INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 687 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRUCK DRIVERS & HELPERS LOCAL 687 INSURANCE TRUST
401k plan membership statisitcs for TRUCK DRIVERS & HELPERS LOCAL 687 INSURANCE TRUST
| Measure | Date | Value |
|---|
| 2011 : TRUCK DRIVERS & HELPERS LOCAL 687 INSURANCE TRUST 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,822 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,822 |
| Total income from all sources (including contributions) | 2011-12-31 | $32,152 |
| Total of all expenses incurred | 2011-12-31 | $37,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $33,511 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $32,295 |
| Value of total assets at end of year | 2011-12-31 | $161,618 |
| Value of total assets at beginning of year | 2011-12-31 | $166,600 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,623 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,679 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $75,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $32,295 |
| Administrative expenses (other) incurred | 2011-12-31 | $3,623 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-4,982 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $161,618 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $166,600 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $138,029 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $142,247 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $142,247 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $33,511 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Income. Dividends from common stock | 2011-12-31 | $1,679 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $23,589 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $24,353 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | DOUGLAS WOOD CPA |
| Accountancy firm EIN | 2011-12-31 | 161313973 |
| 2010 : TRUCK DRIVERS & HELPERS LOCAL 687 INSURANCE TRUST 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $841 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $841 |
| Total income from all sources (including contributions) | 2010-12-31 | $32,620 |
| Total of all expenses incurred | 2010-12-31 | $42,674 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $36,793 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $29,643 |
| Value of total assets at end of year | 2010-12-31 | $166,600 |
| Value of total assets at beginning of year | 2010-12-31 | $176,654 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,881 |
| Total interest from all sources | 2010-12-31 | $8 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,128 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $1,250 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $75,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $29,643 |
| Administrative expenses (other) incurred | 2010-12-31 | $4,631 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-10,054 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $166,600 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $176,654 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $142,247 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $154,613 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $154,613 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $8 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $36,793 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Income. Dividends from common stock | 2010-12-31 | $2,128 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $24,353 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $22,041 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | DOUGLAS WOOD CPA PC |
| Accountancy firm EIN | 2010-12-31 | 161313973 |
