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TEAMSTERS UNION NO. 142 PENSION FUND 401k Plan overview

Plan NameTEAMSTERS UNION NO. 142 PENSION FUND
Plan identification number 001

TEAMSTERS UNION NO. 142 PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUND
Employer identification number (EIN):516051034
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS UNION NO. 142 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01RICHARD KNIPP MIKE CONQUEST2019-01-08
0012016-07-01RICHARD KNIPP MIKE CONQUEST2018-03-12
0012015-07-01RICHARD KNIPP MIKE CONQUEST2017-01-25
0012014-07-01RICHARD KNIPP GARY KEBERT2016-01-25
0012013-07-01RICHARD KNIPP GARY KEBERT2015-04-02
0012012-07-01RICHARD KNIPP GARY KEBERT2014-02-28
0012011-07-01RICHARD KNIPP GARY KEBERT2013-04-03
0012009-07-01GARY KEBERT RICHARD KENNEY2011-04-12

Plan Statistics for TEAMSTERS UNION NO. 142 PENSION FUND

401k plan membership statisitcs for TEAMSTERS UNION NO. 142 PENSION FUND

Measure Date Value
2023: TEAMSTERS UNION NO. 142 PENSION FUND 2023 401k membership
Current value of assets2023-06-30573,389,325
Acturial value of assets for funding standard account2023-06-30598,070,846
Accrued liability for plan using immediate gains methods2023-06-30584,461,569
Accrued liability under unit credit cost method2023-06-30584,461,569
RPA 94 current liability2023-06-301,031,420,275
Expected increase in current liability due to benefits accruing during the plan year2023-06-3026,525,228
Expected release from RPA 94 current liability for plan year2023-06-3040,267,284
Expected plan disbursements for the plan year2023-06-3041,617,284
Current value of assets2023-06-30574,754,125
Number of retired participants and beneficiaries receiving payment2023-06-302,743
Current liability for retired participants and beneficiaries receiving payment2023-06-30517,612,945
Number of terminated vested participants2023-06-301,861
Current liability for terminated vested participants2023-06-30179,657,512
Current liability for active participants non vested benefits2023-06-3039,198,420
Current liability for active participants vested benefits2023-06-30294,951,398
Total number of active articipats2023-06-301,926
Current liability for active participants2023-06-30334,149,818
Total participant count with liabilities2023-06-306,530
Total current liabilitoes for participants with libailities2023-06-301,031,420,275
Total employer contributions in plan year2023-06-3023,751,144
Total employee contributions in plan year2023-06-300
Prior year funding deficiency2023-06-300
Employer’s normal cost for plan year as of valuation date2023-06-3012,421,699
Prior year credit balance2023-06-30143,874,501
Amortization credits as of valuation date2023-06-3013,864,386
2022: TEAMSTERS UNION NO. 142 PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-07-016,492
Total number of active participants reported on line 7a of the Form 55002022-07-011,982
Number of retired or separated participants receiving benefits2022-07-012,088
Number of other retired or separated participants entitled to future benefits2022-07-011,891
Total of all active and inactive participants2022-07-015,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-01627
Total participants2022-07-016,588
Number of employers contributing to the scheme2022-07-01127
Current value of assets2022-06-30621,202,342
Acturial value of assets for funding standard account2022-06-30573,358,978
Accrued liability for plan using immediate gains methods2022-06-30550,288,591
Accrued liability under unit credit cost method2022-06-30550,288,591
RPA 94 current liability2022-06-301,026,779,412
Expected increase in current liability due to benefits accruing during the plan year2022-06-3025,893,670
Expected release from RPA 94 current liability for plan year2022-06-3039,392,983
Expected plan disbursements for the plan year2022-06-3040,692,983
Current value of assets2022-06-30623,672,442
Number of retired participants and beneficiaries receiving payment2022-06-302,716
Current liability for retired participants and beneficiaries receiving payment2022-06-30502,239,985
Number of terminated vested participants2022-06-301,923
Current liability for terminated vested participants2022-06-30185,978,795
Current liability for active participants non vested benefits2022-06-3035,926,881
Current liability for active participants vested benefits2022-06-30302,633,751
Total number of active articipats2022-06-302,010
Current liability for active participants2022-06-30338,560,632
Total participant count with liabilities2022-06-306,649
Total current liabilitoes for participants with libailities2022-06-301,026,779,412
Total employer contributions in plan year2022-06-3021,997,149
Prior year funding deficiency2022-06-300
Employer’s normal cost for plan year as of valuation date2022-06-3011,030,953
Prior year credit balance2022-06-30139,244,181
Amortization credits as of valuation date2022-06-3013,469,187
2021: TEAMSTERS UNION NO. 142 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-07-016,645
Total number of active participants reported on line 7a of the Form 55002021-07-011,888
Number of retired or separated participants receiving benefits2021-07-012,115
Number of other retired or separated participants entitled to future benefits2021-07-011,879
Total of all active and inactive participants2021-07-015,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01610
Total participants2021-07-016,492
Number of employers contributing to the scheme2021-07-01129
Current value of assets2021-06-30532,892,439
Acturial value of assets for funding standard account2021-06-30536,924,002
Accrued liability for plan using immediate gains methods2021-06-30544,966,544
Accrued liability under unit credit cost method2021-06-30544,966,544
RPA 94 current liability2021-06-30975,318,001
Expected increase in current liability due to benefits accruing during the plan year2021-06-3023,425,569
Expected release from RPA 94 current liability for plan year2021-06-3038,257,926
Expected plan disbursements for the plan year2021-06-3039,557,926
Current value of assets2021-06-30532,892,439
Number of retired participants and beneficiaries receiving payment2021-06-302,737
Current liability for retired participants and beneficiaries receiving payment2021-06-30483,628,478
Number of terminated vested participants2021-06-301,991
Current liability for terminated vested participants2021-06-30177,974,148
Current liability for active participants non vested benefits2021-06-3034,179,127
Current liability for active participants vested benefits2021-06-30279,536,248
Total number of active articipats2021-06-301,946
Current liability for active participants2021-06-30313,715,375
Total participant count with liabilities2021-06-306,674
Total current liabilitoes for participants with libailities2021-06-30975,318,001
Total employer contributions in plan year2021-06-3018,791,992
Total employee contributions in plan year2021-06-300
Prior year funding deficiency2021-06-300
Employer’s normal cost for plan year as of valuation date2021-06-3010,902,143
Prior year credit balance2021-06-30140,910,312
Amortization credits as of valuation date2021-06-3010,999,342
2020: TEAMSTERS UNION NO. 142 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-07-016,659
Total number of active participants reported on line 7a of the Form 55002020-07-012,006
Number of retired or separated participants receiving benefits2020-07-012,080
Number of other retired or separated participants entitled to future benefits2020-07-011,941
Total of all active and inactive participants2020-07-016,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01618
Total participants2020-07-016,645
Number of employers contributing to the scheme2020-07-01129
Current value of assets2020-06-30528,707,994
Acturial value of assets for funding standard account2020-06-30514,846,934
Accrued liability for plan using immediate gains methods2020-06-30521,739,444
Accrued liability under unit credit cost method2020-06-30521,739,444
RPA 94 current liability2020-06-30921,438,180
Expected increase in current liability due to benefits accruing during the plan year2020-06-3022,038,361
Expected release from RPA 94 current liability for plan year2020-06-3039,308,236
Expected plan disbursements for the plan year2020-06-3040,608,236
Current value of assets2020-06-30528,707,994
Number of retired participants and beneficiaries receiving payment2020-06-302,737
Current liability for retired participants and beneficiaries receiving payment2020-06-30464,630,836
Number of terminated vested participants2020-06-301,935
Current liability for terminated vested participants2020-06-30153,410,017
Current liability for active participants non vested benefits2020-06-3025,924,618
Current liability for active participants vested benefits2020-06-30277,472,709
Total number of active articipats2020-06-301,991
Current liability for active participants2020-06-30303,397,327
Total participant count with liabilities2020-06-306,663
Total current liabilitoes for participants with libailities2020-06-30921,438,180
Total employer contributions in plan year2020-06-3020,142,557
Total employee contributions in plan year2020-06-300
Prior year funding deficiency2020-06-300
Employer’s normal cost for plan year as of valuation date2020-06-3010,456,338
Prior year credit balance2020-06-30139,779,351
Amortization credits as of valuation date2020-06-3010,831,849
2019: TEAMSTERS UNION NO. 142 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-07-016,663
Total number of active participants reported on line 7a of the Form 55002019-07-011,931
Number of retired or separated participants receiving benefits2019-07-012,089
Number of other retired or separated participants entitled to future benefits2019-07-012,016
Total of all active and inactive participants2019-07-016,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01623
Total participants2019-07-016,659
Number of employers contributing to the scheme2019-07-01129
Current value of assets2019-06-30506,449,023
Acturial value of assets for funding standard account2019-06-30491,900,686
Accrued liability for plan using immediate gains methods2019-06-30513,853,705
Accrued liability under unit credit cost method2019-06-30513,853,705
RPA 94 current liability2019-06-30929,209,209
Expected increase in current liability due to benefits accruing during the plan year2019-06-3021,966,525
Expected release from RPA 94 current liability for plan year2019-06-3038,411,732
Expected plan disbursements for the plan year2019-06-3039,711,732
Current value of assets2019-06-30506,449,023
Number of retired participants and beneficiaries receiving payment2019-06-302,737
Current liability for retired participants and beneficiaries receiving payment2019-06-30468,635,651
Number of terminated vested participants2019-06-301,956
Current liability for terminated vested participants2019-06-30157,395,924
Current liability for active participants non vested benefits2019-06-3025,813,247
Current liability for active participants vested benefits2019-06-30277,364,387
Total number of active articipats2019-06-301,906
Current liability for active participants2019-06-30303,177,634
Total participant count with liabilities2019-06-306,599
Total current liabilitoes for participants with libailities2019-06-30929,209,209
Total employer contributions in plan year2019-06-3020,532,254
Total employee contributions in plan year2019-06-300
Employer’s normal cost for plan year as of valuation date2019-06-3010,020,326
Prior year credit balance2019-06-30139,399,733
Amortization credits as of valuation date2019-06-3010,140,538
2018: TEAMSTERS UNION NO. 142 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-07-016,599
Total number of active participants reported on line 7a of the Form 55002018-07-011,991
Number of retired or separated participants receiving benefits2018-07-012,095
Number of other retired or separated participants entitled to future benefits2018-07-011,953
Total of all active and inactive participants2018-07-016,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01624
Total participants2018-07-016,663
Number of employers contributing to the scheme2018-07-01128
Current value of assets2018-06-30475,051,070
Acturial value of assets for funding standard account2018-06-30475,311,304
Accrued liability for plan using immediate gains methods2018-06-30505,820,159
Accrued liability under unit credit cost method2018-06-30505,820,159
RPA 94 current liability2018-06-30869,901,925
Expected increase in current liability due to benefits accruing during the plan year2018-06-3021,179,491
Expected release from RPA 94 current liability for plan year2018-06-3037,089,328
Expected plan disbursements for the plan year2018-06-3038,389,328
Current value of assets2018-06-30475,051,070
Number of retired participants and beneficiaries receiving payment2018-06-302,733
Current liability for retired participants and beneficiaries receiving payment2018-06-30435,873,750
Number of terminated vested participants2018-06-301,979
Current liability for terminated vested participants2018-06-30145,288,457
Current liability for active participants non vested benefits2018-06-3026,363,263
Current liability for active participants vested benefits2018-06-30262,376,455
Total number of active articipats2018-06-301,900
Current liability for active participants2018-06-30288,739,718
Total participant count with liabilities2018-06-306,612
Total current liabilitoes for participants with libailities2018-06-30869,901,925
Total employer contributions in plan year2018-06-3019,293,390
Total employee contributions in plan year2018-06-300
Employer’s normal cost for plan year as of valuation date2018-06-3010,314,937
Prior year credit balance2018-06-30141,312,695
Amortization credits as of valuation date2018-06-309,897,060
2017: TEAMSTERS UNION NO. 142 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-07-016,612
Total number of active participants reported on line 7a of the Form 55002017-07-011,906
Number of retired or separated participants receiving benefits2017-07-012,109
Number of other retired or separated participants entitled to future benefits2017-07-011,971
Total of all active and inactive participants2017-07-015,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01613
Total participants2017-07-016,599
Number of employers contributing to the scheme2017-07-01133
Current value of assets2017-06-30433,068,349
Acturial value of assets for funding standard account2017-06-30458,453,923
Accrued liability for plan using immediate gains methods2017-06-30498,913,716
Accrued liability under unit credit cost method2017-06-30498,913,716
RPA 94 current liability2017-06-30844,433,516
Expected increase in current liability due to benefits accruing during the plan year2017-06-3019,026,794
Expected release from RPA 94 current liability for plan year2017-06-3036,583,574
Expected plan disbursements for the plan year2017-06-3037,883,574
Current value of assets2017-06-30433,068,349
Number of retired participants and beneficiaries receiving payment2017-06-302,725
Current liability for retired participants and beneficiaries receiving payment2017-06-30431,875,574
Number of terminated vested participants2017-06-301,971
Current liability for terminated vested participants2017-06-30140,814,916
Current liability for active participants non vested benefits2017-06-3027,391,564
Current liability for active participants vested benefits2017-06-30244,351,462
Total number of active articipats2017-06-301,940
Current liability for active participants2017-06-30271,743,026
Total participant count with liabilities2017-06-306,636
Total current liabilitoes for participants with libailities2017-06-30844,433,516
Total employer contributions in plan year2017-06-3019,381,361
Total employee contributions in plan year2017-06-300
Employer’s normal cost for plan year as of valuation date2017-06-309,498,263
Prior year credit balance2017-06-30142,965,728
Amortization credits as of valuation date2017-06-309,519,384
2016: TEAMSTERS UNION NO. 142 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-07-016,636
Total number of active participants reported on line 7a of the Form 55002016-07-011,900
Number of retired or separated participants receiving benefits2016-07-012,098
Number of other retired or separated participants entitled to future benefits2016-07-011,993
Total of all active and inactive participants2016-07-015,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01621
Total participants2016-07-016,612
Number of employers contributing to the scheme2016-07-01134
Current value of assets2016-06-30438,043,655
Acturial value of assets for funding standard account2016-06-30451,309,561
Accrued liability for plan using immediate gains methods2016-06-30474,287,901
Accrued liability under unit credit cost method2016-06-30474,287,901
RPA 94 current liability2016-06-30826,636,817
Expected increase in current liability due to benefits accruing during the plan year2016-06-3019,053,562
Expected release from RPA 94 current liability for plan year2016-06-3035,910,469
Expected plan disbursements for the plan year2016-06-3037,210,469
Current value of assets2016-06-30438,043,655
Number of retired participants and beneficiaries receiving payment2016-06-302,716
Current liability for retired participants and beneficiaries receiving payment2016-06-30422,686,501
Number of terminated vested participants2016-06-301,942
Current liability for terminated vested participants2016-06-30130,185,188
Current liability for active participants non vested benefits2016-06-3033,475,982
Current liability for active participants vested benefits2016-06-30240,289,146
Total number of active articipats2016-06-301,992
Current liability for active participants2016-06-30273,765,128
Total participant count with liabilities2016-06-306,650
Total current liabilitoes for participants with libailities2016-06-30826,636,817
Total employer contributions in plan year2016-06-3019,739,211
Total employee contributions in plan year2016-06-300
Employer’s normal cost for plan year as of valuation date2016-06-309,375,700
Prior year credit balance2016-06-30134,375,815
Amortization credits as of valuation date2016-06-3016,519,162
2015: TEAMSTERS UNION NO. 142 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-07-016,650
Total number of active participants reported on line 7a of the Form 55002015-07-011,940
Number of retired or separated participants receiving benefits2015-07-012,089
Number of other retired or separated participants entitled to future benefits2015-07-011,990
Total of all active and inactive participants2015-07-016,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01617
Total participants2015-07-016,636
Number of employers contributing to the scheme2015-07-01158
Current value of assets2015-06-30430,647,970
Acturial value of assets for funding standard account2015-06-30429,418,344
Accrued liability for plan using immediate gains methods2015-06-30465,345,194
Accrued liability under unit credit cost method2015-06-30465,345,194
RPA 94 current liability2015-06-30788,318,819
Expected increase in current liability due to benefits accruing during the plan year2015-06-3018,306,011
Expected release from RPA 94 current liability for plan year2015-06-3034,894,886
Expected plan disbursements for the plan year2015-06-3036,094,886
Current value of assets2015-06-30430,647,970
Number of retired participants and beneficiaries receiving payment2015-06-302,745
Current liability for retired participants and beneficiaries receiving payment2015-06-30405,863,492
Number of terminated vested participants2015-06-301,937
Current liability for terminated vested participants2015-06-30118,399,508
Current liability for active participants non vested benefits2015-06-3036,099,441
Current liability for active participants vested benefits2015-06-30227,956,378
Total number of active articipats2015-06-302,039
Current liability for active participants2015-06-30264,055,819
Total participant count with liabilities2015-06-306,721
Total current liabilitoes for participants with libailities2015-06-30788,318,819
Total employer contributions in plan year2015-06-3019,938,035
Total employee contributions in plan year2015-06-300
Employer’s normal cost for plan year as of valuation date2015-06-309,332,192
Prior year credit balance2015-06-30122,867,128
Amortization credits as of valuation date2015-06-3025,564,669
2014: TEAMSTERS UNION NO. 142 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-07-016,660
Total number of active participants reported on line 7a of the Form 55002014-07-011,992
Number of retired or separated participants receiving benefits2014-07-012,090
Number of other retired or separated participants entitled to future benefits2014-07-011,957
Total of all active and inactive participants2014-07-016,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01611
Total participants2014-07-016,650
Number of employers contributing to the scheme2014-07-01156
Current value of assets2014-06-30372,746,958
Acturial value of assets for funding standard account2014-06-30407,987,989
Accrued liability for plan using immediate gains methods2014-06-30457,510,369
Accrued liability under unit credit cost method2014-06-30457,510,369
RPA 94 current liability2014-06-30774,775,699
Expected increase in current liability due to benefits accruing during the plan year2014-06-3017,261,194
Expected release from RPA 94 current liability for plan year2014-06-3033,846,628
Expected plan disbursements for the plan year2014-06-3034,946,628
Current value of assets2014-06-30372,746,958
Number of retired participants and beneficiaries receiving payment2014-06-302,700
Current liability for retired participants and beneficiaries receiving payment2014-06-30396,150,350
Number of terminated vested participants2014-06-301,898
Current liability for terminated vested participants2014-06-30115,904,905
Current liability for active participants non vested benefits2014-06-3033,388,825
Current liability for active participants vested benefits2014-06-30229,331,619
Total number of active articipats2014-06-302,121
Current liability for active participants2014-06-30262,720,444
Total participant count with liabilities2014-06-306,719
Total current liabilitoes for participants with libailities2014-06-30774,775,699
Total employer contributions in plan year2014-06-3019,851,712
Total employee contributions in plan year2014-06-300
Employer’s normal cost for plan year as of valuation date2014-06-308,863,489
Prior year credit balance2014-06-30112,420,156
Amortization credits as of valuation date2014-06-3024,848,525
2013: TEAMSTERS UNION NO. 142 PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-07-016,707
Total number of active participants reported on line 7a of the Form 55002013-07-012,039
Number of retired or separated participants receiving benefits2013-07-012,086
Number of other retired or separated participants entitled to future benefits2013-07-011,937
Total of all active and inactive participants2013-07-016,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01598
Total participants2013-07-016,660
Number of employers contributing to the scheme2013-07-01151
2012: TEAMSTERS UNION NO. 142 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-07-016,722
Total number of active participants reported on line 7a of the Form 55002012-07-012,121
Number of retired or separated participants receiving benefits2012-07-012,049
Number of other retired or separated participants entitled to future benefits2012-07-011,898
Total of all active and inactive participants2012-07-016,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01639
Total participants2012-07-016,707
Number of employers contributing to the scheme2012-07-01162
2011: TEAMSTERS UNION NO. 142 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-07-016,695
Total number of active participants reported on line 7a of the Form 55002011-07-012,197
Number of retired or separated participants receiving benefits2011-07-012,032
Number of other retired or separated participants entitled to future benefits2011-07-011,863
Total of all active and inactive participants2011-07-016,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01630
Total participants2011-07-016,722
Number of employers contributing to the scheme2011-07-01174
2009: TEAMSTERS UNION NO. 142 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-07-016,883
Total number of active participants reported on line 7a of the Form 55002009-07-012,281
Number of retired or separated participants receiving benefits2009-07-011,969
Number of other retired or separated participants entitled to future benefits2009-07-011,855
Total of all active and inactive participants2009-07-016,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-01588
Total participants2009-07-016,693
Number of employers contributing to the scheme2009-07-01178

Financial Data on TEAMSTERS UNION NO. 142 PENSION FUND

Measure Date Value
2023 : TEAMSTERS UNION NO. 142 PENSION FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$-1,047,111
Total unrealized appreciation/depreciation of assets2023-06-30$-1,047,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$280,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$1,280,522
Total income from all sources (including contributions)2023-06-30$47,732,631
Total loss/gain on sale of assets2023-06-30$589,130
Total of all expenses incurred2023-06-30$40,702,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$37,744,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$23,241,980
Value of total assets at end of year2023-06-30$582,065,073
Value of total assets at beginning of year2023-06-30$576,034,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$2,958,240
Total interest from all sources2023-06-30$6,753,744
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$6,043,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$5,091,445
Administrative expenses professional fees incurred2023-06-30$491,008
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Assets. Other investments not covered elsewhere at end of year2023-06-30$970,458
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$1,009,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$6,452,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$3,177,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$106,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$994,183
Other income not declared elsewhere2023-06-30$773,509
Administrative expenses (other) incurred2023-06-30$851,769
Liabilities. Value of operating payables at end of year2023-06-30$173,695
Liabilities. Value of operating payables at beginning of year2023-06-30$286,339
Total non interest bearing cash at end of year2023-06-30$957,190
Total non interest bearing cash at beginning of year2023-06-30$3,845,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$7,030,302
Value of net assets at end of year (total assets less liabilities)2023-06-30$581,784,427
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$574,754,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$10,946,512
Assets. partnership/joint venture interests at beginning of year2023-06-30$12,099,037
Investment advisory and management fees2023-06-30$1,579,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$247,064,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$235,455,963
Value of interest in pooled separate accounts at end of year2023-06-30$54,430,891
Value of interest in pooled separate accounts at beginning of year2023-06-30$61,931,586
Interest earned on other investments2023-06-30$28,375
Income. Interest from US Government securities2023-06-30$2,845,398
Income. Interest from corporate debt instruments2023-06-30$3,553,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$8,778,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$12,107,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$12,107,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$326,960
Asset value of US Government securities at end of year2023-06-30$104,658,774
Asset value of US Government securities at beginning of year2023-06-30$94,594,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$16,688,491
Net investment gain/loss from pooled separate accounts2023-06-30$-5,310,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$23,241,980
Employer contributions (assets) at end of year2023-06-30$2,608,000
Employer contributions (assets) at beginning of year2023-06-30$2,133,000
Income. Dividends from common stock2023-06-30$952,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$37,744,089
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$78,748,737
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$87,149,399
Contract administrator fees2023-06-30$36,097
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$66,416,398
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$62,500,260
Assets. Value of buildings and other operty used in plan operation at end of year2023-06-30$32,736
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-06-30$30,602
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$163,028,968
Aggregate carrying amount (costs) on sale of assets2023-06-30$162,439,838
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-06-30320043599
2022 : TEAMSTERS UNION NO. 142 PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-35,265,811
Total unrealized appreciation/depreciation of assets2022-06-30$-35,265,811
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,280,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$4,879,707
Total income from all sources (including contributions)2022-06-30$-8,689,107
Total loss/gain on sale of assets2022-06-30$-1,706,533
Total of all expenses incurred2022-06-30$40,229,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$36,949,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$21,031,509
Value of total assets at end of year2022-06-30$576,034,647
Value of total assets at beginning of year2022-06-30$628,552,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$3,280,076
Total interest from all sources2022-06-30$5,580,515
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$5,850,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$4,884,473
Administrative expenses professional fees incurred2022-06-30$495,021
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2022-06-303646977
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$1,009,678
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$1,124,215
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$3,177,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$5,936,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$994,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$4,614,751
Other income not declared elsewhere2022-06-30$20,808
Administrative expenses (other) incurred2022-06-30$1,021,974
Liabilities. Value of operating payables at end of year2022-06-30$286,339
Liabilities. Value of operating payables at beginning of year2022-06-30$264,956
Total non interest bearing cash at end of year2022-06-30$3,845,550
Total non interest bearing cash at beginning of year2022-06-30$3,996,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-48,918,317
Value of net assets at end of year (total assets less liabilities)2022-06-30$574,754,125
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$623,672,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$12,099,037
Assets. partnership/joint venture interests at beginning of year2022-06-30$13,455,860
Investment advisory and management fees2022-06-30$1,736,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$235,455,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$259,137,307
Value of interest in pooled separate accounts at end of year2022-06-30$61,931,586
Value of interest in pooled separate accounts at beginning of year2022-06-30$49,965,446
Interest earned on other investments2022-06-30$26,470
Income. Interest from US Government securities2022-06-30$2,183,224
Income. Interest from corporate debt instruments2022-06-30$3,351,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$12,107,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$9,648,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$9,648,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$19,020
Asset value of US Government securities at end of year2022-06-30$94,594,833
Asset value of US Government securities at beginning of year2022-06-30$110,812,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-18,449,116
Net investment gain/loss from pooled separate accounts2022-06-30$14,248,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$21,031,509
Employer contributions (assets) at end of year2022-06-30$2,133,000
Employer contributions (assets) at beginning of year2022-06-30$1,919,000
Income. Dividends from common stock2022-06-30$966,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$36,949,134
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$87,149,399
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$97,006,252
Contract administrator fees2022-06-30$26,125
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$62,500,260
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$75,499,338
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$30,602
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$50,144
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$182,531,690
Aggregate carrying amount (costs) on sale of assets2022-06-30$184,238,223
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-06-30320043599
2021 : TEAMSTERS UNION NO. 142 PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$19,848,934
Total unrealized appreciation/depreciation of assets2021-06-30$19,848,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$4,879,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,813,828
Total income from all sources (including contributions)2021-06-30$127,877,943
Total loss/gain on sale of assets2021-06-30$8,690,138
Total of all expenses incurred2021-06-30$38,667,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$35,938,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$18,178,114
Value of total assets at end of year2021-06-30$628,552,149
Value of total assets at beginning of year2021-06-30$537,276,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,729,623
Total interest from all sources2021-06-30$5,421,802
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$5,876,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$4,938,577
Administrative expenses professional fees incurred2021-06-30$354,275
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$1,124,215
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$995,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$5,936,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$7,317,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$4,614,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$2,492,415
Other income not declared elsewhere2021-06-30$1,724,021
Administrative expenses (other) incurred2021-06-30$865,596
Liabilities. Value of operating payables at end of year2021-06-30$264,956
Liabilities. Value of operating payables at beginning of year2021-06-30$321,413
Total non interest bearing cash at end of year2021-06-30$3,996,703
Total non interest bearing cash at beginning of year2021-06-30$3,539,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$89,210,203
Value of net assets at end of year (total assets less liabilities)2021-06-30$623,672,442
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$534,462,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$13,455,860
Assets. partnership/joint venture interests at beginning of year2021-06-30$9,537,724
Investment advisory and management fees2021-06-30$1,486,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$259,137,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$218,184,234
Value of interest in pooled separate accounts at end of year2021-06-30$49,965,446
Value of interest in pooled separate accounts at beginning of year2021-06-30$48,130,753
Interest earned on other investments2021-06-30$24,520
Income. Interest from US Government securities2021-06-30$2,292,503
Income. Interest from corporate debt instruments2021-06-30$3,100,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$9,648,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$16,010,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$16,010,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$4,452
Asset value of US Government securities at end of year2021-06-30$110,812,709
Asset value of US Government securities at beginning of year2021-06-30$92,909,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$64,271,087
Net investment gain/loss from pooled separate accounts2021-06-30$3,867,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$18,178,114
Employer contributions (assets) at end of year2021-06-30$1,919,000
Employer contributions (assets) at beginning of year2021-06-30$1,821,000
Income. Dividends from common stock2021-06-30$937,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$35,938,117
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$97,006,252
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$74,829,176
Contract administrator fees2021-06-30$23,374
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$75,499,338
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$63,916,176
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$50,144
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$85,355
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$312,469,168
Aggregate carrying amount (costs) on sale of assets2021-06-30$303,779,030
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-06-30320043599
2020 : TEAMSTERS UNION NO. 142 PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$5,288,981
Total unrealized appreciation/depreciation of assets2020-06-30$5,288,981
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,813,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$391,795
Total income from all sources (including contributions)2020-06-30$41,477,664
Total loss/gain on sale of assets2020-06-30$2,488,631
Total of all expenses incurred2020-06-30$38,212,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$35,466,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$18,456,017
Value of total assets at end of year2020-06-30$537,276,067
Value of total assets at beginning of year2020-06-30$531,588,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,745,587
Total interest from all sources2020-06-30$5,229,487
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$6,394,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$5,136,469
Administrative expenses professional fees incurred2020-06-30$398,295
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$995,120
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$142,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$7,317,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$4,224,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$2,492,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$16,167
Other income not declared elsewhere2020-06-30$810,235
Administrative expenses (other) incurred2020-06-30$851,496
Liabilities. Value of operating payables at end of year2020-06-30$321,413
Liabilities. Value of operating payables at beginning of year2020-06-30$375,628
Total non interest bearing cash at end of year2020-06-30$3,539,494
Total non interest bearing cash at beginning of year2020-06-30$3,989,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,265,245
Value of net assets at end of year (total assets less liabilities)2020-06-30$534,462,239
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$531,196,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$9,537,724
Assets. partnership/joint venture interests at beginning of year2020-06-30$0
Investment advisory and management fees2020-06-30$1,472,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$218,184,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$224,029,830
Value of interest in pooled separate accounts at end of year2020-06-30$48,130,753
Value of interest in pooled separate accounts at beginning of year2020-06-30$48,536,033
Interest earned on other investments2020-06-30$8,781
Income. Interest from US Government securities2020-06-30$2,805,879
Income. Interest from corporate debt instruments2020-06-30$2,320,201
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$23,036,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$16,010,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$3,326,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$3,326,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$94,626
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$14,662,285
Asset value of US Government securities at end of year2020-06-30$92,909,273
Asset value of US Government securities at beginning of year2020-06-30$66,676,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$202,035
Net investment gain/loss from pooled separate accounts2020-06-30$1,677,240
Net investment gain or loss from common/collective trusts2020-06-30$420,932
Net gain/loss from 103.12 investment entities2020-06-30$509,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$18,456,017
Employer contributions (assets) at end of year2020-06-30$1,821,000
Employer contributions (assets) at beginning of year2020-06-30$2,275,000
Income. Dividends from common stock2020-06-30$1,257,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$35,466,832
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$74,829,176
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$46,257,905
Contract administrator fees2020-06-30$23,495
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$63,916,176
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$94,306,781
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$85,355
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$125,312
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$531,179,791
Aggregate carrying amount (costs) on sale of assets2020-06-30$528,691,160
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-06-30320043599
2019 : TEAMSTERS UNION NO. 142 PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$8,983,375
Total unrealized appreciation/depreciation of assets2019-06-30$8,983,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$391,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,039,509
Total income from all sources (including contributions)2019-06-30$60,168,033
Total loss/gain on sale of assets2019-06-30$-1,242,245
Total of all expenses incurred2019-06-30$37,847,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$34,944,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$19,062,343
Value of total assets at end of year2019-06-30$531,588,789
Value of total assets at beginning of year2019-06-30$509,915,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,902,668
Total interest from all sources2019-06-30$3,791,360
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$6,381,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$4,471,493
Administrative expenses professional fees incurred2019-06-30$367,650
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-06-301424427
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$142,527
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$132,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$4,224,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$6,637,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$16,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$301,491
Other income not declared elsewhere2019-06-30$1,670,427
Administrative expenses (other) incurred2019-06-30$812,253
Liabilities. Value of operating payables at end of year2019-06-30$375,628
Liabilities. Value of operating payables at beginning of year2019-06-30$738,018
Total non interest bearing cash at end of year2019-06-30$3,989,115
Total non interest bearing cash at beginning of year2019-06-30$1,104,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$22,320,971
Value of net assets at end of year (total assets less liabilities)2019-06-30$531,196,994
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$508,876,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$1,699,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$224,029,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$201,589,087
Value of interest in pooled separate accounts at end of year2019-06-30$48,536,033
Value of interest in pooled separate accounts at beginning of year2019-06-30$47,031,240
Interest earned on other investments2019-06-30$5,879
Income. Interest from US Government securities2019-06-30$2,041,680
Income. Interest from corporate debt instruments2019-06-30$1,640,283
Value of interest in common/collective trusts at end of year2019-06-30$23,036,800
Value of interest in common/collective trusts at beginning of year2019-06-30$18,618,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$3,326,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$5,361,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$5,361,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$103,518
Assets. Value of investments in 103.12 investment entities at end of year2019-06-30$14,662,285
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-30$25,344,993
Asset value of US Government securities at end of year2019-06-30$66,676,501
Asset value of US Government securities at beginning of year2019-06-30$58,523,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$16,488,876
Net investment gain/loss from pooled separate accounts2019-06-30$3,598,865
Net investment gain or loss from common/collective trusts2019-06-30$1,062,128
Net gain/loss from 103.12 investment entities2019-06-30$371,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$19,062,343
Employer contributions (assets) at end of year2019-06-30$2,275,000
Employer contributions (assets) at beginning of year2019-06-30$2,236,000
Income. Dividends from common stock2019-06-30$1,910,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$34,944,394
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$46,257,905
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$34,996,216
Contract administrator fees2019-06-30$23,179
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$94,306,781
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$108,163,040
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$125,312
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$176,958
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$191,515,545
Aggregate carrying amount (costs) on sale of assets2019-06-30$192,757,790
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-06-30320043599
2018 : TEAMSTERS UNION NO. 142 PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$6,315,184
Total unrealized appreciation/depreciation of assets2018-06-30$6,315,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,039,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2,493,156
Total income from all sources (including contributions)2018-06-30$69,533,973
Total loss/gain on sale of assets2018-06-30$3,115,595
Total of all expenses incurred2018-06-30$37,532,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$34,602,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$18,346,261
Value of total assets at end of year2018-06-30$509,915,532
Value of total assets at beginning of year2018-06-30$479,367,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,929,523
Total interest from all sources2018-06-30$2,755,782
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$5,775,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$4,103,118
Administrative expenses professional fees incurred2018-06-30$345,737
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-06-302011558
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$132,871
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$121,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$6,637,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$6,355,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$301,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$2,051,196
Other income not declared elsewhere2018-06-30$1,654,081
Administrative expenses (other) incurred2018-06-30$810,523
Liabilities. Value of operating payables at end of year2018-06-30$738,018
Liabilities. Value of operating payables at beginning of year2018-06-30$441,960
Total non interest bearing cash at end of year2018-06-30$1,104,966
Total non interest bearing cash at beginning of year2018-06-30$1,504,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$32,001,953
Value of net assets at end of year (total assets less liabilities)2018-06-30$508,876,023
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$476,874,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$1,750,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$201,589,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$204,189,874
Value of interest in pooled separate accounts at end of year2018-06-30$47,031,240
Value of interest in pooled separate accounts at beginning of year2018-06-30$45,428,740
Interest earned on other investments2018-06-30$5,824
Income. Interest from US Government securities2018-06-30$1,324,364
Income. Interest from corporate debt instruments2018-06-30$1,335,431
Value of interest in common/collective trusts at end of year2018-06-30$18,618,679
Value of interest in common/collective trusts at beginning of year2018-06-30$17,492,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$5,361,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$3,851,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$3,851,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$90,163
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$25,344,993
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$32,170,622
Asset value of US Government securities at end of year2018-06-30$58,523,093
Asset value of US Government securities at beginning of year2018-06-30$41,230,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$22,457,562
Net investment gain/loss from pooled separate accounts2018-06-30$3,838,210
Net investment gain or loss from common/collective trusts2018-06-30$1,130,841
Net gain/loss from 103.12 investment entities2018-06-30$4,144,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$18,346,261
Employer contributions (assets) at end of year2018-06-30$2,236,000
Employer contributions (assets) at beginning of year2018-06-30$1,822,000
Income. Dividends from common stock2018-06-30$1,672,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$34,602,497
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$34,996,216
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$25,836,568
Contract administrator fees2018-06-30$22,687
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$108,163,040
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$99,134,021
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$176,958
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$229,140
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$230,181,206
Aggregate carrying amount (costs) on sale of assets2018-06-30$227,065,611
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-06-30320043599
2017 : TEAMSTERS UNION NO. 142 PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$11,185,361
Total unrealized appreciation/depreciation of assets2017-06-30$11,185,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,493,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,811,419
Total income from all sources (including contributions)2017-06-30$78,275,085
Total loss/gain on sale of assets2017-06-30$1,416,990
Total of all expenses incurred2017-06-30$36,587,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$33,857,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$17,499,497
Value of total assets at end of year2017-06-30$479,367,226
Value of total assets at beginning of year2017-06-30$437,997,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,729,758
Total interest from all sources2017-06-30$1,748,716
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$5,616,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$3,906,750
Administrative expenses professional fees incurred2017-06-30$294,935
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$121,894
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$189,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$6,355,730
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$5,535,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$2,051,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$2,464,877
Other income not declared elsewhere2017-06-30$1,690,383
Administrative expenses (other) incurred2017-06-30$775,224
Liabilities. Value of operating payables at end of year2017-06-30$441,960
Liabilities. Value of operating payables at beginning of year2017-06-30$346,542
Total non interest bearing cash at end of year2017-06-30$1,504,718
Total non interest bearing cash at beginning of year2017-06-30$3,671,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$41,687,721
Value of net assets at end of year (total assets less liabilities)2017-06-30$476,874,070
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$435,186,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$1,634,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$204,189,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$179,356,482
Value of interest in pooled separate accounts at end of year2017-06-30$45,428,740
Value of interest in pooled separate accounts at beginning of year2017-06-30$44,517,035
Interest earned on other investments2017-06-30$6,082
Income. Interest from US Government securities2017-06-30$835,115
Income. Interest from corporate debt instruments2017-06-30$882,305
Value of interest in common/collective trusts at end of year2017-06-30$17,492,031
Value of interest in common/collective trusts at beginning of year2017-06-30$14,944,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$3,851,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$7,121,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$7,121,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$25,214
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$32,170,622
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$47,262,760
Asset value of US Government securities at end of year2017-06-30$41,230,210
Asset value of US Government securities at beginning of year2017-06-30$30,666,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$26,406,641
Net investment gain/loss from pooled separate accounts2017-06-30$3,373,756
Net investment gain or loss from common/collective trusts2017-06-30$3,563,688
Net gain/loss from 103.12 investment entities2017-06-30$5,773,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$17,499,497
Employer contributions (assets) at end of year2017-06-30$1,822,000
Employer contributions (assets) at beginning of year2017-06-30$1,722,000
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$1,709,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$33,857,606
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$25,836,568
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$15,171,930
Contract administrator fees2017-06-30$24,788
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$99,134,021
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$87,620,489
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$229,140
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$217,248
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$127,785,427
Aggregate carrying amount (costs) on sale of assets2017-06-30$126,368,437
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-06-30320043599
2016 : TEAMSTERS UNION NO. 142 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$3,487,961
Total unrealized appreciation/depreciation of assets2016-06-30$3,487,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,811,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,305,768
Total income from all sources (including contributions)2016-06-30$30,504,869
Total loss/gain on sale of assets2016-06-30$-3,791,904
Total of all expenses incurred2016-06-30$35,974,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$33,356,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$17,104,369
Value of total assets at end of year2016-06-30$437,997,768
Value of total assets at beginning of year2016-06-30$441,961,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,617,824
Total interest from all sources2016-06-30$2,041,791
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$5,021,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$3,593,254
Administrative expenses professional fees incurred2016-06-30$325,710
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$189,523
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$178,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$5,535,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$3,520,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$2,464,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$868,183
Other income not declared elsewhere2016-06-30$2,177,441
Administrative expenses (other) incurred2016-06-30$770,080
Liabilities. Value of operating payables at end of year2016-06-30$346,542
Liabilities. Value of operating payables at beginning of year2016-06-30$437,585
Total non interest bearing cash at end of year2016-06-30$3,671,750
Total non interest bearing cash at beginning of year2016-06-30$4,436,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-5,469,306
Value of net assets at end of year (total assets less liabilities)2016-06-30$435,186,349
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$440,655,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$1,499,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$179,356,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$179,934,099
Value of interest in pooled separate accounts at end of year2016-06-30$44,517,035
Value of interest in pooled separate accounts at beginning of year2016-06-30$43,055,541
Interest earned on other investments2016-06-30$6,369
Income. Interest from US Government securities2016-06-30$1,309,975
Income. Interest from corporate debt instruments2016-06-30$716,337
Value of interest in common/collective trusts at end of year2016-06-30$14,944,627
Value of interest in common/collective trusts at beginning of year2016-06-30$18,239,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$7,121,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$5,204,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$5,204,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$9,110
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$47,262,760
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$50,789,364
Asset value of US Government securities at end of year2016-06-30$30,666,956
Asset value of US Government securities at beginning of year2016-06-30$29,720,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$2,307,483
Net investment gain/loss from pooled separate accounts2016-06-30$5,355,080
Net investment gain or loss from common/collective trusts2016-06-30$-2,274,417
Net gain/loss from 103.12 investment entities2016-06-30$-924,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$17,104,369
Employer contributions (assets) at end of year2016-06-30$1,722,000
Employer contributions (assets) at beginning of year2016-06-30$1,647,000
Income. Dividends from preferred stock2016-06-30$11,404
Income. Dividends from common stock2016-06-30$1,417,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$33,356,351
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$15,171,930
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$15,049,015
Contract administrator fees2016-06-30$22,183
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$87,620,489
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$90,132,042
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$217,248
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$54,991
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$144,087,785
Aggregate carrying amount (costs) on sale of assets2016-06-30$147,879,689
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-06-30320043599
2015 : TEAMSTERS UNION NO. 142 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-1,180,478
Total unrealized appreciation/depreciation of assets2015-06-30$-1,180,478
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,305,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,220,997
Total income from all sources (including contributions)2015-06-30$41,117,697
Total loss/gain on sale of assets2015-06-30$1,124,553
Total of all expenses incurred2015-06-30$35,192,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$32,607,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$17,324,872
Value of total assets at end of year2015-06-30$441,961,423
Value of total assets at beginning of year2015-06-30$435,950,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,584,504
Total interest from all sources2015-06-30$2,108,682
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$4,847,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$3,702,142
Administrative expenses professional fees incurred2015-06-30$374,143
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-06-30$2,212,154
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-06-302637068
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$178,253
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$133,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$3,520,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$5,421,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$868,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$687,437
Other income not declared elsewhere2015-06-30$1,205,954
Administrative expenses (other) incurred2015-06-30$668,959
Liabilities. Value of operating payables at end of year2015-06-30$437,585
Liabilities. Value of operating payables at beginning of year2015-06-30$533,560
Total non interest bearing cash at end of year2015-06-30$4,436,257
Total non interest bearing cash at beginning of year2015-06-30$1,064,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$5,925,685
Value of net assets at end of year (total assets less liabilities)2015-06-30$440,655,655
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$434,729,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$1,517,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$179,934,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$130,139,628
Value of interest in pooled separate accounts at end of year2015-06-30$43,055,541
Value of interest in pooled separate accounts at beginning of year2015-06-30$36,491,078
Interest earned on other investments2015-06-30$7,039
Income. Interest from US Government securities2015-06-30$1,290,324
Income. Interest from corporate debt instruments2015-06-30$810,956
Value of interest in common/collective trusts at end of year2015-06-30$18,239,371
Value of interest in common/collective trusts at beginning of year2015-06-30$20,621,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$5,204,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$9,501,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$9,501,537
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$363
Assets. Value of investments in 103.12 investment entities at end of year2015-06-30$50,789,364
Assets. Value of investments in 103.12 investment entities at beginning of year2015-06-30$53,961,536
Asset value of US Government securities at end of year2015-06-30$29,720,100
Asset value of US Government securities at beginning of year2015-06-30$26,897,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$12,119,485
Net investment gain/loss from pooled separate accounts2015-06-30$5,278,131
Net investment gain or loss from common/collective trusts2015-06-30$-1,335,329
Net gain/loss from 103.12 investment entities2015-06-30$-375,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$17,324,872
Employer contributions (assets) at end of year2015-06-30$1,647,000
Employer contributions (assets) at beginning of year2015-06-30$1,907,000
Income. Dividends from preferred stock2015-06-30$49,065
Income. Dividends from common stock2015-06-30$1,096,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$32,607,508
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$15,049,015
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$15,808,298
Contract administrator fees2015-06-30$23,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$90,132,042
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$131,781,437
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$54,991
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$11,039
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$403,205,979
Aggregate carrying amount (costs) on sale of assets2015-06-30$402,081,426
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-06-30320043599
2014 : TEAMSTERS UNION NO. 142 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$18,887,706
Total unrealized appreciation/depreciation of assets2014-06-30$18,887,706
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,220,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,342,320
Total income from all sources (including contributions)2014-06-30$91,377,916
Total loss/gain on sale of assets2014-06-30$21,207,086
Total of all expenses incurred2014-06-30$35,113,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$31,902,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$17,575,270
Value of total assets at end of year2014-06-30$435,950,967
Value of total assets at beginning of year2014-06-30$379,808,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,211,428
Total interest from all sources2014-06-30$1,745,209
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$3,797,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,359,284
Administrative expenses professional fees incurred2014-06-30$472,176
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$2,212,154
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$4,312,639
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-06-3012432269
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$133,553
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$121,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$5,421,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$7,101,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$687,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$887,750
Other income not declared elsewhere2014-06-30$706,041
Administrative expenses (other) incurred2014-06-30$668,280
Liabilities. Value of operating payables at end of year2014-06-30$533,560
Liabilities. Value of operating payables at beginning of year2014-06-30$454,570
Total non interest bearing cash at end of year2014-06-30$1,064,151
Total non interest bearing cash at beginning of year2014-06-30$953,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$56,264,012
Value of net assets at end of year (total assets less liabilities)2014-06-30$434,729,970
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$378,465,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$2,048,907
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$130,139,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$38,455,503
Value of interest in pooled separate accounts at end of year2014-06-30$36,491,078
Value of interest in pooled separate accounts at beginning of year2014-06-30$33,769,502
Interest earned on other investments2014-06-30$6,369
Income. Interest from US Government securities2014-06-30$957,024
Income. Interest from corporate debt instruments2014-06-30$781,800
Value of interest in common/collective trusts at end of year2014-06-30$20,621,203
Value of interest in common/collective trusts at beginning of year2014-06-30$17,141,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$9,501,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$7,592,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$7,592,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$16
Assets. Value of investments in 103.12 investment entities at end of year2014-06-30$53,961,536
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$47,926,245
Asset value of US Government securities at end of year2014-06-30$26,897,288
Asset value of US Government securities at beginning of year2014-06-30$19,200,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$12,148,907
Net investment gain/loss from pooled separate accounts2014-06-30$4,538,353
Net investment gain or loss from common/collective trusts2014-06-30$3,080,713
Net gain/loss from 103.12 investment entities2014-06-30$7,690,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$17,575,270
Employer contributions (assets) at end of year2014-06-30$1,907,000
Employer contributions (assets) at beginning of year2014-06-30$1,880,000
Income. Dividends from preferred stock2014-06-30$168,525
Income. Dividends from common stock2014-06-30$2,269,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$31,902,476
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$15,808,298
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$16,253,183
Contract administrator fees2014-06-30$22,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$131,781,437
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$185,076,931
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$11,039
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$22,043
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$588,505,024
Aggregate carrying amount (costs) on sale of assets2014-06-30$567,297,938
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-06-30320043599
2013 : TEAMSTERS UNION NO. 142 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$23,791,517
Total unrealized appreciation/depreciation of assets2013-06-30$23,791,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,342,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,671,906
Total income from all sources (including contributions)2013-06-30$85,920,272
Total loss/gain on sale of assets2013-06-30$14,096,425
Total of all expenses incurred2013-06-30$33,880,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$30,860,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$18,542,226
Value of total assets at end of year2013-06-30$379,808,278
Value of total assets at beginning of year2013-06-30$329,098,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$3,020,352
Total interest from all sources2013-06-30$1,671,549
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$4,357,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$643,239
Administrative expenses professional fees incurred2013-06-30$364,414
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-06-30$4,312,639
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-06-30$2,406,185
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-06-304687856
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$121,962
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$118,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$7,101,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$11,102,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$887,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$2,234,069
Other income not declared elsewhere2013-06-30$16,130,377
Administrative expenses (other) incurred2013-06-30$635,762
Liabilities. Value of operating payables at end of year2013-06-30$454,570
Liabilities. Value of operating payables at beginning of year2013-06-30$437,837
Total non interest bearing cash at end of year2013-06-30$953,738
Total non interest bearing cash at beginning of year2013-06-30$-1,583,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$52,039,614
Value of net assets at end of year (total assets less liabilities)2013-06-30$378,465,958
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$326,426,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$1,997,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$38,455,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$6,702,125
Value of interest in pooled separate accounts at end of year2013-06-30$33,769,502
Value of interest in pooled separate accounts at beginning of year2013-06-30$32,049,842
Interest earned on other investments2013-06-30$6,079
Income. Interest from US Government securities2013-06-30$803,998
Income. Interest from corporate debt instruments2013-06-30$861,361
Value of interest in common/collective trusts at end of year2013-06-30$17,141,895
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$7,592,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$8,175,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$8,175,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$111
Assets. Value of investments in 103.12 investment entities at end of year2013-06-30$47,926,245
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$43,174,008
Asset value of US Government securities at end of year2013-06-30$19,200,543
Asset value of US Government securities at beginning of year2013-06-30$17,276,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,890,502
Net investment gain/loss from pooled separate accounts2013-06-30$3,358,015
Net investment gain or loss from common/collective trusts2013-06-30$-1,604,729
Net gain/loss from 103.12 investment entities2013-06-30$3,686,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$18,542,226
Employer contributions (assets) at end of year2013-06-30$1,880,000
Employer contributions (assets) at beginning of year2013-06-30$2,019,000
Income. Dividends from preferred stock2013-06-30$260,531
Income. Dividends from common stock2013-06-30$3,453,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$30,860,306
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$16,253,183
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$16,572,110
Contract administrator fees2013-06-30$22,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$185,076,931
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$191,046,932
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$22,043
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$38,418
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$399,828,747
Aggregate carrying amount (costs) on sale of assets2013-06-30$385,732,322
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-06-30320043599
2012 : TEAMSTERS UNION NO. 142 PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-3,521,279
Total unrealized appreciation/depreciation of assets2012-06-30$-3,521,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,671,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,536,564
Total income from all sources (including contributions)2012-06-30$20,131,612
Total loss/gain on sale of assets2012-06-30$-5,215,805
Total of all expenses incurred2012-06-30$32,619,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$29,791,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$18,309,071
Value of total assets at end of year2012-06-30$329,098,250
Value of total assets at beginning of year2012-06-30$340,450,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,827,111
Total interest from all sources2012-06-30$1,723,439
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$3,291,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$158,675
Administrative expenses professional fees incurred2012-06-30$374,380
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$2,406,185
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$4,781,164
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-06-3015539452
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$118,808
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$76,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$11,102,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$4,894,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$2,234,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$1,245,831
Other income not declared elsewhere2012-06-30$4,312,806
Administrative expenses (other) incurred2012-06-30$606,040
Liabilities. Value of operating payables at end of year2012-06-30$437,837
Liabilities. Value of operating payables at beginning of year2012-06-30$290,733
Total non interest bearing cash at end of year2012-06-30$-1,583,901
Total non interest bearing cash at beginning of year2012-06-30$461,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-12,487,443
Value of net assets at end of year (total assets less liabilities)2012-06-30$326,426,344
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$338,913,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$5,000
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$1,824,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$6,702,125
Value of interest in pooled separate accounts at end of year2012-06-30$32,049,842
Value of interest in pooled separate accounts at beginning of year2012-06-30$29,621,055
Income. Interest from US Government securities2012-06-30$801,371
Income. Interest from corporate debt instruments2012-06-30$921,741
Value of interest in common/collective trusts at beginning of year2012-06-30$16,955,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$8,175,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$8,429,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$8,429,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$327
Assets. Value of investments in 103.12 investment entities at end of year2012-06-30$43,174,008
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$32,238,333
Asset value of US Government securities at end of year2012-06-30$17,276,932
Asset value of US Government securities at beginning of year2012-06-30$15,908,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$443,451
Net investment gain/loss from pooled separate accounts2012-06-30$3,991,170
Net investment gain or loss from common/collective trusts2012-06-30$-1,307,032
Net gain/loss from 103.12 investment entities2012-06-30$-1,896,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$18,309,071
Employer contributions (assets) at end of year2012-06-30$2,019,000
Employer contributions (assets) at beginning of year2012-06-30$1,436,000
Income. Dividends from preferred stock2012-06-30$337,138
Income. Dividends from common stock2012-06-30$2,796,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$29,791,944
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$16,572,110
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$16,451,554
Contract administrator fees2012-06-30$22,399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$191,046,932
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$209,145,515
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$38,418
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$50,819
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$321,401,977
Aggregate carrying amount (costs) on sale of assets2012-06-30$326,617,782
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-06-30320043599
2011 : TEAMSTERS UNION NO. 142 PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$11,570,595
Total unrealized appreciation/depreciation of assets2011-06-30$11,570,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,536,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,164,337
Total income from all sources (including contributions)2011-06-30$90,615,650
Total loss/gain on sale of assets2011-06-30$39,225,757
Total of all expenses incurred2011-06-30$31,820,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$28,951,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$15,840,083
Value of total assets at end of year2011-06-30$340,450,351
Value of total assets at beginning of year2011-06-30$281,283,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,869,478
Total interest from all sources2011-06-30$2,305,254
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$3,216,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$412,497
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$4,781,164
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-06-304695418
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$76,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$4,894,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$2,978,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$1,245,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$780,175
Other income not declared elsewhere2011-06-30$3,857,485
Administrative expenses (other) incurred2011-06-30$632,613
Liabilities. Value of operating payables at end of year2011-06-30$290,733
Liabilities. Value of operating payables at beginning of year2011-06-30$384,162
Total non interest bearing cash at end of year2011-06-30$461,137
Total non interest bearing cash at beginning of year2011-06-30$397,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$58,794,960
Value of net assets at end of year (total assets less liabilities)2011-06-30$338,913,787
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$280,118,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$175,000
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$1,800,622
Value of interest in pooled separate accounts at end of year2011-06-30$29,621,055
Value of interest in pooled separate accounts at beginning of year2011-06-30$24,030,993
Income. Interest from US Government securities2011-06-30$1,237,522
Income. Interest from corporate debt instruments2011-06-30$1,066,925
Value of interest in common/collective trusts at end of year2011-06-30$16,955,614
Value of interest in common/collective trusts at beginning of year2011-06-30$24,837,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$8,429,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$5,094,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$5,094,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$807
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$32,238,333
Asset value of US Government securities at end of year2011-06-30$15,908,006
Asset value of US Government securities at beginning of year2011-06-30$29,768,516
Net investment gain/loss from pooled separate accounts2011-06-30$5,203,524
Net investment gain or loss from common/collective trusts2011-06-30$7,117,982
Net gain/loss from 103.12 investment entities2011-06-30$2,278,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$15,840,083
Employer contributions (assets) at end of year2011-06-30$1,436,000
Employer contributions (assets) at beginning of year2011-06-30$1,235,000
Income. Dividends from preferred stock2011-06-30$209,865
Income. Dividends from common stock2011-06-30$3,007,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$28,951,212
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$16,451,554
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$20,265,494
Contract administrator fees2011-06-30$23,746
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$209,145,515
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$172,635,765
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$50,819
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$39,916
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$466,812,318
Aggregate carrying amount (costs) on sale of assets2011-06-30$427,586,561
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-06-30320043599
2010 : TEAMSTERS UNION NO. 142 PENSION FUND 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-06-301376298

Form 5500 Responses for TEAMSTERS UNION NO. 142 PENSION FUND

2022: TEAMSTERS UNION NO. 142 PENSION FUND 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS UNION NO. 142 PENSION FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS UNION NO. 142 PENSION FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS UNION NO. 142 PENSION FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS UNION NO. 142 PENSION FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS UNION NO. 142 PENSION FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS UNION NO. 142 PENSION FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS UNION NO. 142 PENSION FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS UNION NO. 142 PENSION FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS UNION NO. 142 PENSION FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS UNION NO. 142 PENSION FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS UNION NO. 142 PENSION FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS UNION NO. 142 PENSION FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number992643
Policy instance 1
Insurance contract or identification number992643
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number992643
Policy instance 1
Insurance contract or identification number992643
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number992643
Policy instance 1
Insurance contract or identification number992643
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number992643
Policy instance 1
Insurance contract or identification number992643
Number of Individuals Covered6659
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number992643
Policy instance 1
Insurance contract or identification number992643
Number of Individuals Covered6663
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number992643
Policy instance 1
Insurance contract or identification number992643
Number of Individuals Covered6599
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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