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UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1 401k Plan overview

Plan NameUNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1
Plan identification number 501

UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Scholarship (funded)

401k Sponsoring company profile

UNITED PAPERWORKERS INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name:UNITED PAPERWORKERS INTERNATIONAL
Employer identification number (EIN):710787350
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012011-01-01CLAY ROBERTS
5012010-01-01CLAY ROBERTS
5012009-01-01CLAY ROBERTS CLAY ROBERTS2010-07-28

Plan Statistics for UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1

401k plan membership statisitcs for UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1

Measure Date Value
2011: UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1 2011 401k membership
Total participants, beginning-of-year2011-01-011,021
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
2010: UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1 2010 401k membership
Total participants, beginning-of-year2010-01-011,025
Total number of active participants reported on line 7a of the Form 55002010-01-011,021
Total of all active and inactive participants2010-01-011,021
Total participants2010-01-011,021
2009: UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1 2009 401k membership
Total participants, beginning-of-year2009-01-011,036
Total number of active participants reported on line 7a of the Form 55002009-01-011,025
Total of all active and inactive participants2009-01-011,025
Total participants2009-01-011,025

Financial Data on UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1

Measure Date Value
2011 : UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$179,528
Total income from all sources (including contributions)2011-12-31$1,769
Total of all expenses incurred2011-12-31$66,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,864
Value of total assets at beginning of year2011-12-31$244,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$64,929
Total interest from all sources2011-12-31$1,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$26,900
Was this plan covered by a fidelity bond2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$8,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$179,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-65,024
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$65,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$38,029
Interest earned on other investments2011-12-31$1,740
Income. Interest from US Government securities2011-12-31$29
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,864
Asset value of US Government securities at beginning of year2011-12-31$235,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31THOMAS & THOMAS, LLP
Accountancy firm EIN2011-12-31710271741
2010 : UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$179,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$153,671
Total income from all sources (including contributions)2010-12-31$29,026
Total of all expenses incurred2010-12-31$316,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$243,260
Value of total assets at end of year2010-12-31$244,552
Value of total assets at beginning of year2010-12-31$505,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$72,825
Total interest from all sources2010-12-31$113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Administrative expenses professional fees incurred2010-12-31$17,363
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$261,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$8,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$179,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$153,671
Other income not declared elsewhere2010-12-31$28,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-287,059
Value of net assets at end of year (total assets less liabilities)2010-12-31$65,024
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$352,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$55,462
Income. Interest from US Government securities2010-12-31$113
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$32,130
Asset value of US Government securities at end of year2010-12-31$235,886
Asset value of US Government securities at beginning of year2010-12-31$240,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$211,130
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31THOMAS & THOMAS, LLP
Accountancy firm EIN2010-12-31710271741

Form 5500 Responses for UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1

2011: UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED PAPERWORKERS INTERNATIONAL UNION LOCALS 1327, 1329, AND 1329C EMPLOYEE BENEFITS TRUST 1 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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