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UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 401k Plan overview

Plan NameUFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND
Plan identification number 501

UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Prepaid legal

401k Sponsoring company profile

UFCW L. 1459 & CONTR. EMPLOYERS LEGAL BENEFIT FUND has sponsored the creation of one or more 401k plans.

Company Name:UFCW L. 1459 & CONTR. EMPLOYERS LEGAL BENEFIT FUND
Employer identification number (EIN):222507618
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JEFFREY JONES2023-10-04
5012021-01-01JEFFREY JONES2022-10-12 GENEROSO DEL ROSARIO2022-10-12
5012020-01-01JEFFREY JONES2021-10-07 GENEROSO DEL ROSARIO2021-09-30
5012019-01-01TYRONE HOUSEY2020-09-03 GENEROSO DEL ROSARIO2020-09-03
5012018-01-01TYRONE HOUSEY2019-10-11 GENEROSO DEL ROSARIO2019-10-11
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01DANIEL CLIFFORD
5012011-01-01DANIEL CLIFFORD
5012009-01-01RICHARD BUGGY

Plan Statistics for UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND

401k plan membership statisitcs for UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND

Measure Date Value
2022: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,814
Total number of active participants reported on line 7a of the Form 55002022-01-011,868
Total of all active and inactive participants2022-01-011,868
Number of employers contributing to the scheme2022-01-014
2021: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,855
Total number of active participants reported on line 7a of the Form 55002021-01-011,814
Total of all active and inactive participants2021-01-011,814
Number of employers contributing to the scheme2021-01-016
2020: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,883
Total number of active participants reported on line 7a of the Form 55002020-01-011,855
Total of all active and inactive participants2020-01-011,855
Number of employers contributing to the scheme2020-01-016
2019: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,893
Total number of active participants reported on line 7a of the Form 55002019-01-011,883
Total of all active and inactive participants2019-01-011,883
Number of employers contributing to the scheme2019-01-016
2018: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,975
Total number of active participants reported on line 7a of the Form 55002018-01-011,893
Total of all active and inactive participants2018-01-011,893
Number of employers contributing to the scheme2018-01-016
2017: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,940
Total number of active participants reported on line 7a of the Form 55002017-01-011,975
Total of all active and inactive participants2017-01-011,975
Number of employers contributing to the scheme2017-01-016
2016: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,876
Total number of active participants reported on line 7a of the Form 55002016-01-011,940
Total of all active and inactive participants2016-01-011,940
Number of employers contributing to the scheme2016-01-017
2015: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,985
Number of retired or separated participants receiving benefits2015-01-011,876
Total of all active and inactive participants2015-01-011,876
Number of employers contributing to the scheme2015-01-017
2014: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,040
Total number of active participants reported on line 7a of the Form 55002014-01-011,985
Total of all active and inactive participants2014-01-011,985
Number of employers contributing to the scheme2014-01-015
2013: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,167
Total number of active participants reported on line 7a of the Form 55002013-01-012,040
Total of all active and inactive participants2013-01-012,040
Number of employers contributing to the scheme2013-01-016
2012: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,136
Total number of active participants reported on line 7a of the Form 55002012-01-012,167
Total of all active and inactive participants2012-01-012,167
Number of employers contributing to the scheme2012-01-016
2011: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,923
Total number of active participants reported on line 7a of the Form 55002011-01-012,136
Total of all active and inactive participants2011-01-012,136
Number of employers contributing to the scheme2011-01-016
2009: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,854
Total number of active participants reported on line 7a of the Form 55002009-01-011,815
Total of all active and inactive participants2009-01-011,815
Number of employers contributing to the scheme2009-01-016

Financial Data on UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND

Measure Date Value
2022 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$26,939
Total income from all sources (including contributions)2022-12-31$102,923
Total of all expenses incurred2022-12-31$101,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$79,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$102,852
Value of total assets at end of year2022-12-31$49,381
Value of total assets at beginning of year2022-12-31$67,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,753
Total interest from all sources2022-12-31$71
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$11,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$3,192
Liabilities. Value of operating payables at end of year2022-12-31$747
Liabilities. Value of operating payables at beginning of year2022-12-31$2,917
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$996
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,708
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,712
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$49,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$67,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$67,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$71
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$102,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$79,174
Contract administrator fees2022-12-31$8,561
Liabilities. Value of benefit claims payable at end of year2022-12-31$6,926
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$24,022
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$26,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,331
Total income from all sources (including contributions)2021-12-31$102,266
Total of all expenses incurred2021-12-31$100,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$78,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$102,219
Value of total assets at end of year2021-12-31$67,651
Value of total assets at beginning of year2021-12-31$47,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,838
Total interest from all sources2021-12-31$47
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$8,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$3,626
Liabilities. Value of operating payables at end of year2021-12-31$2,917
Liabilities. Value of operating payables at beginning of year2021-12-31$1,457
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$1,825
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,712
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,887
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$67,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$47,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$47,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$47
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$102,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$78,603
Contract administrator fees2021-12-31$9,712
Liabilities. Value of benefit claims payable at end of year2021-12-31$24,022
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$6,874
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,401
Total income from all sources (including contributions)2020-12-31$108,805
Total of all expenses incurred2020-12-31$109,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$87,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$108,725
Value of total assets at end of year2020-12-31$47,218
Value of total assets at beginning of year2020-12-31$55,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,067
Total interest from all sources2020-12-31$80
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$8,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$5,363
Liabilities. Value of operating payables at end of year2020-12-31$1,457
Liabilities. Value of operating payables at beginning of year2020-12-31$1,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-949
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,887
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,836
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$47,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$55,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$55,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$80
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$108,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$87,687
Contract administrator fees2020-12-31$8,204
Liabilities. Value of benefit claims payable at end of year2020-12-31$6,874
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$13,843
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2020-12-31611436956
2019 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,692
Total income from all sources (including contributions)2019-12-31$106,974
Total of all expenses incurred2019-12-31$96,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$73,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$106,891
Value of total assets at end of year2019-12-31$55,237
Value of total assets at beginning of year2019-12-31$43,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,380
Total interest from all sources2019-12-31$83
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$11,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$128
Administrative expenses (other) incurred2019-12-31$3,909
Liabilities. Value of operating payables at end of year2019-12-31$1,558
Liabilities. Value of operating payables at beginning of year2019-12-31$1,352
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$10,593
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,836
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,243
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$55,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$43,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$43,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$83
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$106,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$73,001
Contract administrator fees2019-12-31$8,471
Liabilities. Value of benefit claims payable at end of year2019-12-31$13,843
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$13,340
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611436956
2018 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,620
Total income from all sources (including contributions)2018-12-31$109,106
Total of all expenses incurred2018-12-31$97,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$79,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$109,061
Value of total assets at end of year2018-12-31$43,935
Value of total assets at beginning of year2018-12-31$33,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,385
Total interest from all sources2018-12-31$45
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$4,675
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$128
Administrative expenses (other) incurred2018-12-31$3,613
Liabilities. Value of operating payables at end of year2018-12-31$1,352
Liabilities. Value of operating payables at beginning of year2018-12-31$8,500
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$11,349
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,243
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,894
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$43,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$33,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$33,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$45
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$109,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$79,372
Contract administrator fees2018-12-31$10,097
Liabilities. Value of benefit claims payable at end of year2018-12-31$13,340
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,120
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-12-31611436956
2017 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,452
Total income from all sources (including contributions)2017-12-31$109,890
Total of all expenses incurred2017-12-31$106,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$83,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$109,858
Value of total assets at end of year2017-12-31$33,514
Value of total assets at beginning of year2017-12-31$28,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,989
Total interest from all sources2017-12-31$32
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$11,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$83,654
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$123
Administrative expenses (other) incurred2017-12-31$3,447
Liabilities. Value of operating payables at end of year2017-12-31$8,500
Liabilities. Value of operating payables at beginning of year2017-12-31$6,452
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$3,247
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,014
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$33,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$28,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$28,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$32
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$109,858
Contract administrator fees2017-12-31$8,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CROWE HORWATH LLP
Accountancy firm EIN2017-12-31350921680
2016 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,602
Total income from all sources (including contributions)2016-12-31$100,816
Total of all expenses incurred2016-12-31$102,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$81,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$100,791
Value of total assets at end of year2016-12-31$28,219
Value of total assets at beginning of year2016-12-31$29,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,450
Total interest from all sources2016-12-31$25
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,350
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$81,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,589
Administrative expenses (other) incurred2016-12-31$4,850
Liabilities. Value of operating payables at end of year2016-12-31$6,452
Liabilities. Value of operating payables at beginning of year2016-12-31$5,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,894
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,767
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$28,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$27,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$27,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$25
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$100,791
Contract administrator fees2016-12-31$9,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CROWE HORWATH, LLP
Accountancy firm EIN2016-12-31350921680
2015 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,167
Total income from all sources (including contributions)2015-12-31$93,107
Total of all expenses incurred2015-12-31$95,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$75,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$93,052
Value of total assets at end of year2015-12-31$29,263
Value of total assets at beginning of year2015-12-31$39,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,420
Total interest from all sources2015-12-31$55
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,350
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$75,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$123
Administrative expenses (other) incurred2015-12-31$3,747
Liabilities. Value of operating payables at end of year2015-12-31$5,602
Liabilities. Value of operating payables at beginning of year2015-12-31$13,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,661
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,661
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$27,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$39,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$39,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$55
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$93,052
Contract administrator fees2015-12-31$9,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CROWE HORWATH, LLP
Accountancy firm EIN2015-12-31350921680
2014 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,327
Total income from all sources (including contributions)2014-12-31$97,295
Total of all expenses incurred2014-12-31$104,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$84,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$97,225
Value of total assets at end of year2014-12-31$39,489
Value of total assets at beginning of year2014-12-31$46,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,314
Total interest from all sources2014-12-31$70
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$7,350
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$84,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$123
Administrative expenses (other) incurred2014-12-31$3,135
Liabilities. Value of operating payables at end of year2014-12-31$13,167
Liabilities. Value of operating payables at beginning of year2014-12-31$13,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-7,232
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,322
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$39,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$46,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$46,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$70
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$97,225
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$759
Contract administrator fees2014-12-31$9,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2014-12-31061533253
2013 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,422
Total income from all sources (including contributions)2013-12-31$99,438
Total of all expenses incurred2013-12-31$108,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$87,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$99,322
Value of total assets at end of year2013-12-31$46,881
Value of total assets at beginning of year2013-12-31$56,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,359
Total interest from all sources2013-12-31$116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$7,200
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$87,259
Administrative expenses (other) incurred2013-12-31$4,143
Liabilities. Value of operating payables at end of year2013-12-31$13,327
Liabilities. Value of operating payables at beginning of year2013-12-31$13,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-9,180
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,554
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$46,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$56,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$56,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$99,322
Employer contributions (assets) at end of year2013-12-31$759
Employer contributions (assets) at beginning of year2013-12-31$24
Contract administrator fees2013-12-31$10,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2013-12-31061533253
2012 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,531
Total income from all sources (including contributions)2012-12-31$101,133
Total of all expenses incurred2012-12-31$106,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$87,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$100,864
Value of total assets at end of year2012-12-31$56,156
Value of total assets at beginning of year2012-12-31$60,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,450
Total interest from all sources2012-12-31$169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$7,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$87,741
Other income not declared elsewhere2012-12-31$100
Administrative expenses (other) incurred2012-12-31$3,468
Liabilities. Value of operating payables at end of year2012-12-31$13,422
Liabilities. Value of operating payables at beginning of year2012-12-31$12,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-5,058
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,734
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$56,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$60,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$60,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$100,864
Employer contributions (assets) at end of year2012-12-31$24
Employer contributions (assets) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$7,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2012-12-31061533253
2011 : UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,289
Total income from all sources (including contributions)2011-12-31$98,972
Total of all expenses incurred2011-12-31$104,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$85,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$98,666
Value of total assets at end of year2011-12-31$60,323
Value of total assets at beginning of year2011-12-31$74,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,533
Total interest from all sources2011-12-31$306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$7,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$85,830
Administrative expenses (other) incurred2011-12-31$3,036
Liabilities. Value of operating payables at end of year2011-12-31$12,531
Liabilities. Value of operating payables at beginning of year2011-12-31$21,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,391
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,792
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$60,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$63,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$63,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$98,666
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$10,575
Contract administrator fees2011-12-31$8,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2011-12-31061533253

Form 5500 Responses for UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND

2022: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 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: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 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: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 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: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 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: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 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: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UFCW LOCAL 1459 & CONTRIBUTING EMPLOYERS LEGAL BENEFIT FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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