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CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 401k Plan overview

Plan NameCENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987
Plan identification number 009

CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES
Employer identification number (EIN):236262789
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092022-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092018-01-01WILLIAM M. SHAPPELL
0092017-01-01WILLIAM M. SHAPPELL
0092016-01-01WILLIAM M. SHAPPELL
0092015-01-01WILLIAM M. SHAPPELL
0092015-01-01
0092014-01-01WILLIAM M. SHAPPELL
0092013-01-01WILLIAM M. SHAPPELL
0092012-01-01WILLIAM M. SHAPPELL
0092011-01-01WILLIAM M. SHAPPELL
0092009-01-01WILLIAM M. SHAPPELL THOMAS J. VENTURA2010-07-14

Plan Statistics for CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987

401k plan membership statisitcs for CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987

Measure Date Value
2022: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2022 401k membership
Total participants, beginning-of-year2022-01-019,370
Total number of active participants reported on line 7a of the Form 55002022-01-013,684
Number of retired or separated participants receiving benefits2022-01-01821
Number of other retired or separated participants entitled to future benefits2022-01-014,303
Total of all active and inactive participants2022-01-018,808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01269
Total participants2022-01-019,077
Number of participants with account balances2022-01-019,077
Number of employers contributing to the scheme2022-01-0110
2021: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2021 401k membership
Total participants, beginning-of-year2021-01-019,665
Total number of active participants reported on line 7a of the Form 55002021-01-013,634
Number of retired or separated participants receiving benefits2021-01-01857
Number of other retired or separated participants entitled to future benefits2021-01-014,588
Total of all active and inactive participants2021-01-019,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01291
Total participants2021-01-019,370
Number of participants with account balances2021-01-019,370
Number of employers contributing to the scheme2021-01-0110
2020: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2020 401k membership
Total participants, beginning-of-year2020-01-018,509
Total number of active participants reported on line 7a of the Form 55002020-01-013,631
Number of retired or separated participants receiving benefits2020-01-01873
Number of other retired or separated participants entitled to future benefits2020-01-014,855
Total of all active and inactive participants2020-01-019,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01306
Total participants2020-01-019,665
Number of participants with account balances2020-01-019,665
Number of employers contributing to the scheme2020-01-0110
2019: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2019 401k membership
Total participants, beginning-of-year2019-01-019,131
Total number of active participants reported on line 7a of the Form 55002019-01-012,121
Number of retired or separated participants receiving benefits2019-01-01892
Number of other retired or separated participants entitled to future benefits2019-01-015,170
Total of all active and inactive participants2019-01-018,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01326
Total participants2019-01-018,509
Number of participants with account balances2019-01-018,509
Number of employers contributing to the scheme2019-01-010
2018: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2018 401k membership
Total participants, beginning-of-year2018-01-019,802
Total number of active participants reported on line 7a of the Form 55002018-01-012,329
Number of retired or separated participants receiving benefits2018-01-01889
Number of other retired or separated participants entitled to future benefits2018-01-015,570
Total of all active and inactive participants2018-01-018,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01343
Total participants2018-01-019,131
Number of employers contributing to the scheme2018-01-010
2017: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2017 401k membership
Total participants, beginning-of-year2017-01-0110,392
Total number of active participants reported on line 7a of the Form 55002017-01-012,620
Number of retired or separated participants receiving benefits2017-01-01895
Number of other retired or separated participants entitled to future benefits2017-01-015,926
Total of all active and inactive participants2017-01-019,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01361
Total participants2017-01-019,802
Number of employers contributing to the scheme2017-01-010
2016: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2016 401k membership
Total participants, beginning-of-year2016-01-0110,992
Total number of active participants reported on line 7a of the Form 55002016-01-012,867
Number of retired or separated participants receiving benefits2016-01-01900
Number of other retired or separated participants entitled to future benefits2016-01-016,259
Total of all active and inactive participants2016-01-0110,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01366
Total participants2016-01-0110,392
Number of participants with account balances2016-01-0110,392
Number of employers contributing to the scheme2016-01-010
2015: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2015 401k membership
Total participants, beginning-of-year2015-01-0111,606
Total number of active participants reported on line 7a of the Form 55002015-01-013,123
Number of retired or separated participants receiving benefits2015-01-01902
Number of other retired or separated participants entitled to future benefits2015-01-016,591
Total of all active and inactive participants2015-01-0110,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01376
Total participants2015-01-0110,992
Number of participants with account balances2015-01-0110,992
Number of employers contributing to the scheme2015-01-010
2014: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2014 401k membership
Total participants, beginning-of-year2014-01-0112,257
Total number of active participants reported on line 7a of the Form 55002014-01-013,693
Number of retired or separated participants receiving benefits2014-01-01910
Number of other retired or separated participants entitled to future benefits2014-01-016,639
Total of all active and inactive participants2014-01-0111,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01364
Total participants2014-01-0111,606
Number of participants with account balances2014-01-0111,606
Number of employers contributing to the scheme2014-01-010
2013: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2013 401k membership
Total participants, beginning-of-year2013-01-0112,930
Total number of active participants reported on line 7a of the Form 55002013-01-014,179
Number of retired or separated participants receiving benefits2013-01-01822
Number of other retired or separated participants entitled to future benefits2013-01-016,886
Total of all active and inactive participants2013-01-0111,887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01370
Total participants2013-01-0112,257
Number of participants with account balances2013-01-0112,257
Number of employers contributing to the scheme2013-01-010
2012: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2012 401k membership
Total participants, beginning-of-year2012-01-0113,684
Total number of active participants reported on line 7a of the Form 55002012-01-014,495
Number of retired or separated participants receiving benefits2012-01-01802
Number of other retired or separated participants entitled to future benefits2012-01-017,277
Total of all active and inactive participants2012-01-0112,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01356
Total participants2012-01-0112,930
Number of participants with account balances2012-01-0112,930
Number of employers contributing to the scheme2012-01-010
2011: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2011 401k membership
Total participants, beginning-of-year2011-01-0114,345
Total number of active participants reported on line 7a of the Form 55002011-01-013,793
Number of retired or separated participants receiving benefits2011-01-01771
Number of other retired or separated participants entitled to future benefits2011-01-018,763
Total of all active and inactive participants2011-01-0113,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01357
Total participants2011-01-0113,684
Number of participants with account balances2011-01-0113,684
Number of employers contributing to the scheme2011-01-010
2009: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2009 401k membership
Total participants, beginning-of-year2009-01-0115,358
Total number of active participants reported on line 7a of the Form 55002009-01-015,997
Number of retired or separated participants receiving benefits2009-01-01789
Number of other retired or separated participants entitled to future benefits2009-01-018,064
Total of all active and inactive participants2009-01-0114,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01359
Total participants2009-01-0115,209
Number of participants with account balances2009-01-0115,209
Number of employers contributing to the scheme2009-01-010

Financial Data on CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987

Measure Date Value
2022 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-26,377,516
Total unrealized appreciation/depreciation of assets2022-12-31$-26,377,516
Total transfer of assets from this plan2022-12-31$15,038,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,346,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,058,400
Total income from all sources (including contributions)2022-12-31$-85,972,973
Total loss/gain on sale of assets2022-12-31$-12,516,869
Total of all expenses incurred2022-12-31$113,727,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$109,696,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,212,548
Value of total assets at end of year2022-12-31$927,007,257
Value of total assets at beginning of year2022-12-31$1,149,458,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,031,379
Total interest from all sources2022-12-31$7,796,090
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,022,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$510,778
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$31,035,668
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,680,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,860,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,703,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,878,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$674,022
Other income not declared elsewhere2022-12-31$71,886
Administrative expenses (other) incurred2022-12-31$1,296,507
Liabilities. Value of operating payables at end of year2022-12-31$638,105
Liabilities. Value of operating payables at beginning of year2022-12-31$846,089
Total non interest bearing cash at end of year2022-12-31$2,014,194
Total non interest bearing cash at beginning of year2022-12-31$1,033,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-199,700,641
Value of net assets at end of year (total assets less liabilities)2022-12-31$915,661,143
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,130,400,394
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
Assets. partnership/joint venture interests at end of year2022-12-31$254,052,044
Assets. partnership/joint venture interests at beginning of year2022-12-31$246,107,244
Investment advisory and management fees2022-12-31$2,224,094
Interest earned on other investments2022-12-31$5,616,403
Income. Interest from US Government securities2022-12-31$733,718
Income. Interest from corporate debt instruments2022-12-31$1,437,134
Value of interest in common/collective trusts at end of year2022-12-31$267,293,369
Value of interest in common/collective trusts at beginning of year2022-12-31$383,567,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$542,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$542,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,835
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$125,171,583
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$156,506,567
Asset value of US Government securities at end of year2022-12-31$29,735,789
Asset value of US Government securities at beginning of year2022-12-31$43,194,940
Net investment gain or loss from common/collective trusts2022-12-31$-69,354,318
Net gain/loss from 103.12 investment entities2022-12-31$1,172,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$10,212,548
Employer contributions (assets) at end of year2022-12-31$899,416
Employer contributions (assets) at beginning of year2022-12-31$820,659
Income. Dividends from common stock2022-12-31$3,022,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$109,696,289
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$6,510,053
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$10,365,022
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$33,495,144
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$53,758,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$174,679,417
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$241,867,773
Liabilities. Value of benefit claims payable at end of year2022-12-31$8,829,869
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$17,538,289
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$260,158
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$310,818
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 appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$172,942,653
Aggregate carrying amount (costs) on sale of assets2022-12-31$185,459,522
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$36,030,864
Total unrealized appreciation/depreciation of assets2021-12-31$36,030,864
Total transfer of assets from this plan2021-12-31$11,223,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,058,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,984,020
Total income from all sources (including contributions)2021-12-31$172,734,431
Total loss/gain on sale of assets2021-12-31$18,994,104
Total of all expenses incurred2021-12-31$153,797,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$149,353,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,882,851
Value of total assets at end of year2021-12-31$1,149,458,794
Value of total assets at beginning of year2021-12-31$1,141,671,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,444,627
Total interest from all sources2021-12-31$6,279,658
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,189,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$466,454
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$6,106,406
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$8,882,851
Amount contributed by the employer to the plan for this plan year2021-12-31$8,882,851
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,680,537
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$46,944,366
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,703,660
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,820,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$674,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,604,674
Other income not declared elsewhere2021-12-31$245,866
Administrative expenses (other) incurred2021-12-31$1,283,385
Liabilities. Value of operating payables at end of year2021-12-31$846,089
Liabilities. Value of operating payables at beginning of year2021-12-31$774,570
Total non interest bearing cash at end of year2021-12-31$1,033,124
Total non interest bearing cash at beginning of year2021-12-31$1,316,950
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$18,936,443
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,130,400,394
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,122,687,417
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
Assets. partnership/joint venture interests at end of year2021-12-31$246,107,244
Assets. partnership/joint venture interests at beginning of year2021-12-31$14,694,684
Investment advisory and management fees2021-12-31$2,694,788
Value of interest in pooled separate accounts at beginning of year2021-12-31$139,557,544
Interest earned on other investments2021-12-31$1,533,223
Income. Interest from US Government securities2021-12-31$1,114,792
Income. Interest from corporate debt instruments2021-12-31$3,628,321
Value of interest in common/collective trusts at end of year2021-12-31$383,567,261
Value of interest in common/collective trusts at beginning of year2021-12-31$494,352,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$542,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,882,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,882,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,322
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$156,506,567
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$120,036,378
Asset value of US Government securities at end of year2021-12-31$43,194,940
Asset value of US Government securities at beginning of year2021-12-31$41,206,093
Net investment gain/loss from pooled separate accounts2021-12-31$2,635,374
Net investment gain or loss from common/collective trusts2021-12-31$89,553,876
Net gain/loss from 103.12 investment entities2021-12-31$6,922,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,882,851
Employer contributions (assets) at end of year2021-12-31$820,659
Employer contributions (assets) at beginning of year2021-12-31$675,524
Income. Dividends from preferred stock2021-12-31$20,378
Income. Dividends from common stock2021-12-31$3,169,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$149,353,361
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$10,365,022
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$16,097,488
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$53,758,680
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$93,641,122
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$241,867,773
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$161,077,001
Liabilities. Value of benefit claims payable at end of year2021-12-31$17,538,289
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$14,604,776
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$310,818
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$262,893
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 appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$687,052,190
Aggregate carrying amount (costs) on sale of assets2021-12-31$668,058,086
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$22,734,920
Total unrealized appreciation/depreciation of assets2020-12-31$22,734,920
Total transfer of assets from this plan2020-12-31$9,108,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,984,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,890,979
Total income from all sources (including contributions)2020-12-31$109,805,818
Total loss/gain on sale of assets2020-12-31$-40,318,232
Total of all expenses incurred2020-12-31$99,599,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$94,821,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,694,024
Value of total assets at end of year2020-12-31$1,141,671,437
Value of total assets at beginning of year2020-12-31$1,137,480,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,778,098
Total interest from all sources2020-12-31$6,000,565
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,463,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$636,070
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$6,106,406
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$331,178
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$6,694,024
Amount contributed by the employer to the plan for this plan year2020-12-31$6,694,024
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$46,944,366
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,190,969
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,820,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,855,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,604,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,238,894
Administrative expenses (other) incurred2020-12-31$1,249,731
Liabilities. Value of operating payables at end of year2020-12-31$774,570
Liabilities. Value of operating payables at beginning of year2020-12-31$835,453
Total non interest bearing cash at end of year2020-12-31$1,316,950
Total non interest bearing cash at beginning of year2020-12-31$750,560
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$10,206,450
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,122,687,417
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,121,589,832
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
Assets. partnership/joint venture interests at end of year2020-12-31$14,694,684
Assets. partnership/joint venture interests at beginning of year2020-12-31$51,766,980
Investment advisory and management fees2020-12-31$2,892,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,125,216
Value of interest in pooled separate accounts at end of year2020-12-31$139,557,544
Value of interest in pooled separate accounts at beginning of year2020-12-31$152,726,365
Interest earned on other investments2020-12-31$813,485
Income. Interest from US Government securities2020-12-31$980,000
Income. Interest from corporate debt instruments2020-12-31$4,180,422
Value of interest in common/collective trusts at end of year2020-12-31$494,352,104
Value of interest in common/collective trusts at beginning of year2020-12-31$381,166,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,882,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$26,658
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$120,036,378
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$168,004,966
Asset value of US Government securities at end of year2020-12-31$41,206,093
Asset value of US Government securities at beginning of year2020-12-31$47,717,644
Net investment gain/loss from pooled separate accounts2020-12-31$1,261,062
Net investment gain or loss from common/collective trusts2020-12-31$85,761,601
Net gain/loss from 103.12 investment entities2020-12-31$21,207,925
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$6,694,024
Employer contributions (assets) at end of year2020-12-31$675,524
Income. Dividends from preferred stock2020-12-31$196,527
Income. Dividends from common stock2020-12-31$6,267,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$94,821,270
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$16,097,488
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$21,191,637
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$93,641,122
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$90,181,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$161,077,001
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$202,353,535
Liabilities. Value of benefit claims payable at end of year2020-12-31$14,604,776
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$12,816,632
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$262,893
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$118,030
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 appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$365,728,480
Aggregate carrying amount (costs) on sale of assets2020-12-31$406,046,712
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$32,697,301
Total unrealized appreciation/depreciation of assets2019-12-31$32,697,301
Total transfer of assets from this plan2019-12-31$8,199,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,890,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,955,720
Total income from all sources (including contributions)2019-12-31$192,367,003
Total loss/gain on sale of assets2019-12-31$49,261,216
Total of all expenses incurred2019-12-31$113,871,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$108,258,793
Value of total assets at end of year2019-12-31$1,137,480,811
Value of total assets at beginning of year2019-12-31$1,068,249,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,612,568
Total interest from all sources2019-12-31$9,814,082
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,322,757
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$368,422
Administrative expenses professional fees incurred2019-12-31$537,125
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$331,178
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$420,785
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,190,969
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,716,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,855,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,229,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,238,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,547,887
Administrative expenses (other) incurred2019-12-31$1,235,342
Liabilities. Value of operating payables at end of year2019-12-31$835,453
Liabilities. Value of operating payables at beginning of year2019-12-31$972,339
Total non interest bearing cash at end of year2019-12-31$750,560
Total non interest bearing cash at beginning of year2019-12-31$1,959,067
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$78,495,642
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,121,589,832
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,051,293,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$51,766,980
Assets. partnership/joint venture interests at beginning of year2019-12-31$39,534,806
Investment advisory and management fees2019-12-31$3,840,101
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,125,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,903,761
Value of interest in pooled separate accounts at end of year2019-12-31$152,726,365
Value of interest in pooled separate accounts at beginning of year2019-12-31$145,759,001
Interest earned on other investments2019-12-31$3,692,646
Income. Interest from US Government securities2019-12-31$1,358,380
Income. Interest from corporate debt instruments2019-12-31$4,582,802
Value of interest in common/collective trusts at end of year2019-12-31$381,166,843
Value of interest in common/collective trusts at beginning of year2019-12-31$49,076,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,592,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,592,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$180,254
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$168,004,966
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$164,890,254
Asset value of US Government securities at end of year2019-12-31$47,717,644
Asset value of US Government securities at beginning of year2019-12-31$76,191,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,376,467
Net investment gain/loss from pooled separate accounts2019-12-31$9,897,921
Net investment gain or loss from common/collective trusts2019-12-31$34,882,547
Net gain/loss from 103.12 investment entities2019-12-31$40,114,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from preferred stock2019-12-31$15,751
Income. Dividends from common stock2019-12-31$8,938,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$108,258,793
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$21,191,637
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$25,150,319
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$90,181,819
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$122,645,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$202,353,535
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$386,097,941
Liabilities. Value of benefit claims payable at end of year2019-12-31$12,816,632
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$12,435,494
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$118,030
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$82,255
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$777,057,166
Aggregate carrying amount (costs) on sale of assets2019-12-31$727,795,950
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-121,618,259
Total unrealized appreciation/depreciation of assets2018-12-31$-121,618,259
Total transfer of assets from this plan2018-12-31$10,488,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,955,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,334,352
Total income from all sources (including contributions)2018-12-31$-76,553,149
Total loss/gain on sale of assets2018-12-31$39,087,179
Total of all expenses incurred2018-12-31$125,253,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$119,208,323
Value of total assets at end of year2018-12-31$1,068,249,662
Value of total assets at beginning of year2018-12-31$1,290,922,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,044,717
Total interest from all sources2018-12-31$11,749,855
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,097,122
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$1,072,560
Administrative expenses professional fees incurred2018-12-31$583,813
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$420,785
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$450,805
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,716,223
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,465,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,229,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,804,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,547,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,627,434
Administrative expenses (other) incurred2018-12-31$1,251,046
Liabilities. Value of operating payables at end of year2018-12-31$972,339
Liabilities. Value of operating payables at beginning of year2018-12-31$1,064,618
Total non interest bearing cash at end of year2018-12-31$1,959,067
Total non interest bearing cash at beginning of year2018-12-31$1,187,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-201,806,189
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,051,293,942
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,263,588,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$39,534,806
Assets. partnership/joint venture interests at beginning of year2018-12-31$98,459,329
Investment advisory and management fees2018-12-31$4,209,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,903,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$56,043,340
Value of interest in pooled separate accounts at end of year2018-12-31$145,759,001
Value of interest in pooled separate accounts at beginning of year2018-12-31$136,283,275
Interest earned on other investments2018-12-31$4,260,949
Income. Interest from US Government securities2018-12-31$1,189,751
Income. Interest from corporate debt instruments2018-12-31$6,299,155
Value of interest in common/collective trusts at end of year2018-12-31$49,076,246
Value of interest in common/collective trusts at beginning of year2018-12-31$67,355,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,592,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$425,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$425,746
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$164,890,254
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$182,529,097
Asset value of US Government securities at end of year2018-12-31$76,191,727
Asset value of US Government securities at beginning of year2018-12-31$75,881,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,039,390
Net investment gain/loss from pooled separate accounts2018-12-31$12,013,046
Net investment gain or loss from common/collective trusts2018-12-31$-8,203,859
Net gain/loss from 103.12 investment entities2018-12-31$-17,638,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from preferred stock2018-12-31$143,656
Income. Dividends from common stock2018-12-31$8,880,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$119,208,323
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$25,150,319
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$56,532,376
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$122,645,524
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$119,635,483
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$386,097,941
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$478,800,539
Liabilities. Value of benefit claims payable at end of year2018-12-31$12,435,494
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$15,642,300
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$82,255
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$67,611
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$528,746,140
Aggregate carrying amount (costs) on sale of assets2018-12-31$489,658,961
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$73,557,068
Total unrealized appreciation/depreciation of assets2017-12-31$73,557,068
Total transfer of assets from this plan2017-12-31$13,155,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$27,334,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26,655,789
Total income from all sources (including contributions)2017-12-31$198,430,407
Total loss/gain on sale of assets2017-12-31$20,171,892
Total of all expenses incurred2017-12-31$104,059,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$97,202,202
Value of total assets at end of year2017-12-31$1,290,922,908
Value of total assets at beginning of year2017-12-31$1,209,029,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,857,050
Total interest from all sources2017-12-31$12,475,329
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,567,814
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$864,507
Administrative expenses professional fees incurred2017-12-31$513,911
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$450,805
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$849,692
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,465,836
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,383,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,804,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$18,640,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$10,627,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$17,271,061
Administrative expenses (other) incurred2017-12-31$1,484,035
Liabilities. Value of operating payables at end of year2017-12-31$1,064,618
Liabilities. Value of operating payables at beginning of year2017-12-31$1,102,042
Total non interest bearing cash at end of year2017-12-31$1,187,573
Total non interest bearing cash at beginning of year2017-12-31$917,495
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$94,371,155
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,263,588,556
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,182,373,271
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
Assets. partnership/joint venture interests at end of year2017-12-31$98,459,329
Assets. partnership/joint venture interests at beginning of year2017-12-31$88,408,262
Investment advisory and management fees2017-12-31$4,859,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$56,043,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,287,424
Value of interest in pooled separate accounts at end of year2017-12-31$136,283,275
Value of interest in pooled separate accounts at beginning of year2017-12-31$127,738,418
Interest earned on other investments2017-12-31$3,880,799
Income. Interest from US Government securities2017-12-31$919,789
Income. Interest from corporate debt instruments2017-12-31$7,674,741
Value of interest in common/collective trusts at end of year2017-12-31$67,355,924
Value of interest in common/collective trusts at beginning of year2017-12-31$53,123,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$425,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$616,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$616,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$182,529,097
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$146,771,776
Asset value of US Government securities at end of year2017-12-31$75,881,129
Asset value of US Government securities at beginning of year2017-12-31$77,988,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,331,547
Net investment gain/loss from pooled separate accounts2017-12-31$10,336,728
Net investment gain or loss from common/collective trusts2017-12-31$20,232,708
Net gain/loss from 103.12 investment entities2017-12-31$43,757,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from preferred stock2017-12-31$140,151
Income. Dividends from common stock2017-12-31$10,563,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$97,202,202
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$56,532,376
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$58,434,125
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$119,635,483
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$132,263,731
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
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$478,800,539
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$445,570,304
Liabilities. Value of benefit claims payable at end of year2017-12-31$15,642,300
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$8,282,686
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$67,611
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$35,192
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 appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$869,671,460
Aggregate carrying amount (costs) on sale of assets2017-12-31$849,499,568
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$41,756,138
Total unrealized appreciation/depreciation of assets2016-12-31$41,756,138
Total transfer of assets from this plan2016-12-31$12,823,953
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,655,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,211,227
Total income from all sources (including contributions)2016-12-31$91,829,551
Total loss/gain on sale of assets2016-12-31$4,477,728
Total of all expenses incurred2016-12-31$95,374,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$88,441,113
Value of total assets at end of year2016-12-31$1,209,029,060
Value of total assets at beginning of year2016-12-31$1,227,953,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,933,093
Total interest from all sources2016-12-31$12,312,564
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,883,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$383,006
Administrative expenses professional fees incurred2016-12-31$603,478
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$849,692
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$1,064,041
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,383,725
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,862,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$18,640,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$27,853,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$17,271,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$18,726,652
Other income not declared elsewhere2016-12-31$49,890
Administrative expenses (other) incurred2016-12-31$1,520,561
Liabilities. Value of operating payables at end of year2016-12-31$1,102,042
Liabilities. Value of operating payables at beginning of year2016-12-31$1,292,164
Total non interest bearing cash at end of year2016-12-31$917,495
Total non interest bearing cash at beginning of year2016-12-31$1,319,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,544,655
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,182,373,271
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,198,741,879
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
Assets. partnership/joint venture interests at end of year2016-12-31$88,408,262
Assets. partnership/joint venture interests at beginning of year2016-12-31$56,498,721
Investment advisory and management fees2016-12-31$4,809,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,287,424
Value of interest in pooled separate accounts at end of year2016-12-31$127,738,418
Value of interest in pooled separate accounts at beginning of year2016-12-31$197,514,869
Interest earned on other investments2016-12-31$3,225,763
Income. Interest from US Government securities2016-12-31$1,080,913
Income. Interest from corporate debt instruments2016-12-31$7,980,846
Value of interest in common/collective trusts at end of year2016-12-31$53,123,216
Value of interest in common/collective trusts at beginning of year2016-12-31$47,264,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$616,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$20,730,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$20,730,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$25,042
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$146,771,776
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$147,163,087
Asset value of US Government securities at end of year2016-12-31$77,988,167
Asset value of US Government securities at beginning of year2016-12-31$53,555,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,883,416
Net investment gain/loss from pooled separate accounts2016-12-31$6,858,008
Net investment gain or loss from common/collective trusts2016-12-31$10,608,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from preferred stock2016-12-31$55,963
Income. Dividends from common stock2016-12-31$11,444,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$88,441,113
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$58,434,125
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$39,705,452
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$132,263,731
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$132,525,390
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
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$445,570,304
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$496,878,327
Liabilities. Value of benefit claims payable at end of year2016-12-31$8,282,686
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$9,192,411
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$35,192
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$16,799
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 appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$584,221,237
Aggregate carrying amount (costs) on sale of assets2016-12-31$579,743,509
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-34,142,094
Total unrealized appreciation/depreciation of assets2015-12-31$-34,142,094
Total transfer of assets from this plan2015-12-31$10,540,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,211,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$55,959,073
Total income from all sources (including contributions)2015-12-31$-5,723,600
Total loss/gain on sale of assets2015-12-31$-8,188,243
Total of all expenses incurred2015-12-31$92,064,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$84,588,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,132
Value of total assets at end of year2015-12-31$1,227,953,106
Value of total assets at beginning of year2015-12-31$1,363,029,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,476,156
Total interest from all sources2015-12-31$12,039,750
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,592,754
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$663,325
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$1,064,041
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$660,991
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,862,046
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$9,373,237
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,132
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$27,853,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$27,286,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$18,726,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$41,495,969
Other income not declared elsewhere2015-12-31$50,000
Administrative expenses (other) incurred2015-12-31$1,615,170
Liabilities. Value of operating payables at end of year2015-12-31$1,292,164
Liabilities. Value of operating payables at beginning of year2015-12-31$1,272,908
Total non interest bearing cash at end of year2015-12-31$1,319,759
Total non interest bearing cash at beginning of year2015-12-31$2,277,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-97,788,224
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,198,741,879
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,307,070,477
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
Assets. partnership/joint venture interests at end of year2015-12-31$56,498,721
Assets. partnership/joint venture interests at beginning of year2015-12-31$79,244,877
Investment advisory and management fees2015-12-31$5,197,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,385,434
Value of interest in pooled separate accounts at end of year2015-12-31$197,514,869
Value of interest in pooled separate accounts at beginning of year2015-12-31$173,979,280
Interest earned on other investments2015-12-31$2,715,140
Income. Interest from US Government securities2015-12-31$1,521,085
Income. Interest from corporate debt instruments2015-12-31$7,803,525
Value of interest in common/collective trusts at end of year2015-12-31$47,264,790
Value of interest in common/collective trusts at beginning of year2015-12-31$51,730,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$20,730,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$24,039,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$24,039,525
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$147,163,087
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$107,441,078
Asset value of US Government securities at end of year2015-12-31$53,555,725
Asset value of US Government securities at beginning of year2015-12-31$112,483,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-463,130
Net investment gain/loss from pooled separate accounts2015-12-31$27,126,926
Net investment gain or loss from common/collective trusts2015-12-31$-7,465,704
Net gain/loss from 103.12 investment entities2015-12-31$-7,277,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from preferred stock2015-12-31$162,237
Income. Dividends from common stock2015-12-31$12,430,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$84,588,468
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$39,705,452
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$31,250,708
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$132,525,390
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$103,464,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$496,878,327
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$600,382,757
Liabilities. Value of benefit claims payable at end of year2015-12-31$9,192,411
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$13,190,196
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$16,799
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$28,419
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 appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,444,974,380
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,453,162,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2015-12-31611436956
2014 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$24,687,963
Total unrealized appreciation/depreciation of assets2014-12-31$24,687,963
Total transfer of assets from this plan2014-12-31$14,599,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$55,959,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$63,484,416
Total income from all sources (including contributions)2014-12-31$77,203,022
Total loss/gain on sale of assets2014-12-31$5,472,796
Total of all expenses incurred2014-12-31$114,241,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$106,456,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,185
Value of total assets at end of year2014-12-31$1,363,029,550
Value of total assets at beginning of year2014-12-31$1,422,193,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,785,137
Total interest from all sources2014-12-31$13,127,905
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$16,556,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,014,475
Administrative expenses professional fees incurred2014-12-31$833,239
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$660,991
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$485,128
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$9,373,237
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$9,702,260
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$27,286,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$35,314,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$41,495,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$53,438,991
Other income not declared elsewhere2014-12-31$15,778
Administrative expenses (other) incurred2014-12-31$1,621,023
Liabilities. Value of operating payables at end of year2014-12-31$1,272,908
Liabilities. Value of operating payables at beginning of year2014-12-31$1,395,107
Total non interest bearing cash at end of year2014-12-31$2,277,493
Total non interest bearing cash at beginning of year2014-12-31$872,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-37,038,472
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,307,070,477
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,358,708,883
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
Assets. partnership/joint venture interests at end of year2014-12-31$79,244,877
Assets. partnership/joint venture interests at beginning of year2014-12-31$62,044,788
Investment advisory and management fees2014-12-31$5,330,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$39,385,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,204,304
Value of interest in pooled separate accounts at end of year2014-12-31$173,979,280
Value of interest in pooled separate accounts at beginning of year2014-12-31$155,333,693
Interest earned on other investments2014-12-31$3,444,574
Income. Interest from US Government securities2014-12-31$2,174,387
Income. Interest from corporate debt instruments2014-12-31$7,503,915
Value of interest in common/collective trusts at end of year2014-12-31$51,730,493
Value of interest in common/collective trusts at beginning of year2014-12-31$43,211,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$24,039,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$30,603,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$30,603,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,029
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$107,441,078
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$110,358,318
Asset value of US Government securities at end of year2014-12-31$112,483,608
Asset value of US Government securities at beginning of year2014-12-31$108,688,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,833,345
Net investment gain/loss from pooled separate accounts2014-12-31$21,055,410
Net investment gain or loss from common/collective trusts2014-12-31$2,019,069
Net gain/loss from 103.12 investment entities2014-12-31$-2,917,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from preferred stock2014-12-31$63,308
Income. Dividends from common stock2014-12-31$15,478,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$106,456,357
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$31,250,708
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$38,618,490
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$103,464,812
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$116,637,538
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$600,382,757
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$669,092,516
Liabilities. Value of benefit claims payable at end of year2014-12-31$13,190,196
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$8,650,318
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$28,419
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$25,791
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 appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,926,273,407
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,920,800,611
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2014-12-31611436956
2013 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$128,743,724
Total unrealized appreciation/depreciation of assets2013-12-31$128,743,724
Total transfer of assets from this plan2013-12-31$13,802,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$63,484,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$82,656,915
Total income from all sources (including contributions)2013-12-31$237,694,177
Total loss/gain on sale of assets2013-12-31$50,183,292
Total of all expenses incurred2013-12-31$87,779,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$80,535,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,379
Value of total assets at end of year2013-12-31$1,422,193,299
Value of total assets at beginning of year2013-12-31$1,305,253,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,243,861
Total interest from all sources2013-12-31$13,466,861
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$15,906,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,558,597
Administrative expenses professional fees incurred2013-12-31$600,128
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$485,128
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$484,792
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$9,702,260
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$13,767,001
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$35,314,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$50,634,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$53,438,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$71,549,400
Other income not declared elsewhere2013-12-31$2,907
Administrative expenses (other) incurred2013-12-31$1,530,045
Liabilities. Value of operating payables at end of year2013-12-31$1,395,107
Liabilities. Value of operating payables at beginning of year2013-12-31$1,267,227
Total non interest bearing cash at end of year2013-12-31$872,407
Total non interest bearing cash at beginning of year2013-12-31$712,373
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$149,914,719
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,358,708,883
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,222,596,391
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
Assets. partnership/joint venture interests at end of year2013-12-31$62,044,788
Assets. partnership/joint venture interests at beginning of year2013-12-31$67,109,954
Investment advisory and management fees2013-12-31$5,113,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,204,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,757,461
Value of interest in pooled separate accounts at end of year2013-12-31$155,333,693
Value of interest in pooled separate accounts at beginning of year2013-12-31$138,026,914
Interest earned on other investments2013-12-31$3,466,341
Income. Interest from US Government securities2013-12-31$2,171,601
Income. Interest from corporate debt instruments2013-12-31$7,827,644
Value of interest in common/collective trusts at end of year2013-12-31$43,211,424
Value of interest in common/collective trusts at beginning of year2013-12-31$33,312,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$30,603,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$22,049,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$22,049,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,275
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$110,358,318
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$99,625,546
Asset value of US Government securities at end of year2013-12-31$108,688,196
Asset value of US Government securities at beginning of year2013-12-31$126,739,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-3,111,754
Net investment gain/loss from pooled separate accounts2013-12-31$19,844,621
Net investment gain or loss from common/collective trusts2013-12-31$-100,576
Net gain/loss from 103.12 investment entities2013-12-31$12,732,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from preferred stock2013-12-31$36,674
Income. Dividends from common stock2013-12-31$14,311,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$80,535,597
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$38,618,490
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$26,950,997
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$116,637,538
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$119,305,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$669,092,516
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$573,762,599
Liabilities. Value of benefit claims payable at end of year2013-12-31$8,650,318
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$9,840,288
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$25,791
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$14,936
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,690,638,666
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,640,455,374
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2013-12-31611436956
2012 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$74,834,785
Total unrealized appreciation/depreciation of assets2012-12-31$74,834,785
Total transfer of assets from this plan2012-12-31$12,625,992
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$82,656,915
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$64,170,560
Total income from all sources (including contributions)2012-12-31$171,198,401
Total loss/gain on sale of assets2012-12-31$22,296,216
Total of all expenses incurred2012-12-31$81,434,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$74,246,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,907
Value of total assets at end of year2012-12-31$1,305,253,306
Value of total assets at beginning of year2012-12-31$1,209,629,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,188,390
Total interest from all sources2012-12-31$14,975,028
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,650,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,757
Administrative expenses professional fees incurred2012-12-31$623,240
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$484,792
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$45,605
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 period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$13,767,001
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$8,417,760
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$23,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$50,634,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$44,087,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$71,549,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$56,812,210
Other income not declared elsewhere2012-12-31$62,750
Administrative expenses (other) incurred2012-12-31$1,538,356
Liabilities. Value of operating payables at end of year2012-12-31$1,267,227
Liabilities. Value of operating payables at beginning of year2012-12-31$1,225,397
Total non interest bearing cash at end of year2012-12-31$712,373
Total non interest bearing cash at beginning of year2012-12-31$661,694
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$89,763,809
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,222,596,391
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,145,458,574
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
Assets. partnership/joint venture interests at end of year2012-12-31$67,109,954
Assets. partnership/joint venture interests at beginning of year2012-12-31$63,258,070
Investment advisory and management fees2012-12-31$5,026,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,757,461
Value of interest in pooled separate accounts at end of year2012-12-31$138,026,914
Value of interest in pooled separate accounts at beginning of year2012-12-31$131,812,100
Interest earned on other investments2012-12-31$4,287,179
Income. Interest from US Government securities2012-12-31$2,446,811
Income. Interest from corporate debt instruments2012-12-31$8,235,169
Value of interest in common/collective trusts at end of year2012-12-31$33,312,000
Value of interest in common/collective trusts at beginning of year2012-12-31$69,719,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$22,049,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$41,927,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$41,927,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,869
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$99,625,546
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$81,921,462
Asset value of US Government securities at end of year2012-12-31$126,739,150
Asset value of US Government securities at beginning of year2012-12-31$115,942,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$757,461
Net investment gain/loss from pooled separate accounts2012-12-31$16,494,655
Net investment gain or loss from common/collective trusts2012-12-31$9,398,865
Net gain/loss from 103.12 investment entities2012-12-31$17,704,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Income. Dividends from preferred stock2012-12-31$11,753
Income. Dividends from common stock2012-12-31$14,634,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$74,246,202
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$26,950,997
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$28,646,741
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$119,305,013
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$87,424,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$573,762,599
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$535,700,259
Liabilities. Value of benefit claims payable at end of year2012-12-31$9,840,288
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$6,132,953
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$14,936
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$63,905
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 appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,125,204,838
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,102,908,622
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2012-12-31611436956
2011 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-13,167,848
Total unrealized appreciation/depreciation of assets2011-12-31$-13,167,848
Total transfer of assets from this plan2011-12-31$6,679,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$64,170,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$261,862,466
Total income from all sources (including contributions)2011-12-31$1,043,375
Total loss/gain on sale of assets2011-12-31$-4,006,671
Total of all expenses incurred2011-12-31$78,953,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$71,655,323
Value of total assets at end of year2011-12-31$1,209,629,134
Value of total assets at beginning of year2011-12-31$1,491,910,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,298,271
Total interest from all sources2011-12-31$11,994,516
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,329,353
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$604,229
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$45,605
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$230,293
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$8,417,760
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$22,375,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$44,087,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$206,520,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$56,812,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$251,801,023
Other income not declared elsewhere2011-12-31$83,387
Administrative expenses (other) incurred2011-12-31$1,494,087
Liabilities. Value of operating payables at end of year2011-12-31$1,225,397
Liabilities. Value of operating payables at beginning of year2011-12-31$1,196,160
Total non interest bearing cash at end of year2011-12-31$661,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-77,910,219
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,145,458,574
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,230,048,249
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
Assets. partnership/joint venture interests at end of year2011-12-31$63,258,070
Investment advisory and management fees2011-12-31$5,199,955
Value of interest in pooled separate accounts at end of year2011-12-31$131,812,100
Value of interest in pooled separate accounts at beginning of year2011-12-31$103,834,873
Interest earned on other investments2011-12-31$2,348,175
Income. Interest from US Government securities2011-12-31$2,502,723
Income. Interest from corporate debt instruments2011-12-31$7,127,232
Value of interest in common/collective trusts at end of year2011-12-31$69,719,897
Value of interest in common/collective trusts at beginning of year2011-12-31$139,986,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$41,927,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$34,755,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$34,755,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$16,386
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$81,921,462
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$96,269,228
Asset value of US Government securities at end of year2011-12-31$115,942,860
Asset value of US Government securities at beginning of year2011-12-31$120,115,894
Net investment gain/loss from pooled separate accounts2011-12-31$20,203,447
Net investment gain or loss from common/collective trusts2011-12-31$-19,045,043
Net gain/loss from 103.12 investment entities2011-12-31$-7,347,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Income. Dividends from preferred stock2011-12-31$3,684
Income. Dividends from common stock2011-12-31$12,325,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$71,655,323
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$28,646,741
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$36,002,114
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$87,424,456
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$105,293,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$535,700,259
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$626,361,858
Liabilities. Value of benefit claims payable at end of year2011-12-31$6,132,953
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$8,865,283
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$63,905
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$165,569
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,066,579,178
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,070,585,849
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2011-12-31611436956
2010 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$90,980,225
Total unrealized appreciation/depreciation of assets2010-12-31$90,980,225
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$6,852,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$261,862,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$238,907,986
Total income from all sources (including contributions)2010-12-31$179,766,337
Total loss/gain on sale of assets2010-12-31$15,451,724
Total of all expenses incurred2010-12-31$79,875,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$72,911,753
Value of total assets at end of year2010-12-31$1,491,910,715
Value of total assets at beginning of year2010-12-31$1,375,917,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,963,625
Total interest from all sources2010-12-31$12,504,472
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,964,737
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$632,949
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$230,293
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$119,720
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$22,375,779
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$37,351,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$206,520,170
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$182,959,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$251,801,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$224,711,286
Other income not declared elsewhere2010-12-31$635,645
Administrative expenses (other) incurred2010-12-31$1,577,510
Liabilities. Value of operating payables at end of year2010-12-31$1,196,160
Liabilities. Value of operating payables at beginning of year2010-12-31$1,164,123
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$99,890,959
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,230,048,249
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,137,009,662
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
Investment advisory and management fees2010-12-31$4,753,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,046,365
Value of interest in pooled separate accounts at end of year2010-12-31$103,834,873
Value of interest in pooled separate accounts at beginning of year2010-12-31$83,945,749
Interest earned on other investments2010-12-31$252,291
Income. Interest from US Government securities2010-12-31$3,381,190
Income. Interest from corporate debt instruments2010-12-31$8,830,354
Value of interest in common/collective trusts at end of year2010-12-31$139,986,125
Value of interest in common/collective trusts at beginning of year2010-12-31$86,788,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$34,755,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$23,360,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$23,360,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$40,637
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$96,269,228
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$104,792,901
Asset value of US Government securities at end of year2010-12-31$120,115,894
Asset value of US Government securities at beginning of year2010-12-31$104,507,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-62,576
Net investment gain/loss from pooled separate accounts2010-12-31$17,626,188
Net investment gain or loss from common/collective trusts2010-12-31$19,189,595
Net gain/loss from 103.12 investment entities2010-12-31$11,476,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$10,011
Income. Dividends from preferred stock2010-12-31$1,748
Income. Dividends from common stock2010-12-31$11,962,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$72,911,753
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$36,002,114
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$28,501,491
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$105,293,043
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$103,820,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$626,361,858
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$616,391,074
Liabilities. Value of benefit claims payable at end of year2010-12-31$8,865,283
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$13,032,577
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$165,569
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$321,621
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,720,296,853
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,704,845,129
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 name2010-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2010-12-31611436956
2009 : CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987

2022: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 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 - TrustYes
2021: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 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 - TrustYes
2020: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 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 - TrustYes
2019: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 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 - TrustYes
2018: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 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 - TrustYes
2017: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 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 - TrustYes
2016: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 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 - TrustYes
2015: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL PENNSYLVANIA TEAMSTERS RETIREMENT INCOME PLAN 1987 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610892
Policy instance 1
Insurance contract or identification number610892
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610892
Policy instance 1
Insurance contract or identification number610892
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610892
Policy instance 1
Insurance contract or identification number610892
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610892
Policy instance 1
Insurance contract or identification number610892
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610886
Policy instance 1
Insurance contract or identification number610886
Number of Individuals Covered0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-10892
Policy instance 1
Insurance contract or identification number6-10892
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-10892
Policy instance 1
Insurance contract or identification number6-10892
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-10892
Policy instance 1
Insurance contract or identification number6-10892
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-10892
Policy instance 1
Insurance contract or identification number6-10892
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-10892
Policy instance 1
Insurance contract or identification number6-10892
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030203
Policy instance 2
Insurance contract or identification number030203
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-10892
Policy instance 1
Insurance contract or identification number6-10892
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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