Logo

PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 401k Plan overview

Plan NamePORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST
Plan identification number 501

PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST Benefits

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

401k Sponsoring company profile

PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLAN TRUST has sponsored the creation of one or more 401k plans.

Company Name:PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLAN TRUST
Employer identification number (EIN):760292964
NAIC Classification:561900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-11-01DENISE MARTINEZ
5012021-11-01LIZETTE MANDOLA
5012020-11-01DAVID MOON2022-06-23
5012019-11-01DAVID MOON2020-12-14
5012018-11-01DAVID MOON2020-02-28
5012017-11-01DAVID MOON2019-08-06
5012016-11-01
5012015-11-01DAVID MOON DAVID MOON2017-05-15
5012014-11-01DAVID MOON DAVID MOON2016-08-10
5012013-11-01DAVID MOON DAVID MOON2015-07-08
5012012-11-01DAVID MOON DAVID MOON2014-05-22
5012011-11-01DAVID MOON DAVID MOON2013-06-21
5012010-11-01DAVID MOON DAVID MOON2012-06-27
5012009-11-01DAVID MOON DAVID MOON2011-07-29
5012008-11-01

Plan Statistics for PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST

401k plan membership statisitcs for PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST

Measure Date Value
2022: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-11-0190
Total number of active participants reported on line 7a of the Form 55002022-11-0190
Total of all active and inactive participants2022-11-0190
2021: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-11-0187
Total number of active participants reported on line 7a of the Form 55002021-11-0190
Total of all active and inactive participants2021-11-0190
2020: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-11-0186
Total number of active participants reported on line 7a of the Form 55002020-11-0187
Total of all active and inactive participants2020-11-0187
2019: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-11-0184
Total number of active participants reported on line 7a of the Form 55002019-11-0186
Total of all active and inactive participants2019-11-0186
2018: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-11-0188
Total number of active participants reported on line 7a of the Form 55002018-11-0184
Total of all active and inactive participants2018-11-0184
2017: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-11-0185
Total number of active participants reported on line 7a of the Form 55002017-11-0188
Total of all active and inactive participants2017-11-0188
2016: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-11-0182
Total number of active participants reported on line 7a of the Form 55002016-11-0185
Total of all active and inactive participants2016-11-0185
2015: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-11-0184
Total number of active participants reported on line 7a of the Form 55002015-11-0182
Total of all active and inactive participants2015-11-0182
2014: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-11-0182
Total number of active participants reported on line 7a of the Form 55002014-11-0184
Total of all active and inactive participants2014-11-0184
2013: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-11-0183
Total number of active participants reported on line 7a of the Form 55002013-11-0182
Total of all active and inactive participants2013-11-0182
2012: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-11-0185
Total number of active participants reported on line 7a of the Form 55002012-11-0183
Total of all active and inactive participants2012-11-0183
2011: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-11-0184
Total number of active participants reported on line 7a of the Form 55002011-11-0185
Total of all active and inactive participants2011-11-0185
2010: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2010 401k membership
Total participants, beginning-of-year2010-11-0182
Total number of active participants reported on line 7a of the Form 55002010-11-0184
Total of all active and inactive participants2010-11-0184
2009: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-11-0184
Total number of active participants reported on line 7a of the Form 55002009-11-0182
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-0182
Total participants2009-11-0182

Financial Data on PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST

Measure Date Value
2023 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2023 401k financial data
Total income from all sources2023-10-31$3,145,573
Expenses. Total of all expenses incurred2023-10-31$3,183,414
Benefits paid (including direct rollovers)2023-10-31$2,483,561
Total plan assets at end of year2023-10-31$833,319
Total plan assets at beginning of year2023-10-31$871,160
Value of fidelity bond covering the plan2023-10-31$110,000
Expenses. Other expenses not covered elsewhere2023-10-31$608,116
Other income received2023-10-31$14,162
Net income (gross income less expenses)2023-10-31$-37,841
Net plan assets at end of year (total assets less liabilities)2023-10-31$833,319
Net plan assets at beginning of year (total assets less liabilities)2023-10-31$871,160
Total contributions received or receivable from employer(s)2023-10-31$3,131,411
Expenses. Administrative service providers (salaries,fees and commissions)2023-10-31$91,737
2022 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2022 401k financial data
Total income from all sources2022-10-31$3,244,680
Expenses. Total of all expenses incurred2022-10-31$3,040,233
Benefits paid (including direct rollovers)2022-10-31$2,317,225
Total plan assets at end of year2022-10-31$871,160
Total plan assets at beginning of year2022-10-31$666,713
Value of fidelity bond covering the plan2022-10-31$110,000
Expenses. Other expenses not covered elsewhere2022-10-31$629,672
Other income received2022-10-31$3,081
Net income (gross income less expenses)2022-10-31$204,447
Net plan assets at end of year (total assets less liabilities)2022-10-31$871,160
Net plan assets at beginning of year (total assets less liabilities)2022-10-31$666,713
Total contributions received or receivable from employer(s)2022-10-31$3,241,599
Expenses. Administrative service providers (salaries,fees and commissions)2022-10-31$93,336
2021 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2021 401k financial data
Total income from all sources2021-10-31$3,214,049
Expenses. Total of all expenses incurred2021-10-31$2,567,873
Benefits paid (including direct rollovers)2021-10-31$1,921,385
Total plan assets at end of year2021-10-31$666,713
Total plan assets at beginning of year2021-10-31$20,537
Value of fidelity bond covering the plan2021-10-31$110,000
Expenses. Other expenses not covered elsewhere2021-10-31$561,560
Other income received2021-10-31$270
Net income (gross income less expenses)2021-10-31$646,176
Net plan assets at end of year (total assets less liabilities)2021-10-31$666,713
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$20,537
Total contributions received or receivable from employer(s)2021-10-31$3,213,779
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-31$84,928
2020 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2020 401k financial data
Total plan liabilities at end of year2020-10-31$0
Total plan liabilities at beginning of year2020-10-31$105,000
Total income from all sources2020-10-31$2,751,534
Expenses. Total of all expenses incurred2020-10-31$3,225,224
Benefits paid (including direct rollovers)2020-10-31$2,681,052
Total plan assets at end of year2020-10-31$20,537
Total plan assets at beginning of year2020-10-31$599,227
Value of fidelity bond covering the plan2020-10-31$110,000
Expenses. Other expenses not covered elsewhere2020-10-31$470,078
Other income received2020-10-31$1,375
Net income (gross income less expenses)2020-10-31$-473,690
Net plan assets at end of year (total assets less liabilities)2020-10-31$20,537
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$494,227
Total contributions received or receivable from employer(s)2020-10-31$2,750,159
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$74,094
2019 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2019 401k financial data
Total plan liabilities at end of year2019-10-31$105,000
Total plan liabilities at beginning of year2019-10-31$105,000
Total income from all sources2019-10-31$1,865,258
Expenses. Total of all expenses incurred2019-10-31$2,359,805
Benefits paid (including direct rollovers)2019-10-31$1,874,371
Total plan assets at end of year2019-10-31$599,227
Total plan assets at beginning of year2019-10-31$1,093,774
Value of fidelity bond covering the plan2019-10-31$110,000
Expenses. Other expenses not covered elsewhere2019-10-31$416,997
Other income received2019-10-31$9,837
Net income (gross income less expenses)2019-10-31$-494,547
Net plan assets at end of year (total assets less liabilities)2019-10-31$494,227
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$988,774
Total contributions received or receivable from employer(s)2019-10-31$1,855,421
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$68,437
2017 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2017 401k financial data
Total plan liabilities at end of year2017-10-31$105,000
Total plan liabilities at beginning of year2017-10-31$105,000
Total income from all sources2017-10-31$2,219,665
Expenses. Total of all expenses incurred2017-10-31$2,304,816
Benefits paid (including direct rollovers)2017-10-31$1,837,682
Total plan assets at end of year2017-10-31$825,600
Total plan assets at beginning of year2017-10-31$910,751
Value of fidelity bond covering the plan2017-10-31$110,000
Other income received2017-10-31$684
Net income (gross income less expenses)2017-10-31$-85,151
Net plan assets at end of year (total assets less liabilities)2017-10-31$720,600
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$805,751
Total contributions received or receivable from employer(s)2017-10-31$2,218,981
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$467,134
2016 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2016 401k financial data
Total plan liabilities at end of year2016-10-31$105,000
Total plan liabilities at beginning of year2016-10-31$105,000
Total income from all sources2016-10-31$2,532,618
Expenses. Total of all expenses incurred2016-10-31$2,027,813
Benefits paid (including direct rollovers)2016-10-31$1,582,782
Total plan assets at end of year2016-10-31$910,751
Total plan assets at beginning of year2016-10-31$405,946
Value of fidelity bond covering the plan2016-10-31$110,000
Other income received2016-10-31$133
Net income (gross income less expenses)2016-10-31$504,805
Net plan assets at end of year (total assets less liabilities)2016-10-31$805,751
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$300,946
Total contributions received or receivable from employer(s)2016-10-31$2,532,485
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$445,031
2015 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2015 401k financial data
Total plan liabilities at end of year2015-10-31$105,000
Total plan liabilities at beginning of year2015-10-31$105,000
Total income from all sources2015-10-31$2,062,418
Expenses. Total of all expenses incurred2015-10-31$2,344,309
Benefits paid (including direct rollovers)2015-10-31$1,846,328
Total plan assets at end of year2015-10-31$405,946
Total plan assets at beginning of year2015-10-31$687,837
Value of fidelity bond covering the plan2015-10-31$110,000
Other income received2015-10-31$162
Net income (gross income less expenses)2015-10-31$-281,891
Net plan assets at end of year (total assets less liabilities)2015-10-31$300,946
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$582,837
Total contributions received or receivable from employer(s)2015-10-31$2,062,256
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$497,981
2014 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2014 401k financial data
Total plan liabilities at end of year2014-10-31$105,000
Total plan liabilities at beginning of year2014-10-31$105,000
Total income from all sources2014-10-31$1,824,737
Expenses. Total of all expenses incurred2014-10-31$2,003,030
Benefits paid (including direct rollovers)2014-10-31$1,602,976
Total plan assets at end of year2014-10-31$687,837
Total plan assets at beginning of year2014-10-31$866,130
Value of fidelity bond covering the plan2014-10-31$110,000
Other income received2014-10-31$205
Net income (gross income less expenses)2014-10-31$-178,293
Net plan assets at end of year (total assets less liabilities)2014-10-31$582,837
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$761,130
Total contributions received or receivable from employer(s)2014-10-31$1,824,532
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$400,054
2013 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2013 401k financial data
Total plan liabilities at end of year2013-10-31$105,000
Total plan liabilities at beginning of year2013-10-31$105,000
Total income from all sources2013-10-31$2,109,734
Expenses. Total of all expenses incurred2013-10-31$1,982,308
Benefits paid (including direct rollovers)2013-10-31$1,569,648
Total plan assets at end of year2013-10-31$866,130
Total plan assets at beginning of year2013-10-31$738,704
Value of fidelity bond covering the plan2013-10-31$110,000
Other income received2013-10-31$270
Net income (gross income less expenses)2013-10-31$127,426
Net plan assets at end of year (total assets less liabilities)2013-10-31$761,130
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$633,704
Total contributions received or receivable from employer(s)2013-10-31$2,109,464
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$412,660
2012 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2012 401k financial data
Total plan liabilities at end of year2012-10-31$105,000
Total plan liabilities at beginning of year2012-10-31$105,000
Total income from all sources2012-10-31$2,428,788
Expenses. Total of all expenses incurred2012-10-31$2,266,424
Benefits paid (including direct rollovers)2012-10-31$1,814,920
Total plan assets at end of year2012-10-31$738,704
Total plan assets at beginning of year2012-10-31$576,340
Value of fidelity bond covering the plan2012-10-31$110,000
Other income received2012-10-31$364
Net income (gross income less expenses)2012-10-31$162,364
Net plan assets at end of year (total assets less liabilities)2012-10-31$633,704
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$471,340
Total contributions received or receivable from employer(s)2012-10-31$2,428,424
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$451,504
2011 : PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2011 401k financial data
Total plan liabilities at end of year2011-10-31$105,000
Total plan liabilities at beginning of year2011-10-31$105,000
Total income from all sources2011-10-31$1,961,582
Expenses. Total of all expenses incurred2011-10-31$1,681,499
Benefits paid (including direct rollovers)2011-10-31$1,228,702
Total plan assets at end of year2011-10-31$576,340
Total plan assets at beginning of year2011-10-31$296,257
Value of fidelity bond covering the plan2011-10-31$110,000
Other income received2011-10-31$390
Net income (gross income less expenses)2011-10-31$280,083
Net plan assets at end of year (total assets less liabilities)2011-10-31$471,340
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$191,257
Total contributions received or receivable from employer(s)2011-10-31$1,961,192
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$452,797

Form 5500 Responses for PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST

2022: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Plan funding arrangement – InsuranceYes
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement – InsuranceYes
2022-11-01Plan benefit arrangement - TrustYes
2021: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01This submission is the final filingNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: PORT TERMINAL RAILROAD ASSOC. EMPLOYEE BENEFIT PLA EMPLOYEE BENEFIT PLAN TRUST 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

FAIR AMERICAN INS AND REINS CO. (National Association of Insurance Commissioners NAIC id number: 35157 )
Policy contract numberMSL2000150-03
Policy instance 1
Insurance contract or identification numberMSL2000150-03
Number of Individuals Covered84
Insurance policy start date2022-06-01
Insurance policy end date2023-06-01
Total amount of commissions paid to insurance brokerUSD $59,188
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $668,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,188
FAIR AMERICAN INS AND REINS CO. (National Association of Insurance Commissioners NAIC id number: 35157 )
Policy contract numberMSL2000150-03
Policy instance 1
Insurance contract or identification numberMSL2000150-03
Number of Individuals Covered90
Insurance policy start date2021-06-01
Insurance policy end date2022-06-01
Total amount of commissions paid to insurance brokerUSD $58,520
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $617,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,520
Insurance broker organization code?5
ORIEN RISK ANALYSIS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPTR
Policy instance 1
Insurance contract or identification numberPTR
Number of Individuals Covered87
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $554,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ORIEN RISK ANALYSIS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPTR
Policy instance 1
Insurance contract or identification numberPTR
Number of Individuals Covered84
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $463,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ORIEN RISK ANALYSIS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPTR
Policy instance 1
Insurance contract or identification numberPTR
Number of Individuals Covered84
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $411,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ORIEN RISK ANALYSIS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPTR
Policy instance 1
Insurance contract or identification numberPTR
Number of Individuals Covered88
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $413,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ORIEN RISK ANALYSIS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPTR
Policy instance 1
Insurance contract or identification numberPTR
Number of Individuals Covered84
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $17,000
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $432,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,000
Insurance broker organization code?5
Insurance broker nameCORNERSTONE PREFERRED RESOURCE
ORIEN RISK ANALYSIS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPTR
Policy instance 1
Insurance contract or identification numberPTR
Number of Individuals Covered83
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $17,000
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $335,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,000
Insurance broker organization code?5
Insurance broker nameCORNERSTONE PREFERRED RESOURCE
ORIEN RISK ANALYSIS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPTR
Policy instance 1
Insurance contract or identification numberPTR
Number of Individuals Covered83
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $17,000
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $350,920
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,000
Insurance broker organization code?5
Insurance broker nameCORNERSTONE PREFERRED RESOURCE
ORIEN RISK ANALYSIS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPTR
Policy instance 1
Insurance contract or identification numberPTR
Number of Individuals Covered85
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $17,450
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $384,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ORIEN RISK ANALYSIS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPTR
Policy instance 1
Insurance contract or identification numberPTR
Number of Individuals Covered84
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $17,450
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $385,778
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1