$284,127
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$481,556
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$503,619
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$301,721
Contract administrator fees2016-12-31$72,000
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$5,294,205
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,597,994
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$4,857
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$4,663
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,851,895
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,069,700
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 name2016-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2016-12-31362152389
2015 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$59,587
Total unrealized appreciation/depreciation of assets2015-12-31$59,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$43,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$35,150
Total income from all sources (including contributions)2015-12-31$2,870,967
Total loss/gain on sale of assets2015-12-31$73,019
Total of all expenses incurred2015-12-31$2,086,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,683,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,449,142
Value of total assets at end of year2015-12-31$18,090,358
Value of total assets at beginning of year2015-12-31$17,297,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$402,393
Total interest from all sources2015-12-31$81,207
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$284,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$225,203
Administrative expenses professional fees incurred2015-12-31$227,025
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-311992787
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$40,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$36,795
Other income not declared elsewhere2015-12-31$42
Administrative expenses (other) incurred2015-12-31$37,547
Liabilities. Value of operating payables at end of year2015-12-31$43,162
Liabilities. Value of operating payables at beginning of year2015-12-31$35,150
Total non interest bearing cash at end of year2015-12-31$-2,799
Total non interest bearing cash at beginning of year2015-12-31$-4,766
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$784,876
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,047,196
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,262,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$1,649,474
Assets. partnership/joint venture interests at beginning of year2015-12-31$1,598,511
Investment advisory and management fees2015-12-31$65,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,519,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,503,025
Income. Interest from US Government securities2015-12-31$58,279
Income. Interest from corporate debt instruments2015-12-31$22,843
Value of interest in common/collective trusts at end of year2015-12-31$1,547,040
Value of interest in common/collective trusts at beginning of year2015-12-31$1,353,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,207,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$324,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$324,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$85
Asset value of US Government securities at end of year2015-12-31$1,707,159
Asset value of US Government securities at beginning of year2015-12-31$1,703,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-269,833
Net investment gain or loss from common/collective trusts2015-12-31$193,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,449,142
Employer contributions (assets) at end of year2015-12-31$35,439
Employer contributions (assets) at beginning of year2015-12-31$39,291
Income. Dividends from common stock2015-12-31$58,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,683,698
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$481,556
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$482,666
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$301,721
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$522,725
Contract administrator fees2015-12-31$72,000
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,597,994
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,721,616
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$4,663
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$17,116
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$4,147,022
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,074,003
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 name2015-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2015-12-31362152389
2014 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$620,474
Total unrealized appreciation/depreciation of assets2014-12-31$620,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$35,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$56,120
Total income from all sources (including contributions)2014-12-31$1,872,159
Total loss/gain on sale of assets2014-12-31$6,018
Total of all expenses incurred2014-12-31$2,819,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,483,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$660,557
Value of total assets at end of year2014-12-31$17,297,470
Value of total assets at beginning of year2014-12-31$18,265,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$336,531
Total interest from all sources2014-12-31$86,753
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$265,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$151,607
Administrative expenses professional fees incurred2014-12-31$171,512
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-31625333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$36,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$22,172
Other income not declared elsewhere2014-12-31$427
Administrative expenses (other) incurred2014-12-31$25,143
Liabilities. Value of operating payables at end of year2014-12-31$35,150
Liabilities. Value of operating payables at beginning of year2014-12-31$56,120
Total non interest bearing cash at end of year2014-12-31$-4,766
Total non interest bearing cash at beginning of year2014-12-31$-4,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-947,423
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,262,320
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,209,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$1,598,511
Assets. partnership/joint venture interests at beginning of year2014-12-31$1,502,173
Investment advisory and management fees2014-12-31$67,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,503,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,695,978
Interest earned on other investments2014-12-31$2
Income. Interest from US Government securities2014-12-31$61,214
Income. Interest from corporate debt instruments2014-12-31$25,450
Value of interest in common/collective trusts at end of year2014-12-31$1,353,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$324,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$537,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$537,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$87
Asset value of US Government securities at end of year2014-12-31$1,703,043
Asset value of US Government securities at beginning of year2014-12-31$2,335,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$179,108
Net investment gain or loss from common/collective trusts2014-12-31$53,305
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$660,557
Employer contributions (assets) at end of year2014-12-31$39,291
Employer contributions (assets) at beginning of year2014-12-31$180,416
Income. Dividends from common stock2014-12-31$113,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,483,051
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$482,666
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$814,194
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$522,725
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$104,129
Contract administrator fees2014-12-31$72,000
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,721,616
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,061,214
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$17,116
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$17,824
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$3,634,424
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,628,406
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 name2014-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2014-12-31362152389
2013 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,540,774
Total unrealized appreciation/depreciation of assets2013-12-31$1,540,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$56,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$58,272
Total income from all sources (including contributions)2013-12-31$4,001,280
Total loss/gain on sale of assets2013-12-31$240,494
Total of all expenses incurred2013-12-31$1,822,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,511,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,018,222
Value of total assets at end of year2013-12-31$18,265,863
Value of total assets at beginning of year2013-12-31$16,089,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$310,713
Total interest from all sources2013-12-31$84,643
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$232,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$172,542
Administrative expenses professional fees incurred2013-12-31$158,696
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$22,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$31,423
Other income not declared elsewhere2013-12-31$261
Administrative expenses (other) incurred2013-12-31$26,196
Liabilities. Value of operating payables at end of year2013-12-31$56,120
Liabilities. Value of operating payables at beginning of year2013-12-31$58,272
Total non interest bearing cash at end of year2013-12-31$-4,924
Total non interest bearing cash at beginning of year2013-12-31$-4,750
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$2,178,928
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,209,743
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,030,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$1,502,173
Assets. partnership/joint venture interests at beginning of year2013-12-31$1,179,073
Investment advisory and management fees2013-12-31$53,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,695,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,517,580
Income. Interest from US Government securities2013-12-31$63,640
Income. Interest from corporate debt instruments2013-12-31$20,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$537,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$205,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$205,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$63
Asset value of US Government securities at end of year2013-12-31$2,335,076
Asset value of US Government securities at beginning of year2013-12-31$1,954,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$884,744
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$1,018,222
Employer contributions (assets) at end of year2013-12-31$180,416
Employer contributions (assets) at beginning of year2013-12-31$67,315
Income. Dividends from common stock2013-12-31$59,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,511,639
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$814,194
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$526,773
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$104,129
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$175,155
Contract administrator fees2013-12-31$72,000
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,061,214
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,432,793
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$17,824
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$4,443
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$3,215,958
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,975,464
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 name2013-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2013-12-31362152389
2012 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$766,860
Total unrealized appreciation/depreciation of assets2012-12-31$766,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$58,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,790
Total income from all sources (including contributions)2012-12-31$2,458,617
Total loss/gain on sale of assets2012-12-31$280,081
Total of all expenses incurred2012-12-31$1,753,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,447,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$642,590
Value of total assets at end of year2012-12-31$16,089,087
Value of total assets at beginning of year2012-12-31$15,345,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$306,082
Total interest from all sources2012-12-31$99,990
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$186,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$130,280
Administrative expenses professional fees incurred2012-12-31$163,808
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-31230861
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$31,423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$36,404
Other income not declared elsewhere2012-12-31$998
Administrative expenses (other) incurred2012-12-31$23,902
Liabilities. Value of operating payables at end of year2012-12-31$58,272
Liabilities. Value of operating payables at beginning of year2012-12-31$19,790
Total non interest bearing cash at end of year2012-12-31$-4,750
Total non interest bearing cash at beginning of year2012-12-31$-2,612
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$705,192
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,030,815
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,325,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$1,179,073
Assets. partnership/joint venture interests at beginning of year2012-12-31$997,210
Investment advisory and management fees2012-12-31$46,372
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,517,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,089,576
Income. Interest from US Government securities2012-12-31$75,581
Income. Interest from corporate debt instruments2012-12-31$24,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$205,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$165,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$165,421
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$137
Asset value of US Government securities at end of year2012-12-31$1,954,036
Asset value of US Government securities at beginning of year2012-12-31$2,118,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$482,087
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$642,590
Employer contributions (assets) at end of year2012-12-31$67,315
Employer contributions (assets) at beginning of year2012-12-31$69,437
Income. Dividends from common stock2012-12-31$55,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,447,343
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$526,773
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$680,625
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$175,155
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$100,405
Contract administrator fees2012-12-31$72,000
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,432,793
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,047,239
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$4,443
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$42,713
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$2,652,154
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,372,073
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 name2012-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2012-12-31362152389
2011 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$218,638
Total unrealized appreciation/depreciation of assets2011-12-31$218,638
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,866
Total income from all sources (including contributions)2011-12-31$1,102,383
Total loss/gain on sale of assets2011-12-31$-154,136
Total of all expenses incurred2011-12-31$1,668,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,378,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$818,357
Value of total assets at end of year2011-12-31$15,345,413
Value of total assets at beginning of year2011-12-31$15,927,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$289,729
Total interest from all sources2011-12-31$112,921
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$179,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$129,712
Administrative expenses professional fees incurred2011-12-31$129,610
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$36,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$27,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$21,432
Other income not declared elsewhere2011-12-31$461
Administrative expenses (other) incurred2011-12-31$31,599
Liabilities. Value of operating payables at end of year2011-12-31$19,790
Liabilities. Value of operating payables at beginning of year2011-12-31$14,434
Total non interest bearing cash at end of year2011-12-31$-2,612
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$-565,695
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,325,623
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,891,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$997,210
Assets. partnership/joint venture interests at beginning of year2011-12-31$1,025,709
Investment advisory and management fees2011-12-31$46,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,089,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,373,624
Income. Interest from US Government securities2011-12-31$87,182
Income. Interest from corporate debt instruments2011-12-31$25,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$165,421
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$143,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$143,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$191
Asset value of US Government securities at end of year2011-12-31$2,118,995
Asset value of US Government securities at beginning of year2011-12-31$2,060,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-73,143
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$818,357
Employer contributions (assets) at end of year2011-12-31$69,437
Employer contributions (assets) at beginning of year2011-12-31$68,702
Income. Dividends from common stock2011-12-31$49,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,378,349
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$680,625
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$771,402
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$100,405
Contract administrator fees2011-12-31$82,000
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,047,239
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$5,417,537
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$42,713
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$38,193
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$2,707,054
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,861,190
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 name2011-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2011-12-31362152389
2010 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$999,348
Total unrealized appreciation/depreciation of assets2010-12-31$999,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$32,823
Total income from all sources (including contributions)2010-12-31$2,431,298
Total loss/gain on sale of assets2010-12-31$-98,928
Total of all expenses incurred2010-12-31$1,589,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,366,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$811,968
Value of total assets at end of year2010-12-31$15,927,184
Value of total assets at beginning of year2010-12-31$15,082,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$223,109
Total interest from all sources2010-12-31$127,421
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$166,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$117,310
Administrative expenses professional fees incurred2010-12-31$72,248
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$27,436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$37,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$21,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,234
Other income not declared elsewhere2010-12-31$1,096
Administrative expenses (other) incurred2010-12-31$26,373
Liabilities. Value of operating payables at end of year2010-12-31$14,434
Liabilities. Value of operating payables at beginning of year2010-12-31$29,589
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$841,664
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,891,318
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,049,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$1,025,709
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$42,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,373,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,009,378
Income. Interest from US Government securities2010-12-31$102,220
Income. Interest from corporate debt instruments2010-12-31$25,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$143,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$162,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$162,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$170
Asset value of US Government securities at end of year2010-12-31$2,060,948
Asset value of US Government securities at beginning of year2010-12-31$2,045,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$423,498
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$811,968
Employer contributions (assets) at end of year2010-12-31$68,702
Employer contributions (assets) at beginning of year2010-12-31$62,606
Income. Dividends from common stock2010-12-31$49,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,366,525
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$771,402
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$356,118
Contract administrator fees2010-12-31$82,000
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$5,417,537
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,401,600
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$38,193
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$6,880
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$2,227,179
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,326,107
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 name2010-12-31BANSLEY AND KIENER, LLP
Accountancy firm EIN2010-12-31362152389
2009 : MIDWESTERN TEAMSTERS PENSION TRUST FUND 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MIDWESTERN TEAMSTERS PENSION TRUST FUND

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

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