401k Plan data: TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN plan

TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 401k Plan overview

Plan Name	TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN
Plan identification number	001

TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

BOARD OF TRUSTEES OF TEAMSTERS - FOOD INDUSTRY has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF TEAMSTERS - FOOD INDUSTRY

Employer identification number (EIN): 942867306

NAIC Classification: 445110
NAIC Description: Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-07-01 W ROBERT VALLON CARLOS BORBA 2013-01-22
001 2010-07-01 W ROBERT VALLON CARLOS BORBA 2012-03-06
001 2009-07-01 W ROBERT VALLON CARLOS BORBA 2011-02-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-07-01	W ROBERT VALLON	CARLOS BORBA	2013-01-22
001	2010-07-01	W ROBERT VALLON	CARLOS BORBA	2012-03-06
001	2009-07-01	W ROBERT VALLON	CARLOS BORBA	2011-02-16

Plan Statistics for TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN

401k plan membership statisitcs for TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN

Measure Date Value
2011: TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 3,988
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 0
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 0
Total participants 2011-07-01 0
Number of participants with account balances 2011-07-01 0
Number of employers contributing to the scheme 2011-07-01 0
2010: TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 3,930
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 2,595
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 1,381
Total of all active and inactive participants 2010-07-01 3,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 12
Total participants 2010-07-01 3,988
Number of participants with account balances 2010-07-01 3,784
Number of employers contributing to the scheme 2010-07-01 11
2009: TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 5,280
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 2,599
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 1,554
Total of all active and inactive participants 2009-07-01 4,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 8
Total participants 2009-07-01 4,161
Number of participants with account balances 2009-07-01 3,930
Number of employers contributing to the scheme 2009-07-01 11

Measure	Date	Value
2011: TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	3,988
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	0
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	0
Total participants	2011-07-01	0
Number of participants with account balances	2011-07-01	0
Number of employers contributing to the scheme	2011-07-01	0
2010: TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	3,930
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	2,595
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	1,381
Total of all active and inactive participants	2010-07-01	3,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	12
Total participants	2010-07-01	3,988
Number of participants with account balances	2010-07-01	3,784
Number of employers contributing to the scheme	2010-07-01	11
2009: TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	5,280
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	2,599
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	1,554
Total of all active and inactive participants	2009-07-01	4,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	8
Total participants	2009-07-01	4,161
Number of participants with account balances	2009-07-01	3,930
Number of employers contributing to the scheme	2009-07-01	11

Financial Data on TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN

Measure	Date	Value
2012 : TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-06-30	$14,496,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$6,277
Total income from all sources (including contributions)	2012-06-30	$926,102
Total of all expenses incurred	2012-06-30	$1,499,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,275,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$461,655
Value of total assets at end of year	2012-06-30	$0
Value of total assets at beginning of year	2012-06-30	$15,076,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$224,816
Total interest from all sources	2012-06-30	$454,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	Yes
Administrative expenses professional fees incurred	2012-06-30	$29,583
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$461,655
Amount contributed by the employer to the plan for this plan year	2012-06-30	$461,655
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$7,641
Administrative expenses (other) incurred	2012-06-30	$60,215
Liabilities. Value of operating payables at end of year	2012-06-30	$0
Liabilities. Value of operating payables at beginning of year	2012-06-30	$6,277
Total non interest bearing cash at end of year	2012-06-30	$0
Total non interest bearing cash at beginning of year	2012-06-30	$155,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-573,804
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$15,070,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$38,189
Interest earned on other investments	2012-06-30	$454,931
Value of interest in common/collective trusts at end of year	2012-06-30	$0
Value of interest in common/collective trusts at beginning of year	2012-06-30	$5,030,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$1,563,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$1,563,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$8,267,927
Net investment gain or loss from common/collective trusts	2012-06-30	$9,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$461,655
Employer contributions (assets) at end of year	2012-06-30	$0
Employer contributions (assets) at beginning of year	2012-06-30	$52,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,275,090
Contract administrator fees	2012-06-30	$96,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	LINDQUIST LLP
Accountancy firm EIN	2012-06-30	522385296
2011 : TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$6,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$10,032
Total income from all sources (including contributions)	2011-06-30	$1,107,467
Total of all expenses incurred	2011-06-30	$1,394,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,185,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$479,521
Value of total assets at end of year	2011-06-30	$15,076,540
Value of total assets at beginning of year	2011-06-30	$15,367,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$209,922
Total interest from all sources	2011-06-30	$542,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$56,174
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$479,521
Amount contributed by the employer to the plan for this plan year	2011-06-30	$479,521
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$7,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$7,641
Other income not declared elsewhere	2011-06-30	$102
Administrative expenses (other) incurred	2011-06-30	$30,111
Liabilities. Value of operating payables at end of year	2011-06-30	$6,277
Liabilities. Value of operating payables at beginning of year	2011-06-30	$10,032
Total non interest bearing cash at end of year	2011-06-30	$155,341
Total non interest bearing cash at beginning of year	2011-06-30	$348,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$-287,532
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$15,070,263
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$15,357,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$27,241
Interest earned on other investments	2011-06-30	$542,087
Value of interest in common/collective trusts at end of year	2011-06-30	$5,030,246
Value of interest in common/collective trusts at beginning of year	2011-06-30	$3,878,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$1,563,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$517,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$517,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$8,267,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$10,564,272
Net investment gain or loss from common/collective trusts	2011-06-30	$85,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$479,521
Employer contributions (assets) at end of year	2011-06-30	$52,000
Employer contributions (assets) at beginning of year	2011-06-30	$52,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,185,077
Contract administrator fees	2011-06-30	$96,396
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	LINDQUIST LLP
Accountancy firm EIN	2011-06-30	522385296
2010 : TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$469,281
Amount contributed by the employer to the plan for this plan year	2010-06-30	$469,281

Form 5500 Responses for TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN

2011: TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	This submission is the final filing	Yes
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Multi-employer plan
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: TEAMSTERS - FOOD INDUSTRY SUPPLEMENTAL INCOME SECURITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOARD OF TRUSTEES OF TEAMSTERS - FOOD INDUSTRY
Employer identification number (EIN):	942867306
NAIC Classification:	445110
NAIC Description:	Supermarkets and Other Grocery (except Convenience) Stores