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TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 401k Plan overview

Plan NameTEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN
Plan identification number 001

TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEAMSTERS LOCAL 237 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TEAMSTERS LOCAL 237 WELFARE FUND
Employer identification number (EIN):132575626
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MITCHELL GOLDBERG2023-10-10
0012021-01-01MITCHELL GOLDBERG2022-10-04
0012020-01-01MITCHELL GOLDBERG2021-10-14
0012019-01-01
0012018-01-01
0012017-01-01MITCHELL GOLDBERG
0012016-01-01MITCHELL GOLDBERG
0012015-01-01MITCHELL GOLDBERG
0012014-01-01MITCHELL GOLDBERG
0012013-01-01MITCHELL GOLDBERG
0012012-01-01MITCHELL GOLDBERG
0012011-01-01GREGORY FLOYD
0012010-01-01GREGORY FLOYD GREGORY FLOYD2011-10-13
0012009-01-01STEPHANIE SCHLUCHTNER

Plan Statistics for TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN

401k plan membership statisitcs for TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN

Measure Date Value
2022: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3145,351,948
Acturial value of plan assets2022-12-3140,965,884
Funding target for retired participants and beneficiaries receiving payment2022-12-3115,555,207
Number of terminated vested participants2022-12-3154
Fundng target for terminated vested participants2022-12-313,198,636
Active participant vested funding target2022-12-3111,855,402
Number of active participants2022-12-31100
Total funding liabilities for active participants2022-12-3112,153,047
Total participant count2022-12-31228
Total funding target for all participants2022-12-3130,906,890
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-314,859,115
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-311,373,704
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-313,485,411
Present value of excess contributions2022-12-311,260,223
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,493,238
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-311,493,238
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-315,623,101
Total employer contributions2022-12-311,296,003
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-311,260,797
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,207,597
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-311,260,797
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01223
Total number of active participants reported on line 7a of the Form 55002022-01-0196
Number of retired or separated participants receiving benefits2022-01-0173
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3138,797,910
Acturial value of plan assets2021-12-3135,035,841
Funding target for retired participants and beneficiaries receiving payment2021-12-3115,000,035
Number of terminated vested participants2021-12-3154
Fundng target for terminated vested participants2021-12-313,143,421
Active participant vested funding target2021-12-3110,616,966
Number of active participants2021-12-31101
Total funding liabilities for active participants2021-12-3110,840,285
Total participant count2021-12-31228
Total funding target for all participants2021-12-3128,983,741
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-315,462,492
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-311,301,222
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-314,161,270
Present value of excess contributions2021-12-31289,983
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31338,613
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-314,859,115
Total employer contributions2021-12-311,296,004
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,260,223
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,314,518
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31121,533
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,373,704
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-311,260,223
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01223
Total number of active participants reported on line 7a of the Form 55002021-01-0193
Number of retired or separated participants receiving benefits2021-01-0168
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3134,521,087
Acturial value of plan assets2020-12-3132,167,503
Funding target for retired participants and beneficiaries receiving payment2020-12-3115,270,404
Number of terminated vested participants2020-12-3157
Fundng target for terminated vested participants2020-12-313,046,906
Active participant vested funding target2020-12-319,802,351
Number of active participants2020-12-3187
Total funding liabilities for active participants2020-12-319,972,944
Total participant count2020-12-31214
Total funding target for all participants2020-12-3128,290,254
Balance at beginning of prior year after applicable adjustments2020-12-31344,942
Prefunding balance at beginning of prior year after applicable adjustments2020-12-314,432,270
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31344,942
Prefunding balanced used to offset prior years funding requirement2020-12-31528,508
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-313,903,762
Present value of excess contributions2020-12-31715,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31863,105
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31755,726
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-315,462,492
Total employer contributions2020-12-31432,002
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31412,846
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,132,073
Net shortfall amortization installment of oustanding balance2020-12-311,585,243
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,424,085
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-311,301,222
Additional cash requirement2020-12-31122,863
Contributions allocatedtoward minimum required contributions for current year2020-12-31412,846
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-0193
Number of retired or separated participants receiving benefits2020-01-0168
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3128,909,684
Acturial value of plan assets2019-12-3129,362,913
Funding target for retired participants and beneficiaries receiving payment2019-12-3112,315,605
Number of terminated vested participants2019-12-3155
Fundng target for terminated vested participants2019-12-312,814,495
Active participant vested funding target2019-12-3110,944,629
Number of active participants2019-12-3180
Total funding liabilities for active participants2019-12-3111,272,133
Total participant count2019-12-31206
Total funding target for all participants2019-12-3126,402,233
Balance at beginning of prior year after applicable adjustments2019-12-31355,647
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,311,113
Amount remaining of carryover balance2019-12-31355,647
Amount remaining of prefunding balance2019-12-313,311,113
Present value of excess contributions2019-12-311,154,660
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,220,822
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-311,220,822
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31344,942
Balance of prefunding at beginning of current year2019-12-314,432,270
Total employer contributions2019-12-311,296,006
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,215,492
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,077,924
Net shortfall amortization installment of oustanding balance2019-12-311,816,532
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,373,088
Carryover balance elected to use to offset funding requirement2019-12-31344,942
Prefunding balance elected to use to offset funding requirement2019-12-31528,508
Additional cash requirement2019-12-31499,638
Contributions allocatedtoward minimum required contributions for current year2019-12-311,215,492
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01206
Total number of active participants reported on line 7a of the Form 55002019-01-0181
Number of retired or separated participants receiving benefits2019-01-0166
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3129,077,536
Acturial value of plan assets2018-12-3127,668,871
Funding target for retired participants and beneficiaries receiving payment2018-12-3111,781,835
Number of terminated vested participants2018-12-3145
Fundng target for terminated vested participants2018-12-312,494,235
Active participant vested funding target2018-12-319,696,805
Number of active participants2018-12-3195
Total funding liabilities for active participants2018-12-3110,066,965
Total participant count2018-12-31208
Total funding target for all participants2018-12-3124,343,035
Balance at beginning of prior year after applicable adjustments2018-12-31307,069
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,709,118
Amount remaining of carryover balance2018-12-31307,069
Amount remaining of prefunding balance2018-12-311,709,118
Present value of excess contributions2018-12-311,257,069
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,331,613
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-311,331,613
Balance of carryovers at beginning of current year2018-12-31355,647
Balance of prefunding at beginning of current year2018-12-313,311,113
Total employer contributions2018-12-312,160,010
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,059,865
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31905,205
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31905,205
Additional cash requirement2018-12-31905,205
Contributions allocatedtoward minimum required contributions for current year2018-12-312,059,865
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01205
Total number of active participants reported on line 7a of the Form 55002018-01-0180
Number of retired or separated participants receiving benefits2018-01-0167
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3125,098,399
Acturial value of plan assets2017-12-3125,627,401
Funding target for retired participants and beneficiaries receiving payment2017-12-318,410,012
Number of terminated vested participants2017-12-3151
Fundng target for terminated vested participants2017-12-312,840,391
Active participant vested funding target2017-12-3110,794,923
Number of active participants2017-12-31101
Total funding liabilities for active participants2017-12-3111,165,390
Total participant count2017-12-31211
Total funding target for all participants2017-12-3122,415,793
Balance at beginning of prior year after applicable adjustments2017-12-31293,061
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,631,149
Amount remaining of carryover balance2017-12-31293,061
Amount remaining of prefunding balance2017-12-311,631,149
Present value of excess contributions2017-12-311,255,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,332,611
Balance of carryovers at beginning of current year2017-12-31307,069
Balance of prefunding at beginning of current year2017-12-311,709,118
Total employer contributions2017-12-311,296,006
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,257,069
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31984,850
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-311,257,069
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01206
Total number of active participants reported on line 7a of the Form 55002017-01-0181
Number of retired or separated participants receiving benefits2017-01-0164
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3123,984,380
Acturial value of plan assets2016-12-3124,290,751
Funding target for retired participants and beneficiaries receiving payment2016-12-318,038,088
Number of terminated vested participants2016-12-3151
Fundng target for terminated vested participants2016-12-312,737,828
Active participant vested funding target2016-12-319,916,930
Number of active participants2016-12-3197
Total funding liabilities for active participants2016-12-3110,243,834
Total participant count2016-12-31205
Total funding target for all participants2016-12-3121,019,750
Balance at beginning of prior year after applicable adjustments2016-12-31282,305
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,571,283
Amount remaining of carryover balance2016-12-31282,305
Amount remaining of prefunding balance2016-12-311,571,283
Present value of excess contributions2016-12-311,131,487
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,202,884
Balance of carryovers at beginning of current year2016-12-31293,061
Balance of prefunding at beginning of current year2016-12-311,631,149
Total employer contributions2016-12-311,295,478
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,255,640
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,042,880
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-311,255,640
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01196
Total number of active participants reported on line 7a of the Form 55002016-01-0190
Number of retired or separated participants receiving benefits2016-01-0155
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01191
Total number of active participants reported on line 7a of the Form 55002015-01-0187
Number of retired or separated participants receiving benefits2015-01-0152
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01186
Total number of active participants reported on line 7a of the Form 55002014-01-0192
Number of retired or separated participants receiving benefits2014-01-0148
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01187
Total number of active participants reported on line 7a of the Form 55002013-01-0184
Number of retired or separated participants receiving benefits2013-01-0141
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01179
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of retired or separated participants receiving benefits2012-01-0135
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01175
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of retired or separated participants receiving benefits2011-01-0134
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01173
Total number of active participants reported on line 7a of the Form 55002010-01-0198
Number of retired or separated participants receiving benefits2010-01-0130
Number of other retired or separated participants entitled to future benefits2010-01-0144
Total of all active and inactive participants2010-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of retired or separated participants receiving benefits2009-01-0128
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN

Measure Date Value
2022 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-8,807,697
Total unrealized appreciation/depreciation of assets2022-12-31$-8,807,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$230,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$155,627
Total income from all sources (including contributions)2022-12-31$-6,891,074
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,754,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,471,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,296,003
Value of total assets at end of year2022-12-31$36,936,811
Value of total assets at beginning of year2022-12-31$45,507,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$283,173
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$619,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$114,601
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$93,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$66,780
Other income not declared elsewhere2022-12-31$1,002
Administrative expenses (other) incurred2022-12-31$39,335
Liabilities. Value of operating payables at end of year2022-12-31$230,156
Liabilities. Value of operating payables at beginning of year2022-12-31$155,627
Total non interest bearing cash at end of year2022-12-31$333,942
Total non interest bearing cash at beginning of year2022-12-31$386,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,645,293
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,706,655
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,351,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$129,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,741,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$290,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$290,047
Asset value of US Government securities at end of year2022-12-31$6,800,068
Asset value of US Government securities at beginning of year2022-12-31$6,848,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,296,003
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$18,686
Income. Dividends from common stock2022-12-31$619,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,471,046
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$3,201,560
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$4,602,185
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$24,766,461
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$33,295,002
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$18
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$24
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2022-12-31611436956
2021 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$6,553,497
Total unrealized appreciation/depreciation of assets2021-12-31$6,553,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$155,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$135,555
Total income from all sources (including contributions)2021-12-31$8,415,672
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,861,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,425,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,296,004
Value of total assets at end of year2021-12-31$45,507,575
Value of total assets at beginning of year2021-12-31$38,933,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$436,267
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$564,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$147,599
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$66,780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$54,601
Other income not declared elsewhere2021-12-31$1,219
Administrative expenses (other) incurred2021-12-31$148,964
Liabilities. Value of operating payables at end of year2021-12-31$155,627
Liabilities. Value of operating payables at beginning of year2021-12-31$135,555
Total non interest bearing cash at end of year2021-12-31$386,513
Total non interest bearing cash at beginning of year2021-12-31$148,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,554,038
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,351,948
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,797,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$139,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$290,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$456,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$456,684
Asset value of US Government securities at end of year2021-12-31$6,848,338
Asset value of US Government securities at beginning of year2021-12-31$9,115,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,296,004
Employer contributions (assets) at end of year2021-12-31$18,686
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from common stock2021-12-31$564,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,425,367
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$4,602,185
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,385,683
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$33,295,002
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$26,772,546
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$24
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$152
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2021-12-31611436956
2020 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,014,048
Total unrealized appreciation/depreciation of assets2020-12-31$5,014,048
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$135,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$129,764
Total income from all sources (including contributions)2020-12-31$6,037,336
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,776,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,369,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$432,001
Value of total assets at end of year2020-12-31$38,933,465
Value of total assets at beginning of year2020-12-31$34,666,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$406,669
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$590,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$115,010
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$54,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$79,555
Other income not declared elsewhere2020-12-31$420
Administrative expenses (other) incurred2020-12-31$168,442
Liabilities. Value of operating payables at end of year2020-12-31$135,555
Liabilities. Value of operating payables at beginning of year2020-12-31$129,764
Total non interest bearing cash at end of year2020-12-31$148,671
Total non interest bearing cash at beginning of year2020-12-31$324,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,260,981
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,797,910
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,536,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$123,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$456,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$210,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$210,709
Asset value of US Government securities at end of year2020-12-31$9,115,128
Asset value of US Government securities at beginning of year2020-12-31$9,703,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$432,001
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$864,004
Income. Dividends from common stock2020-12-31$590,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,369,686
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,385,683
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,075,557
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$26,772,546
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$22,408,859
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$152
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$175
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2020-12-31611436956
2019 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,123,587
Total unrealized appreciation/depreciation of assets2019-12-31$5,123,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$129,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$141,177
Total income from all sources (including contributions)2019-12-31$7,053,932
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,443,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,119,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,296,006
Value of total assets at end of year2019-12-31$34,666,693
Value of total assets at beginning of year2019-12-31$29,067,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$323,953
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$632,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$98,510
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$79,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$75,825
Other income not declared elsewhere2019-12-31$1,551
Administrative expenses (other) incurred2019-12-31$95,901
Liabilities. Value of operating payables at end of year2019-12-31$129,764
Liabilities. Value of operating payables at beginning of year2019-12-31$141,177
Total non interest bearing cash at end of year2019-12-31$324,071
Total non interest bearing cash at beginning of year2019-12-31$167,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,610,717
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,536,929
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,926,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$129,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$210,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$479,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$479,925
Asset value of US Government securities at end of year2019-12-31$9,703,763
Asset value of US Government securities at beginning of year2019-12-31$9,160,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,296,006
Employer contributions (assets) at end of year2019-12-31$864,004
Employer contributions (assets) at beginning of year2019-12-31$864,004
Income. Dividends from common stock2019-12-31$632,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,119,262
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,075,557
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$988,979
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$22,408,859
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$17,330,679
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$175
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$763
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,427,331
Total unrealized appreciation/depreciation of assets2018-12-31$-1,427,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$141,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$135,454
Total income from all sources (including contributions)2018-12-31$1,288,475
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,439,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,121,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,160,010
Value of total assets at end of year2018-12-31$29,067,389
Value of total assets at beginning of year2018-12-31$29,212,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$318,767
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$553,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$98,060
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$75,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$70,017
Other income not declared elsewhere2018-12-31$1,970
Administrative expenses (other) incurred2018-12-31$100,848
Liabilities. Value of operating payables at end of year2018-12-31$141,177
Liabilities. Value of operating payables at beginning of year2018-12-31$135,454
Total non interest bearing cash at end of year2018-12-31$167,159
Total non interest bearing cash at beginning of year2018-12-31$215,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-151,324
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,926,212
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,077,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$119,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$479,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$441,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$441,636
Asset value of US Government securities at end of year2018-12-31$9,160,055
Asset value of US Government securities at beginning of year2018-12-31$7,719,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,160,010
Employer contributions (assets) at end of year2018-12-31$864,004
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$553,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,121,032
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$988,979
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,236,855
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$17,330,679
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$19,527,899
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$763
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$1,392
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$3,426,298
Total unrealized appreciation/depreciation of assets2017-12-31$3,426,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$135,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$91,318
Total income from all sources (including contributions)2017-12-31$5,260,332
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,281,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$944,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,296,202
Value of total assets at end of year2017-12-31$29,212,990
Value of total assets at beginning of year2017-12-31$25,189,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$336,548
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$537,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$156,491
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$70,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$146
Other income not declared elsewhere2017-12-31$568
Administrative expenses (other) incurred2017-12-31$68,509
Liabilities. Value of operating payables at end of year2017-12-31$135,454
Liabilities. Value of operating payables at beginning of year2017-12-31$91,318
Total non interest bearing cash at end of year2017-12-31$215,361
Total non interest bearing cash at beginning of year2017-12-31$155,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,979,137
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,077,536
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,098,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$111,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$441,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$423,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$423,392
Asset value of US Government securities at end of year2017-12-31$7,719,830
Asset value of US Government securities at beginning of year2017-12-31$6,881,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,296,202
Income. Dividends from common stock2017-12-31$537,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$944,647
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,236,855
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,284,009
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$19,527,899
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$16,442,961
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$1,392
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$2,319
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$654,324
Total unrealized appreciation/depreciation of assets2016-12-31$654,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$91,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$99,463
Total income from all sources (including contributions)2016-12-31$2,440,464
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,326,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$950,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,295,478
Value of total assets at end of year2016-12-31$25,189,717
Value of total assets at beginning of year2016-12-31$24,083,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$375,760
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$490,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$105,980
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$36,402
Other income not declared elsewhere2016-12-31$353
Administrative expenses (other) incurred2016-12-31$142,758
Liabilities. Value of operating payables at end of year2016-12-31$91,318
Liabilities. Value of operating payables at beginning of year2016-12-31$99,463
Total non interest bearing cash at end of year2016-12-31$155,325
Total non interest bearing cash at beginning of year2016-12-31$184,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,114,019
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,098,399
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,984,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$127,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$423,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$274,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$274,699
Asset value of US Government securities at end of year2016-12-31$6,881,565
Asset value of US Government securities at beginning of year2016-12-31$6,889,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,295,478
Income. Dividends from common stock2016-12-31$490,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$950,685
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,284,009
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$800,436
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$16,442,961
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$15,893,780
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$2,319
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$3,697
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2016-12-31611436956
2015 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$352,482
Total unrealized appreciation/depreciation of assets2015-12-31$352,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$99,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$101,695
Total income from all sources (including contributions)2015-12-31$2,169,160
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,060,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$744,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,292,648
Value of total assets at end of year2015-12-31$24,083,843
Value of total assets at beginning of year2015-12-31$22,976,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$315,098
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$522,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$110,080
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$36,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$44,211
Other income not declared elsewhere2015-12-31$1,129
Administrative expenses (other) incurred2015-12-31$85,139
Liabilities. Value of operating payables at end of year2015-12-31$99,463
Liabilities. Value of operating payables at beginning of year2015-12-31$101,695
Total non interest bearing cash at end of year2015-12-31$184,946
Total non interest bearing cash at beginning of year2015-12-31$141,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,109,154
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,984,380
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,875,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$119,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$274,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$302,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$302,497
Asset value of US Government securities at end of year2015-12-31$6,889,883
Asset value of US Government securities at beginning of year2015-12-31$6,443,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,292,648
Income. Dividends from common stock2015-12-31$522,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$744,908
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$800,436
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$886,635
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$15,893,780
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$15,153,006
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$3,697
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$5,386
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SAX LLP
Accountancy firm EIN2015-12-31812950760
2014 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,507,115
Total unrealized appreciation/depreciation of assets2014-12-31$1,507,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$101,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$77,394
Total income from all sources (including contributions)2014-12-31$3,258,136
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$866,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$646,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,350,640
Value of total assets at end of year2014-12-31$22,976,921
Value of total assets at beginning of year2014-12-31$20,561,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$220,715
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$400,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$98,942
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$44,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$334,408
Other income not declared elsewhere2014-12-31$378
Administrative expenses (other) incurred2014-12-31$27,420
Liabilities. Value of operating payables at end of year2014-12-31$101,695
Liabilities. Value of operating payables at beginning of year2014-12-31$77,394
Total non interest bearing cash at end of year2014-12-31$141,796
Total non interest bearing cash at beginning of year2014-12-31$99,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,391,330
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,875,226
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,483,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$94,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$302,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$419,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$419,296
Asset value of US Government securities at end of year2014-12-31$6,443,390
Asset value of US Government securities at beginning of year2014-12-31$5,007,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,350,640
Income. Dividends from common stock2014-12-31$400,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$646,091
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$438,923
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$886,635
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$294,561
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$15,153,006
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$13,960,461
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$5,386
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$7,007
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SAXBST, LLP
Accountancy firm EIN2014-12-31464001827
2013 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,643,698
Total unrealized appreciation/depreciation of assets2013-12-31$1,643,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$77,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$67,997
Total income from all sources (including contributions)2013-12-31$4,677,822
Total loss/gain on sale of assets2013-12-31$1,074,107
Total of all expenses incurred2013-12-31$767,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$514,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,350,641
Value of total assets at end of year2013-12-31$20,561,290
Value of total assets at beginning of year2013-12-31$16,641,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$253,223
Total interest from all sources2013-12-31$176,379
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$432,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$98,811
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$334,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$39,315
Administrative expenses (other) incurred2013-12-31$68,174
Liabilities. Value of operating payables at end of year2013-12-31$77,394
Liabilities. Value of operating payables at beginning of year2013-12-31$67,997
Total non interest bearing cash at end of year2013-12-31$99,287
Total non interest bearing cash at beginning of year2013-12-31$103,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,910,537
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,483,896
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,573,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$86,238
Income. Interest from US Government securities2013-12-31$135,925
Income. Interest from corporate debt instruments2013-12-31$35,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$419,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$339,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$339,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,840
Asset value of US Government securities at end of year2013-12-31$5,007,347
Asset value of US Government securities at beginning of year2013-12-31$4,633,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,350,641
Income. Dividends from common stock2013-12-31$432,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$514,062
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$438,923
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$373,912
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$294,561
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$306,535
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$13,960,461
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,837,533
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$7,007
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$7,027
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$14,007,531
Aggregate carrying amount (costs) on sale of assets2013-12-31$12,933,424
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SAXBST, LLP
Accountancy firm EIN2013-12-31464001827
2012 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$372,642
Total unrealized appreciation/depreciation of assets2012-12-31$372,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$67,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$63,705
Total income from all sources (including contributions)2012-12-31$2,679,270
Total loss/gain on sale of assets2012-12-31$559,440
Total of all expenses incurred2012-12-31$650,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$381,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,350,640
Value of total assets at end of year2012-12-31$16,641,356
Value of total assets at beginning of year2012-12-31$14,608,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$268,707
Total interest from all sources2012-12-31$396,548
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$136,714
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$39,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$39,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$405
Administrative expenses (other) incurred2012-12-31$42,990
Liabilities. Value of operating payables at end of year2012-12-31$67,997
Liabilities. Value of operating payables at beginning of year2012-12-31$63,300
Total non interest bearing cash at end of year2012-12-31$103,319
Total non interest bearing cash at beginning of year2012-12-31$451,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,028,792
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,573,359
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,544,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$89,003
Income. Interest from US Government securities2012-12-31$164,037
Income. Interest from corporate debt instruments2012-12-31$232,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$339,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$142,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$142,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11
Asset value of US Government securities at end of year2012-12-31$4,633,990
Asset value of US Government securities at beginning of year2012-12-31$4,634,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,350,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$381,771
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$373,912
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$334,868
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$306,535
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$250,624
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,837,533
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$8,748,451
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$7,027
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$6,223
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$8,887,250
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,327,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BOLLAM SHEEDY TORANI & CO, LLP CPA
Accountancy firm EIN2012-12-31141442607
2011 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-995
Total unrealized appreciation/depreciation of assets2011-12-31$-995
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$63,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$168,115
Total income from all sources (including contributions)2011-12-31$2,312,461
Total loss/gain on sale of assets2011-12-31$509,035
Total of all expenses incurred2011-12-31$477,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$284,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,473,426
Value of total assets at end of year2011-12-31$14,608,272
Value of total assets at beginning of year2011-12-31$12,877,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$192,736
Total interest from all sources2011-12-31$329,883
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$87,763
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$39,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$26,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$111,369
Other income not declared elsewhere2011-12-31$1,112
Administrative expenses (other) incurred2011-12-31$29,801
Liabilities. Value of operating payables at end of year2011-12-31$63,300
Liabilities. Value of operating payables at beginning of year2011-12-31$56,746
Total non interest bearing cash at end of year2011-12-31$451,479
Total non interest bearing cash at beginning of year2011-12-31$182,051
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$1,835,130
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,544,567
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,709,437
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$75,172
Income. Interest from US Government securities2011-12-31$163,846
Income. Interest from corporate debt instruments2011-12-31$165,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$142,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$349,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$349,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$78
Asset value of US Government securities at end of year2011-12-31$4,634,262
Asset value of US Government securities at beginning of year2011-12-31$3,150,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,473,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$284,595
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$334,868
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$447,762
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$250,624
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$159,049
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$8,748,451
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$8,557,684
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$6,223
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$4,826
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$8,919,075
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,410,040
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 name2011-12-31BOLLAM SHEEDY TORANI & CO, LLP CPA
Accountancy firm EIN2011-12-31141442607
2010 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$721,212
Total unrealized appreciation/depreciation of assets2010-12-31$721,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$168,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$310,128
Total income from all sources (including contributions)2010-12-31$2,630,465
Total loss/gain on sale of assets2010-12-31$296,701
Total of all expenses incurred2010-12-31$481,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$305,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,291,929
Value of total assets at end of year2010-12-31$12,877,552
Value of total assets at beginning of year2010-12-31$10,870,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$176,377
Total interest from all sources2010-12-31$320,532
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$78,228
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$26,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$31,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$111,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$253,949
Other income not declared elsewhere2010-12-31$91
Administrative expenses (other) incurred2010-12-31$33,595
Liabilities. Value of operating payables at end of year2010-12-31$56,746
Liabilities. Value of operating payables at beginning of year2010-12-31$56,179
Total non interest bearing cash at end of year2010-12-31$182,051
Total non interest bearing cash at beginning of year2010-12-31$79,904
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$2,148,711
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,709,437
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,560,726
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$64,554
Income. Interest from US Government securities2010-12-31$181,945
Income. Interest from corporate debt instruments2010-12-31$138,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$349,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$402,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$402,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$395
Asset value of US Government securities at end of year2010-12-31$3,150,313
Asset value of US Government securities at beginning of year2010-12-31$2,309,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,291,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$305,377
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$447,762
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$513,519
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$159,049
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$305,310
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$8,557,684
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$7,224,317
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$4,826
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$3,788
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$8,417,641
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,120,940
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 name2010-12-31BOLLAM SHEEDY TORANI & CO, LLP CPA
Accountancy firm EIN2010-12-31141442607
2009 : TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN

2022: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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