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UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameUFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN
Plan identification number 001

UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN
Employer identification number (EIN):232997353
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 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WENDALL W. YOUNG IV
0012016-01-01WENDALL W. YOUNG IV
0012015-01-01WENDELL YOUNG IV
0012014-01-01WENDELL YOUNG IV
0012013-01-01WENDELL YOUNG IV
0012012-01-01WENDELL YOUNG IV WENDELL YOUNG IV2013-09-17
0012011-01-01WENDELL W YOUNG IV DANIEL DOSENBACH2012-10-05
0012009-01-01WENDELL W. YOUNG IV DANIEL DOSEMBSCH2010-10-04
0012009-01-01WENDELL W. YOUNG IV DANIEL DOSEMBSCH2010-10-04

Plan Statistics for UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,921
Total number of active participants reported on line 7a of the Form 55002022-01-017,236
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-011,113
Total of all active and inactive participants2022-01-018,356
Total participants2022-01-018,356
Number of participants with account balances2022-01-018,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
Number of employers contributing to the scheme2022-01-0125
2021: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,015
Total number of active participants reported on line 7a of the Form 55002021-01-015,817
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-011,097
Total of all active and inactive participants2021-01-016,921
Total participants2021-01-016,921
Number of participants with account balances2021-01-016,921
Number of employers contributing to the scheme2021-01-0129
2020: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,003
Total number of active participants reported on line 7a of the Form 55002020-01-014,902
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-011,108
Total of all active and inactive participants2020-01-016,015
Total participants2020-01-016,015
Number of participants with account balances2020-01-016,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
Number of employers contributing to the scheme2020-01-0128
2019: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,986
Total number of active participants reported on line 7a of the Form 55002019-01-011,905
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-011,092
Total of all active and inactive participants2019-01-013,003
Total participants2019-01-013,003
Number of participants with account balances2019-01-013,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
Number of employers contributing to the scheme2019-01-0126
2018: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,794
Total number of active participants reported on line 7a of the Form 55002018-01-012,069
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01910
Total of all active and inactive participants2018-01-012,986
Total participants2018-01-012,986
Number of participants with account balances2018-01-012,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
Number of employers contributing to the scheme2018-01-0123
2017: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,524
Total number of active participants reported on line 7a of the Form 55002017-01-011,997
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01793
Total of all active and inactive participants2017-01-012,794
Total participants2017-01-012,794
Number of participants with account balances2017-01-012,794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
Number of employers contributing to the scheme2017-01-0123
2016: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,337
Total number of active participants reported on line 7a of the Form 55002016-01-011,752
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01770
Total of all active and inactive participants2016-01-012,524
Total participants2016-01-012,524
Number of participants with account balances2016-01-012,524
Number of employers contributing to the scheme2016-01-0123
2015: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,248
Total number of active participants reported on line 7a of the Form 55002015-01-011,705
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01630
Total of all active and inactive participants2015-01-012,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,337
Number of participants with account balances2015-01-012,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
Number of employers contributing to the scheme2015-01-0123
2014: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,837
Total number of active participants reported on line 7a of the Form 55002014-01-011,667
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01579
Total of all active and inactive participants2014-01-012,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,248
Number of participants with account balances2014-01-012,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0129
2013: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,456
Total number of active participants reported on line 7a of the Form 55002013-01-018,300
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01535
Total of all active and inactive participants2013-01-018,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018,837
Number of participants with account balances2013-01-012,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
Number of employers contributing to the scheme2013-01-0129
2012: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,556
Total number of active participants reported on line 7a of the Form 55002012-01-018,178
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01276
Total of all active and inactive participants2012-01-018,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018,456
Number of participants with account balances2012-01-012,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0124
2011: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,695
Total number of active participants reported on line 7a of the Form 55002011-01-017,445
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01109
Total of all active and inactive participants2011-01-017,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017,556
Number of participants with account balances2011-01-011,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0120
2009: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,844
Total number of active participants reported on line 7a of the Form 55002009-01-017,056
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-017,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-017,110
Number of participants with account balances2009-01-011,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0119

Financial Data on UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN

Measure Date Value
2022 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,791
Total income from all sources (including contributions)2022-12-31$-5,177,212
Total of all expenses incurred2022-12-31$5,383,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,066,812
Expenses. Certain deemed distributions of participant loans2022-12-31$3,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,890,153
Value of total assets at end of year2022-12-31$72,143,484
Value of total assets at beginning of year2022-12-31$82,715,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$313,831
Total interest from all sources2022-12-31$220,452
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,596,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,596,910
Administrative expenses professional fees incurred2022-12-31$55,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Contributions received from participants2022-12-31$2,345,236
Participant contributions at end of year2022-12-31$1,228,270
Participant contributions at beginning of year2022-12-31$1,267,445
Participant contributions at end of year2022-12-31$59,919
Participant contributions at beginning of year2022-12-31$57,497
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,048
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,379
Administrative expenses (other) incurred2022-12-31$14,598
Liabilities. Value of operating payables at end of year2022-12-31$10,653
Liabilities. Value of operating payables at beginning of year2022-12-31$21,791
Total non interest bearing cash at end of year2022-12-31$133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,561,180
Value of net assets at end of year (total assets less liabilities)2022-12-31$72,132,831
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$82,694,011
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$221,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$60,264,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$71,506,303
Value of interest in pooled separate accounts at end of year2022-12-31$48,617
Value of interest in pooled separate accounts at beginning of year2022-12-31$26,160
Interest on participant loans2022-12-31$59,981
Interest earned on other investments2022-12-31$158,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$234,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$307,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$307,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,762,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,978,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,879,854
Net investment gain/loss from pooled separate accounts2022-12-31$-4,873
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$4,491,869
Employer contributions (assets) at end of year2022-12-31$537,813
Employer contributions (assets) at beginning of year2022-12-31$564,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,066,812
Contract administrator fees2022-12-31$22,237
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
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 name2022-12-31ALAN ROSS AND COMPANY PC
Accountancy firm EIN2022-12-31205367494
2021 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,833
Total income from all sources (including contributions)2021-12-31$19,442,564
Total of all expenses incurred2021-12-31$4,794,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,435,411
Expenses. Certain deemed distributions of participant loans2021-12-31$72,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,888,206
Value of total assets at end of year2021-12-31$82,715,802
Value of total assets at beginning of year2021-12-31$68,079,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$286,087
Total interest from all sources2021-12-31$219,573
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,706,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,706,919
Administrative expenses professional fees incurred2021-12-31$55,007
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,179,061
Participant contributions at end of year2021-12-31$1,267,445
Participant contributions at beginning of year2021-12-31$1,511,144
Participant contributions at end of year2021-12-31$57,497
Participant contributions at beginning of year2021-12-31$52,325
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,125
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6,673
Administrative expenses (other) incurred2021-12-31$34,401
Liabilities. Value of operating payables at end of year2021-12-31$21,791
Liabilities. Value of operating payables at beginning of year2021-12-31$33,833
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$14,648,239
Value of net assets at end of year (total assets less liabilities)2021-12-31$82,694,011
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$68,045,772
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$176,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$71,506,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$57,133,771
Value of interest in pooled separate accounts at end of year2021-12-31$26,160
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,296
Interest on participant loans2021-12-31$73,842
Interest earned on other investments2021-12-31$143,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$307,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$302,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$302,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,978,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,469,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,625,653
Net investment gain/loss from pooled separate accounts2021-12-31$2,213
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$4,674,020
Employer contributions (assets) at end of year2021-12-31$564,419
Employer contributions (assets) at beginning of year2021-12-31$591,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,435,411
Contract administrator fees2021-12-31$20,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2021-12-31205367494
2020 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$33,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,357
Total income from all sources (including contributions)2020-12-31$13,955,223
Total of all expenses incurred2020-12-31$3,435,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,230,344
Expenses. Certain deemed distributions of participant loans2020-12-31$15,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,309,689
Value of total assets at end of year2020-12-31$68,079,605
Value of total assets at beginning of year2020-12-31$57,555,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$189,023
Total interest from all sources2020-12-31$232,436
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,688,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,688,768
Administrative expenses professional fees incurred2020-12-31$48,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,142,540
Participant contributions at end of year2020-12-31$1,511,144
Participant contributions at beginning of year2020-12-31$1,687,495
Participant contributions at end of year2020-12-31$52,325
Participant contributions at beginning of year2020-12-31$53,376
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$198
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$306
Administrative expenses (other) incurred2020-12-31$49,791
Liabilities. Value of operating payables at end of year2020-12-31$33,833
Liabilities. Value of operating payables at beginning of year2020-12-31$29,357
Total non interest bearing cash at beginning of year2020-12-31$134
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$10,520,037
Value of net assets at end of year (total assets less liabilities)2020-12-31$68,045,772
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$57,525,735
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$74,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$57,133,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$215,161
Value of interest in pooled separate accounts at end of year2020-12-31$12,296
Value of interest in pooled separate accounts at beginning of year2020-12-31$48,114,239
Interest on participant loans2020-12-31$83,877
Interest earned on other investments2020-12-31$146,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$302,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$179,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$179,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,469,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,030,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,532,599
Net investment gain/loss from pooled separate accounts2020-12-31$-4,808,269
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$3,166,951
Employer contributions (assets) at end of year2020-12-31$591,075
Employer contributions (assets) at beginning of year2020-12-31$274,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,230,344
Contract administrator fees2020-12-31$16,545
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
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ALAN ROSS AND COMPANY, PC
Accountancy firm EIN2020-12-31205367494
2019 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,721
Total income from all sources (including contributions)2019-12-31$13,374,273
Total of all expenses incurred2019-12-31$3,355,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,227,712
Expenses. Certain deemed distributions of participant loans2019-12-31$41,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,973,668
Value of total assets at end of year2019-12-31$57,555,092
Value of total assets at beginning of year2019-12-31$47,528,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$86,247
Total interest from all sources2019-12-31$200,814
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,597
Administrative expenses professional fees incurred2019-12-31$29,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,499,030
Participant contributions at end of year2019-12-31$1,687,495
Participant contributions at beginning of year2019-12-31$1,658,720
Participant contributions at end of year2019-12-31$53,376
Participant contributions at beginning of year2019-12-31$46,722
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$79,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$306
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,151
Administrative expenses (other) incurred2019-12-31$16,126
Liabilities. Value of operating payables at end of year2019-12-31$29,357
Liabilities. Value of operating payables at beginning of year2019-12-31$21,721
Total non interest bearing cash at end of year2019-12-31$134
Total non interest bearing cash at beginning of year2019-12-31$22
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$10,018,563
Value of net assets at end of year (total assets less liabilities)2019-12-31$57,525,735
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,507,172
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
Investment advisory and management fees2019-12-31$21,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$215,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$211,464
Value of interest in pooled separate accounts at end of year2019-12-31$48,114,239
Value of interest in pooled separate accounts at beginning of year2019-12-31$38,958,900
Interest on participant loans2019-12-31$91,049
Interest earned on other investments2019-12-31$107,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$179,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$107,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$107,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,030,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,239,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$45,318
Net investment gain/loss from pooled separate accounts2019-12-31$10,146,876
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$395,283
Employer contributions (assets) at end of year2019-12-31$274,812
Employer contributions (assets) at beginning of year2019-12-31$299,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,227,712
Contract administrator fees2019-12-31$19,071
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
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALAN ROSS AND COMPANY., PC
Accountancy firm EIN2019-12-31205367494
2018 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,179
Total income from all sources (including contributions)2018-12-31$414,790
Total of all expenses incurred2018-12-31$2,653,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,551,490
Expenses. Certain deemed distributions of participant loans2018-12-31$16,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,815,382
Value of total assets at end of year2018-12-31$47,528,893
Value of total assets at beginning of year2018-12-31$49,767,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$85,842
Total interest from all sources2018-12-31$160,863
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,391
Administrative expenses professional fees incurred2018-12-31$29,250
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,262,364
Participant contributions at end of year2018-12-31$1,658,720
Participant contributions at beginning of year2018-12-31$1,485,816
Participant contributions at end of year2018-12-31$46,722
Participant contributions at beginning of year2018-12-31$9,804
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,019
Administrative expenses (other) incurred2018-12-31$15,113
Liabilities. Value of operating payables at end of year2018-12-31$21,721
Liabilities. Value of operating payables at beginning of year2018-12-31$22,179
Total non interest bearing cash at end of year2018-12-31$22
Total non interest bearing cash at beginning of year2018-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,238,615
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,507,172
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,745,787
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
Investment advisory and management fees2018-12-31$21,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$211,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$74,596
Value of interest in pooled separate accounts at end of year2018-12-31$38,958,900
Value of interest in pooled separate accounts at beginning of year2018-12-31$41,778,369
Interest on participant loans2018-12-31$74,474
Interest earned on other investments2018-12-31$85,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$107,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$139,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$139,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,239,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,970,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-37,989
Net investment gain/loss from pooled separate accounts2018-12-31$-2,531,857
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$529,068
Employer contributions (assets) at end of year2018-12-31$299,030
Employer contributions (assets) at beginning of year2018-12-31$302,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,551,490
Contract administrator fees2018-12-31$19,954
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
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ALAN ROSS AND COMPANY PC
Accountancy firm EIN2018-12-31205367494
2017 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,638
Total income from all sources (including contributions)2017-12-31$9,023,907
Total of all expenses incurred2017-12-31$2,186,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,060,129
Expenses. Certain deemed distributions of participant loans2017-12-31$16,386
Value of total corrective distributions2017-12-31$2,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,874,238
Value of total assets at end of year2017-12-31$49,767,966
Value of total assets at beginning of year2017-12-31$42,931,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$106,951
Total interest from all sources2017-12-31$144,370
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,281
Administrative expenses professional fees incurred2017-12-31$29,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Contributions received from participants2017-12-31$2,057,806
Participant contributions at end of year2017-12-31$1,485,816
Participant contributions at beginning of year2017-12-31$1,506,150
Participant contributions at end of year2017-12-31$9,804
Participant contributions at beginning of year2017-12-31$51,400
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$120,241
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,973
Administrative expenses (other) incurred2017-12-31$17,123
Liabilities. Value of operating payables at end of year2017-12-31$22,179
Liabilities. Value of operating payables at beginning of year2017-12-31$23,638
Total non interest bearing cash at end of year2017-12-31$400
Total non interest bearing cash at beginning of year2017-12-31$818
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$6,837,694
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,745,787
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,908,093
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$41,372
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$74,596
Value of interest in pooled separate accounts at end of year2017-12-31$41,778,369
Value of interest in pooled separate accounts at beginning of year2017-12-31$35,003,313
Interest on participant loans2017-12-31$67,142
Interest earned on other investments2017-12-31$77,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$139,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,970,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,058,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-1,733
Net investment gain/loss from pooled separate accounts2017-12-31$6,001,751
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$696,191
Employer contributions (assets) at end of year2017-12-31$302,006
Employer contributions (assets) at beginning of year2017-12-31$303,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,060,129
Contract administrator fees2017-12-31$19,456
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2017-12-31205367494
2016 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,920
Total income from all sources (including contributions)2016-12-31$5,585,349
Total of all expenses incurred2016-12-31$2,088,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,988,396
Expenses. Certain deemed distributions of participant loans2016-12-31$13,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,266,429
Value of total assets at end of year2016-12-31$42,931,731
Value of total assets at beginning of year2016-12-31$39,428,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$87,331
Total interest from all sources2016-12-31$139,291
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$28,750
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,687,706
Participant contributions at end of year2016-12-31$1,506,150
Participant contributions at beginning of year2016-12-31$1,428,009
Participant contributions at end of year2016-12-31$51,400
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$16,920
Administrative expenses (other) incurred2016-12-31$20,232
Liabilities. Value of operating payables at end of year2016-12-31$23,638
Total non interest bearing cash at end of year2016-12-31$818
Total non interest bearing cash at beginning of year2016-12-31$176
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$3,496,619
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,908,093
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,411,474
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$21,475
Value of interest in pooled separate accounts at end of year2016-12-31$35,003,313
Value of interest in pooled separate accounts at beginning of year2016-12-31$31,957,642
Interest on participant loans2016-12-31$64,018
Interest earned on other investments2016-12-31$75,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$47,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$47,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,058,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,633,474
Net investment gain/loss from pooled separate accounts2016-12-31$3,179,629
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$576,429
Employer contributions (assets) at end of year2016-12-31$303,245
Employer contributions (assets) at beginning of year2016-12-31$354,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,988,396
Contract administrator fees2016-12-31$16,874
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2016-12-31205367494
2015 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,940
Total income from all sources (including contributions)2015-12-31$2,229,302
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,219,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,087,826
Expenses. Certain deemed distributions of participant loans2015-12-31$40,758
Value of total corrective distributions2015-12-31$19
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,268,619
Value of total assets at end of year2015-12-31$39,428,394
Value of total assets at beginning of year2015-12-31$39,425,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$90,440
Total interest from all sources2015-12-31$135,448
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$28,582
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,767,950
Participant contributions at end of year2015-12-31$1,428,009
Participant contributions at beginning of year2015-12-31$1,343,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$16,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$23,940
Administrative expenses (other) incurred2015-12-31$20,935
Total non interest bearing cash at end of year2015-12-31$176
Total non interest bearing cash at beginning of year2015-12-31$288
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$10,259
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,411,474
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,401,215
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$21,325
Value of interest in pooled separate accounts at end of year2015-12-31$31,957,642
Value of interest in pooled separate accounts at beginning of year2015-12-31$32,413,112
Interest on participant loans2015-12-31$59,806
Interest earned on other investments2015-12-31$75,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$47,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$46,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$46,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,633,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,285,819
Net investment gain/loss from pooled separate accounts2015-12-31$-174,765
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$500,669
Employer contributions (assets) at end of year2015-12-31$354,359
Employer contributions (assets) at beginning of year2015-12-31$329,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,087,826
Contract administrator fees2015-12-31$19,598
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2015-12-31205367494
2014 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,669
Total income from all sources (including contributions)2014-12-31$5,167,785
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,732,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,651,756
Expenses. Certain deemed distributions of participant loans2014-12-31$1,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,191,957
Value of total assets at end of year2014-12-31$39,425,155
Value of total assets at beginning of year2014-12-31$35,981,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$79,266
Total interest from all sources2014-12-31$129,061
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$28,539
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,724,390
Participant contributions at end of year2014-12-31$1,343,578
Participant contributions at beginning of year2014-12-31$1,294,997
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$26,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,925
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$23,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$15,669
Administrative expenses (other) incurred2014-12-31$10,615
Total non interest bearing cash at end of year2014-12-31$288
Total non interest bearing cash at beginning of year2014-12-31$35,069
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$3,435,358
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,401,215
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,965,857
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$21,100
Value of interest in pooled separate accounts at end of year2014-12-31$32,413,112
Value of interest in pooled separate accounts at beginning of year2014-12-31$29,123,748
Interest on participant loans2014-12-31$52,099
Interest earned on other investments2014-12-31$76,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$46,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,285,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,009,023
Net investment gain/loss from pooled separate accounts2014-12-31$2,846,767
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$441,123
Employer contributions (assets) at end of year2014-12-31$329,894
Employer contributions (assets) at beginning of year2014-12-31$513,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,651,756
Contract administrator fees2014-12-31$19,012
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2014-12-31205367494
2013 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,143
Total income from all sources (including contributions)2013-12-31$8,665,621
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,869,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,773,983
Expenses. Certain deemed distributions of participant loans2013-12-31$22,652
Value of total corrective distributions2013-12-31$933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,417,118
Value of total assets at end of year2013-12-31$35,981,526
Value of total assets at beginning of year2013-12-31$29,182,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$72,390
Total interest from all sources2013-12-31$129,938
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$46,602
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,732,710
Participant contributions at end of year2013-12-31$1,294,997
Participant contributions at beginning of year2013-12-31$1,027,337
Participant contributions at beginning of year2013-12-31$83,146
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$15,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$12,143
Other income not declared elsewhere2013-12-31$-198
Administrative expenses (other) incurred2013-12-31$4,575
Total non interest bearing cash at end of year2013-12-31$35,069
Total non interest bearing cash at beginning of year2013-12-31$6,975
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$6,795,663
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,965,857
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,170,194
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 in pooled separate accounts at end of year2013-12-31$29,123,748
Value of interest in pooled separate accounts at beginning of year2013-12-31$22,970,761
Interest on participant loans2013-12-31$45,842
Interest earned on other investments2013-12-31$84,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,009,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,088,968
Net investment gain/loss from pooled separate accounts2013-12-31$6,118,763
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$684,361
Employer contributions (assets) at end of year2013-12-31$513,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,773,983
Contract administrator fees2013-12-31$21,213
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALAN ROSS AND COMPANY, PC
Accountancy firm EIN2013-12-31205367494
2012 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,144,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,967
Total income from all sources (including contributions)2012-12-31$4,794,064
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,405,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,320,064
Expenses. Certain deemed distributions of participant loans2012-12-31$-2,678
Value of total corrective distributions2012-12-31$1,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,074,065
Value of total assets at end of year2012-12-31$29,182,337
Value of total assets at beginning of year2012-12-31$23,660,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$85,730
Total interest from all sources2012-12-31$142,881
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$50,923
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,749,363
Participant contributions at end of year2012-12-31$1,027,337
Participant contributions at beginning of year2012-12-31$964,588
Participant contributions at end of year2012-12-31$83,146
Participant contributions at beginning of year2012-12-31$144,281
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,390
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$22,967
Other income not declared elsewhere2012-12-31$39
Administrative expenses (other) incurred2012-12-31$3,999
Total non interest bearing cash at end of year2012-12-31$6,975
Total non interest bearing cash at beginning of year2012-12-31$8,829
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$3,388,995
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,170,194
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,637,051
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 in pooled separate accounts at end of year2012-12-31$22,970,761
Value of interest in pooled separate accounts at beginning of year2012-12-31$17,601,875
Interest on participant loans2012-12-31$40,953
Interest earned on other investments2012-12-31$101,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,088,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,940,445
Net investment gain/loss from pooled separate accounts2012-12-31$2,577,079
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$318,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,320,064
Contract administrator fees2012-12-31$30,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LAPADULA CARLSON & CO. CPAS
Accountancy firm EIN2012-12-31650292391
2011 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,204
Total income from all sources (including contributions)2011-12-31$2,386,279
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,058,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$996,981
Expenses. Certain deemed distributions of participant loans2011-12-31$-5,588
Value of total corrective distributions2011-12-31$2,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,126,685
Value of total assets at end of year2011-12-31$23,660,018
Value of total assets at beginning of year2011-12-31$22,330,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,142
Total interest from all sources2011-12-31$145,886
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$32,841
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,017,895
Participant contributions at end of year2011-12-31$964,588
Participant contributions at beginning of year2011-12-31$842,794
Participant contributions at end of year2011-12-31$144,281
Participant contributions at beginning of year2011-12-31$47,005
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$22,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$21,204
Administrative expenses (other) incurred2011-12-31$6,428
Total non interest bearing cash at end of year2011-12-31$8,829
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$1,327,370
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,637,051
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,309,681
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 in pooled separate accounts at end of year2011-12-31$17,601,875
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,102,930
Interest on participant loans2011-12-31$37,916
Interest earned on other investments2011-12-31$107,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,940,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,336,469
Net investment gain/loss from pooled separate accounts2011-12-31$113,708
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$93,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$996,981
Contract administrator fees2011-12-31$25,873
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LAPADULA CARLSON & CO. CPAS
Accountancy firm EIN2011-12-31650292391
2010 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,460
Total income from all sources (including contributions)2010-12-31$4,307,799
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$594,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$510,552
Expenses. Certain deemed distributions of participant loans2010-12-31$12,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,144,293
Value of total assets at end of year2010-12-31$22,330,885
Value of total assets at beginning of year2010-12-31$18,613,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$71,288
Total interest from all sources2010-12-31$149,730
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$31,582
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,084,292
Participant contributions at end of year2010-12-31$842,794
Participant contributions at beginning of year2010-12-31$631,659
Participant contributions at end of year2010-12-31$47,005
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$21,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$17,460
Other income not declared elsewhere2010-12-31$110
Administrative expenses (other) incurred2010-12-31$12,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,713,145
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,309,681
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,596,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$17,102,930
Value of interest in pooled separate accounts at beginning of year2010-12-31$13,830,719
Interest on participant loans2010-12-31$35,923
Interest earned on other investments2010-12-31$113,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,336,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,151,618
Net investment gain/loss from pooled separate accounts2010-12-31$2,013,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$57,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$510,552
Contract administrator fees2010-12-31$27,125
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JACK COHEN, CPA
Accountancy firm EIN2010-12-31232567604
2009 : UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN

2022: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered8356
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered6921
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered6015
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered3003
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered2986
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered2794
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered2337
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered2248
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered8456
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered7556
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039601
Policy instance 1
Insurance contract or identification number039601
Number of Individuals Covered7695
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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