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UNITED TEAMSTER PENSION FUND A 401k Plan overview

Plan NameUNITED TEAMSTER PENSION FUND A
Plan identification number 002

UNITED TEAMSTER PENSION FUND A Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)

401k Sponsoring company profile

BOARD OF TRUSTEES OF UNITED TEAMSTER PENSION FUND A has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF UNITED TEAMSTER PENSION FUND A
Employer identification number (EIN):135660513
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED TEAMSTER PENSION FUND A

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CHARLES MACHADIO2023-10-09 ANDREW ROY2023-10-09
0022021-01-01DANIEL KANE JR2022-10-07 ANDREW ROY2022-10-07
0022020-01-01DANIEL KANE JR2021-10-07 ANDREW ROY2021-10-07
0022019-01-01DANIEL KANE JR2020-10-06 ANDREW ROY2020-10-06
0022018-01-01DANIEL KANE JR2019-10-04 ANDREW ROY2019-10-10
0022017-01-01DANIEL KANE, JR.
0022016-01-01DANIEL KANE, JR. ANDREW ROY2017-10-05
0022015-01-01DANIEL KANE, JR. MYRA GORDON2016-10-17
0022014-01-01DANIEL KANE, JR. MYRA GORDON2015-10-14
0022013-01-01DANIEL J. KANE, JR MICHAEL FERGUSON2014-10-08

Plan Statistics for UNITED TEAMSTER PENSION FUND A

401k plan membership statisitcs for UNITED TEAMSTER PENSION FUND A

Measure Date Value
2022: UNITED TEAMSTER PENSION FUND A 2022 401k membership
Current value of assets2022-12-31310,185,391
Acturial value of assets for funding standard account2022-12-31289,906,229
Accrued liability for plan using immediate gains methods2022-12-31381,201,743
Accrued liability under unit credit cost method2022-12-31381,201,743
RPA 94 current liability2022-12-31722,693,505
Expected increase in current liability due to benefits accruing during the plan year2022-12-3112,774,500
Expected plan disbursements for the plan year2022-12-3122,253,783
Current value of assets2022-12-31310,185,391
Number of retired participants and beneficiaries receiving payment2022-12-312,537
Current liability for retired participants and beneficiaries receiving payment2022-12-31296,142,202
Number of terminated vested participants2022-12-312,466
Current liability for terminated vested participants2022-12-31155,545,487
Current liability for active participants non vested benefits2022-12-3115,782,697
Current liability for active participants vested benefits2022-12-31255,223,119
Total number of active articipats2022-12-312,007
Current liability for active participants2022-12-31271,005,816
Total participant count with liabilities2022-12-317,010
Total current liabilitoes for participants with libailities2022-12-31722,693,505
Total employer contributions in plan year2022-12-3121,035,711
Employer’s normal cost for plan year as of valuation date2022-12-315,307,020
Prior year credit balance2022-12-3122,554,416
Amortization credits as of valuation date2022-12-314,721,683
Total participants, beginning-of-year2022-01-016,930
Total number of active participants reported on line 7a of the Form 55002022-01-012,041
Number of retired or separated participants receiving benefits2022-01-012,034
Number of other retired or separated participants entitled to future benefits2022-01-012,301
Total of all active and inactive participants2022-01-016,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01470
Total participants2022-01-016,846
Number of employers contributing to the scheme2022-01-0162
2021: UNITED TEAMSTER PENSION FUND A 2021 401k membership
Current value of assets2021-12-31275,597,635
Acturial value of assets for funding standard account2021-12-31264,767,222
Accrued liability for plan using immediate gains methods2021-12-31356,205,242
Accrued liability under unit credit cost method2021-12-31356,205,242
RPA 94 current liability2021-12-31716,125,865
Expected increase in current liability due to benefits accruing during the plan year2021-12-3111,826,819
Expected plan disbursements for the plan year2021-12-3121,573,837
Current value of assets2021-12-31275,597,635
Number of retired participants and beneficiaries receiving payment2021-12-312,508
Current liability for retired participants and beneficiaries receiving payment2021-12-31293,845,546
Number of terminated vested participants2021-12-312,694
Current liability for terminated vested participants2021-12-31168,080,376
Current liability for active participants non vested benefits2021-12-3114,606,120
Current liability for active participants vested benefits2021-12-31239,593,823
Total number of active articipats2021-12-311,990
Current liability for active participants2021-12-31254,199,943
Total participant count with liabilities2021-12-317,192
Total current liabilitoes for participants with libailities2021-12-31716,125,865
Total employer contributions in plan year2021-12-3120,065,957
Employer’s normal cost for plan year as of valuation date2021-12-314,520,073
Prior year credit balance2021-12-3122,500,552
Amortization credits as of valuation date2021-12-314,513,122
Total participants, beginning-of-year2021-01-017,331
Total number of active participants reported on line 7a of the Form 55002021-01-012,007
Number of retired or separated participants receiving benefits2021-01-011,996
Number of other retired or separated participants entitled to future benefits2021-01-012,437
Total of all active and inactive participants2021-01-016,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01490
Total participants2021-01-016,930
Number of employers contributing to the scheme2021-01-0162
2020: UNITED TEAMSTER PENSION FUND A 2020 401k membership
Current value of assets2020-12-31250,969,709
Acturial value of assets for funding standard account2020-12-31245,436,985
Accrued liability for plan using immediate gains methods2020-12-31355,744,021
Accrued liability under unit credit cost method2020-12-31355,744,021
RPA 94 current liability2020-12-31622,295,273
Expected increase in current liability due to benefits accruing during the plan year2020-12-3110,893,641
Expected plan disbursements for the plan year2020-12-3119,868,027
Current value of assets2020-12-31250,969,709
Number of retired participants and beneficiaries receiving payment2020-12-312,487
Current liability for retired participants and beneficiaries receiving payment2020-12-31261,336,488
Number of terminated vested participants2020-12-312,484
Current liability for terminated vested participants2020-12-31125,286,546
Current liability for active participants non vested benefits2020-12-3113,893,938
Current liability for active participants vested benefits2020-12-31221,778,301
Total number of active articipats2020-12-312,382
Current liability for active participants2020-12-31235,672,239
Total participant count with liabilities2020-12-317,353
Total current liabilitoes for participants with libailities2020-12-31622,295,273
Total employer contributions in plan year2020-12-3120,474,905
Employer’s normal cost for plan year as of valuation date2020-12-315,019,366
Prior year credit balance2020-12-3123,754,457
Amortization credits as of valuation date2020-12-313,315,089
Total participants, beginning-of-year2020-01-017,460
Total number of active participants reported on line 7a of the Form 55002020-01-012,227
Number of retired or separated participants receiving benefits2020-01-012,090
Number of other retired or separated participants entitled to future benefits2020-01-012,558
Total of all active and inactive participants2020-01-016,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01456
Total participants2020-01-017,331
Number of employers contributing to the scheme2020-01-0169
2019: UNITED TEAMSTER PENSION FUND A 2019 401k membership
Current value of assets2019-12-31210,462,156
Acturial value of assets for funding standard account2019-12-31228,462,238
Accrued liability for plan using immediate gains methods2019-12-31349,484,814
Accrued liability under unit credit cost method2019-12-31349,484,814
RPA 94 current liability2019-12-31607,071,620
Expected increase in current liability due to benefits accruing during the plan year2019-12-3111,194,636
Expected plan disbursements for the plan year2019-12-3120,039,572
Current value of assets2019-12-31210,462,156
Number of retired participants and beneficiaries receiving payment2019-12-312,490
Current liability for retired participants and beneficiaries receiving payment2019-12-31256,483,539
Number of terminated vested participants2019-12-312,470
Current liability for terminated vested participants2019-12-31120,911,199
Current liability for active participants non vested benefits2019-12-3113,350,445
Current liability for active participants vested benefits2019-12-31216,326,437
Total number of active articipats2019-12-312,486
Current liability for active participants2019-12-31229,676,882
Total participant count with liabilities2019-12-317,446
Total current liabilitoes for participants with libailities2019-12-31607,071,620
Total employer contributions in plan year2019-12-3124,229,980
Employer’s normal cost for plan year as of valuation date2019-12-315,197,049
Prior year credit balance2019-12-3121,755,772
Amortization credits as of valuation date2019-12-313,213,710
Total participants, beginning-of-year2019-01-017,661
Total number of active participants reported on line 7a of the Form 55002019-01-012,489
Number of retired or separated participants receiving benefits2019-01-012,029
Number of other retired or separated participants entitled to future benefits2019-01-012,484
Total of all active and inactive participants2019-01-017,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01458
Total participants2019-01-017,460
Number of employers contributing to the scheme2019-01-0172
2018: UNITED TEAMSTER PENSION FUND A 2018 401k membership
Current value of assets2018-12-31218,074,006
Acturial value of assets for funding standard account2018-12-31217,472,720
Accrued liability for plan using immediate gains methods2018-12-31343,193,294
Accrued liability under unit credit cost method2018-12-31343,193,294
RPA 94 current liability2018-12-31586,595,875
Expected increase in current liability due to benefits accruing during the plan year2018-12-3110,292,038
Expected plan disbursements for the plan year2018-12-3119,615,717
Current value of assets2018-12-31218,074,006
Number of retired participants and beneficiaries receiving payment2018-12-312,463
Current liability for retired participants and beneficiaries receiving payment2018-12-31245,394,674
Number of terminated vested participants2018-12-312,418
Current liability for terminated vested participants2018-12-31110,749,255
Current liability for active participants non vested benefits2018-12-3113,824,519
Current liability for active participants vested benefits2018-12-31216,627,427
Total number of active articipats2018-12-312,478
Current liability for active participants2018-12-31230,451,946
Total participant count with liabilities2018-12-317,359
Total current liabilitoes for participants with libailities2018-12-31586,595,875
Total employer contributions in plan year2018-12-3122,046,480
Employer’s normal cost for plan year as of valuation date2018-12-315,133,864
Prior year credit balance2018-12-3121,673,460
Amortization credits as of valuation date2018-12-312,958,129
Total participants, beginning-of-year2018-01-017,539
Total number of active participants reported on line 7a of the Form 55002018-01-012,453
Number of retired or separated participants receiving benefits2018-01-012,003
Number of other retired or separated participants entitled to future benefits2018-01-012,733
Total of all active and inactive participants2018-01-017,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01472
Total participants2018-01-017,661
Number of employers contributing to the scheme2018-01-0177
2017: UNITED TEAMSTER PENSION FUND A 2017 401k membership
Current value of assets2017-12-31187,283,717
Acturial value of assets for funding standard account2017-12-31198,655,478
Accrued liability for plan using immediate gains methods2017-12-31322,475,097
Accrued liability under unit credit cost method2017-12-31322,475,097
RPA 94 current liability2017-12-31575,619,462
Expected increase in current liability due to benefits accruing during the plan year2017-12-3198,266,420
Expected plan disbursements for the plan year2017-12-3119,282,557
Current value of assets2017-12-31187,283,717
Number of retired participants and beneficiaries receiving payment2017-12-312,460
Current liability for retired participants and beneficiaries receiving payment2017-12-31242,622,054
Number of terminated vested participants2017-12-312,408
Current liability for terminated vested participants2017-12-31106,954,384
Current liability for active participants non vested benefits2017-12-3126,049,870
Current liability for active participants vested benefits2017-12-31199,993,154
Total number of active articipats2017-12-312,463
Current liability for active participants2017-12-31226,043,024
Total participant count with liabilities2017-12-317,331
Total current liabilitoes for participants with libailities2017-12-31575,619,462
Total employer contributions in plan year2017-12-3123,327,695
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-314,647,484
Prior year credit balance2017-12-3118,641,306
Amortization credits as of valuation date2017-12-312,681,681
Total participants, beginning-of-year2017-01-017,272
Total number of active participants reported on line 7a of the Form 55002017-01-012,432
Number of retired or separated participants receiving benefits2017-01-012,078
Number of other retired or separated participants entitled to future benefits2017-01-012,636
Total of all active and inactive participants2017-01-017,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01393
Total participants2017-01-017,539
Number of employers contributing to the scheme2017-01-0179
2016: UNITED TEAMSTER PENSION FUND A 2016 401k membership
Current value of assets2016-12-3110,711,259
Acturial value of assets for funding standard account2016-12-3110,860,397
Accrued liability for plan using immediate gains methods2016-12-3116,440,727
Accrued liability under unit credit cost method2016-12-3116,440,727
RPA 94 current liability2016-12-3129,564,413
Expected increase in current liability due to benefits accruing during the plan year2016-12-311,222,806
Expected plan disbursements for the plan year2016-12-31727,925
Current value of assets2016-12-3110,711,259
Number of retired participants and beneficiaries receiving payment2016-12-31139
Current liability for retired participants and beneficiaries receiving payment2016-12-317,675,165
Number of terminated vested participants2016-12-31375
Current liability for terminated vested participants2016-12-317,790,762
Current liability for active participants non vested benefits2016-12-31305,876
Current liability for active participants vested benefits2016-12-3113,792,610
Total number of active articipats2016-12-31263
Current liability for active participants2016-12-3114,098,486
Total participant count with liabilities2016-12-31777
Total current liabilitoes for participants with libailities2016-12-3129,564,413
Total employer contributions in plan year2016-12-311,312,038
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-312,675,791
Employer’s normal cost for plan year as of valuation date2016-12-31711,321
Prior year credit balance2016-12-310
Amortization credits as of valuation date2016-12-31473,859
Total participants, beginning-of-year2016-01-017,251
Total number of active participants reported on line 7a of the Form 55002016-01-012,461
Number of retired or separated participants receiving benefits2016-01-011,980
Number of other retired or separated participants entitled to future benefits2016-01-012,404
Total of all active and inactive participants2016-01-016,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01427
Total participants2016-01-017,272
Number of employers contributing to the scheme2016-01-0181
2015: UNITED TEAMSTER PENSION FUND A 2015 401k membership
Current value of assets2015-12-31177,951,720
Acturial value of assets for funding standard account2015-12-31171,187,257
Accrued liability for plan using immediate gains methods2015-12-31304,094,944
Accrued liability under unit credit cost method2015-12-31304,094,944
RPA 94 current liability2015-12-31525,117,129
Expected increase in current liability due to benefits accruing during the plan year2015-12-318,517,668
Expected plan disbursements for the plan year2015-12-3118,913,238
Current value of assets2015-12-31177,951,720
Number of retired participants and beneficiaries receiving payment2015-12-312,387
Current liability for retired participants and beneficiaries receiving payment2015-12-31224,550,943
Number of terminated vested participants2015-12-312,368
Current liability for terminated vested participants2015-12-3192,237,375
Current liability for active participants non vested benefits2015-12-3124,936,964
Current liability for active participants vested benefits2015-12-31183,391,847
Total number of active articipats2015-12-312,485
Current liability for active participants2015-12-31208,328,811
Total participant count with liabilities2015-12-317,240
Total current liabilitoes for participants with libailities2015-12-31525,117,129
Total employer contributions in plan year2015-12-3118,685,563
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-314,504,770
Prior year credit balance2015-12-3116,772,229
Amortization credits as of valuation date2015-12-312,717,408
Total participants, beginning-of-year2015-01-017,240
Total number of active participants reported on line 7a of the Form 55002015-01-012,463
Number of retired or separated participants receiving benefits2015-01-011,957
Number of other retired or separated participants entitled to future benefits2015-01-012,372
Total of all active and inactive participants2015-01-016,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01459
Total participants2015-01-017,251
Number of employers contributing to the scheme2015-01-0196
2014: UNITED TEAMSTER PENSION FUND A 2014 401k membership
Current value of assets2014-12-31167,826,945
Acturial value of assets for funding standard account2014-12-31157,944,250
Accrued liability for plan using immediate gains methods2014-12-31298,162,164
Accrued liability under unit credit cost method2014-12-31298,162,164
RPA 94 current liability2014-12-31510,301,276
Expected increase in current liability due to benefits accruing during the plan year2014-12-317,634,158
Expected plan disbursements for the plan year2014-12-3118,751,945
Current value of assets2014-12-31167,826,945
Number of retired participants and beneficiaries receiving payment2014-12-312,384
Current liability for retired participants and beneficiaries receiving payment2014-12-31221,704,499
Number of terminated vested participants2014-12-312,375
Current liability for terminated vested participants2014-12-3188,831,824
Current liability for active participants non vested benefits2014-12-3112,474,261
Current liability for active participants vested benefits2014-12-31187,290,692
Total number of active articipats2014-12-312,436
Current liability for active participants2014-12-31199,764,953
Total participant count with liabilities2014-12-317,195
Total current liabilitoes for participants with libailities2014-12-31510,301,276
Total employer contributions in plan year2014-12-3118,717,468
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-314,200,783
Prior year credit balance2014-12-3115,371,352
Amortization credits as of valuation date2014-12-314,865,558
Total participants, beginning-of-year2014-01-017,508
Total number of active participants reported on line 7a of the Form 55002014-01-012,485
Number of retired or separated participants receiving benefits2014-01-011,972
Number of other retired or separated participants entitled to future benefits2014-01-012,368
Total of all active and inactive participants2014-01-016,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01415
Total participants2014-01-017,240
Number of employers contributing to the scheme2014-01-0190
2013: UNITED TEAMSTER PENSION FUND A 2013 401k membership
Current value of assets2013-12-31142,261,941
Acturial value of assets for funding standard account2013-12-31147,599,232
Accrued liability for plan using immediate gains methods2013-12-31289,275,279
Accrued liability under unit credit cost method2013-12-31289,275,279
RPA 94 current liability2013-12-31533,401,955
Expected increase in current liability due to benefits accruing during the plan year2013-12-318,298,464
Expected plan disbursements for the plan year2013-12-3118,326,655
Current value of assets2013-12-31142,261,941
Number of retired participants and beneficiaries receiving payment2013-12-312,389
Current liability for retired participants and beneficiaries receiving payment2013-12-31233,648,669
Number of terminated vested participants2013-12-312,320
Current liability for terminated vested participants2013-12-3197,355,586
Current liability for active participants non vested benefits2013-12-31197,396,208
Current liability for active participants vested benefits2013-12-315,001,492
Total number of active articipats2013-12-312,441
Current liability for active participants2013-12-31202,397,700
Total participant count with liabilities2013-12-317,150
Total current liabilitoes for participants with libailities2013-12-31533,401,955
Total employer contributions in plan year2013-12-3116,473,397
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-314,170,651
Prior year credit balance2013-12-3115,900,747
Amortization credits as of valuation date2013-12-314,928,198
Total participants, beginning-of-year2013-01-017,384
Total number of active participants reported on line 7a of the Form 55002013-01-012,632
Number of retired or separated participants receiving benefits2013-01-011,992
Number of other retired or separated participants entitled to future benefits2013-01-012,481
Total of all active and inactive participants2013-01-017,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01403
Total participants2013-01-017,508
Number of employers contributing to the scheme2013-01-0197

Financial Data on UNITED TEAMSTER PENSION FUND A

Measure Date Value
2022 : UNITED TEAMSTER PENSION FUND A 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$847,100
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-27,676,388
Total unrealized appreciation/depreciation of assets2022-12-31$-26,829,288
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$77,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$554,318
Total income from all sources (including contributions)2022-12-31$-23,499,262
Total loss/gain on sale of assets2022-12-31$-21,656,792
Total of all expenses incurred2022-12-31$24,303,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,850,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,467,595
Value of total assets at end of year2022-12-31$264,174,758
Value of total assets at beginning of year2022-12-31$312,454,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,453,485
Total interest from all sources2022-12-31$2,692,982
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,706,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Assets. Real estate other than employer real property at end of year2022-12-31$3,267,869
Assets. Real estate other than employer real property at beginning of year2022-12-31$2,378,540
Administrative expenses professional fees incurred2022-12-31$192,612
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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
Assets. Other investments not covered elsewhere at end of year2022-12-31$32,082,897
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$41,385,936
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$773,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$683,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$25,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$398,208
Other income not declared elsewhere2022-12-31$120,230
Administrative expenses (other) incurred2022-12-31$519,895
Liabilities. Value of operating payables at end of year2022-12-31$51,537
Liabilities. Value of operating payables at beginning of year2022-12-31$156,110
Total non interest bearing cash at end of year2022-12-31$2,690,617
Total non interest bearing cash at beginning of year2022-12-31$2,660,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-47,803,097
Value of net assets at end of year (total assets less liabilities)2022-12-31$264,097,507
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$311,900,604
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$1,241,686
Interest earned on other investments2022-12-31$994,017
Income. Interest from US Government securities2022-12-31$527,925
Income. Interest from corporate debt instruments2022-12-31$1,023,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$23,243,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,925,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,925,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$147,978
Asset value of US Government securities at end of year2022-12-31$18,764,057
Asset value of US Government securities at beginning of year2022-12-31$18,984,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$19,467,595
Employer contributions (assets) at end of year2022-12-31$2,191,063
Employer contributions (assets) at beginning of year2022-12-31$3,996,104
Income. Dividends from common stock2022-12-31$2,706,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,850,350
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$31,383,531
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$54,080,725
Contract administrator fees2022-12-31$499,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$149,745,213
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$182,301,961
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$32,022
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$58,124
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
Aggregate proceeds on sale of assets2022-12-31$201,194,087
Aggregate carrying amount (costs) on sale of assets2022-12-31$222,850,879
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : UNITED TEAMSTER PENSION FUND A 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$30,085,033
Total unrealized appreciation/depreciation of assets2021-12-31$30,085,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$554,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$442,857
Total income from all sources (including contributions)2021-12-31$59,483,360
Total loss/gain on sale of assets2021-12-31$3,130,053
Total of all expenses incurred2021-12-31$23,180,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,846,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,538,756
Value of total assets at end of year2021-12-31$312,454,922
Value of total assets at beginning of year2021-12-31$276,040,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,333,756
Total interest from all sources2021-12-31$2,632,071
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,979,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at end of year2021-12-31$2,378,540
Assets. Real estate other than employer real property at beginning of year2021-12-31$2,284,748
Administrative expenses professional fees incurred2021-12-31$225,429
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-313084581
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$41,385,936
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$43,793,935
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$683,190
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$781,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$398,208
Other income not declared elsewhere2021-12-31$117,792
Administrative expenses (other) incurred2021-12-31$489,266
Liabilities. Value of operating payables at end of year2021-12-31$156,110
Liabilities. Value of operating payables at beginning of year2021-12-31$442,857
Total non interest bearing cash at end of year2021-12-31$2,660,308
Total non interest bearing cash at beginning of year2021-12-31$2,262,551
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$36,302,969
Value of net assets at end of year (total assets less liabilities)2021-12-31$311,900,604
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$275,597,635
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$1,179,061
Interest earned on other investments2021-12-31$1,071,400
Income. Interest from US Government securities2021-12-31$487,533
Income. Interest from corporate debt instruments2021-12-31$1,071,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,925,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,954,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,954,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,586
Asset value of US Government securities at end of year2021-12-31$18,984,651
Asset value of US Government securities at beginning of year2021-12-31$24,766,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$21,538,756
Employer contributions (assets) at end of year2021-12-31$3,996,104
Employer contributions (assets) at beginning of year2021-12-31$2,538,788
Income. Dividends from common stock2021-12-31$1,979,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,846,635
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$54,080,725
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$54,194,493
Contract administrator fees2021-12-31$440,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$182,301,961
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$140,410,136
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$58,124
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$52,835
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
Aggregate proceeds on sale of assets2021-12-31$155,185,641
Aggregate carrying amount (costs) on sale of assets2021-12-31$152,055,588
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : UNITED TEAMSTER PENSION FUND A 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$28,198,945
Total unrealized appreciation/depreciation of assets2020-12-31$28,198,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$442,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$314,547
Total income from all sources (including contributions)2020-12-31$47,139,302
Total loss/gain on sale of assets2020-12-31$-6,508,136
Total of all expenses incurred2020-12-31$22,511,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,257,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,474,905
Value of total assets at end of year2020-12-31$276,040,492
Value of total assets at beginning of year2020-12-31$251,284,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,254,252
Total interest from all sources2020-12-31$2,608,420
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,253,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$2,284,748
Assets. Real estate other than employer real property at beginning of year2020-12-31$2,502,730
Administrative expenses professional fees incurred2020-12-31$210,714
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-312875047
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$43,793,935
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$33,883,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$781,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$670,792
Other income not declared elsewhere2020-12-31$112,018
Administrative expenses (other) incurred2020-12-31$456,175
Liabilities. Value of operating payables at end of year2020-12-31$442,857
Liabilities. Value of operating payables at beginning of year2020-12-31$314,547
Total non interest bearing cash at end of year2020-12-31$2,262,551
Total non interest bearing cash at beginning of year2020-12-31$3,607,516
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$24,627,926
Value of net assets at end of year (total assets less liabilities)2020-12-31$275,597,635
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$250,969,709
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$1,147,363
Interest earned on other investments2020-12-31$1,031,290
Income. Interest from US Government securities2020-12-31$507,197
Income. Interest from corporate debt instruments2020-12-31$1,057,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,954,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,786,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,786,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$12,608
Asset value of US Government securities at end of year2020-12-31$24,766,805
Asset value of US Government securities at beginning of year2020-12-31$17,265,364
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$20,474,905
Employer contributions (assets) at end of year2020-12-31$2,538,788
Employer contributions (assets) at beginning of year2020-12-31$4,756,440
Income. Dividends from common stock2020-12-31$2,253,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,257,124
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$54,194,493
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$48,426,111
Contract administrator fees2020-12-31$440,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$140,410,136
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$134,363,406
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$52,835
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$21,855
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
Aggregate proceeds on sale of assets2020-12-31$223,366,167
Aggregate carrying amount (costs) on sale of assets2020-12-31$229,874,303
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-12-31470900880
2019 : UNITED TEAMSTER PENSION FUND A 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$27,264,001
Total unrealized appreciation/depreciation of assets2019-12-31$27,264,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$314,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$571,984
Total income from all sources (including contributions)2019-12-31$62,648,545
Total loss/gain on sale of assets2019-12-31$6,214,946
Total of all expenses incurred2019-12-31$22,140,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,868,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,229,980
Value of total assets at end of year2019-12-31$251,284,256
Value of total assets at beginning of year2019-12-31$211,034,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,272,965
Total interest from all sources2019-12-31$2,569,814
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,288,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Real estate other than employer real property at end of year2019-12-31$2,502,730
Assets. Real estate other than employer real property at beginning of year2019-12-31$1,751,637
Administrative expenses professional fees incurred2019-12-31$342,834
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-311896490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$33,883,391
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$29,813,988
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$670,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$641,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$286,832
Other income not declared elsewhere2019-12-31$81,094
Administrative expenses (other) incurred2019-12-31$439,089
Liabilities. Value of operating payables at end of year2019-12-31$314,547
Liabilities. Value of operating payables at beginning of year2019-12-31$285,152
Total non interest bearing cash at end of year2019-12-31$3,607,516
Total non interest bearing cash at beginning of year2019-12-31$3,662,716
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$40,507,553
Value of net assets at end of year (total assets less liabilities)2019-12-31$250,969,709
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$210,462,156
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
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$1,051,042
Interest earned on other investments2019-12-31$986,857
Income. Interest from US Government securities2019-12-31$448,738
Income. Interest from corporate debt instruments2019-12-31$1,027,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,786,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,116,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,116,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$106,468
Asset value of US Government securities at end of year2019-12-31$17,265,364
Asset value of US Government securities at beginning of year2019-12-31$11,619,504
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$24,229,980
Employer contributions (assets) at end of year2019-12-31$4,756,440
Employer contributions (assets) at beginning of year2019-12-31$2,524,239
Income. Dividends from preferred stock2019-12-31$10,533
Income. Dividends from common stock2019-12-31$2,278,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,868,027
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$48,426,111
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$44,287,476
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$440,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$134,363,406
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$111,573,723
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$21,855
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$43,108
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
Aggregate proceeds on sale of assets2019-12-31$148,666,810
Aggregate carrying amount (costs) on sale of assets2019-12-31$142,451,864
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-12-31470900880
2018 : UNITED TEAMSTER PENSION FUND A 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-9,822,552
Total unrealized appreciation/depreciation of assets2018-12-31$-9,822,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$571,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$430,127
Total income from all sources (including contributions)2018-12-31$13,961,810
Total loss/gain on sale of assets2018-12-31$-2,946,790
Total of all expenses incurred2018-12-31$21,573,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,550,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,046,480
Value of total assets at end of year2018-12-31$211,034,140
Value of total assets at beginning of year2018-12-31$218,504,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,022,858
Total interest from all sources2018-12-31$2,274,410
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,323,053
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$242,747
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$111,573,723
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$128,271,772
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-314015662
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$29,813,988
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$25,499,051
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$641,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$891,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$286,832
Other income not declared elsewhere2018-12-31$87,209
Administrative expenses (other) incurred2018-12-31$411,993
Liabilities. Value of operating payables at end of year2018-12-31$285,152
Liabilities. Value of operating payables at beginning of year2018-12-31$430,127
Total non interest bearing cash at end of year2018-12-31$3,662,716
Total non interest bearing cash at beginning of year2018-12-31$4,774,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,611,850
Value of net assets at end of year (total assets less liabilities)2018-12-31$210,462,156
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$218,074,006
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
Assets. partnership/joint venture interests at end of year2018-12-31$1,751,637
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,714,488
Investment advisory and management fees2018-12-31$928,118
Interest earned on other investments2018-12-31$881,018
Income. Interest from US Government securities2018-12-31$329,841
Income. Interest from corporate debt instruments2018-12-31$1,000,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,116,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,242,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,242,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$63,115
Asset value of US Government securities at end of year2018-12-31$11,619,504
Asset value of US Government securities at beginning of year2018-12-31$11,644,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$22,046,480
Employer contributions (assets) at end of year2018-12-31$2,524,239
Employer contributions (assets) at beginning of year2018-12-31$4,195,892
Income. Dividends from common stock2018-12-31$2,323,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,550,802
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$44,287,476
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$38,246,490
Contract administrator fees2018-12-31$440,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$43,108
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$22,519
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
Aggregate proceeds on sale of assets2018-12-31$148,728,838
Aggregate carrying amount (costs) on sale of assets2018-12-31$151,675,628
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : UNITED TEAMSTER PENSION FUND A 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$-4,868
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$22,559,711
Total unrealized appreciation/depreciation of assets2017-12-31$22,554,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$430,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$446,242
Total income from all sources (including contributions)2017-12-31$52,007,027
Total loss/gain on sale of assets2017-12-31$2,047,832
Total of all expenses incurred2017-12-31$21,216,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,325,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,327,695
Value of total assets at end of year2017-12-31$218,504,133
Value of total assets at beginning of year2017-12-31$187,729,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,890,908
Total interest from all sources2017-12-31$1,922,995
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,074,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$1,714,488
Assets. Real estate other than employer real property at beginning of year2017-12-31$1,669,913
Administrative expenses professional fees incurred2017-12-31$217,448
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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
Assets. Other investments not covered elsewhere at end of year2017-12-31$25,499,051
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$24,231,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$891,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$936,340
Other income not declared elsewhere2017-12-31$79,442
Administrative expenses (other) incurred2017-12-31$398,773
Liabilities. Value of operating payables at end of year2017-12-31$430,127
Liabilities. Value of operating payables at beginning of year2017-12-31$446,242
Total non interest bearing cash at end of year2017-12-31$4,774,466
Total non interest bearing cash at beginning of year2017-12-31$3,125,441
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$30,790,289
Value of net assets at end of year (total assets less liabilities)2017-12-31$218,074,006
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$187,283,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$834,687
Interest earned on other investments2017-12-31$739,146
Income. Interest from US Government securities2017-12-31$290,414
Income. Interest from corporate debt instruments2017-12-31$875,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,242,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,297,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,297,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$18,028
Asset value of US Government securities at end of year2017-12-31$11,644,925
Asset value of US Government securities at beginning of year2017-12-31$14,805,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$23,327,695
Employer contributions (assets) at end of year2017-12-31$4,195,892
Employer contributions (assets) at beginning of year2017-12-31$3,119,658
Income. Dividends from common stock2017-12-31$2,074,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,325,830
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$38,246,490
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$31,852,661
Contract administrator fees2017-12-31$440,000
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$128,271,772
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$103,078,829
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$22,519
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,611,632
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
Aggregate proceeds on sale of assets2017-12-31$137,574,779
Aggregate carrying amount (costs) on sale of assets2017-12-31$135,526,947
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 name2017-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2017-12-31470900880
2016 : UNITED TEAMSTER PENSION FUND A 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,023,517
Total unrealized appreciation/depreciation of assets2016-12-31$3,023,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$446,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$574,189
Total income from all sources (including contributions)2016-12-31$28,297,852
Total loss/gain on sale of assets2016-12-31$-1,910,013
Total of all expenses incurred2016-12-31$20,853,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,997,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,140,227
Value of total assets at end of year2016-12-31$187,729,959
Value of total assets at beginning of year2016-12-31$180,413,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,855,510
Total interest from all sources2016-12-31$1,804,716
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,163,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$1,669,913
Assets. Real estate other than employer real property at beginning of year2016-12-31$1,899,276
Administrative expenses professional fees incurred2016-12-31$282,168
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-315948072
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$24,231,682
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$20,472,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$936,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$589,676
Other income not declared elsewhere2016-12-31$75,637
Administrative expenses (other) incurred2016-12-31$382,712
Liabilities. Value of operating payables at end of year2016-12-31$446,242
Liabilities. Value of operating payables at beginning of year2016-12-31$574,189
Total non interest bearing cash at end of year2016-12-31$3,125,441
Total non interest bearing cash at beginning of year2016-12-31$1,056,496
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$7,444,749
Value of net assets at end of year (total assets less liabilities)2016-12-31$187,283,717
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$179,838,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$861,630
Interest earned on other investments2016-12-31$705,884
Income. Interest from US Government securities2016-12-31$308,068
Income. Interest from corporate debt instruments2016-12-31$791,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,297,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,932,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,932,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-446
Asset value of US Government securities at end of year2016-12-31$14,805,902
Asset value of US Government securities at beginning of year2016-12-31$11,194,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$23,140,227
Employer contributions (assets) at end of year2016-12-31$3,119,658
Employer contributions (assets) at beginning of year2016-12-31$2,667,756
Income. Dividends from common stock2016-12-31$2,163,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,997,593
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$31,852,661
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$27,986,685
Contract administrator fees2016-12-31$329,000
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$103,078,829
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$110,045,908
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$1,611,632
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$1,568,486
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
Aggregate proceeds on sale of assets2016-12-31$191,792,567
Aggregate carrying amount (costs) on sale of assets2016-12-31$193,702,580
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 name2016-12-31STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2016-12-31132665700
2015 : UNITED TEAMSTER PENSION FUND A 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,146,694
Total unrealized appreciation/depreciation of assets2015-12-31$3,146,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$574,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$638,508
Total income from all sources (including contributions)2015-12-31$22,145,255
Total loss/gain on sale of assets2015-12-31$-3,572,398
Total of all expenses incurred2015-12-31$20,258,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,381,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,685,563
Value of total assets at end of year2015-12-31$180,413,157
Value of total assets at beginning of year2015-12-31$178,590,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,876,351
Total interest from all sources2015-12-31$1,710,538
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,101,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$1,899,276
Assets. Real estate other than employer real property at beginning of year2015-12-31$1,764,517
Administrative expenses professional fees incurred2015-12-31$391,762
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-31749207
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$20,472,033
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$21,068,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$589,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$562,955
Other income not declared elsewhere2015-12-31$72,895
Administrative expenses (other) incurred2015-12-31$293,415
Liabilities. Value of operating payables at end of year2015-12-31$574,189
Liabilities. Value of operating payables at beginning of year2015-12-31$638,508
Total non interest bearing cash at end of year2015-12-31$1,056,496
Total non interest bearing cash at beginning of year2015-12-31$1,204,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,887,248
Value of net assets at end of year (total assets less liabilities)2015-12-31$179,838,968
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$177,951,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$899,174
Interest earned on other investments2015-12-31$717,091
Income. Interest from US Government securities2015-12-31$255,309
Income. Interest from corporate debt instruments2015-12-31$737,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,932,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,780,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,780,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$359
Asset value of US Government securities at end of year2015-12-31$11,194,214
Asset value of US Government securities at beginning of year2015-12-31$8,454,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$18,685,563
Employer contributions (assets) at end of year2015-12-31$2,667,756
Employer contributions (assets) at beginning of year2015-12-31$2,353,907
Income. Dividends from common stock2015-12-31$2,101,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,381,656
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$27,986,685
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$22,557,830
Contract administrator fees2015-12-31$292,000
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$110,045,908
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$115,470,552
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$1,568,486
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$1,372,644
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
Aggregate proceeds on sale of assets2015-12-31$184,637,304
Aggregate carrying amount (costs) on sale of assets2015-12-31$188,209,702
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 name2015-12-31STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2015-12-31132665700
2014 : UNITED TEAMSTER PENSION FUND A 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,592,696
Total unrealized appreciation/depreciation of assets2014-12-31$7,592,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$638,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$290,019
Total income from all sources (including contributions)2014-12-31$29,871,869
Total loss/gain on sale of assets2014-12-31$20,384
Total of all expenses incurred2014-12-31$19,747,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,012,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,717,468
Value of total assets at end of year2014-12-31$178,590,228
Value of total assets at beginning of year2014-12-31$168,116,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,734,401
Total interest from all sources2014-12-31$1,710,670
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,830,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$1,764,517
Assets. Real estate other than employer real property at beginning of year2014-12-31$1,716,900
Administrative expenses professional fees incurred2014-12-31$302,689
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-31610697
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$21,068,578
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$16,817,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$562,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$467,393
Administrative expenses (other) incurred2014-12-31$272,305
Liabilities. Value of operating payables at end of year2014-12-31$638,508
Liabilities. Value of operating payables at beginning of year2014-12-31$290,019
Total non interest bearing cash at end of year2014-12-31$1,204,228
Total non interest bearing cash at beginning of year2014-12-31$1,140,786
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$10,124,775
Value of net assets at end of year (total assets less liabilities)2014-12-31$177,951,720
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$167,826,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$867,407
Interest earned on other investments2014-12-31$778,066
Income. Interest from US Government securities2014-12-31$227,696
Income. Interest from corporate debt instruments2014-12-31$704,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,780,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,320,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,320,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$420
Asset value of US Government securities at end of year2014-12-31$8,454,572
Asset value of US Government securities at beginning of year2014-12-31$9,340,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$18,717,468
Employer contributions (assets) at end of year2014-12-31$2,353,907
Employer contributions (assets) at beginning of year2014-12-31$1,831,979
Income. Dividends from common stock2014-12-31$1,830,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,012,693
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$22,557,830
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$16,354,409
Contract administrator fees2014-12-31$292,000
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$115,470,552
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$115,622,791
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$1,372,644
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$1,504,751
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
Aggregate proceeds on sale of assets2014-12-31$159,543,706
Aggregate carrying amount (costs) on sale of assets2014-12-31$159,523,322
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 name2014-12-31STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2014-12-31132665700
2013 : UNITED TEAMSTER PENSION FUND A 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$19,008,969
Total unrealized appreciation/depreciation of assets2013-12-31$19,008,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$290,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$251,695
Total income from all sources (including contributions)2013-12-31$45,112,873
Total loss/gain on sale of assets2013-12-31$5,709,809
Total of all expenses incurred2013-12-31$19,547,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,858,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,473,397
Value of total assets at end of year2013-12-31$168,116,964
Value of total assets at beginning of year2013-12-31$142,513,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,688,874
Total income from rents2013-12-31$488,534
Total interest from all sources2013-12-31$1,487,953
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,826,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$1,716,900
Assets. Real estate other than employer real property at beginning of year2013-12-31$1,178,866
Administrative expenses professional fees incurred2013-12-31$329,313
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-3174032
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$16,817,014
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$13,871,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$467,393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$629,186
Administrative expenses (other) incurred2013-12-31$263,539
Liabilities. Value of operating payables at end of year2013-12-31$290,019
Liabilities. Value of operating payables at beginning of year2013-12-31$251,695
Total non interest bearing cash at end of year2013-12-31$1,140,786
Total non interest bearing cash at beginning of year2013-12-31$921,498
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$25,565,004
Value of net assets at end of year (total assets less liabilities)2013-12-31$167,826,945
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$142,261,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$804,022
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,935,619
Interest earned on other investments2013-12-31$674,409
Income. Interest from US Government securities2013-12-31$291,592
Income. Interest from corporate debt instruments2013-12-31$521,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,320,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,145,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,145,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$419
Asset value of US Government securities at end of year2013-12-31$9,340,056
Asset value of US Government securities at beginning of year2013-12-31$15,135,209
Net investment gain/loss from pooled separate accounts2013-12-31$117,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$16,473,397
Employer contributions (assets) at end of year2013-12-31$1,831,979
Employer contributions (assets) at beginning of year2013-12-31$1,878,034
Income. Dividends from common stock2013-12-31$1,826,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,858,995
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$16,354,409
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$13,380,692
Contract administrator fees2013-12-31$292,000
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$115,622,791
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$87,951,619
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$1,504,751
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$1,485,556
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$151,833,347
Aggregate carrying amount (costs) on sale of assets2013-12-31$146,123,538
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 name2013-12-31STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2013-12-31132665700

Form 5500 Responses for UNITED TEAMSTER PENSION FUND A

2022: UNITED TEAMSTER PENSION FUND A 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED TEAMSTER PENSION FUND A 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED TEAMSTER PENSION FUND A 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED TEAMSTER PENSION FUND A 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED TEAMSTER PENSION FUND A 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED TEAMSTER PENSION FUND A 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: UNITED TEAMSTER PENSION FUND A 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: UNITED TEAMSTER PENSION FUND A 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED TEAMSTER PENSION FUND A 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED TEAMSTER PENSION FUND A 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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