BD OF TRUST SW. PA & W. MD. AREA TEAMSTERS & EMPLOYERS PENSION FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND
401k plan membership statisitcs for SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND
| Measure | Date | Value |
|---|
| 2023: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2023 401k membership |
|---|
| Current value of assets | 2023-06-30 | 30,903,619 |
| Acturial value of assets for funding standard account | 2023-06-30 | 33,342,254 |
| Accrued liability for plan using immediate gains methods | 2023-06-30 | 208,224,769 |
| Accrued liability under unit credit cost method | 2023-06-30 | 208,224,769 |
| RPA 94 current liability | 2023-06-30 | 365,452,405 |
| Expected increase in current liability due to benefits accruing during the plan year | 2023-06-30 | 3,055,627 |
| Expected plan disbursements for the plan year | 2023-06-30 | 18,017,209 |
| Current value of assets | 2023-06-30 | 30,903,619 |
| Number of retired participants and beneficiaries receiving payment | 2023-06-30 | 1,610 |
| Current liability for retired participants and beneficiaries receiving payment | 2023-06-30 | 240,069,260 |
| Number of terminated vested participants | 2023-06-30 | 693 |
| Current liability for terminated vested participants | 2023-06-30 | 56,428,554 |
| Current liability for active participants non vested benefits | 2023-06-30 | 1,302,586 |
| Current liability for active participants vested benefits | 2023-06-30 | 67,652,005 |
| Total number of active articipats | 2023-06-30 | 456 |
| Current liability for active participants | 2023-06-30 | 68,954,591 |
| Total participant count with liabilities | 2023-06-30 | 2,759 |
| Total current liabilitoes for participants with libailities | 2023-06-30 | 365,452,405 |
| Total employer contributions in plan year | 2023-06-30 | 9,598,728 |
| Total employee contributions in plan year | 2023-06-30 | 0 |
| Prior year funding deficiency | 2023-06-30 | 123,926,719 |
| Employer’s normal cost for plan year as of valuation date | 2023-06-30 | 1,462,230 |
| Prior year credit balance | 2023-06-30 | 0 |
| Amortization credits as of valuation date | 2023-06-30 | 2,543,299 |
| 2022: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 2,759 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 463 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 1,193 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 649 |
| Total of all active and inactive participants | 2022-07-01 | 2,305 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 407 |
| Total participants | 2022-07-01 | 2,712 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 20 |
| Number of employers contributing to the scheme | 2022-07-01 | 28 |
| Current value of assets | 2022-06-30 | 41,980,192 |
| Acturial value of assets for funding standard account | 2022-06-30 | 39,781,764 |
| Accrued liability for plan using immediate gains methods | 2022-06-30 | 206,544,416 |
| Accrued liability under unit credit cost method | 2022-06-30 | 206,544,416 |
| RPA 94 current liability | 2022-06-30 | 367,460,201 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-06-30 | 3,401,647 |
| Expected release from RPA 94 current liability for plan year | 2022-06-30 | 17,570,180 |
| Expected plan disbursements for the plan year | 2022-06-30 | 18,316,180 |
| Current value of assets | 2022-06-30 | 41,980,192 |
| Number of retired participants and beneficiaries receiving payment | 2022-06-30 | 1,618 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-06-30 | 235,823,308 |
| Number of terminated vested participants | 2022-06-30 | 716 |
| Current liability for terminated vested participants | 2022-06-30 | 57,069,906 |
| Current liability for active participants non vested benefits | 2022-06-30 | 1,224,659 |
| Current liability for active participants vested benefits | 2022-06-30 | 73,342,328 |
| Total number of active articipats | 2022-06-30 | 435 |
| Current liability for active participants | 2022-06-30 | 74,566,987 |
| Total participant count with liabilities | 2022-06-30 | 2,769 |
| Total current liabilitoes for participants with libailities | 2022-06-30 | 367,460,201 |
| Total employer contributions in plan year | 2022-06-30 | 8,914,347 |
| Total employee contributions in plan year | 2022-06-30 | 0 |
| Prior year funding deficiency | 2022-06-30 | 110,397,944 |
| Employer’s normal cost for plan year as of valuation date | 2022-06-30 | 1,765,894 |
| Prior year credit balance | 2022-06-30 | 0 |
| Amortization credits as of valuation date | 2022-06-30 | 2,543,298 |
| 2021: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 2,769 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 456 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 1,185 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 693 |
| Total of all active and inactive participants | 2021-07-01 | 2,334 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 425 |
| Total participants | 2021-07-01 | 2,759 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 21 |
| Number of employers contributing to the scheme | 2021-07-01 | 28 |
| Current value of assets | 2021-06-30 | 42,879,037 |
| Acturial value of assets for funding standard account | 2021-06-30 | 44,779,010 |
| Accrued liability for plan using immediate gains methods | 2021-06-30 | 207,048,438 |
| Accrued liability under unit credit cost method | 2021-06-30 | 207,048,438 |
| RPA 94 current liability | 2021-06-30 | 355,240,619 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-06-30 | 3,246,143 |
| Expected plan disbursements for the plan year | 2021-06-30 | 17,242,516 |
| Current value of assets | 2021-06-30 | 42,879,037 |
| Number of retired participants and beneficiaries receiving payment | 2021-06-30 | 1,634 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-06-30 | 226,256,297 |
| Number of terminated vested participants | 2021-06-30 | 727 |
| Current liability for terminated vested participants | 2021-06-30 | 53,954,015 |
| Current liability for active participants non vested benefits | 2021-06-30 | 1,247,333 |
| Current liability for active participants vested benefits | 2021-06-30 | 73,782,974 |
| Total number of active articipats | 2021-06-30 | 452 |
| Current liability for active participants | 2021-06-30 | 75,030,307 |
| Total participant count with liabilities | 2021-06-30 | 2,813 |
| Total current liabilitoes for participants with libailities | 2021-06-30 | 355,240,619 |
| Total employer contributions in plan year | 2021-06-30 | 8,668,438 |
| Total employee contributions in plan year | 2021-06-30 | 0 |
| Value in reduction in liability resulting from the reduction in benefits | 2021-06-30 | 1,303,374 |
| Prior year funding deficiency | 2021-06-30 | 96,564,239 |
| Employer’s normal cost for plan year as of valuation date | 2021-06-30 | 1,734,908 |
| Prior year credit balance | 2021-06-30 | 0 |
| Amortization credits as of valuation date | 2021-06-30 | 2,455,750 |
| 2020: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 2,813 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 435 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 1,185 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 716 |
| Total of all active and inactive participants | 2020-07-01 | 2,336 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 433 |
| Total participants | 2020-07-01 | 2,769 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 20 |
| Number of employers contributing to the scheme | 2020-07-01 | 39 |
| Current value of assets | 2020-06-30 | 50,002,183 |
| Acturial value of assets for funding standard account | 2020-06-30 | 49,841,920 |
| Accrued liability for plan using immediate gains methods | 2020-06-30 | 206,680,047 |
| Accrued liability under unit credit cost method | 2020-06-30 | 206,680,047 |
| RPA 94 current liability | 2020-06-30 | 339,437,071 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-06-30 | 2,975,739 |
| Expected plan disbursements for the plan year | 2020-06-30 | 16,822,367 |
| Current value of assets | 2020-06-30 | 50,002,183 |
| Number of retired participants and beneficiaries receiving payment | 2020-06-30 | 1,617 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-06-30 | 214,292,811 |
| Number of terminated vested participants | 2020-06-30 | 766 |
| Current liability for terminated vested participants | 2020-06-30 | 51,276,666 |
| Current liability for active participants non vested benefits | 2020-06-30 | 1,362,980 |
| Current liability for active participants vested benefits | 2020-06-30 | 72,504,614 |
| Total number of active articipats | 2020-06-30 | 467 |
| Current liability for active participants | 2020-06-30 | 73,867,594 |
| Total participant count with liabilities | 2020-06-30 | 2,850 |
| Total current liabilitoes for participants with libailities | 2020-06-30 | 339,437,071 |
| Total employer contributions in plan year | 2020-06-30 | 8,752,495 |
| Total employee contributions in plan year | 2020-06-30 | 0 |
| Value in reduction in liability resulting from the reduction in benefits | 2020-06-30 | 950,545 |
| Prior year funding deficiency | 2020-06-30 | 83,963,451 |
| Employer’s normal cost for plan year as of valuation date | 2020-06-30 | 1,650,942 |
| Prior year credit balance | 2020-06-30 | 0 |
| Amortization credits as of valuation date | 2020-06-30 | 2,387,757 |
| 2019: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 2,850 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 452 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 1,214 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 727 |
| Total of all active and inactive participants | 2019-07-01 | 2,393 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 420 |
| Total participants | 2019-07-01 | 2,813 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 11 |
| Number of employers contributing to the scheme | 2019-07-01 | 44 |
| Current value of assets | 2019-06-30 | 56,100,848 |
| Acturial value of assets for funding standard account | 2019-06-30 | 55,965,719 |
| Accrued liability for plan using immediate gains methods | 2019-06-30 | 207,505,111 |
| Accrued liability under unit credit cost method | 2019-06-30 | 207,505,111 |
| RPA 94 current liability | 2019-06-30 | 334,596,096 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-06-30 | 2,958,414 |
| Expected plan disbursements for the plan year | 2019-06-30 | 16,495,695 |
| Current value of assets | 2019-06-30 | 56,100,848 |
| Number of retired participants and beneficiaries receiving payment | 2019-06-30 | 1,612 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-06-30 | 207,026,951 |
| Number of terminated vested participants | 2019-06-30 | 790 |
| Current liability for terminated vested participants | 2019-06-30 | 53,807,097 |
| Current liability for active participants non vested benefits | 2019-06-30 | 1,575,829 |
| Current liability for active participants vested benefits | 2019-06-30 | 72,186,219 |
| Total number of active articipats | 2019-06-30 | 488 |
| Current liability for active participants | 2019-06-30 | 73,762,048 |
| Total participant count with liabilities | 2019-06-30 | 2,890 |
| Total current liabilitoes for participants with libailities | 2019-06-30 | 334,596,096 |
| Total employer contributions in plan year | 2019-06-30 | 7,220,493 |
| Total employee contributions in plan year | 2019-06-30 | 0 |
| Value in reduction in liability resulting from the reduction in benefits | 2019-06-30 | 942,665 |
| Prior year funding deficiency | 2019-06-30 | 70,722,706 |
| Employer’s normal cost for plan year as of valuation date | 2019-06-30 | 1,654,189 |
| Prior year credit balance | 2019-06-30 | 0 |
| Amortization credits as of valuation date | 2019-06-30 | 2,329,143 |
| 2018: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 2,890 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 467 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 1,200 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 757 |
| Total of all active and inactive participants | 2018-07-01 | 2,424 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 426 |
| Total participants | 2018-07-01 | 2,850 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 20 |
| Number of employers contributing to the scheme | 2018-07-01 | 50 |
| Current value of assets | 2018-06-30 | 60,748,691 |
| Acturial value of assets for funding standard account | 2018-06-30 | 62,957,323 |
| Accrued liability for plan using immediate gains methods | 2018-06-30 | 210,658,813 |
| Accrued liability under unit credit cost method | 2018-06-30 | 210,658,813 |
| RPA 94 current liability | 2018-06-30 | 335,152,978 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-06-30 | 2,895,825 |
| Expected plan disbursements for the plan year | 2018-06-30 | 16,417,940 |
| Current value of assets | 2018-06-30 | 60,748,691 |
| Number of retired participants and beneficiaries receiving payment | 2018-06-30 | 1,625 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-06-30 | 201,949,446 |
| Number of terminated vested participants | 2018-06-30 | 811 |
| Current liability for terminated vested participants | 2018-06-30 | 60,460,876 |
| Current liability for active participants non vested benefits | 2018-06-30 | 1,708,791 |
| Current liability for active participants vested benefits | 2018-06-30 | 71,033,865 |
| Total number of active articipats | 2018-06-30 | 505 |
| Current liability for active participants | 2018-06-30 | 72,742,656 |
| Total participant count with liabilities | 2018-06-30 | 2,941 |
| Total current liabilitoes for participants with libailities | 2018-06-30 | 335,152,978 |
| Total employer contributions in plan year | 2018-06-30 | 6,710,030 |
| Total employee contributions in plan year | 2018-06-30 | 0 |
| Value in reduction in liability resulting from the reduction in benefits | 2018-06-30 | 893,256 |
| Prior year funding deficiency | 2018-06-30 | 57,742,481 |
| Employer’s normal cost for plan year as of valuation date | 2018-06-30 | 1,612,776 |
| Prior year credit balance | 2018-06-30 | 0 |
| Amortization credits as of valuation date | 2018-06-30 | 1,950,339 |
| 2017: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 2,941 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 488 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 1,192 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 781 |
| Total of all active and inactive participants | 2017-07-01 | 2,461 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 429 |
| Total participants | 2017-07-01 | 2,890 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 17 |
| Number of employers contributing to the scheme | 2017-07-01 | 51 |
| Current value of assets | 2017-06-30 | 64,924,946 |
| Acturial value of assets for funding standard account | 2017-06-30 | 68,439,492 |
| Accrued liability for plan using immediate gains methods | 2017-06-30 | 209,341,674 |
| Accrued liability under unit credit cost method | 2017-06-30 | 209,341,674 |
| RPA 94 current liability | 2017-06-30 | 335,539,768 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-06-30 | 2,758,982 |
| Expected plan disbursements for the plan year | 2017-06-30 | 16,481,035 |
| Current value of assets | 2017-06-30 | 64,924,946 |
| Number of retired participants and beneficiaries receiving payment | 2017-06-30 | 1,663 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-06-30 | 207,447,722 |
| Number of terminated vested participants | 2017-06-30 | 810 |
| Current liability for terminated vested participants | 2017-06-30 | 52,751,145 |
| Current liability for active participants non vested benefits | 2017-06-30 | 2,581,413 |
| Current liability for active participants vested benefits | 2017-06-30 | 72,759,488 |
| Total number of active articipats | 2017-06-30 | 514 |
| Current liability for active participants | 2017-06-30 | 75,340,901 |
| Total participant count with liabilities | 2017-06-30 | 2,987 |
| Total current liabilitoes for participants with libailities | 2017-06-30 | 335,539,768 |
| Total employer contributions in plan year | 2017-06-30 | 6,550,203 |
| Total employee contributions in plan year | 2017-06-30 | 0 |
| Value in reduction in liability resulting from the reduction in benefits | 2017-06-30 | 5,103,543 |
| Prior year funding deficiency | 2017-06-30 | 45,751,083 |
| Employer’s normal cost for plan year as of valuation date | 2017-06-30 | 1,521,925 |
| Prior year credit balance | 2017-06-30 | 0 |
| Amortization credits as of valuation date | 2017-06-30 | 1,950,339 |
| 2016: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 2,987 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 505 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 1,198 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 804 |
| Total of all active and inactive participants | 2016-07-01 | 2,507 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 434 |
| Total participants | 2016-07-01 | 2,941 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 7 |
| Number of employers contributing to the scheme | 2016-07-01 | 52 |
| Current value of assets | 2016-06-30 | 73,285,625 |
| Acturial value of assets for funding standard account | 2016-06-30 | 72,371,727 |
| Accrued liability for plan using immediate gains methods | 2016-06-30 | 187,162,809 |
| Accrued liability under unit credit cost method | 2016-06-30 | 187,162,809 |
| RPA 94 current liability | 2016-06-30 | 324,285,386 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-06-30 | 2,532,331 |
| Expected plan disbursements for the plan year | 2016-06-30 | 16,147,301 |
| Current value of assets | 2016-06-30 | 73,285,625 |
| Number of retired participants and beneficiaries receiving payment | 2016-06-30 | 1,659 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-06-30 | 200,216,492 |
| Number of terminated vested participants | 2016-06-30 | 871 |
| Current liability for terminated vested participants | 2016-06-30 | 53,021,366 |
| Current liability for active participants non vested benefits | 2016-06-30 | 2,653,345 |
| Current liability for active participants vested benefits | 2016-06-30 | 68,394,183 |
| Total number of active articipats | 2016-06-30 | 520 |
| Current liability for active participants | 2016-06-30 | 71,047,528 |
| Total participant count with liabilities | 2016-06-30 | 3,050 |
| Total current liabilitoes for participants with libailities | 2016-06-30 | 324,285,386 |
| Total employer contributions in plan year | 2016-06-30 | 6,303,120 |
| Total employee contributions in plan year | 2016-06-30 | 0 |
| Value in reduction in liability resulting from the reduction in benefits | 2016-06-30 | 5,176,398 |
| Prior year funding deficiency | 2016-06-30 | 35,187,031 |
| Employer’s normal cost for plan year as of valuation date | 2016-06-30 | 1,303,421 |
| Prior year credit balance | 2016-06-30 | 0 |
| Amortization credits as of valuation date | 2016-06-30 | 1,989,865 |
| 2015: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 3,050 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 514 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 1,229 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 810 |
| Total of all active and inactive participants | 2015-07-01 | 2,553 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 434 |
| Total participants | 2015-07-01 | 2,987 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 20 |
| Number of employers contributing to the scheme | 2015-07-01 | 53 |
| Current value of assets | 2015-06-30 | 81,357,715 |
| Acturial value of assets for funding standard account | 2015-06-30 | 76,390,957 |
| Accrued liability for plan using immediate gains methods | 2015-06-30 | 186,234,345 |
| Accrued liability under unit credit cost method | 2015-06-30 | 186,234,345 |
| RPA 94 current liability | 2015-06-30 | 315,544,457 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-06-30 | 2,638,839 |
| Expected plan disbursements for the plan year | 2015-06-30 | 15,893,851 |
| Current value of assets | 2015-06-30 | 81,357,715 |
| Number of retired participants and beneficiaries receiving payment | 2015-06-30 | 1,659 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-06-30 | 193,051,702 |
| Number of terminated vested participants | 2015-06-30 | 845 |
| Current liability for terminated vested participants | 2015-06-30 | 47,401,841 |
| Current liability for active participants non vested benefits | 2015-06-30 | 2,584,356 |
| Current liability for active participants vested benefits | 2015-06-30 | 72,506,558 |
| Total number of active articipats | 2015-06-30 | 564 |
| Current liability for active participants | 2015-06-30 | 75,090,914 |
| Total participant count with liabilities | 2015-06-30 | 3,068 |
| Total current liabilitoes for participants with libailities | 2015-06-30 | 315,544,457 |
| Total employer contributions in plan year | 2015-06-30 | 5,955,874 |
| Total employee contributions in plan year | 2015-06-30 | 0 |
| Value in reduction in liability resulting from the reduction in benefits | 2015-06-30 | 6,032,672 |
| Prior year funding deficiency | 2015-06-30 | 24,499,331 |
| Employer’s normal cost for plan year as of valuation date | 2015-06-30 | 1,405,658 |
| Prior year credit balance | 2015-06-30 | 0 |
| Amortization credits as of valuation date | 2015-06-30 | 1,989,865 |
| 2014: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 3,068 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 520 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 1,227 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 858 |
| Total of all active and inactive participants | 2014-07-01 | 2,605 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 445 |
| Total participants | 2014-07-01 | 3,050 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 20 |
| Number of employers contributing to the scheme | 2014-07-01 | 56 |
| Current value of assets | 2014-06-30 | 79,176,765 |
| Acturial value of assets for funding standard account | 2014-06-30 | 76,020,519 |
| Accrued liability for plan using immediate gains methods | 2014-06-30 | 187,839,789 |
| Accrued liability under unit credit cost method | 2014-06-30 | 187,839,789 |
| RPA 94 current liability | 2014-06-30 | 315,608,258 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-06-30 | 2,473,091 |
| Expected plan disbursements for the plan year | 2014-06-30 | 15,846,381 |
| Current value of assets | 2014-06-30 | 79,176,765 |
| Number of retired participants and beneficiaries receiving payment | 2014-06-30 | 1,651 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-06-30 | 191,936,622 |
| Number of terminated vested participants | 2014-06-30 | 860 |
| Current liability for terminated vested participants | 2014-06-30 | 48,064,210 |
| Current liability for active participants non vested benefits | 2014-06-30 | 358,263 |
| Current liability for active participants vested benefits | 2014-06-30 | 75,249,163 |
| Total number of active articipats | 2014-06-30 | 586 |
| Current liability for active participants | 2014-06-30 | 75,607,426 |
| Total participant count with liabilities | 2014-06-30 | 3,097 |
| Total current liabilitoes for participants with libailities | 2014-06-30 | 315,608,258 |
| Total employer contributions in plan year | 2014-06-30 | 5,669,784 |
| Total employee contributions in plan year | 2014-06-30 | 0 |
| Value in reduction in liability resulting from the reduction in benefits | 2014-06-30 | 4,469,431 |
| Prior year funding deficiency | 2014-06-30 | 13,548,375 |
| Employer’s normal cost for plan year as of valuation date | 2014-06-30 | 1,343,208 |
| Prior year credit balance | 2014-06-30 | 0 |
| Amortization credits as of valuation date | 2014-06-30 | 1,289,373 |
| 2013: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 3,097 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 564 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 1,225 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 845 |
| Total of all active and inactive participants | 2013-07-01 | 2,634 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 434 |
| Total participants | 2013-07-01 | 3,068 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 28 |
| Number of employers contributing to the scheme | 2013-07-01 | 76 |
| 2012: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 3,295 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 586 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 1,226 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 859 |
| Total of all active and inactive participants | 2012-07-01 | 2,671 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 426 |
| Total participants | 2012-07-01 | 3,097 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 186 |
| Number of employers contributing to the scheme | 2012-07-01 | 73 |
| 2011: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 3,312 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 1,104 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 1,209 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 575 |
| Total of all active and inactive participants | 2011-07-01 | 2,888 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 407 |
| Total participants | 2011-07-01 | 3,295 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 64 |
| Number of employers contributing to the scheme | 2011-07-01 | 69 |
| 2010: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 3,299 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 1,132 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 1,201 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 577 |
| Total of all active and inactive participants | 2010-07-01 | 2,910 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 402 |
| Total participants | 2010-07-01 | 3,312 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 53 |
| Number of employers contributing to the scheme | 2010-07-01 | 66 |
| 2009: SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 3,315 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 1,115 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 1,220 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 559 |
| Total of all active and inactive participants | 2009-07-01 | 2,894 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 405 |
| Total participants | 2009-07-01 | 3,299 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 50 |
| Number of employers contributing to the scheme | 2009-07-01 | 57 |
| Measure | Date | Value |
|---|
| 2023 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-30 | $-74,305 |
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $-74,305 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $65,730 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $47,109 |
| Total income from all sources (including contributions) | 2023-06-30 | $11,022,825 |
| Total loss/gain on sale of assets | 2023-06-30 | $11,566 |
| Total of all expenses incurred | 2023-06-30 | $17,449,891 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $16,735,381 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $9,287,496 |
| Value of total assets at end of year | 2023-06-30 | $29,985,066 |
| Value of total assets at beginning of year | 2023-06-30 | $36,393,511 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $714,510 |
| Total interest from all sources | 2023-06-30 | $20,256 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $464,036 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $463,723 |
| Administrative expenses professional fees incurred | 2023-06-30 | $279,577 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-06-30 | $1,633,835 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-06-30 | $2,204,801 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $5,150,445 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $5,469,296 |
| Administrative expenses (other) incurred | 2023-06-30 | $359,953 |
| Liabilities. Value of operating payables at end of year | 2023-06-30 | $65,730 |
| Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $47,109 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $-6,427,066 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $29,919,336 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $36,346,402 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Investment advisory and management fees | 2023-06-30 | $74,980 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $18,746,722 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $25,031,176 |
| Value of interest in common/collective trusts at end of year | 2023-06-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $3,735,239 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $2,935,986 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $2,935,986 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-06-30 | $20,256 |
| Asset value of US Government securities at end of year | 2023-06-30 | $0 |
| Asset value of US Government securities at beginning of year | 2023-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $1,313,776 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $9,287,496 |
| Employer contributions (assets) at end of year | 2023-06-30 | $676,010 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $707,628 |
| Income. Dividends from common stock | 2023-06-30 | $313 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $16,735,381 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-06-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-06-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-06-30 | $42,815 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-06-30 | $44,624 |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Aggregate proceeds on sale of assets | 2023-06-30 | $508,227 |
| Aggregate carrying amount (costs) on sale of assets | 2023-06-30 | $496,661 |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2023-06-30 | 270889793 |
| 2022 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-69,045 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-69,045 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $47,109 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $108,612 |
| Total income from all sources (including contributions) | 2022-06-30 | $6,647,288 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $17,268,938 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $16,668,708 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $9,369,270 |
| Value of total assets at end of year | 2022-06-30 | $36,393,511 |
| Value of total assets at beginning of year | 2022-06-30 | $47,076,664 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $600,230 |
| Total interest from all sources | 2022-06-30 | $2,914 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $704,563 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $698,926 |
| Administrative expenses professional fees incurred | 2022-06-30 | $186,723 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-06-30 | $2,204,801 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $3,146,073 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $5,469,296 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $5,008,740 |
| Other income not declared elsewhere | 2022-06-30 | $13,519 |
| Administrative expenses (other) incurred | 2022-06-30 | $332,135 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $47,109 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $108,612 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-10,621,650 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $36,346,402 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $46,968,052 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Investment advisory and management fees | 2022-06-30 | $81,372 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $25,031,176 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $33,652,740 |
| Value of interest in common/collective trusts at end of year | 2022-06-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $2,935,986 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $4,614,947 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $4,614,947 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $2,914 |
| Asset value of US Government securities at end of year | 2022-06-30 | $0 |
| Asset value of US Government securities at beginning of year | 2022-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-3,373,933 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $9,369,270 |
| Employer contributions (assets) at end of year | 2022-06-30 | $707,628 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $605,575 |
| Income. Dividends from common stock | 2022-06-30 | $5,637 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $16,668,708 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-06-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-06-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-06-30 | $44,624 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-06-30 | $48,589 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2022-06-30 | 270889793 |
| 2021 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $823,265 |
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $823,265 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $108,612 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $93,207 |
| Total income from all sources (including contributions) | 2021-06-30 | $15,665,272 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $17,266,822 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $16,438,765 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $7,965,733 |
| Value of total assets at end of year | 2021-06-30 | $47,076,664 |
| Value of total assets at beginning of year | 2021-06-30 | $48,662,809 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $828,057 |
| Total interest from all sources | 2021-06-30 | $19,024 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $769,803 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $768,656 |
| Administrative expenses professional fees incurred | 2021-06-30 | $405,966 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-06-30 | 3573492 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-06-30 | $3,146,073 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-06-30 | $2,934,832 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $5,008,740 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $5,762,954 |
| Other income not declared elsewhere | 2021-06-30 | $15,441 |
| Administrative expenses (other) incurred | 2021-06-30 | $339,347 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $108,612 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $93,207 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $-1,601,550 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $46,968,052 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $48,569,602 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Investment advisory and management fees | 2021-06-30 | $82,744 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $33,652,740 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $33,697,196 |
| Value of interest in common/collective trusts at end of year | 2021-06-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $4,614,947 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $5,757,021 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $5,757,021 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $19,024 |
| Asset value of US Government securities at end of year | 2021-06-30 | $0 |
| Asset value of US Government securities at beginning of year | 2021-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $6,072,006 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $7,965,733 |
| Employer contributions (assets) at end of year | 2021-06-30 | $605,575 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $457,614 |
| Income. Dividends from common stock | 2021-06-30 | $1,147 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $16,438,765 |
| Asset. Corporate debt instrument preferred debt at end of year | 2021-06-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-06-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-06-30 | $48,589 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-06-30 | $53,192 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
| Accountancy firm name | 2021-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2021-06-30 | 270889793 |
| 2020 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $-482,168 |
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $-482,168 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $93,207 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $45,612 |
| Total income from all sources (including contributions) | 2020-06-30 | $10,471,951 |
| Total loss/gain on sale of assets | 2020-06-30 | $123,151 |
| Total of all expenses incurred | 2020-06-30 | $17,074,812 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $16,316,472 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $9,272,780 |
| Value of total assets at end of year | 2020-06-30 | $48,662,809 |
| Value of total assets at beginning of year | 2020-06-30 | $55,218,075 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $758,340 |
| Total interest from all sources | 2020-06-30 | $318,015 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $623,668 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $622,636 |
| Administrative expenses professional fees incurred | 2020-06-30 | $301,064 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-06-30 | $2,934,832 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $5,762,954 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $5,237,243 |
| Other income not declared elsewhere | 2020-06-30 | $4,659 |
| Administrative expenses (other) incurred | 2020-06-30 | $350,498 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $93,207 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $45,612 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $-6,602,861 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $48,569,602 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $55,172,463 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $106,778 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $33,697,196 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $31,767,485 |
| Income. Interest from US Government securities | 2020-06-30 | $87,591 |
| Income. Interest from corporate debt instruments | 2020-06-30 | $171,906 |
| Value of interest in common/collective trusts at end of year | 2020-06-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $5,757,021 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $5,071,980 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $5,071,980 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $58,518 |
| Asset value of US Government securities at end of year | 2020-06-30 | $0 |
| Asset value of US Government securities at beginning of year | 2020-06-30 | $3,528,392 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $611,846 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $9,272,780 |
| Employer contributions (assets) at end of year | 2020-06-30 | $457,614 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $546,064 |
| Income. Dividends from common stock | 2020-06-30 | $1,032 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $16,316,472 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-06-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-06-30 | $9,012,987 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-06-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-06-30 | $53,192 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-06-30 | $53,924 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Aggregate proceeds on sale of assets | 2020-06-30 | $26,095,706 |
| Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $25,972,555 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
| Accountancy firm name | 2020-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2020-06-30 | 270889793 |
| 2019 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $363,790 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $363,790 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $45,612 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $50,616 |
| Total income from all sources (including contributions) | 2019-06-30 | $10,318,840 |
| Total loss/gain on sale of assets | 2019-06-30 | $41,200 |
| Total of all expenses incurred | 2019-06-30 | $16,631,326 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $15,969,008 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $7,006,672 |
| Value of total assets at end of year | 2019-06-30 | $55,218,075 |
| Value of total assets at beginning of year | 2019-06-30 | $61,535,565 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $662,318 |
| Total interest from all sources | 2019-06-30 | $492,338 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $719,303 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $716,903 |
| Administrative expenses professional fees incurred | 2019-06-30 | $196,713 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-06-30 | 3518550 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-06-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-06-30 | $130,153 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $5,237,243 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $5,467,934 |
| Other income not declared elsewhere | 2019-06-30 | $23,514 |
| Administrative expenses (other) incurred | 2019-06-30 | $345,088 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $45,612 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $50,616 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $-6,312,486 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $55,172,463 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $61,484,949 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Investment advisory and management fees | 2019-06-30 | $120,517 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $31,767,485 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $37,063,355 |
| Interest earned on other investments | 2019-06-30 | $979 |
| Income. Interest from US Government securities | 2019-06-30 | $175,456 |
| Income. Interest from corporate debt instruments | 2019-06-30 | $266,345 |
| Value of interest in common/collective trusts at end of year | 2019-06-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $5,071,980 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $3,600,821 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $3,600,821 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $49,558 |
| Asset value of US Government securities at end of year | 2019-06-30 | $3,528,392 |
| Asset value of US Government securities at beginning of year | 2019-06-30 | $6,105,254 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $1,672,023 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $7,006,672 |
| Employer contributions (assets) at end of year | 2019-06-30 | $546,064 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $411,056 |
| Income. Dividends from common stock | 2019-06-30 | $2,400 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $15,969,008 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-06-30 | $9,012,987 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-06-30 | $8,703,159 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-06-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-06-30 | $53,924 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-06-30 | $53,833 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Aggregate proceeds on sale of assets | 2019-06-30 | $13,798,853 |
| Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $13,757,653 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
| Accountancy firm name | 2019-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2019-06-30 | 270889793 |
| 2018 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $-222,702 |
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $-222,702 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $50,616 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $54,739 |
| Total income from all sources (including contributions) | 2018-06-30 | $11,793,906 |
| Total loss/gain on sale of assets | 2018-06-30 | $-112,973 |
| Total of all expenses incurred | 2018-06-30 | $16,465,388 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $15,799,913 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $6,686,391 |
| Value of total assets at end of year | 2018-06-30 | $61,535,565 |
| Value of total assets at beginning of year | 2018-06-30 | $66,211,170 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $665,475 |
| Total interest from all sources | 2018-06-30 | $439,362 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $803,792 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $796,070 |
| Administrative expenses professional fees incurred | 2018-06-30 | $183,553 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-06-30 | $130,153 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-06-30 | $51,394 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $5,467,934 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $5,493,406 |
| Other income not declared elsewhere | 2018-06-30 | $25,789 |
| Administrative expenses (other) incurred | 2018-06-30 | $353,761 |
| Liabilities. Value of operating payables at end of year | 2018-06-30 | $50,616 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $54,739 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $-4,671,482 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $61,484,949 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $66,156,431 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $128,161 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $37,063,355 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $29,847,470 |
| Interest earned on other investments | 2018-06-30 | $2,922 |
| Income. Interest from US Government securities | 2018-06-30 | $149,329 |
| Income. Interest from corporate debt instruments | 2018-06-30 | $271,278 |
| Value of interest in common/collective trusts at end of year | 2018-06-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $7,074,337 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $3,600,821 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $2,697,286 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $2,697,286 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $15,833 |
| Asset value of US Government securities at end of year | 2018-06-30 | $6,105,254 |
| Asset value of US Government securities at beginning of year | 2018-06-30 | $5,956,578 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $4,070,961 |
| Net investment gain or loss from common/collective trusts | 2018-06-30 | $103,286 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $6,686,391 |
| Employer contributions (assets) at end of year | 2018-06-30 | $411,056 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $500,623 |
| Income. Dividends from common stock | 2018-06-30 | $7,722 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $15,799,913 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-06-30 | $8,703,159 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-06-30 | $9,676,623 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-06-30 | $4,846,312 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-06-30 | $53,833 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-06-30 | $67,141 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Aggregate proceeds on sale of assets | 2018-06-30 | $29,213,595 |
| Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $29,326,568 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
| Accountancy firm name | 2018-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2018-06-30 | 270889793 |
| 2017 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $445,164 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $445,164 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $54,739 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $60,064 |
| Total income from all sources (including contributions) | 2017-06-30 | $12,109,190 |
| Total loss/gain on sale of assets | 2017-06-30 | $-27,264 |
| Total of all expenses incurred | 2017-06-30 | $16,454,615 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $15,805,410 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $6,381,033 |
| Value of total assets at end of year | 2017-06-30 | $66,211,170 |
| Value of total assets at beginning of year | 2017-06-30 | $70,561,920 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $649,205 |
| Total interest from all sources | 2017-06-30 | $431,464 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $1,248,079 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $913,469 |
| Administrative expenses professional fees incurred | 2017-06-30 | $161,672 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-06-30 | $51,394 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $5,493,406 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $5,665,816 |
| Other income not declared elsewhere | 2017-06-30 | $8,825 |
| Administrative expenses (other) incurred | 2017-06-30 | $338,118 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $54,739 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $60,064 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $-4,345,425 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $66,156,431 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $70,501,856 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $149,415 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $29,847,470 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $34,901,323 |
| Interest earned on other investments | 2017-06-30 | $495 |
| Income. Interest from US Government securities | 2017-06-30 | $141,262 |
| Income. Interest from corporate debt instruments | 2017-06-30 | $284,359 |
| Value of interest in common/collective trusts at end of year | 2017-06-30 | $7,074,337 |
| Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $6,185,015 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $2,697,286 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $2,927,795 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $2,927,795 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $5,348 |
| Asset value of US Government securities at end of year | 2017-06-30 | $5,956,578 |
| Asset value of US Government securities at beginning of year | 2017-06-30 | $6,240,229 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $2,650,367 |
| Net investment gain or loss from common/collective trusts | 2017-06-30 | $971,522 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $6,381,033 |
| Employer contributions (assets) at end of year | 2017-06-30 | $500,623 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $444,977 |
| Income. Dividends from common stock | 2017-06-30 | $334,610 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $15,805,410 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-06-30 | $9,676,623 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-06-30 | $9,302,316 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-06-30 | $4,846,312 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-06-30 | $4,827,174 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-06-30 | $67,141 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-06-30 | $67,275 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $18,919,771 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $18,947,035 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
| Accountancy firm name | 2017-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2017-06-30 | 270889793 |
| 2016 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $-151,458 |
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $-151,458 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $60,064 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $81,301 |
| Total income from all sources (including contributions) | 2016-06-30 | $7,806,966 |
| Total loss/gain on sale of assets | 2016-06-30 | $-48,793 |
| Total of all expenses incurred | 2016-06-30 | $16,323,850 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $15,708,133 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $6,146,915 |
| Value of total assets at end of year | 2016-06-30 | $70,561,920 |
| Value of total assets at beginning of year | 2016-06-30 | $79,100,041 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $615,717 |
| Total interest from all sources | 2016-06-30 | $502,371 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $1,098,175 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $984,051 |
| Administrative expenses professional fees incurred | 2016-06-30 | $147,904 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-06-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $5,665,816 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $5,837,996 |
| Other income not declared elsewhere | 2016-06-30 | $47,293 |
| Administrative expenses (other) incurred | 2016-06-30 | $313,438 |
| Liabilities. Value of operating payables at end of year | 2016-06-30 | $60,064 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $81,301 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-8,516,884 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $70,501,856 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $79,018,740 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Investment advisory and management fees | 2016-06-30 | $154,375 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $34,901,323 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $40,187,413 |
| Income. Interest from US Government securities | 2016-06-30 | $170,077 |
| Income. Interest from corporate debt instruments | 2016-06-30 | $330,807 |
| Value of interest in common/collective trusts at end of year | 2016-06-30 | $6,185,015 |
| Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $6,642,640 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $2,927,795 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $2,229,970 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $2,229,970 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $1,487 |
| Asset value of US Government securities at end of year | 2016-06-30 | $6,240,229 |
| Asset value of US Government securities at beginning of year | 2016-06-30 | $6,341,867 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $170,901 |
| Net investment gain or loss from common/collective trusts | 2016-06-30 | $41,562 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $6,146,915 |
| Employer contributions (assets) at end of year | 2016-06-30 | $444,977 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $403,685 |
| Income. Dividends from common stock | 2016-06-30 | $114,124 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $15,708,133 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-06-30 | $9,302,316 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-06-30 | $11,347,506 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-06-30 | $4,827,174 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-06-30 | $6,047,274 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-06-30 | $67,275 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-06-30 | $61,690 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Aggregate proceeds on sale of assets | 2016-06-30 | $29,178,041 |
| Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $29,226,834 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
| Accountancy firm name | 2016-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2016-06-30 | 270889793 |
| 2015 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $-268,438 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $-268,438 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $81,301 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $75,896 |
| Total income from all sources (including contributions) | 2015-06-30 | $7,980,442 |
| Total loss/gain on sale of assets | 2015-06-30 | $-120,735 |
| Total of all expenses incurred | 2015-06-30 | $16,196,766 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $15,587,651 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $5,811,640 |
| Value of total assets at end of year | 2015-06-30 | $79,100,041 |
| Value of total assets at beginning of year | 2015-06-30 | $87,310,960 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $609,115 |
| Total interest from all sources | 2015-06-30 | $554,778 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $1,119,119 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $1,113,673 |
| Administrative expenses professional fees incurred | 2015-06-30 | $132,942 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-06-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-06-30 | $488,665 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $5,837,996 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $5,991,393 |
| Other income not declared elsewhere | 2015-06-30 | $23,702 |
| Administrative expenses (other) incurred | 2015-06-30 | $279,196 |
| Liabilities. Value of operating payables at end of year | 2015-06-30 | $81,301 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $75,896 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $-8,216,324 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $79,018,740 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $87,235,064 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $196,977 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $40,187,413 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $43,584,873 |
| Interest earned on other investments | 2015-06-30 | $8,030 |
| Income. Interest from US Government securities | 2015-06-30 | $164,780 |
| Income. Interest from corporate debt instruments | 2015-06-30 | $381,405 |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $6,642,640 |
| Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $16,188,753 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $2,229,970 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $2,847,408 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $2,847,408 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $563 |
| Asset value of US Government securities at end of year | 2015-06-30 | $6,341,867 |
| Asset value of US Government securities at beginning of year | 2015-06-30 | $6,638,751 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $25,727 |
| Net investment gain or loss from common/collective trusts | 2015-06-30 | $834,649 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $5,811,640 |
| Employer contributions (assets) at end of year | 2015-06-30 | $403,685 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $385,050 |
| Income. Dividends from common stock | 2015-06-30 | $5,446 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $15,587,651 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-06-30 | $11,347,506 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-06-30 | $11,116,959 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-06-30 | $6,047,274 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-06-30 | $3,616 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-06-30 | $61,690 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-06-30 | $65,492 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Aggregate proceeds on sale of assets | 2015-06-30 | $27,455,502 |
| Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $27,576,237 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2015-06-30 | 270889793 |
| 2014 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $81,546 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $81,546 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $75,896 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $205,696 |
| Total income from all sources (including contributions) | 2014-06-30 | $17,849,303 |
| Total loss/gain on sale of assets | 2014-06-30 | $1,452,014 |
| Total of all expenses incurred | 2014-06-30 | $15,801,532 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $15,074,083 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $5,536,604 |
| Value of total assets at end of year | 2014-06-30 | $87,310,960 |
| Value of total assets at beginning of year | 2014-06-30 | $85,392,989 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $727,449 |
| Total interest from all sources | 2014-06-30 | $422,773 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $892,704 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $788,208 |
| Administrative expenses professional fees incurred | 2014-06-30 | $146,367 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $1,000,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-06-30 | 4560061 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-06-30 | $488,665 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-06-30 | $568,605 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $5,991,393 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $6,090,771 |
| Other income not declared elsewhere | 2014-06-30 | $8,770 |
| Administrative expenses (other) incurred | 2014-06-30 | $307,640 |
| Liabilities. Value of operating payables at end of year | 2014-06-30 | $75,896 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $205,696 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $2,047,771 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $87,235,064 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $85,187,293 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $273,442 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $43,584,873 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $12,534,325 |
| Interest earned on other investments | 2014-06-30 | $18,300 |
| Income. Interest from US Government securities | 2014-06-30 | $129,430 |
| Income. Interest from corporate debt instruments | 2014-06-30 | $274,483 |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $16,188,753 |
| Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $26,791,997 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $2,847,408 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $2,384,067 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $2,384,067 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $560 |
| Asset value of US Government securities at end of year | 2014-06-30 | $6,638,751 |
| Asset value of US Government securities at beginning of year | 2014-06-30 | $3,552,458 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $4,618,296 |
| Net investment gain or loss from common/collective trusts | 2014-06-30 | $4,836,596 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $5,536,604 |
| Employer contributions (assets) at end of year | 2014-06-30 | $385,050 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $436,130 |
| Income. Dividends from common stock | 2014-06-30 | $104,496 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $15,074,083 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-06-30 | $11,116,959 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-06-30 | $8,180,247 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-06-30 | $3,616 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $24,784,015 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-06-30 | $65,492 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-06-30 | $70,374 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Aggregate proceeds on sale of assets | 2014-06-30 | $79,409,633 |
| Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $77,957,619 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2014-06-30 | 270889793 |
| 2013 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $3,066,061 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $3,066,061 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $205,696 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $185,981 |
| Total income from all sources (including contributions) | 2013-06-30 | $19,728,894 |
| Total loss/gain on sale of assets | 2013-06-30 | $1,846,036 |
| Total of all expenses incurred | 2013-06-30 | $15,609,126 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $14,712,279 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $9,444,206 |
| Value of total assets at end of year | 2013-06-30 | $85,392,989 |
| Value of total assets at beginning of year | 2013-06-30 | $81,253,506 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $896,847 |
| Total interest from all sources | 2013-06-30 | $401,060 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $896,235 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $287,477 |
| Administrative expenses professional fees incurred | 2013-06-30 | $126,739 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-06-30 | 3709694 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $568,605 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $205,254 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $6,090,771 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $2,051,780 |
| Other income not declared elsewhere | 2013-06-30 | $6,833 |
| Administrative expenses (other) incurred | 2013-06-30 | $288,522 |
| Liabilities. Value of operating payables at end of year | 2013-06-30 | $205,696 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $185,981 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $4,119,768 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $85,187,293 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $81,067,525 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $481,586 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $12,534,325 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $6,876,434 |
| Interest earned on other investments | 2013-06-30 | $21,667 |
| Income. Interest from US Government securities | 2013-06-30 | $121,646 |
| Income. Interest from corporate debt instruments | 2013-06-30 | $257,036 |
| Value of interest in common/collective trusts at end of year | 2013-06-30 | $26,791,997 |
| Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $12,286,261 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $2,384,067 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $2,699,737 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $2,699,737 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $711 |
| Asset value of US Government securities at end of year | 2013-06-30 | $3,552,458 |
| Asset value of US Government securities at beginning of year | 2013-06-30 | $5,131,347 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $100,625 |
| Net investment gain or loss from common/collective trusts | 2013-06-30 | $3,967,838 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $9,444,206 |
| Employer contributions (assets) at end of year | 2013-06-30 | $436,130 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $463,900 |
| Income. Dividends from common stock | 2013-06-30 | $608,758 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $14,712,279 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-06-30 | $8,180,247 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-06-30 | $6,981,495 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $24,784,015 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-06-30 | $44,489,830 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-06-30 | $70,374 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-06-30 | $67,468 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $84,213,340 |
| Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $82,367,304 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2013-06-30 | 270889793 |
| 2012 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $2,462,363 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $2,462,363 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $185,981 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $176,238 |
| Total income from all sources (including contributions) | 2012-06-30 | $8,249,917 |
| Total loss/gain on sale of assets | 2012-06-30 | $-3,243,377 |
| Total of all expenses incurred | 2012-06-30 | $15,331,706 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $14,389,944 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $7,170,043 |
| Value of total assets at end of year | 2012-06-30 | $81,253,506 |
| Value of total assets at beginning of year | 2012-06-30 | $88,325,552 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $941,762 |
| Total interest from all sources | 2012-06-30 | $512,129 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $1,000,198 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $176,487 |
| Administrative expenses professional fees incurred | 2012-06-30 | $127,491 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-06-30 | 31516 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $205,254 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $166,652 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $2,051,780 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $129,120 |
| Other income not declared elsewhere | 2012-06-30 | $9,447 |
| Administrative expenses (other) incurred | 2012-06-30 | $251,132 |
| Liabilities. Value of operating payables at end of year | 2012-06-30 | $185,981 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $176,238 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $-7,081,789 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $81,067,525 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $88,149,314 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $563,139 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $6,876,434 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $6,705,558 |
| Interest earned on other investments | 2012-06-30 | $14,986 |
| Income. Interest from US Government securities | 2012-06-30 | $218,643 |
| Income. Interest from corporate debt instruments | 2012-06-30 | $277,415 |
| Value of interest in common/collective trusts at end of year | 2012-06-30 | $12,286,261 |
| Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $13,761,294 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $2,699,737 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $4,457,801 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $4,457,801 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $1,085 |
| Asset value of US Government securities at end of year | 2012-06-30 | $5,131,347 |
| Asset value of US Government securities at beginning of year | 2012-06-30 | $10,979,769 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $468,748 |
| Net investment gain or loss from common/collective trusts | 2012-06-30 | $-129,634 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $7,170,043 |
| Employer contributions (assets) at end of year | 2012-06-30 | $463,900 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $458,781 |
| Income. Dividends from common stock | 2012-06-30 | $823,711 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $14,389,944 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-06-30 | $6,981,495 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-06-30 | $5,809,346 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-06-30 | $44,489,830 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-06-30 | $45,792,773 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-06-30 | $67,468 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-06-30 | $64,458 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Aggregate proceeds on sale of assets | 2012-06-30 | $110,395,128 |
| Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $113,638,505 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2012-06-30 | 270889793 |
| 2011 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $7,409,324 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $7,409,324 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $176,238 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $284,778 |
| Total income from all sources (including contributions) | 2011-06-30 | $24,983,412 |
| Total loss/gain on sale of assets | 2011-06-30 | $6,456,863 |
| Total of all expenses incurred | 2011-06-30 | $15,035,218 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $13,951,023 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $5,102,307 |
| Value of total assets at end of year | 2011-06-30 | $88,325,552 |
| Value of total assets at beginning of year | 2011-06-30 | $78,485,898 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $1,084,195 |
| Total interest from all sources | 2011-06-30 | $509,530 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $758,437 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $53,850 |
| Administrative expenses professional fees incurred | 2011-06-30 | $129,247 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $166,652 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $65,843 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $129,120 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $112,953 |
| Administrative expenses (other) incurred | 2011-06-30 | $307,903 |
| Liabilities. Value of operating payables at end of year | 2011-06-30 | $176,238 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $284,778 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $9,948,194 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $88,149,314 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $78,201,120 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $647,045 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $6,705,558 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $912,962 |
| Interest earned on other investments | 2011-06-30 | $11,326 |
| Income. Interest from US Government securities | 2011-06-30 | $294,838 |
| Income. Interest from corporate debt instruments | 2011-06-30 | $201,193 |
| Value of interest in common/collective trusts at end of year | 2011-06-30 | $13,761,294 |
| Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $15,382,700 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $4,457,801 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $4,796,297 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $4,796,297 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $2,173 |
| Asset value of US Government securities at end of year | 2011-06-30 | $10,979,769 |
| Asset value of US Government securities at beginning of year | 2011-06-30 | $9,618,624 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $133,356 |
| Net investment gain or loss from common/collective trusts | 2011-06-30 | $4,613,595 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $5,102,307 |
| Employer contributions (assets) at end of year | 2011-06-30 | $458,781 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $482,384 |
| Income. Dividends from common stock | 2011-06-30 | $704,587 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $13,951,023 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-06-30 | $5,809,346 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-06-30 | $2,937,714 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-06-30 | $45,792,773 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-06-30 | $44,129,433 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-06-30 | $64,458 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-06-30 | $46,988 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Aggregate proceeds on sale of assets | 2011-06-30 | $82,890,804 |
| Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $76,433,941 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | DICLAUDIO & KRAMER, LLC |
| Accountancy firm EIN | 2011-06-30 | 270889793 |
| 2010 : SOUTHWESTERN PENNSYLVANIA & WESTERN MARYLAND AREA TEAMSTERS & EMPLOYERS PENSION FUND 2010 401k financial data |
|---|
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2010-06-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
