401k Plan data: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST plan

TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 401k Plan overview

Plan Name	TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST
Plan identification number	002

TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CITY EMPLOYEES UNION-LOCAL 237-IBT AFL-CIO has sponsored the creation of one or more 401k plans.

Company Name: CITY EMPLOYEES UNION-LOCAL 237-IBT AFL-CIO

Employer identification number (EIN): 135616651

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 GREGORY FLOYD 2023-10-12
002 2021-01-01 GREGORY FLOYD 2022-10-05
002 2020-01-01 GREGORY FLOYD 2021-10-06
002 2019-01-01 GREGORY FLOYD 2020-10-08
002 2018-01-01 GREGORY FLOYD 2019-09-27
002 2017-01-01
002 2016-01-01
002 2015-01-01 GREGORY FLOYD GREGORY FLOYD 2016-10-13
002 2014-01-01 GREGORY FLOYD GREGORY FLOYD 2015-10-14
002 2013-01-01 RONALD GERMANA RONALD GERMANA 2014-10-10
002 2012-01-01 GREGORRY FLOYD GREGORRY FLOYD 2013-10-11
002 2011-01-01 GREGIRY FLOYD GREGIRY FLOYD 2012-10-09
002 2010-01-01 GREGORY FLOYD GREGORY FLOYD 2011-10-07
002 2009-01-01 RICHARD HENDERSHOT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	GREGORY FLOYD	2023-10-12
002	2021-01-01	GREGORY FLOYD	2022-10-05
002	2020-01-01	GREGORY FLOYD	2021-10-06
002	2019-01-01	GREGORY FLOYD	2020-10-08
002	2018-01-01	GREGORY FLOYD	2019-09-27
002	2017-01-01
002	2016-01-01
002	2015-01-01	GREGORY FLOYD		GREGORY FLOYD	2016-10-13
002	2014-01-01	GREGORY FLOYD		GREGORY FLOYD	2015-10-14
002	2013-01-01	RONALD GERMANA		RONALD GERMANA	2014-10-10
002	2012-01-01	GREGORRY FLOYD		GREGORRY FLOYD	2013-10-11
002	2011-01-01	GREGIRY FLOYD		GREGIRY FLOYD	2012-10-09
002	2010-01-01	GREGORY FLOYD		GREGORY FLOYD	2011-10-07
002	2009-01-01	RICHARD HENDERSHOT

Plan Statistics for TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST

401k plan membership statisitcs for TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST

Measure Date Value
2022: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 91
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 108
Number of participants with account balances 2022-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 91
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 108
Number of participants with account balances 2021-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 88
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 102
Number of participants with account balances 2020-01-01 75
2019: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 84
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 96
Number of participants with account balances 2019-01-01 75
2018: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 77
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 92
Number of participants with account balances 2018-01-01 72
2017: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 80
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 94
Total participants 2017-01-01 94
Number of participants with account balances 2017-01-01 67
2016: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 92
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 108
Total participants 2016-01-01 108
Number of participants with account balances 2016-01-01 73
2015: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 101
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 112
Number of participants with account balances 2015-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 103
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 113
Number of participants with account balances 2014-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 101
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 112
Number of participants with account balances 2013-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 92
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 113
Number of participants with account balances 2012-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 94
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 18
Total of all active and inactive participants 2011-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 114
Number of participants with account balances 2011-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 91
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 20
Total of all active and inactive participants 2010-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 112
Number of participants with account balances 2010-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 86
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 22
Total of all active and inactive participants 2009-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 109
Number of participants with account balances 2009-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	91
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	108
Number of participants with account balances	2022-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	91
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	108
Number of participants with account balances	2021-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	88
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	102
Number of participants with account balances	2020-01-01	75
2019: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	84
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	96
Number of participants with account balances	2019-01-01	75
2018: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	77
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	92
Number of participants with account balances	2018-01-01	72
2017: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	80
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	94
Total participants	2017-01-01	94
Number of participants with account balances	2017-01-01	67
2016: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	92
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	108
Total participants	2016-01-01	108
Number of participants with account balances	2016-01-01	73
2015: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	101
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	112
Number of participants with account balances	2015-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	103
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	113
Number of participants with account balances	2014-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	101
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	112
Number of participants with account balances	2013-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	92
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	113
Number of participants with account balances	2012-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	94
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	18
Total of all active and inactive participants	2011-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	114
Number of participants with account balances	2011-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	91
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	20
Total of all active and inactive participants	2010-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	112
Number of participants with account balances	2010-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	86
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	22
Total of all active and inactive participants	2009-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	109
Number of participants with account balances	2009-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST

Measure	Date	Value
2022 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-1,165,117
Expenses. Total of all expenses incurred	2022-12-31	$388,800
Benefits paid (including direct rollovers)	2022-12-31	$385,409
Total plan assets at end of year	2022-12-31	$7,304,379
Total plan assets at beginning of year	2022-12-31	$8,858,296
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$460,640
Other income received	2022-12-31	$-1,655,668
Net income (gross income less expenses)	2022-12-31	$-1,553,917
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,304,379
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,858,296
Total contributions received or receivable from employer(s)	2022-12-31	$29,911
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,391
2021 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$1,694,646
Expenses. Total of all expenses incurred	2021-12-31	$321,608
Benefits paid (including direct rollovers)	2021-12-31	$317,930
Total plan assets at end of year	2021-12-31	$8,858,296
Total plan assets at beginning of year	2021-12-31	$7,485,258
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$454,835
Other income received	2021-12-31	$1,229,596
Net income (gross income less expenses)	2021-12-31	$1,373,038
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,858,296
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,485,258
Total contributions received or receivable from employer(s)	2021-12-31	$10,215
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,678
2020 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$1,526,936
Expenses. Total of all expenses incurred	2020-12-31	$275,696
Benefits paid (including direct rollovers)	2020-12-31	$273,455
Total plan assets at end of year	2020-12-31	$7,485,258
Total plan assets at beginning of year	2020-12-31	$6,234,018
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$410,291
Other income received	2020-12-31	$1,096,317
Net income (gross income less expenses)	2020-12-31	$1,251,240
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,485,258
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,234,018
Assets. Value of participant loans	2020-12-31	$152,657
Total contributions received or receivable from employer(s)	2020-12-31	$20,328
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,241
2019 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$1,612,841
Expenses. Total of all expenses incurred	2019-12-31	$977,493
Benefits paid (including direct rollovers)	2019-12-31	$974,536
Total plan assets at end of year	2019-12-31	$6,234,018
Total plan assets at beginning of year	2019-12-31	$5,598,670
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$394,191
Other income received	2019-12-31	$1,209,144
Net income (gross income less expenses)	2019-12-31	$635,348
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,234,018
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,598,670
Total contributions received or receivable from employer(s)	2019-12-31	$9,506
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,957
2018 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$3,178
Total unrealized appreciation/depreciation of assets	2018-12-31	$3,178
Total income from all sources (including contributions)	2018-12-31	$283,418
Total of all expenses incurred	2018-12-31	$1,049,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,024,196
Value of total corrective distributions	2018-12-31	$14,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$337,418
Value of total assets at end of year	2018-12-31	$5,598,670
Value of total assets at beginning of year	2018-12-31	$6,364,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,480
Total interest from all sources	2018-12-31	$151,606
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$430,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$430,577
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$337,418
Participant contributions at end of year	2018-12-31	$234,021
Participant contributions at beginning of year	2018-12-31	$257,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-765,849
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,598,670
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,364,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$10,480
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,239,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,834,600
Interest on participant loans	2018-12-31	$146,060
Interest earned on other investments	2018-12-31	$5,546
Value of interest in common/collective trusts at end of year	2018-12-31	$860,454
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,001,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$265,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$271,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-563,163
Net investment gain or loss from common/collective trusts	2018-12-31	$-76,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,024,196
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2018-12-31	611436956
2017 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$2,793
Total unrealized appreciation/depreciation of assets	2017-12-31	$2,793
Total income from all sources (including contributions)	2017-12-31	$1,533,653
Total loss/gain on sale of assets	2017-12-31	$85
Total of all expenses incurred	2017-12-31	$909,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$900,460
Value of total corrective distributions	2017-12-31	$3,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$341,449
Value of total assets at end of year	2017-12-31	$6,364,519
Value of total assets at beginning of year	2017-12-31	$5,740,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,502
Total interest from all sources	2017-12-31	$10,398
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$282,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$282,600
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$341,449
Participant contributions at end of year	2017-12-31	$257,103
Participant contributions at beginning of year	2017-12-31	$262,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$623,695
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,364,519
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,740,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$5,502
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,834,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,665,766
Interest on participant loans	2017-12-31	$10,398
Value of interest in common/collective trusts at end of year	2017-12-31	$1,001,469
Value of interest in common/collective trusts at beginning of year	2017-12-31	$534,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$271,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$278,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$796,086
Net investment gain or loss from common/collective trusts	2017-12-31	$100,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$900,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$149,610
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$149,525
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	NOVAK FRANCELLA LLC
Accountancy firm EIN	2017-12-31	611436956
2016 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$2,928
Total unrealized appreciation/depreciation of assets	2016-12-31	$2,928
Total income from all sources (including contributions)	2016-12-31	$733,728
Total loss/gain on sale of assets	2016-12-31	$421
Total of all expenses incurred	2016-12-31	$261,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$255,410
Value of total corrective distributions	2016-12-31	$152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$378,330
Value of total assets at end of year	2016-12-31	$5,740,824
Value of total assets at beginning of year	2016-12-31	$5,268,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,156
Total interest from all sources	2016-12-31	$6,291
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$52,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$52,524
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$373,003
Participant contributions at end of year	2016-12-31	$262,095
Participant contributions at beginning of year	2016-12-31	$138,194
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$5,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$472,010
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,740,824
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,268,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$6,156
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,665,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,358,495
Interest on participant loans	2016-12-31	$6,291
Value of interest in common/collective trusts at end of year	2016-12-31	$534,282
Value of interest in common/collective trusts at beginning of year	2016-12-31	$467,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$278,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$305,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$255,720
Net investment gain or loss from common/collective trusts	2016-12-31	$37,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$255,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$161,828
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$161,407
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2016-12-31	611436956
2015 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$651,304
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$657,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$647,324
Expenses. Certain deemed distributions of participant loans	2015-12-31	$4,086
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$582,475
Value of total assets at end of year	2015-12-31	$5,268,814
Value of total assets at beginning of year	2015-12-31	$5,274,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,827
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$9,566
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$51,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$51,799
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$344,141
Participant contributions at end of year	2015-12-31	$138,194
Participant contributions at beginning of year	2015-12-31	$147,900
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$238,334
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-5,933
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,268,814
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,274,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,358,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,569,760
Interest on participant loans	2015-12-31	$5,158
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$4,408
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$467,067
Value of interest in common/collective trusts at beginning of year	2015-12-31	$203,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$305,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$353,305
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$14,845
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$-7,381
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$0
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$647,324
Contract administrator fees	2015-12-31	$5,827
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SAX LLP
Accountancy firm EIN	2015-12-31	812950760
2014 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$730,121
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$571,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$564,384
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$336,095
Value of total assets at end of year	2014-12-31	$5,274,747
Value of total assets at beginning of year	2014-12-31	$5,115,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,951
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$11,591
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$53,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$53,653
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$0
Contributions received from participants	2014-12-31	$319,653
Participant contributions at end of year	2014-12-31	$147,900
Participant contributions at beginning of year	2014-12-31	$123,102
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$16,442
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$158,786
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,274,747
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,115,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,569,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,455,494
Interest on participant loans	2014-12-31	$6,549
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$5,042
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$203,782
Value of interest in common/collective trusts at beginning of year	2014-12-31	$164,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$353,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$373,239
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$317,945
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$10,837
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$564,384
Contract administrator fees	2014-12-31	$6,951
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SAXBST LLP
Accountancy firm EIN	2014-12-31	464001827
2013 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,391,154
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$395,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$382,347
Expenses. Certain deemed distributions of participant loans	2013-12-31	$7,222
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$316,781
Value of total assets at end of year	2013-12-31	$5,115,961
Value of total assets at beginning of year	2013-12-31	$4,120,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,658
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$13,080
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$55,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$55,533
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$0
Contributions received from participants	2013-12-31	$316,781
Participant contributions at end of year	2013-12-31	$123,102
Participant contributions at beginning of year	2013-12-31	$182,855
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$10,795
Administrative expenses (other) incurred	2013-12-31	$2,200
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$995,927
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,115,961
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,120,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,455,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,937,179
Interest on participant loans	2013-12-31	$10,735
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$2,345
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$164,126
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$373,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$984,031
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$10,934
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$382,347
Contract administrator fees	2013-12-31	$3,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SAXBST
Accountancy firm EIN	2013-12-31	464001827
2012 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$848,691
Total of all expenses incurred	2012-12-31	$413,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$410,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$328,508
Value of total assets at end of year	2012-12-31	$4,120,034
Value of total assets at beginning of year	2012-12-31	$3,684,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,619
Total interest from all sources	2012-12-31	$11,815
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$58,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$58,029
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$328,508
Participant contributions at end of year	2012-12-31	$182,855
Participant contributions at beginning of year	2012-12-31	$162,627
Administrative expenses (other) incurred	2012-12-31	$2,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$435,610
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,120,034
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,684,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,937,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,521,797
Interest on participant loans	2012-12-31	$11,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$450,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$410,462
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOLLAM SHEEDY TORANI & CO LLP
Accountancy firm EIN	2012-12-31	141442607
2011 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$225,008
Total of all expenses incurred	2011-12-31	$192,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$189,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$322,882
Value of total assets at end of year	2011-12-31	$3,684,424
Value of total assets at beginning of year	2011-12-31	$3,651,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,200
Total interest from all sources	2011-12-31	$10,735
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$57,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$57,009
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$322,882
Participant contributions at end of year	2011-12-31	$162,627
Participant contributions at beginning of year	2011-12-31	$167,623
Administrative expenses (other) incurred	2011-12-31	$2,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$32,933
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,684,424
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,651,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,521,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,483,868
Interest on participant loans	2011-12-31	$10,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-165,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$189,875
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BOLLAM SHEEDY TORANI & CO LLP
Accountancy firm EIN	2011-12-31	141442607
2010 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$695,561
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$407,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$394,934
Expenses. Certain deemed distributions of participant loans	2010-12-31	$10,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$329,533
Value of total assets at end of year	2010-12-31	$3,651,491
Value of total assets at beginning of year	2010-12-31	$3,363,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,250
Total interest from all sources	2010-12-31	$10,113
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$46,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$46,455
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$329,533
Participant contributions at end of year	2010-12-31	$167,623
Participant contributions at beginning of year	2010-12-31	$149,033
Administrative expenses (other) incurred	2010-12-31	$2,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$287,606
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,651,491
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,363,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,483,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,214,852
Interest on participant loans	2010-12-31	$10,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$309,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$394,934
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BOLLAM SHEEDY TORANI & CO LLP
Accountancy firm EIN	2010-12-31	141442607
2009 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST

2022: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	108
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	108
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	102
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	96
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	92
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	94
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $572
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $572
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	112
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $889
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $889
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	113
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $460
Total amount of fees paid to insurance company	USD $7
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $460
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker name	MORGAN STANLEY DW INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	112
Insurance policy start date	2013-07-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $38,863
Total amount of fees paid to insurance company	USD $9,759
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38,863
Amount paid for insurance broker fees	9759
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE, PLATFORM SUPPORT FEE
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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Company Name:	CITY EMPLOYEES UNION-LOCAL 237-IBT AFL-CIO
Employer identification number (EIN):	135616651
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations