401k Plan data: UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO plan

UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 401k Plan overview

Plan Name	UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO
Plan identification number	001

UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TRUSTEES OF THE UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF THE UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL

Employer identification number (EIN): 316089168

NAIC Classification: 445110
NAIC Description: Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 LENNIE WYATT STEVE LOEFFLER 2012-10-11
001 2010-01-01 LENNIE WYATT STEVE LOEFFLER 2011-10-17
001 2009-01-01 LENNIE WYATT
001 2009-01-01 LENNIE WYATT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	LENNIE WYATT	STEVE LOEFFLER	2012-10-11
001	2010-01-01	LENNIE WYATT	STEVE LOEFFLER	2011-10-17
001	2009-01-01	LENNIE WYATT
001	2009-01-01	LENNIE WYATT

Plan Statistics for UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO

401k plan membership statisitcs for UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO

Measure Date Value
2011: UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27,567
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 12
2010: UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2010 401k membership
Total participants, beginning-of-year 2010-01-01 25,685
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15,209
Number of retired or separated participants receiving benefits 2010-01-01 4,952
Number of other retired or separated participants entitled to future benefits 2010-01-01 7,139
Total of all active and inactive participants 2010-01-01 27,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 267
Total participants 2010-01-01 27,567
Number of employers contributing to the scheme 2010-01-01 9
2009: UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24,158
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16,763
Number of retired or separated participants receiving benefits 2009-01-01 4,663
Number of other retired or separated participants entitled to future benefits 2009-01-01 3,989
Total of all active and inactive participants 2009-01-01 25,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 270
Total participants 2009-01-01 25,685
Number of employers contributing to the scheme 2009-01-01 10

Measure	Date	Value
2011: UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27,567
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	12
2010: UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2010 401k membership
Total participants, beginning-of-year	2010-01-01	25,685
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15,209
Number of retired or separated participants receiving benefits	2010-01-01	4,952
Number of other retired or separated participants entitled to future benefits	2010-01-01	7,139
Total of all active and inactive participants	2010-01-01	27,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	267
Total participants	2010-01-01	27,567
Number of employers contributing to the scheme	2010-01-01	9
2009: UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24,158
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16,763
Number of retired or separated participants receiving benefits	2009-01-01	4,663
Number of other retired or separated participants entitled to future benefits	2009-01-01	3,989
Total of all active and inactive participants	2009-01-01	25,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	270
Total participants	2009-01-01	25,685
Number of employers contributing to the scheme	2009-01-01	10

Financial Data on UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO

Measure	Date	Value
2011 : UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-2,396,743
Total unrealized appreciation/depreciation of assets	2011-12-31	$-2,396,743
Total transfer of assets from this plan	2011-12-31	$418,601,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,910,979
Total income from all sources (including contributions)	2011-12-31	$21,467,195
Total loss/gain on sale of assets	2011-12-31	$2,204,082
Total of all expenses incurred	2011-12-31	$46,034,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$43,180,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$24,509,699
Value of total assets at beginning of year	2011-12-31	$445,079,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,853,829
Total interest from all sources	2011-12-31	$4,383,741
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,173,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,535,553
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$15,969,446
Administrative expenses professional fees incurred	2011-12-31	$518,534
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2011-12-31	631190
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$34,225,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,149,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,528,617
Other income not declared elsewhere	2011-12-31	$15,659
Administrative expenses (other) incurred	2011-12-31	$735,509
Liabilities. Value of operating payables at beginning of year	2011-12-31	$343,929
Total non interest bearing cash at beginning of year	2011-12-31	$3,728,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-24,567,453
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$443,168,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$46,899,131
Investment advisory and management fees	2011-12-31	$1,599,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$85,767,706
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$22,775,308
Interest earned on other investments	2011-12-31	$2,351,392
Income. Interest from US Government securities	2011-12-31	$645,739
Income. Interest from corporate debt instruments	2011-12-31	$1,383,231
Value of interest in common/collective trusts at beginning of year	2011-12-31	$96,143,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,794,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,794,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3,379
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$22,430,874
Asset value of US Government securities at beginning of year	2011-12-31	$14,530,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-13,308,328
Net investment gain/loss from pooled separate accounts	2011-12-31	$786,311
Net investment gain or loss from common/collective trusts	2011-12-31	$3,120,841
Net gain/loss from 103.12 investment entities	2011-12-31	$-21,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$24,509,699
Employer contributions (assets) at beginning of year	2011-12-31	$1,639,841
Income. Dividends from common stock	2011-12-31	$638,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$43,180,819
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$32,854,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$64,097,007
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$38,433
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$72,759
Did the plan have assets held for investment	2011-12-31	No
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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	Yes
Aggregate proceeds on sale of assets	2011-12-31	$157,447,275
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$155,243,193
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2011-12-31	391531945
2010 : UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$19,720,524
Total unrealized appreciation/depreciation of assets	2010-12-31	$19,720,524
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,910,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,980,329
Total income from all sources (including contributions)	2010-12-31	$71,520,299
Total loss/gain on sale of assets	2010-12-31	$407,523
Total of all expenses incurred	2010-12-31	$45,425,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$42,552,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$21,042,312
Value of total assets at end of year	2010-12-31	$445,079,604
Value of total assets at beginning of year	2010-12-31	$424,053,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,872,673
Total interest from all sources	2010-12-31	$3,800,361
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,124,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$940,987
Assets. Real estate other than employer real property at end of year	2010-12-31	$15,969,446
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$13,431,167
Administrative expenses professional fees incurred	2010-12-31	$522,188
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$34,225,346
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$31,671,355
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,149,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$801,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,528,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$6,143,140
Other income not declared elsewhere	2010-12-31	$25,138
Administrative expenses (other) incurred	2010-12-31	$719,419
Liabilities. Value of operating payables at end of year	2010-12-31	$343,929
Liabilities. Value of operating payables at beginning of year	2010-12-31	$692,083
Total non interest bearing cash at end of year	2010-12-31	$3,728,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$26,095,180
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$443,168,625
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$417,073,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$46,899,131
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$38,539,640
Investment advisory and management fees	2010-12-31	$1,631,066
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$85,767,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$27,682,941
Value of interest in pooled separate accounts at end of year	2010-12-31	$22,775,308
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$22,876,118
Interest earned on other investments	2010-12-31	$1,680,168
Income. Interest from US Government securities	2010-12-31	$631,712
Income. Interest from corporate debt instruments	2010-12-31	$1,486,191
Value of interest in common/collective trusts at end of year	2010-12-31	$96,143,604
Value of interest in common/collective trusts at beginning of year	2010-12-31	$115,499,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,794,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$4,325,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$4,325,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,290
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$22,430,874
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$18,255,123
Asset value of US Government securities at end of year	2010-12-31	$14,530,930
Asset value of US Government securities at beginning of year	2010-12-31	$19,990,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$11,819,629
Net investment gain/loss from pooled separate accounts	2010-12-31	$63,152
Net investment gain or loss from common/collective trusts	2010-12-31	$11,835,320
Net gain/loss from 103.12 investment entities	2010-12-31	$681,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$21,042,312
Employer contributions (assets) at end of year	2010-12-31	$1,639,841
Employer contributions (assets) at beginning of year	2010-12-31	$1,589,421
Income. Dividends from common stock	2010-12-31	$1,183,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$42,552,446
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$32,854,706
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$31,001,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$64,097,007
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$98,345,775
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$38,433
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$145,106
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$72,759
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$43,316
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$193,264,925
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$192,857,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2010-12-31	391531945

Form 5500 Responses for UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO

2011: UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	This submission is the final filing	Yes
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL OHIO 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRUSTEES OF THE UFCW UNIONS AND FOOD EMPLOYERS PENSION PLAN OF CENTRAL
Employer identification number (EIN):	316089168
NAIC Classification:	445110
NAIC Description:	Supermarkets and Other Grocery (except Convenience) Stores