?>
Logo

PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

UNITED FOOD & COMMERCIAL WORKERS- EMPLOYER HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:UNITED FOOD & COMMERCIAL WORKERS- EMPLOYER HEALTH & WELFARE FUND
Employer identification number (EIN):346726563
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012020-10-01
0012020-10-01
0012019-10-01
0012019-10-01
0012018-10-01
0012018-10-01
0012017-10-01
0012016-10-01CARL IVKA JEAN COLARIK2018-07-12
0012016-10-01 JEAN COLARIK2018-07-11
0012015-10-01CARL IVKA JEAN COLARIK2017-07-14
0012014-10-01CARL IVKA JEAN COLARIK2016-07-26
0012014-10-01CARL IVKA JEAN COLARIK2016-07-13
0012014-10-01CARL IVKA JEAN COLARIK2016-07-14
0012014-10-01CARL IVKA JEAN COLARIK2016-07-20
0012014-10-01CARL IVKA JEAN COLARIK2016-07-14
0012014-10-01CARL IVKA JEAN COLARIK2016-07-26
0012014-10-01CARL IVKA JEAN COLARIK2016-07-14
0012013-10-01CARL IVKA JEAN COLARIK2015-09-16
0012012-10-01CARL IVKA JEAN COLARIK2014-07-10
0012011-10-01ROBERT W. GRAUVOGL JEAN COLARIK2013-07-12
0012009-10-01THOMAS ROBERTSON
0012008-10-01

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2022 401k membership
Current value of assets2022-09-3012,918,927
Acturial value of assets for funding standard account2022-09-3011,711,560
Accrued liability for plan using immediate gains methods2022-09-308,632,008
Accrued liability under unit credit cost method2022-09-308,253,247
RPA 94 current liability2022-09-3012,739,053
Expected increase in current liability due to benefits accruing during the plan year2022-09-30226,501
Expected release from RPA 94 current liability for plan year2022-09-30673,565
Expected plan disbursements for the plan year2022-09-30673,565
Current value of assets2022-09-3012,918,927
Number of retired participants and beneficiaries receiving payment2022-09-3041
Current liability for retired participants and beneficiaries receiving payment2022-09-308,967,854
Number of terminated vested participants2022-09-3016
Current liability for terminated vested participants2022-09-301,606,486
Current liability for active participants non vested benefits2022-09-3062,925
Current liability for active participants vested benefits2022-09-302,101,788
Total number of active articipats2022-09-3023
Current liability for active participants2022-09-302,164,713
Total participant count with liabilities2022-09-3080
Total current liabilitoes for participants with libailities2022-09-3012,739,053
Total employee contributions in plan year2022-09-3047,849
Employer’s normal cost for plan year as of valuation date2022-09-3077,390
Prior year credit balance2022-09-30905,905
2021: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-10-0180
Total number of active participants reported on line 7a of the Form 55002021-10-0125
Number of retired or separated participants receiving benefits2021-10-0137
Number of other retired or separated participants entitled to future benefits2021-10-0116
Total of all active and inactive participants2021-10-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-012
Total participants2021-10-0180
Number of employers contributing to the scheme2021-10-014
Current value of assets2021-09-3011,382,086
Acturial value of assets for funding standard account2021-09-3011,131,631
Accrued liability for plan using immediate gains methods2021-09-308,582,481
Accrued liability under unit credit cost method2021-09-308,245,530
RPA 94 current liability2021-09-3012,440,786
Expected increase in current liability due to benefits accruing during the plan year2021-09-30158,760
Expected release from RPA 94 current liability for plan year2021-09-30673,248
Expected plan disbursements for the plan year2021-09-30673,248
Current value of assets2021-09-3011,382,086
Number of retired participants and beneficiaries receiving payment2021-09-3041
Current liability for retired participants and beneficiaries receiving payment2021-09-308,915,356
Number of terminated vested participants2021-09-3016
Current liability for terminated vested participants2021-09-301,699,608
Current liability for active participants non vested benefits2021-09-30189,486
Current liability for active participants vested benefits2021-09-301,636,336
Total number of active articipats2021-09-3018
Current liability for active participants2021-09-301,825,822
Total participant count with liabilities2021-09-3075
Total current liabilitoes for participants with libailities2021-09-3012,440,786
Total employee contributions in plan year2021-09-3037,894
Employer’s normal cost for plan year as of valuation date2021-09-3059,954
Prior year credit balance2021-09-30848,623
2020: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-10-0175
Total number of active participants reported on line 7a of the Form 55002020-10-0123
Number of retired or separated participants receiving benefits2020-10-0139
Number of other retired or separated participants entitled to future benefits2020-10-0116
Total of all active and inactive participants2020-10-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-012
Total participants2020-10-0180
Number of employers contributing to the scheme2020-10-014
Current value of assets2020-09-3011,154,219
Acturial value of assets for funding standard account2020-09-3010,759,714
Accrued liability for plan using immediate gains methods2020-09-308,554,114
Accrued liability under unit credit cost method2020-09-308,259,135
RPA 94 current liability2020-09-3011,884,853
Expected increase in current liability due to benefits accruing during the plan year2020-09-30118,508
Expected release from RPA 94 current liability for plan year2020-09-30657,573
Expected plan disbursements for the plan year2020-09-30657,573
Current value of assets2020-09-3011,154,219
Number of retired participants and beneficiaries receiving payment2020-09-3039
Current liability for retired participants and beneficiaries receiving payment2020-09-307,907,364
Number of terminated vested participants2020-09-3018
Current liability for terminated vested participants2020-09-301,625,690
Current liability for active participants non vested benefits2020-09-302,208,585
Current liability for active participants vested benefits2020-09-30143,214
Total number of active articipats2020-09-3018
Current liability for active participants2020-09-302,351,799
Total participant count with liabilities2020-09-3075
Total current liabilitoes for participants with libailities2020-09-3011,884,853
Total employee contributions in plan year2020-09-3033,960
Employer’s normal cost for plan year as of valuation date2020-09-3058,555
Prior year credit balance2020-09-30794,963
2019: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-10-0175
Total number of active participants reported on line 7a of the Form 55002019-10-0118
Number of retired or separated participants receiving benefits2019-10-0138
Number of other retired or separated participants entitled to future benefits2019-10-0116
Total of all active and inactive participants2019-10-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-013
Total participants2019-10-0175
Number of employers contributing to the scheme2019-10-012
Current value of assets2019-09-3010,916,879
Acturial value of assets for funding standard account2019-09-3010,482,243
Accrued liability for plan using immediate gains methods2019-09-308,510,541
Accrued liability under unit credit cost method2019-09-308,202,346
RPA 94 current liability2019-09-3011,963,171
Expected increase in current liability due to benefits accruing during the plan year2019-09-30172,320
Expected release from RPA 94 current liability for plan year2019-09-30609,315
Expected plan disbursements for the plan year2019-09-30609,315
Current value of assets2019-09-3010,916,879
Number of retired participants and beneficiaries receiving payment2019-09-3037
Current liability for retired participants and beneficiaries receiving payment2019-09-308,006,277
Number of terminated vested participants2019-09-3018
Current liability for terminated vested participants2019-09-301,632,108
Current liability for active participants non vested benefits2019-09-302,324,786
Total number of active articipats2019-09-3021
Current liability for active participants2019-09-302,324,786
Total participant count with liabilities2019-09-3076
Total current liabilitoes for participants with libailities2019-09-3011,963,171
Total employee contributions in plan year2019-09-3035,175
Employer’s normal cost for plan year as of valuation date2019-09-3059,377
Prior year credit balance2019-09-30804,073
2018: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-10-0173
Total number of active participants reported on line 7a of the Form 55002018-10-0118
Number of retired or separated participants receiving benefits2018-10-0136
Number of other retired or separated participants entitled to future benefits2018-10-0118
Total of all active and inactive participants2018-10-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-013
Total participants2018-10-0175
Number of employers contributing to the scheme2018-10-012
Current value of assets2018-09-3010,513,507
Acturial value of assets for funding standard account2018-09-3010,159,650
Accrued liability for plan using immediate gains methods2018-09-308,358,436
Accrued liability under unit credit cost method2018-09-308,059,833
RPA 94 current liability2018-09-3011,416,483
Expected increase in current liability due to benefits accruing during the plan year2018-09-30165,956
Expected release from RPA 94 current liability for plan year2018-09-30584,830
Expected plan disbursements for the plan year2018-09-30584,830
Current value of assets2018-09-3010,513,507
Number of retired participants and beneficiaries receiving payment2018-09-3033
Current liability for retired participants and beneficiaries receiving payment2018-09-307,545,659
Number of terminated vested participants2018-09-3019
Current liability for terminated vested participants2018-09-301,798,094
Current liability for active participants non vested benefits2018-09-302,102,730
Total number of active articipats2018-09-3024
Current liability for active participants2018-09-302,102,730
Total participant count with liabilities2018-09-3076
Total current liabilitoes for participants with libailities2018-09-3011,446,483
Total employee contributions in plan year2018-09-3038,109
Employer’s normal cost for plan year as of valuation date2018-09-3065,076
Prior year credit balance2018-09-30753,230
2017: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-10-0176
Total number of active participants reported on line 7a of the Form 55002017-10-0121
Number of retired or separated participants receiving benefits2017-10-0134
Number of other retired or separated participants entitled to future benefits2017-10-0118
Total of all active and inactive participants2017-10-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0173
Number of employers contributing to the scheme2017-10-012
Current value of assets2017-09-3010,007,576
Acturial value of assets for funding standard account2017-09-309,815,327
Accrued liability for plan using immediate gains methods2017-09-308,250,453
Accrued liability under unit credit cost method2017-09-307,982,978
RPA 94 current liability2017-09-3011,294,027
Expected increase in current liability due to benefits accruing during the plan year2017-09-30155,008
Expected release from RPA 94 current liability for plan year2017-09-30576,250
Expected plan disbursements for the plan year2017-09-30576,250
Current value of assets2017-09-3010,007,576
Number of retired participants and beneficiaries receiving payment2017-09-3034
Current liability for retired participants and beneficiaries receiving payment2017-09-307,679,540
Number of terminated vested participants2017-09-3013
Current liability for terminated vested participants2017-09-301,165,127
Current liability for active participants non vested benefits2017-09-302,449,360
Total number of active articipats2017-09-3029
Current liability for active participants2017-09-302,449,360
Total participant count with liabilities2017-09-3076
Total current liabilitoes for participants with libailities2017-09-3011,294,027
Total employee contributions in plan year2017-09-3038,499
Employer’s normal cost for plan year as of valuation date2017-09-3077,558
Prior year credit balance2017-09-30783,160
2016: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-10-0176
Total number of active participants reported on line 7a of the Form 55002016-10-0124
Number of retired or separated participants receiving benefits2016-10-0130
Number of other retired or separated participants entitled to future benefits2016-10-0119
Total of all active and inactive participants2016-10-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-013
Total participants2016-10-0176
Number of employers contributing to the scheme2016-10-012
Current value of assets2016-09-309,531,003
Acturial value of assets for funding standard account2016-09-309,583,400
Accrued liability for plan using immediate gains methods2016-09-308,082,996
Accrued liability under unit credit cost method2016-09-307,907,561
RPA 94 current liability2016-09-3010,963,470
Expected increase in current liability due to benefits accruing during the plan year2016-09-3085,235
Expected release from RPA 94 current liability for plan year2016-09-30575,753
Expected plan disbursements for the plan year2016-09-30575,753
Current value of assets2016-09-309,531,003
Number of retired participants and beneficiaries receiving payment2016-09-3033
Current liability for retired participants and beneficiaries receiving payment2016-09-307,611,273
Number of terminated vested participants2016-09-3015
Current liability for terminated vested participants2016-09-301,256,185
Current liability for active participants non vested benefits2016-09-302,096,012
Total number of active articipats2016-09-3027
Current liability for active participants2016-09-302,096,012
Total participant count with liabilities2016-09-3075
Total current liabilitoes for participants with libailities2016-09-3010,963,470
Total employee contributions in plan year2016-09-3034,369
Employer’s normal cost for plan year as of valuation date2016-09-3063,096
Prior year credit balance2016-09-30796,735
2015: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-10-0175
Total number of active participants reported on line 7a of the Form 55002015-10-0129
Number of retired or separated participants receiving benefits2015-10-0130
Number of other retired or separated participants entitled to future benefits2015-10-0113
Total of all active and inactive participants2015-10-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-014
Total participants2015-10-0176
Number of employers contributing to the scheme2015-10-010
Current value of assets2015-09-309,908,556
Acturial value of assets for funding standard account2015-09-309,376,640
Current value of assets2015-09-309,908,556
Total current liabilitoes for participants with libailities2015-09-300
RPA 94 current liability2015-09-3010,672,682
Number of retired participants and beneficiaries receiving payment2015-09-3031
Current liability for retired participants and beneficiaries receiving payment2015-09-307,114,383
Number of terminated vested participants2015-09-3015
Current liability for terminated vested participants2015-09-301,193,805
Current liability for active participants non vested benefits2015-09-302,364,494
Current liability for active participants vested benefits2015-09-302,175,805
Total number of active articipats2015-09-3029
Current liability for active participants2015-09-304,540,299
Total participant count with liabilities2015-09-3075
Total employee contributions in plan year2015-09-3034,172
Accrued liability for plan using immediate gains methods2015-09-307,978,202
Accrued liability under unit credit cost method2015-09-307,871,847
Expected increase in current liability due to benefits accruing during the plan year2015-09-3048,002
Expected release from RPA 94 current liability for plan year2015-09-30538,643
Expected plan disbursements for the plan year2015-09-30538,643
Employer’s normal cost for plan year as of valuation date2015-09-3068,566
Prior year credit balance2015-09-30790,153
Total employer contributions in plan year2015-09-301
2014: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-10-0174
Total number of active participants reported on line 7a of the Form 55002014-10-0127
Number of retired or separated participants receiving benefits2014-10-0129
Number of other retired or separated participants entitled to future benefits2014-10-0115
Total of all active and inactive participants2014-10-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-014
Total participants2014-10-0175
Number of employers contributing to the scheme2014-10-012
Current value of assets2014-09-309,908,556
Current value of assets2014-09-309,423,514
Total current liabilitoes for participants with libailities2014-09-300
2013: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-10-0173
Total number of active participants reported on line 7a of the Form 55002013-10-0129
Number of retired or separated participants receiving benefits2013-10-0127
Number of other retired or separated participants entitled to future benefits2013-10-0114
Total of all active and inactive participants2013-10-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-014
Total participants2013-10-0174
Number of employers contributing to the scheme2013-10-012
2012: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-10-0173
Total number of active participants reported on line 7a of the Form 55002012-10-0133
Number of retired or separated participants receiving benefits2012-10-0122
Number of other retired or separated participants entitled to future benefits2012-10-0114
Total of all active and inactive participants2012-10-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-014
Total participants2012-10-0173
Number of employers contributing to the scheme2012-10-012
2011: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-10-0169
Total number of active participants reported on line 7a of the Form 55002011-10-0133
Number of retired or separated participants receiving benefits2011-10-0122
Number of other retired or separated participants entitled to future benefits2011-10-0114
Total of all active and inactive participants2011-10-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-014
Total participants2011-10-0173
Number of employers contributing to the scheme2011-10-012
2009: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-10-0163
Total number of active participants reported on line 7a of the Form 55002009-10-0127
Number of retired or separated participants receiving benefits2009-10-0120
Number of other retired or separated participants entitled to future benefits2009-10-0116
Total of all active and inactive participants2009-10-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-013
Total participants2009-10-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
Number of employers contributing to the scheme2009-10-013

Financial Data on PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND

Measure Date Value
2022 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2022 401k financial data
Total income from all sources2022-09-30$-1,893,466
Expenses. Total of all expenses incurred2022-09-30$641,092
Benefits paid (including direct rollovers)2022-09-30$641,092
Total plan assets at end of year2022-09-30$10,384,369
Total plan assets at beginning of year2022-09-30$12,918,927
Value of fidelity bond covering the plan2022-09-30$500,000
Total contributions received or receivable from participants2022-09-30$47,849
Other income received2022-09-30$-1,941,315
Net income (gross income less expenses)2022-09-30$-2,534,558
Net plan assets at end of year (total assets less liabilities)2022-09-30$10,384,369
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$12,918,927
2021 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2021 401k financial data
Total income from all sources2021-09-30$2,159,030
Expenses. Total of all expenses incurred2021-09-30$622,189
Benefits paid (including direct rollovers)2021-09-30$622,189
Total plan assets at end of year2021-09-30$12,918,927
Total plan assets at beginning of year2021-09-30$11,382,086
Value of fidelity bond covering the plan2021-09-30$500,000
Total contributions received or receivable from participants2021-09-30$37,896
Other income received2021-09-30$2,121,134
Net income (gross income less expenses)2021-09-30$1,536,841
Net plan assets at end of year (total assets less liabilities)2021-09-30$12,918,927
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$11,382,086
2020 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2020 401k financial data
Total income from all sources2020-09-30$837,322
Expenses. Total of all expenses incurred2020-09-30$609,455
Benefits paid (including direct rollovers)2020-09-30$609,455
Total plan assets at end of year2020-09-30$11,382,086
Total plan assets at beginning of year2020-09-30$11,154,219
Value of fidelity bond covering the plan2020-09-30$500,000
Total contributions received or receivable from participants2020-09-30$33,960
Other income received2020-09-30$803,362
Net income (gross income less expenses)2020-09-30$227,867
Net plan assets at end of year (total assets less liabilities)2020-09-30$11,382,086
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$11,154,219
2019 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2019 401k financial data
Total income from all sources2019-09-30$806,306
Expenses. Total of all expenses incurred2019-09-30$568,966
Benefits paid (including direct rollovers)2019-09-30$568,966
Total plan assets at end of year2019-09-30$11,154,219
Total plan assets at beginning of year2019-09-30$10,916,879
Value of fidelity bond covering the plan2019-09-30$500,000
Total contributions received or receivable from participants2019-09-30$35,175
Other income received2019-09-30$771,131
Net income (gross income less expenses)2019-09-30$237,340
Net plan assets at end of year (total assets less liabilities)2019-09-30$11,154,219
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$10,916,879
2017 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2017 401k financial data
Total income from all sources2017-09-30$1,048,130
Expenses. Total of all expenses incurred2017-09-30$542,199
Benefits paid (including direct rollovers)2017-09-30$542,199
Total plan assets at end of year2017-09-30$10,513,507
Total plan assets at beginning of year2017-09-30$10,007,576
Value of fidelity bond covering the plan2017-09-30$500,000
Total contributions received or receivable from participants2017-09-30$38,499
Other income received2017-09-30$1,009,631
Net income (gross income less expenses)2017-09-30$505,931
Net plan assets at end of year (total assets less liabilities)2017-09-30$10,513,507
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$10,007,576
2016 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2016 401k financial data
Total income from all sources2016-09-30$1,024,317
Expenses. Total of all expenses incurred2016-09-30$547,744
Benefits paid (including direct rollovers)2016-09-30$547,744
Total plan assets at end of year2016-09-30$10,007,576
Total plan assets at beginning of year2016-09-30$9,531,003
Value of fidelity bond covering the plan2016-09-30$500,000
Total contributions received or receivable from participants2016-09-30$34,369
Other income received2016-09-30$989,948
Net income (gross income less expenses)2016-09-30$476,573
Net plan assets at end of year (total assets less liabilities)2016-09-30$10,007,576
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$9,531,003
2015 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2015 401k financial data
Total income from all sources2015-09-30$148,583
Expenses. Total of all expenses incurred2015-09-30$526,136
Benefits paid (including direct rollovers)2015-09-30$526,136
Total plan assets at end of year2015-09-30$9,531,003
Total plan assets at beginning of year2015-09-30$9,908,556
Value of fidelity bond covering the plan2015-09-30$500,000
Total contributions received or receivable from participants2015-09-30$34,172
Other income received2015-09-30$114,411
Net income (gross income less expenses)2015-09-30$-377,553
Net plan assets at end of year (total assets less liabilities)2015-09-30$9,531,003
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$9,908,556
2014 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2014 401k financial data
Total income from all sources2014-09-30$1,001,819
Expenses. Total of all expenses incurred2014-09-30$516,777
Benefits paid (including direct rollovers)2014-09-30$516,777
Total plan assets at end of year2014-09-30$9,908,556
Total plan assets at beginning of year2014-09-30$9,423,514
Value of fidelity bond covering the plan2014-09-30$500,000
Total contributions received or receivable from participants2014-09-30$33,616
Other income received2014-09-30$968,203
Net income (gross income less expenses)2014-09-30$485,042
Net plan assets at end of year (total assets less liabilities)2014-09-30$9,908,556
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$9,423,514
2013 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2013 401k financial data
Total income from all sources2013-09-30$1,122,327
Expenses. Total of all expenses incurred2013-09-30$451,288
Benefits paid (including direct rollovers)2013-09-30$451,288
Total plan assets at end of year2013-09-30$9,423,514
Total plan assets at beginning of year2013-09-30$8,752,475
Value of fidelity bond covering the plan2013-09-30$500,000
Total contributions received or receivable from participants2013-09-30$41,337
Other income received2013-09-30$998,451
Net income (gross income less expenses)2013-09-30$671,039
Net plan assets at end of year (total assets less liabilities)2013-09-30$9,423,514
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$8,752,475
Total contributions received or receivable from employer(s)2013-09-30$82,539
2012 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2012 401k financial data
Total income from all sources2012-09-30$1,558,046
Expenses. Total of all expenses incurred2012-09-30$332,809
Benefits paid (including direct rollovers)2012-09-30$332,809
Total plan assets at end of year2012-09-30$8,752,475
Total plan assets at beginning of year2012-09-30$7,527,238
Value of fidelity bond covering the plan2012-09-30$500,000
Total contributions received or receivable from participants2012-09-30$47,862
Other income received2012-09-30$1,348,421
Net income (gross income less expenses)2012-09-30$1,225,237
Net plan assets at end of year (total assets less liabilities)2012-09-30$8,752,475
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$7,527,238
Total contributions received or receivable from employer(s)2012-09-30$161,763
2011 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2011 401k financial data
Total income from all sources2011-09-30$403,644
Expenses. Total of all expenses incurred2011-09-30$355,774
Benefits paid (including direct rollovers)2011-09-30$355,774
Total plan assets at end of year2011-09-30$7,528,312
Total plan assets at beginning of year2011-09-30$7,480,442
Value of fidelity bond covering the plan2011-09-30$500,000
Total contributions received or receivable from participants2011-09-30$41,677
Other income received2011-09-30$216,321
Net income (gross income less expenses)2011-09-30$47,870
Net plan assets at end of year (total assets less liabilities)2011-09-30$7,528,312
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$7,480,442
Total contributions received or receivable from employer(s)2011-09-30$145,646

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND

2021: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Submission has been amendedYes
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Submission has been amendedYes
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Submission has been amendedYes
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Submission has been amendedYes
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Submission has been amendedYes
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Submission has been amendedYes
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2008 form 5500 responses
2008-10-01Type of plan entityMulti-employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3