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UFCW LOCAL 2013 HEALTH & WELFARE FUND 401k Plan overview

Plan NameUFCW LOCAL 2013 HEALTH & WELFARE FUND
Plan identification number 501

UFCW LOCAL 2013 HEALTH & WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Prepaid legal
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES UFCW LOCAL 2013 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES UFCW LOCAL 2013 HEALTH & WELFARE FUND
Employer identification number (EIN):132832806
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW LOCAL 2013 HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01LOUIS MARK CAROTENUTO2023-06-21 STANLEY FLEISHMAN2023-06-21
5012021-01-01LOUIS M. CAROTENUTO2022-07-19 STANLEY FLEISHMAN2022-07-27
5012020-01-01LOUIS M. CAROTENUTO2021-07-19 STANLEY FLEISHMAN2021-07-19
5012019-01-01LOUIS MARK CAROTENUTO2020-07-22 STANLEY FLEISHMAN2020-07-22
5012018-01-01LOUIS MARK CAROTENUTO2019-07-23 STANLEY FLEISHMAN2019-07-23
5012017-01-01
5012016-01-01CAROL WESTFALL
5012015-01-01CAROL WESTFALL
5012014-01-01CAROL WESTFALL
5012013-01-01CAROL WESTFALL
5012012-01-01CAROL WESTFALL
5012011-01-01CAROL WESTFALL
5012009-01-01JOHN FAZIO

Plan Statistics for UFCW LOCAL 2013 HEALTH & WELFARE FUND

401k plan membership statisitcs for UFCW LOCAL 2013 HEALTH & WELFARE FUND

Measure Date Value
2022: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-018,048
Total number of active participants reported on line 7a of the Form 55002022-01-018,030
Total of all active and inactive participants2022-01-018,030
Number of employers contributing to the scheme2022-01-01113
2021: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-018,255
Total number of active participants reported on line 7a of the Form 55002021-01-018,048
Total of all active and inactive participants2021-01-018,048
Number of employers contributing to the scheme2021-01-01115
2020: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-019,426
Total number of active participants reported on line 7a of the Form 55002020-01-018,255
Total of all active and inactive participants2020-01-018,255
Number of employers contributing to the scheme2020-01-01115
2019: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-019,483
Total number of active participants reported on line 7a of the Form 55002019-01-019,426
Total of all active and inactive participants2019-01-019,426
Number of employers contributing to the scheme2019-01-01120
2018: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-019,839
Total number of active participants reported on line 7a of the Form 55002018-01-019,483
Total of all active and inactive participants2018-01-019,483
Number of employers contributing to the scheme2018-01-01123
2017: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-019,747
Total number of active participants reported on line 7a of the Form 55002017-01-019,839
Total of all active and inactive participants2017-01-019,839
Number of employers contributing to the scheme2017-01-01125
2016: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-0110,874
Total number of active participants reported on line 7a of the Form 55002016-01-019,747
Total of all active and inactive participants2016-01-019,747
Number of employers contributing to the scheme2016-01-01126
2015: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-0110,106
Total number of active participants reported on line 7a of the Form 55002015-01-0110,874
Total of all active and inactive participants2015-01-0110,874
Number of employers contributing to the scheme2015-01-01135
2014: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-0110,057
Total number of active participants reported on line 7a of the Form 55002014-01-0110,106
Total of all active and inactive participants2014-01-0110,106
Number of employers contributing to the scheme2014-01-01148
2013: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-0110,051
Total number of active participants reported on line 7a of the Form 55002013-01-0110,057
Total of all active and inactive participants2013-01-0110,057
Number of employers contributing to the scheme2013-01-01151
2012: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-0110,208
Total number of active participants reported on line 7a of the Form 55002012-01-0110,051
Total of all active and inactive participants2012-01-0110,051
Number of employers contributing to the scheme2012-01-01158
2011: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-0110,416
Total number of active participants reported on line 7a of the Form 55002011-01-0110,208
Total of all active and inactive participants2011-01-0110,208
Number of employers contributing to the scheme2011-01-01178
2009: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0110,128
Total number of active participants reported on line 7a of the Form 55002009-01-0110,363
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110,363
Number of employers contributing to the scheme2009-01-01172

Financial Data on UFCW LOCAL 2013 HEALTH & WELFARE FUND

Measure Date Value
2022 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,821,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,166,949
Total income from all sources (including contributions)2022-12-31$31,757,334
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$25,113,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,076,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$32,886,995
Value of total assets at end of year2022-12-31$61,977,029
Value of total assets at beginning of year2022-12-31$55,678,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,037,700
Total interest from all sources2022-12-31$443,806
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$368,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$368,032
Administrative expenses professional fees incurred2022-12-31$316,443
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,807,979
Assets. Other investments not covered elsewhere at end of year2022-12-31$17,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$397,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$338,599
Administrative expenses (other) incurred2022-12-31$709,270
Liabilities. Value of operating payables at end of year2022-12-31$155,907
Liabilities. Value of operating payables at beginning of year2022-12-31$156,949
Total non interest bearing cash at end of year2022-12-31$2,084,111
Total non interest bearing cash at beginning of year2022-12-31$1,679,506
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$6,643,457
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,155,122
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$52,511,665
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$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,329,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,902,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$42,404,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$33,940,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$33,940,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$443,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,941,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$31,079,016
Employer contributions (assets) at end of year2022-12-31$2,744,000
Employer contributions (assets) at beginning of year2022-12-31$3,817,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,076,177
Contract administrator fees2022-12-31$991,987
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,666,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,010,000
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 name2022-12-31SCHULTHEIS & PANETTIERI LLP
Accountancy firm EIN2022-12-31131577780
2021 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,166,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,161,071
Total income from all sources (including contributions)2021-12-31$32,867,691
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$29,131,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,089,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$32,116,841
Value of total assets at end of year2021-12-31$55,678,614
Value of total assets at beginning of year2021-12-31$52,936,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,042,241
Total interest from all sources2021-12-31$168,461
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$469,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$469,010
Administrative expenses professional fees incurred2021-12-31$259,145
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,764,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$338,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$304,571
Other income not declared elsewhere2021-12-31$681,593
Administrative expenses (other) incurred2021-12-31$763,718
Liabilities. Value of operating payables at end of year2021-12-31$156,949
Liabilities. Value of operating payables at beginning of year2021-12-31$239,071
Total non interest bearing cash at end of year2021-12-31$1,679,506
Total non interest bearing cash at beginning of year2021-12-31$2,228,969
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$3,736,385
Value of net assets at end of year (total assets less liabilities)2021-12-31$52,511,665
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,775,280
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$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,902,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,002,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$33,940,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$34,980,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$34,980,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$168,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-568,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$30,352,827
Employer contributions (assets) at end of year2021-12-31$3,817,000
Employer contributions (assets) at beginning of year2021-12-31$2,420,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$27,089,065
Contract administrator fees2021-12-31$999,378
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,010,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,922,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$497
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 name2021-12-31SCHULTHEIS & PANETTIERI LLP
Accountancy firm EIN2021-12-31131577780
2020 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,161,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,313,023
Total income from all sources (including contributions)2020-12-31$33,631,515
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$31,250,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$29,342,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,578,229
Value of total assets at end of year2020-12-31$52,936,351
Value of total assets at beginning of year2020-12-31$48,707,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,908,274
Total interest from all sources2020-12-31$346,398
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$440,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$440,836
Administrative expenses professional fees incurred2020-12-31$263,745
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,772,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$304,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$131,045
Administrative expenses (other) incurred2020-12-31$562,986
Liabilities. Value of operating payables at end of year2020-12-31$239,071
Liabilities. Value of operating payables at beginning of year2020-12-31$229,023
Total non interest bearing cash at end of year2020-12-31$2,228,969
Total non interest bearing cash at beginning of year2020-12-31$2,146,320
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$2,380,692
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,775,280
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,394,588
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$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,002,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,295,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$34,980,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$37,788,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$37,788,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$346,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$266,052
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$30,805,302
Employer contributions (assets) at end of year2020-12-31$2,420,000
Employer contributions (assets) at beginning of year2020-12-31$4,340,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$29,342,549
Contract administrator fees2020-12-31$1,061,543
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,922,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,084,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$497
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$6,799
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 name2020-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-12-31131577780
2019 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,313,023
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,363,914
Total income from all sources (including contributions)2019-12-31$35,098,221
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$26,915,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,852,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$34,279,773
Value of total assets at end of year2019-12-31$48,707,611
Value of total assets at beginning of year2019-12-31$40,575,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,063,295
Total interest from all sources2019-12-31$523,306
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$116,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$116,294
Administrative expenses professional fees incurred2019-12-31$183,454
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,976,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$131,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$412,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$656,952
Liabilities. Value of operating payables at end of year2019-12-31$229,023
Liabilities. Value of operating payables at beginning of year2019-12-31$143,914
Total non interest bearing cash at end of year2019-12-31$2,146,320
Total non interest bearing cash at beginning of year2019-12-31$3,124,661
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$8,182,870
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,394,588
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,211,718
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$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,295,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$37,788,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$33,364,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$33,364,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$523,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$178,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$32,303,654
Employer contributions (assets) at end of year2019-12-31$4,340,000
Employer contributions (assets) at beginning of year2019-12-31$3,617,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$24,852,056
Contract administrator fees2019-12-31$1,202,889
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,084,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,220,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$6,799
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$57,319
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 name2019-12-31SCHULTHEIS & PANETTIERI
Accountancy firm EIN2019-12-31131577780
2018 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,363,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,542,178
Total income from all sources (including contributions)2018-12-31$34,034,956
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$28,531,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,359,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,716,999
Value of total assets at end of year2018-12-31$40,575,632
Value of total assets at beginning of year2018-12-31$35,250,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,171,430
Total interest from all sources2018-12-31$317,957
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$152,696
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,852,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$412,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$151,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$21,610
Administrative expenses (other) incurred2018-12-31$614,655
Liabilities. Value of operating payables at end of year2018-12-31$143,914
Liabilities. Value of operating payables at beginning of year2018-12-31$182,568
Total non interest bearing cash at end of year2018-12-31$3,124,661
Total non interest bearing cash at beginning of year2018-12-31$3,874,304
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$5,503,827
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,211,718
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,707,891
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$13,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$33,364,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$28,062,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$28,062,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$317,957
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$31,864,338
Employer contributions (assets) at end of year2018-12-31$3,617,000
Employer contributions (assets) at beginning of year2018-12-31$3,075,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,359,699
Contract administrator fees2018-12-31$1,390,837
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,220,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,338,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$57,319
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$85,985
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 name2018-12-31SCHULTHEIS & PANETTIERI LLP
Accountancy firm EIN2018-12-31131577780
2017 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,542,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,063,947
Total income from all sources (including contributions)2017-12-31$34,748,083
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$26,693,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$24,452,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$34,604,012
Value of total assets at end of year2017-12-31$35,250,069
Value of total assets at beginning of year2017-12-31$28,717,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,241,040
Total interest from all sources2017-12-31$144,071
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$205,504
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,464,446
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$151,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$231,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$21,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$432,552
Administrative expenses (other) incurred2017-12-31$655,374
Liabilities. Value of operating payables at end of year2017-12-31$182,568
Liabilities. Value of operating payables at beginning of year2017-12-31$158,395
Total non interest bearing cash at end of year2017-12-31$3,874,304
Total non interest bearing cash at beginning of year2017-12-31$3,382,951
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$8,054,228
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,707,891
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,653,663
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$28,062,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$22,627,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$22,627,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$144,071
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$33,139,566
Employer contributions (assets) at end of year2017-12-31$3,075,000
Employer contributions (assets) at beginning of year2017-12-31$2,375,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$24,452,815
Contract administrator fees2017-12-31$1,380,162
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,338,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,473,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$85,985
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$101,180
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 name2017-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-12-31131577780
2016 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,063,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,180,538
Total income from all sources (including contributions)2016-12-31$31,428,879
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$24,475,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,917,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$31,315,301
Value of total assets at end of year2016-12-31$28,717,610
Value of total assets at beginning of year2016-12-31$22,880,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,557,738
Total interest from all sources2016-12-31$91,299
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,789
Administrative expenses professional fees incurred2016-12-31$182,690
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,260,546
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$231,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$321,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$432,552
Other income not declared elsewhere2016-12-31$15,490
Administrative expenses (other) incurred2016-12-31$2,375,048
Liabilities. Value of operating payables at end of year2016-12-31$158,395
Liabilities. Value of operating payables at beginning of year2016-12-31$222,538
Total non interest bearing cash at end of year2016-12-31$3,382,951
Total non interest bearing cash at beginning of year2016-12-31$3,516,096
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$6,953,415
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,653,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,700,248
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,172,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$22,627,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,892,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$13,892,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$91,299
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$30,054,755
Employer contributions (assets) at end of year2016-12-31$2,375,000
Employer contributions (assets) at beginning of year2016-12-31$2,810,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$21,917,726
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,473,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,958,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$101,180
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$168,616
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 name2016-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-12-31131577780
2015 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,180,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,107,082
Total income from all sources (including contributions)2015-12-31$30,462,735
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$22,569,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,064,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,236,112
Value of total assets at end of year2015-12-31$22,880,786
Value of total assets at beginning of year2015-12-31$16,914,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,505,624
Total interest from all sources2015-12-31$59,712
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,073
Administrative expenses professional fees incurred2015-12-31$216,957
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,254,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$321,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$123,186
Other income not declared elsewhere2015-12-31$165,838
Administrative expenses (other) incurred2015-12-31$2,288,667
Liabilities. Value of operating payables at end of year2015-12-31$222,538
Liabilities. Value of operating payables at beginning of year2015-12-31$162,082
Total non interest bearing cash at end of year2015-12-31$3,516,096
Total non interest bearing cash at beginning of year2015-12-31$3,344,271
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$7,892,927
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,700,248
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,807,321
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,172,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,171,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,892,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,613,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,613,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$59,712
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$28,981,799
Employer contributions (assets) at end of year2015-12-31$2,810,000
Employer contributions (assets) at beginning of year2015-12-31$2,528,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,064,184
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,958,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$6,945,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$168,616
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$134,598
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 name2015-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2015-12-31131577780
2014 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,107,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,595,993
Total income from all sources (including contributions)2014-12-31$32,569,624
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$26,488,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,098,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$32,550,216
Value of total assets at end of year2014-12-31$16,914,403
Value of total assets at beginning of year2014-12-31$12,322,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,390,124
Total interest from all sources2014-12-31$19,191
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$217
Administrative expenses professional fees incurred2014-12-31$227,659
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,096,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$123,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$277,248
Administrative expenses (other) incurred2014-12-31$2,162,465
Liabilities. Value of operating payables at end of year2014-12-31$162,082
Liabilities. Value of operating payables at beginning of year2014-12-31$160,993
Total non interest bearing cash at end of year2014-12-31$3,344,271
Total non interest bearing cash at beginning of year2014-12-31$5,577,734
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$6,080,782
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,807,321
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,726,539
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,171,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,170,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,613,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,536,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,536,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19,191
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$31,454,151
Employer contributions (assets) at end of year2014-12-31$2,528,000
Employer contributions (assets) at beginning of year2014-12-31$2,749,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$24,098,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$6,945,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$8,435,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$134,598
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$11,640
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 name2014-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2014-12-31131577780
2013 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,595,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,816,707
Total income from all sources (including contributions)2013-12-31$32,235,062
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$26,385,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,064,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$32,227,914
Value of total assets at end of year2013-12-31$12,322,532
Value of total assets at beginning of year2013-12-31$9,693,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,321,095
Total interest from all sources2013-12-31$119
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$423
Administrative expenses professional fees incurred2013-12-31$150,855
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,506,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$277,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,501,120
Other income not declared elsewhere2013-12-31$6,606
Administrative expenses (other) incurred2013-12-31$2,170,240
Liabilities. Value of operating payables at end of year2013-12-31$160,993
Liabilities. Value of operating payables at beginning of year2013-12-31$236,587
Total non interest bearing cash at end of year2013-12-31$5,577,734
Total non interest bearing cash at beginning of year2013-12-31$4,364,027
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$5,849,309
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,726,539
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-2,122,770
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,170,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,536,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,170,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,170,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$119
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$30,721,464
Employer contributions (assets) at end of year2013-12-31$2,749,000
Employer contributions (assets) at beginning of year2013-12-31$3,141,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,064,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$8,435,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$10,079,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$11,640
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$18,425
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
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 name2013-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2013-12-31131577780
2012 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,816,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,072,441
Total income from all sources (including contributions)2012-12-31$30,679,451
Total loss/gain on sale of assets2012-12-31$42,249
Total of all expenses incurred2012-12-31$25,487,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,159,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$30,521,021
Value of total assets at end of year2012-12-31$9,693,937
Value of total assets at beginning of year2012-12-31$6,758,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,328,475
Total interest from all sources2012-12-31$17,926
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$897
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$489,364
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,140,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$16,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,501,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,263,135
Other income not declared elsewhere2012-12-31$86,303
Administrative expenses (other) incurred2012-12-31$829,731
Liabilities. Value of operating payables at end of year2012-12-31$236,587
Liabilities. Value of operating payables at beginning of year2012-12-31$213,306
Total non interest bearing cash at end of year2012-12-31$4,364,027
Total non interest bearing cash at beginning of year2012-12-31$1,913,718
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$5,191,556
Value of net assets at end of year (total assets less liabilities)2012-12-31$-2,122,770
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-7,314,326
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$9,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$227,271
Income. Interest from US Government securities2012-12-31$13,306
Income. Interest from corporate debt instruments2012-12-31$3,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,170,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$43,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$43,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$697
Asset value of US Government securities at beginning of year2012-12-31$878,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$29,380,922
Employer contributions (assets) at end of year2012-12-31$3,141,000
Employer contributions (assets) at beginning of year2012-12-31$2,736,000
Income. Dividends from common stock2012-12-31$897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,159,420
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$185,071
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$287,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$463,516
Liabilities. Value of benefit claims payable at end of year2012-12-31$10,079,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$12,596,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$18,425
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$6,832
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$1,877,661
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,835,412
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 name2012-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2012-12-31131577780
2011 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$11,142
Total unrealized appreciation/depreciation of assets2011-12-31$11,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,072,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,314,916
Total income from all sources (including contributions)2011-12-31$31,331,313
Total loss/gain on sale of assets2011-12-31$21,051
Total of all expenses incurred2011-12-31$25,910,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,544,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,170,611
Value of total assets at end of year2011-12-31$6,758,115
Value of total assets at beginning of year2011-12-31$5,579,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,365,327
Total interest from all sources2011-12-31$64,069
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,320
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$598,154
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$729,935
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$16,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$192,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,263,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,320,967
Other income not declared elsewhere2011-12-31$49,375
Administrative expenses (other) incurred2011-12-31$745,491
Liabilities. Value of operating payables at end of year2011-12-31$213,306
Liabilities. Value of operating payables at beginning of year2011-12-31$451,949
Total non interest bearing cash at end of year2011-12-31$1,913,718
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$5,421,078
Value of net assets at end of year (total assets less liabilities)2011-12-31$-7,314,326
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-12,735,404
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$21,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$227,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Income. Interest from US Government securities2011-12-31$34,444
Income. Interest from corporate debt instruments2011-12-31$29,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$43,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$130,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$130,450
Asset value of US Government securities at end of year2011-12-31$878,590
Asset value of US Government securities at beginning of year2011-12-31$1,101,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$6,745
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$30,416,359
Employer contributions (assets) at end of year2011-12-31$2,736,000
Employer contributions (assets) at beginning of year2011-12-31$1,885,736
Income. Dividends from common stock2011-12-31$8,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,544,908
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$185,071
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$1,211,332
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$287,321
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$196,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$463,516
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$851,976
Liabilities. Value of benefit claims payable at end of year2011-12-31$12,596,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$10,542,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$6,832
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$10,172
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$2,304,683
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,283,632
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 name2011-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2011-12-31131577780
2010 : UFCW LOCAL 2013 HEALTH & WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$42,324
Total unrealized appreciation/depreciation of assets2010-12-31$42,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,314,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,436,305
Expenses. Interest paid2010-12-31$34,994
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$34,994
Total income from all sources (including contributions)2010-12-31$31,402,530
Total loss/gain on sale of assets2010-12-31$301,288
Total of all expenses incurred2010-12-31$24,319,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$18,388,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$30,531,792
Value of total assets at end of year2010-12-31$5,579,512
Value of total assets at beginning of year2010-12-31$8,701,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,895,853
Total interest from all sources2010-12-31$140,577
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$46,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$32,083
Administrative expenses professional fees incurred2010-12-31$785,439
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$154,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$192,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$94,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,320,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,563,066
Other income not declared elsewhere2010-12-31$339,682
Administrative expenses (other) incurred2010-12-31$1,447,237
Liabilities. Value of operating payables at end of year2010-12-31$451,949
Liabilities. Value of operating payables at beginning of year2010-12-31$373,239
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$7,083,391
Value of net assets at end of year (total assets less liabilities)2010-12-31$-12,735,404
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-11,734,795
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$39,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,022,292
Income. Interest from US Government securities2010-12-31$50,171
Income. Interest from corporate debt instruments2010-12-31$90,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$130,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$94,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$94,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10
Asset value of US Government securities at end of year2010-12-31$1,101,648
Asset value of US Government securities at beginning of year2010-12-31$3,365,355
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$30,377,371
Employer contributions (assets) at end of year2010-12-31$1,885,736
Employer contributions (assets) at beginning of year2010-12-31$1,253,908
Income. Dividends from common stock2010-12-31$14,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,388,292
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$1,211,332
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$1,656,843
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$196,107
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$69,239
Contract administrator fees2010-12-31$3,623,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$851,976
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,127,250
Liabilities. Value of benefit claims payable at end of year2010-12-31$10,542,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$6,500,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$10,172
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$16,800
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$6,682,546
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,381,258
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 name2010-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2010-12-31131578842

Form 5500 Responses for UFCW LOCAL 2013 HEALTH & WELFARE FUND

2022: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
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: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-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
2009: UFCW LOCAL 2013 HEALTH & WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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