| Plan Name | UFCW LOCAL 1262 QUALIFIED DEFINED CONTRIBUTION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UFCW LOCAL 1262 |
| Employer identification number (EIN): | 221339607 |
| NAIC Classification: | 813930 |
| NAIC Description: | Labor Unions and Similar Labor Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-09-01 | JOHN COLELLA | 2024-04-18 | JOHN COLELLA | 2024-04-18 |
| 001 | 2021-09-01 | JOHN COLELLA | 2023-05-23 | JOHN COLELLA | 2023-05-23 |
| 001 | 2020-09-01 | JOHN COLELLA | 2022-03-18 | JOHN COLELLA | 2022-03-18 |
| 001 | 2019-09-01 | JOHN COLELLA | 2021-03-17 | JOHN COLELLA | 2021-03-17 |
| 001 | 2013-09-01 | JOHN COLELLA | 2015-04-02 | JOHN COLELLA | 2015-04-02 |
| 001 | 2012-09-01 | MATTHEW MOLINARO | 2014-03-25 | MATTHEW MOLINARO | 2014-03-25 |
| 001 | 2011-09-01 | MATTHEW MOLINARO | 2013-05-28 | MATTHEW MOLINARO | 2013-05-28 |
| 001 | 2010-09-01 | MATTHEW MOLINARO | 2012-07-10 | MATTHEW MOLINARO | 2012-07-10 |
| 001 | 2009-09-01 | MATTHEW MOLINARO | |||
| 001 | 2009-09-01 | MATTHEW MOLINARO | |||
| 001 | 2009-09-01 | MATTHEW MOLINARO |
| Measure | Date | Value |
|---|---|---|
| 2025: UFCW LOCAL 1262 QUALIFIED DEFINED CONTRIBUTION PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-04-24 | 48 |
| Total number of particpants at end of year | 2025-04-24 | 47 |
| Number of Participants With Account Balances | 2025-04-24 | 45 |
| 2009: UFCW LOCAL 1262 QUALIFIED DEFINED CONTRIBUTION PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-09-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 37 |
| Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 7 |
| Total of all active and inactive participants | 2009-09-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 0 |
| Total participants | 2009-09-01 | 44 |
| Number of participants with account balances | 2009-09-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UFCW LOCAL 1262 QUALIFIED DEFINED CONTRIBUTION PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-04-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-24 | 387630 |
| Net assets as of the end of the plan year | 2025-04-24 | 5423142 |
| Total assets as of the beginning of the plan year | 2025-04-24 | 5005552 |
| Value of plan covered by a fidelity bond | 2025-04-24 | 500000 |
| Other expenses paid from plan in this plan year | 2025-04-24 | 9205 |
| Other income to plan in this plan year | 2025-04-24 | 631961 |
| Plan net income in this plan year | 2025-04-24 | 417590 |
| Net assets as of the end of the plan year | 2025-04-24 | 5423142 |
| Net assets as of the beginning of the plan year | 2025-04-24 | 5005552 |
| Employer contributions to plan in this plan year | 2025-04-24 | 173259 |
| 2009: UFCW LOCAL 1262 QUALIFIED DEFINED CONTRIBUTION PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Submission has been amended | No |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-09-01 | Plan is a collectively bargained plan | No |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan funding arrangement – Trust | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement - Trust | Yes |