UNITED FOOD & COMMERCIAL WORKERS- EMPLOYER HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2022 401k membership |
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Current value of assets | 2022-09-30 | 12,918,927 |
Acturial value of assets for funding standard account | 2022-09-30 | 11,711,560 |
Accrued liability for plan using immediate gains methods | 2022-09-30 | 8,632,008 |
Accrued liability under unit credit cost method | 2022-09-30 | 8,253,247 |
RPA 94 current liability | 2022-09-30 | 12,739,053 |
Expected increase in current liability due to benefits accruing during the plan year | 2022-09-30 | 226,501 |
Expected release from RPA 94 current liability for plan year | 2022-09-30 | 673,565 |
Expected plan disbursements for the plan year | 2022-09-30 | 673,565 |
Current value of assets | 2022-09-30 | 12,918,927 |
Number of retired participants and beneficiaries receiving payment | 2022-09-30 | 41 |
Current liability for retired participants and beneficiaries receiving payment | 2022-09-30 | 8,967,854 |
Number of terminated vested participants | 2022-09-30 | 16 |
Current liability for terminated vested participants | 2022-09-30 | 1,606,486 |
Current liability for active participants non vested benefits | 2022-09-30 | 62,925 |
Current liability for active participants vested benefits | 2022-09-30 | 2,101,788 |
Total number of active articipats | 2022-09-30 | 23 |
Current liability for active participants | 2022-09-30 | 2,164,713 |
Total participant count with liabilities | 2022-09-30 | 80 |
Total current liabilitoes for participants with libailities | 2022-09-30 | 12,739,053 |
Total employee contributions in plan year | 2022-09-30 | 47,849 |
Employer’s normal cost for plan year as of valuation date | 2022-09-30 | 77,390 |
Prior year credit balance | 2022-09-30 | 905,905 |
2021: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2021 401k membership |
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Total participants, beginning-of-year | 2021-10-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 25 |
Number of retired or separated participants receiving benefits | 2021-10-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 16 |
Total of all active and inactive participants | 2021-10-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 2 |
Total participants | 2021-10-01 | 80 |
Number of employers contributing to the scheme | 2021-10-01 | 4 |
Current value of assets | 2021-09-30 | 11,382,086 |
Acturial value of assets for funding standard account | 2021-09-30 | 11,131,631 |
Accrued liability for plan using immediate gains methods | 2021-09-30 | 8,582,481 |
Accrued liability under unit credit cost method | 2021-09-30 | 8,245,530 |
RPA 94 current liability | 2021-09-30 | 12,440,786 |
Expected increase in current liability due to benefits accruing during the plan year | 2021-09-30 | 158,760 |
Expected release from RPA 94 current liability for plan year | 2021-09-30 | 673,248 |
Expected plan disbursements for the plan year | 2021-09-30 | 673,248 |
Current value of assets | 2021-09-30 | 11,382,086 |
Number of retired participants and beneficiaries receiving payment | 2021-09-30 | 41 |
Current liability for retired participants and beneficiaries receiving payment | 2021-09-30 | 8,915,356 |
Number of terminated vested participants | 2021-09-30 | 16 |
Current liability for terminated vested participants | 2021-09-30 | 1,699,608 |
Current liability for active participants non vested benefits | 2021-09-30 | 189,486 |
Current liability for active participants vested benefits | 2021-09-30 | 1,636,336 |
Total number of active articipats | 2021-09-30 | 18 |
Current liability for active participants | 2021-09-30 | 1,825,822 |
Total participant count with liabilities | 2021-09-30 | 75 |
Total current liabilitoes for participants with libailities | 2021-09-30 | 12,440,786 |
Total employee contributions in plan year | 2021-09-30 | 37,894 |
Employer’s normal cost for plan year as of valuation date | 2021-09-30 | 59,954 |
Prior year credit balance | 2021-09-30 | 848,623 |
2020: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 23 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 16 |
Total of all active and inactive participants | 2020-10-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 2 |
Total participants | 2020-10-01 | 80 |
Number of employers contributing to the scheme | 2020-10-01 | 4 |
Current value of assets | 2020-09-30 | 11,154,219 |
Acturial value of assets for funding standard account | 2020-09-30 | 10,759,714 |
Accrued liability for plan using immediate gains methods | 2020-09-30 | 8,554,114 |
Accrued liability under unit credit cost method | 2020-09-30 | 8,259,135 |
RPA 94 current liability | 2020-09-30 | 11,884,853 |
Expected increase in current liability due to benefits accruing during the plan year | 2020-09-30 | 118,508 |
Expected release from RPA 94 current liability for plan year | 2020-09-30 | 657,573 |
Expected plan disbursements for the plan year | 2020-09-30 | 657,573 |
Current value of assets | 2020-09-30 | 11,154,219 |
Number of retired participants and beneficiaries receiving payment | 2020-09-30 | 39 |
Current liability for retired participants and beneficiaries receiving payment | 2020-09-30 | 7,907,364 |
Number of terminated vested participants | 2020-09-30 | 18 |
Current liability for terminated vested participants | 2020-09-30 | 1,625,690 |
Current liability for active participants non vested benefits | 2020-09-30 | 2,208,585 |
Current liability for active participants vested benefits | 2020-09-30 | 143,214 |
Total number of active articipats | 2020-09-30 | 18 |
Current liability for active participants | 2020-09-30 | 2,351,799 |
Total participant count with liabilities | 2020-09-30 | 75 |
Total current liabilitoes for participants with libailities | 2020-09-30 | 11,884,853 |
Total employee contributions in plan year | 2020-09-30 | 33,960 |
Employer’s normal cost for plan year as of valuation date | 2020-09-30 | 58,555 |
Prior year credit balance | 2020-09-30 | 794,963 |
2019: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 18 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 38 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 16 |
Total of all active and inactive participants | 2019-10-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 3 |
Total participants | 2019-10-01 | 75 |
Number of employers contributing to the scheme | 2019-10-01 | 2 |
Current value of assets | 2019-09-30 | 10,916,879 |
Acturial value of assets for funding standard account | 2019-09-30 | 10,482,243 |
Accrued liability for plan using immediate gains methods | 2019-09-30 | 8,510,541 |
Accrued liability under unit credit cost method | 2019-09-30 | 8,202,346 |
RPA 94 current liability | 2019-09-30 | 11,963,171 |
Expected increase in current liability due to benefits accruing during the plan year | 2019-09-30 | 172,320 |
Expected release from RPA 94 current liability for plan year | 2019-09-30 | 609,315 |
Expected plan disbursements for the plan year | 2019-09-30 | 609,315 |
Current value of assets | 2019-09-30 | 10,916,879 |
Number of retired participants and beneficiaries receiving payment | 2019-09-30 | 37 |
Current liability for retired participants and beneficiaries receiving payment | 2019-09-30 | 8,006,277 |
Number of terminated vested participants | 2019-09-30 | 18 |
Current liability for terminated vested participants | 2019-09-30 | 1,632,108 |
Current liability for active participants non vested benefits | 2019-09-30 | 2,324,786 |
Total number of active articipats | 2019-09-30 | 21 |
Current liability for active participants | 2019-09-30 | 2,324,786 |
Total participant count with liabilities | 2019-09-30 | 76 |
Total current liabilitoes for participants with libailities | 2019-09-30 | 11,963,171 |
Total employee contributions in plan year | 2019-09-30 | 35,175 |
Employer’s normal cost for plan year as of valuation date | 2019-09-30 | 59,377 |
Prior year credit balance | 2019-09-30 | 804,073 |
2018: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 18 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 18 |
Total of all active and inactive participants | 2018-10-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 3 |
Total participants | 2018-10-01 | 75 |
Number of employers contributing to the scheme | 2018-10-01 | 2 |
Current value of assets | 2018-09-30 | 10,513,507 |
Acturial value of assets for funding standard account | 2018-09-30 | 10,159,650 |
Accrued liability for plan using immediate gains methods | 2018-09-30 | 8,358,436 |
Accrued liability under unit credit cost method | 2018-09-30 | 8,059,833 |
RPA 94 current liability | 2018-09-30 | 11,416,483 |
Expected increase in current liability due to benefits accruing during the plan year | 2018-09-30 | 165,956 |
Expected release from RPA 94 current liability for plan year | 2018-09-30 | 584,830 |
Expected plan disbursements for the plan year | 2018-09-30 | 584,830 |
Current value of assets | 2018-09-30 | 10,513,507 |
Number of retired participants and beneficiaries receiving payment | 2018-09-30 | 33 |
Current liability for retired participants and beneficiaries receiving payment | 2018-09-30 | 7,545,659 |
Number of terminated vested participants | 2018-09-30 | 19 |
Current liability for terminated vested participants | 2018-09-30 | 1,798,094 |
Current liability for active participants non vested benefits | 2018-09-30 | 2,102,730 |
Total number of active articipats | 2018-09-30 | 24 |
Current liability for active participants | 2018-09-30 | 2,102,730 |
Total participant count with liabilities | 2018-09-30 | 76 |
Total current liabilitoes for participants with libailities | 2018-09-30 | 11,446,483 |
Total employee contributions in plan year | 2018-09-30 | 38,109 |
Employer’s normal cost for plan year as of valuation date | 2018-09-30 | 65,076 |
Prior year credit balance | 2018-09-30 | 753,230 |
2017: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 21 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 18 |
Total of all active and inactive participants | 2017-10-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 73 |
Number of employers contributing to the scheme | 2017-10-01 | 2 |
Current value of assets | 2017-09-30 | 10,007,576 |
Acturial value of assets for funding standard account | 2017-09-30 | 9,815,327 |
Accrued liability for plan using immediate gains methods | 2017-09-30 | 8,250,453 |
Accrued liability under unit credit cost method | 2017-09-30 | 7,982,978 |
RPA 94 current liability | 2017-09-30 | 11,294,027 |
Expected increase in current liability due to benefits accruing during the plan year | 2017-09-30 | 155,008 |
Expected release from RPA 94 current liability for plan year | 2017-09-30 | 576,250 |
Expected plan disbursements for the plan year | 2017-09-30 | 576,250 |
Current value of assets | 2017-09-30 | 10,007,576 |
Number of retired participants and beneficiaries receiving payment | 2017-09-30 | 34 |
Current liability for retired participants and beneficiaries receiving payment | 2017-09-30 | 7,679,540 |
Number of terminated vested participants | 2017-09-30 | 13 |
Current liability for terminated vested participants | 2017-09-30 | 1,165,127 |
Current liability for active participants non vested benefits | 2017-09-30 | 2,449,360 |
Total number of active articipats | 2017-09-30 | 29 |
Current liability for active participants | 2017-09-30 | 2,449,360 |
Total participant count with liabilities | 2017-09-30 | 76 |
Total current liabilitoes for participants with libailities | 2017-09-30 | 11,294,027 |
Total employee contributions in plan year | 2017-09-30 | 38,499 |
Employer’s normal cost for plan year as of valuation date | 2017-09-30 | 77,558 |
Prior year credit balance | 2017-09-30 | 783,160 |
2016: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 24 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 19 |
Total of all active and inactive participants | 2016-10-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 3 |
Total participants | 2016-10-01 | 76 |
Number of employers contributing to the scheme | 2016-10-01 | 2 |
Current value of assets | 2016-09-30 | 9,531,003 |
Acturial value of assets for funding standard account | 2016-09-30 | 9,583,400 |
Accrued liability for plan using immediate gains methods | 2016-09-30 | 8,082,996 |
Accrued liability under unit credit cost method | 2016-09-30 | 7,907,561 |
RPA 94 current liability | 2016-09-30 | 10,963,470 |
Expected increase in current liability due to benefits accruing during the plan year | 2016-09-30 | 85,235 |
Expected release from RPA 94 current liability for plan year | 2016-09-30 | 575,753 |
Expected plan disbursements for the plan year | 2016-09-30 | 575,753 |
Current value of assets | 2016-09-30 | 9,531,003 |
Number of retired participants and beneficiaries receiving payment | 2016-09-30 | 33 |
Current liability for retired participants and beneficiaries receiving payment | 2016-09-30 | 7,611,273 |
Number of terminated vested participants | 2016-09-30 | 15 |
Current liability for terminated vested participants | 2016-09-30 | 1,256,185 |
Current liability for active participants non vested benefits | 2016-09-30 | 2,096,012 |
Total number of active articipats | 2016-09-30 | 27 |
Current liability for active participants | 2016-09-30 | 2,096,012 |
Total participant count with liabilities | 2016-09-30 | 75 |
Total current liabilitoes for participants with libailities | 2016-09-30 | 10,963,470 |
Total employee contributions in plan year | 2016-09-30 | 34,369 |
Employer’s normal cost for plan year as of valuation date | 2016-09-30 | 63,096 |
Prior year credit balance | 2016-09-30 | 796,735 |
2015: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 29 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 13 |
Total of all active and inactive participants | 2015-10-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 4 |
Total participants | 2015-10-01 | 76 |
Number of employers contributing to the scheme | 2015-10-01 | 0 |
Current value of assets | 2015-09-30 | 9,908,556 |
Acturial value of assets for funding standard account | 2015-09-30 | 9,376,640 |
Current value of assets | 2015-09-30 | 9,908,556 |
Total current liabilitoes for participants with libailities | 2015-09-30 | 0 |
RPA 94 current liability | 2015-09-30 | 10,672,682 |
Number of retired participants and beneficiaries receiving payment | 2015-09-30 | 31 |
Current liability for retired participants and beneficiaries receiving payment | 2015-09-30 | 7,114,383 |
Number of terminated vested participants | 2015-09-30 | 15 |
Current liability for terminated vested participants | 2015-09-30 | 1,193,805 |
Current liability for active participants non vested benefits | 2015-09-30 | 2,364,494 |
Current liability for active participants vested benefits | 2015-09-30 | 2,175,805 |
Total number of active articipats | 2015-09-30 | 29 |
Current liability for active participants | 2015-09-30 | 4,540,299 |
Total participant count with liabilities | 2015-09-30 | 75 |
Total employee contributions in plan year | 2015-09-30 | 34,172 |
Accrued liability for plan using immediate gains methods | 2015-09-30 | 7,978,202 |
Accrued liability under unit credit cost method | 2015-09-30 | 7,871,847 |
Expected increase in current liability due to benefits accruing during the plan year | 2015-09-30 | 48,002 |
Expected release from RPA 94 current liability for plan year | 2015-09-30 | 538,643 |
Expected plan disbursements for the plan year | 2015-09-30 | 538,643 |
Employer’s normal cost for plan year as of valuation date | 2015-09-30 | 68,566 |
Prior year credit balance | 2015-09-30 | 790,153 |
Total employer contributions in plan year | 2015-09-30 | 1 |
2014: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 27 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 15 |
Total of all active and inactive participants | 2014-10-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 4 |
Total participants | 2014-10-01 | 75 |
Number of employers contributing to the scheme | 2014-10-01 | 2 |
Current value of assets | 2014-09-30 | 9,908,556 |
Current value of assets | 2014-09-30 | 9,423,514 |
Total current liabilitoes for participants with libailities | 2014-09-30 | 0 |
2013: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 14 |
Total of all active and inactive participants | 2013-10-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 4 |
Total participants | 2013-10-01 | 74 |
Number of employers contributing to the scheme | 2013-10-01 | 2 |
2012: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 33 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 14 |
Total of all active and inactive participants | 2012-10-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 4 |
Total participants | 2012-10-01 | 73 |
Number of employers contributing to the scheme | 2012-10-01 | 2 |
2011: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 33 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 14 |
Total of all active and inactive participants | 2011-10-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 4 |
Total participants | 2011-10-01 | 73 |
Number of employers contributing to the scheme | 2011-10-01 | 2 |
2009: PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 27 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 16 |
Total of all active and inactive participants | 2009-10-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 3 |
Total participants | 2009-10-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
Number of employers contributing to the scheme | 2009-10-01 | 3 |
Measure | Date | Value |
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2022 : PENSION PLAN FOR EMPLOYEES OF UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FUND 2022 401k financial data |
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Total income from all sources | 2022-09-30 | $-1,893,466 |
Expenses. Total of all expenses incurred | 2022-09-30 | $641,092 |
Benefits paid (including direct rollovers) | 2022-09-30 | $641,092 |
Total plan assets at end of year | 2022-09-30 | $10,384,369 |
Total plan assets at beginning of year | 2022-09-30 | $12,918,927 |
Value of fidelity bond covering the plan | 2022-09-30 | $500,000 |
Total contributions received or receivable from participants | 2022-09-30 | $47,849 |
Other income received | 2022-09-30 | $-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 |
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Total income from all sources | 2021-09-30 | $2,159,030 |
Expenses. Total of all expenses incurred | 2021-09-30 | $622,189 |
Benefits paid (including direct rollovers) | 2021-09-30 | $622,189 |
Total plan assets at end of year | 2021-09-30 | $12,918,927 |
Total plan assets at beginning of year | 2021-09-30 | $11,382,086 |
Value of fidelity bond covering the plan | 2021-09-30 | $500,000 |
Total contributions received or receivable from participants | 2021-09-30 | $37,896 |
Other income received | 2021-09-30 | $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 |
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Total income from all sources | 2020-09-30 | $837,322 |
Expenses. Total of all expenses incurred | 2020-09-30 | $609,455 |
Benefits paid (including direct rollovers) | 2020-09-30 | $609,455 |
Total plan assets at end of year | 2020-09-30 | $11,382,086 |
Total plan assets at beginning of year | 2020-09-30 | $11,154,219 |
Value of fidelity bond covering the plan | 2020-09-30 | $500,000 |
Total contributions received or receivable from participants | 2020-09-30 | $33,960 |
Other income received | 2020-09-30 | $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 |
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Total income from all sources | 2019-09-30 | $806,306 |
Expenses. Total of all expenses incurred | 2019-09-30 | $568,966 |
Benefits paid (including direct rollovers) | 2019-09-30 | $568,966 |
Total plan assets at end of year | 2019-09-30 | $11,154,219 |
Total plan assets at beginning of year | 2019-09-30 | $10,916,879 |
Value of fidelity bond covering the plan | 2019-09-30 | $500,000 |
Total contributions received or receivable from participants | 2019-09-30 | $35,175 |
Other income received | 2019-09-30 | $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 |
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Total income from all sources | 2017-09-30 | $1,048,130 |
Expenses. Total of all expenses incurred | 2017-09-30 | $542,199 |
Benefits paid (including direct rollovers) | 2017-09-30 | $542,199 |
Total plan assets at end of year | 2017-09-30 | $10,513,507 |
Total plan assets at beginning of year | 2017-09-30 | $10,007,576 |
Value of fidelity bond covering the plan | 2017-09-30 | $500,000 |
Total contributions received or receivable from participants | 2017-09-30 | $38,499 |
Other income received | 2017-09-30 | $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 |
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Total income from all sources | 2016-09-30 | $1,024,317 |
Expenses. Total of all expenses incurred | 2016-09-30 | $547,744 |
Benefits paid (including direct rollovers) | 2016-09-30 | $547,744 |
Total plan assets at end of year | 2016-09-30 | $10,007,576 |
Total plan assets at beginning of year | 2016-09-30 | $9,531,003 |
Value of fidelity bond covering the plan | 2016-09-30 | $500,000 |
Total contributions received or receivable from participants | 2016-09-30 | $34,369 |
Other income received | 2016-09-30 | $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 |
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Total income from all sources | 2015-09-30 | $148,583 |
Expenses. Total of all expenses incurred | 2015-09-30 | $526,136 |
Benefits paid (including direct rollovers) | 2015-09-30 | $526,136 |
Total plan assets at end of year | 2015-09-30 | $9,531,003 |
Total plan assets at beginning of year | 2015-09-30 | $9,908,556 |
Value of fidelity bond covering the plan | 2015-09-30 | $500,000 |
Total contributions received or receivable from participants | 2015-09-30 | $34,172 |
Other income received | 2015-09-30 | $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 |
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Total income from all sources | 2014-09-30 | $1,001,819 |
Expenses. Total of all expenses incurred | 2014-09-30 | $516,777 |
Benefits paid (including direct rollovers) | 2014-09-30 | $516,777 |
Total plan assets at end of year | 2014-09-30 | $9,908,556 |
Total plan assets at beginning of year | 2014-09-30 | $9,423,514 |
Value of fidelity bond covering the plan | 2014-09-30 | $500,000 |
Total contributions received or receivable from participants | 2014-09-30 | $33,616 |
Other income received | 2014-09-30 | $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 |
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Total income from all sources | 2013-09-30 | $1,122,327 |
Expenses. Total of all expenses incurred | 2013-09-30 | $451,288 |
Benefits paid (including direct rollovers) | 2013-09-30 | $451,288 |
Total plan assets at end of year | 2013-09-30 | $9,423,514 |
Total plan assets at beginning of year | 2013-09-30 | $8,752,475 |
Value of fidelity bond covering the plan | 2013-09-30 | $500,000 |
Total contributions received or receivable from participants | 2013-09-30 | $41,337 |
Other income received | 2013-09-30 | $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 |
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Total income from all sources | 2012-09-30 | $1,558,046 |
Expenses. Total of all expenses incurred | 2012-09-30 | $332,809 |
Benefits paid (including direct rollovers) | 2012-09-30 | $332,809 |
Total plan assets at end of year | 2012-09-30 | $8,752,475 |
Total plan assets at beginning of year | 2012-09-30 | $7,527,238 |
Value of fidelity bond covering the plan | 2012-09-30 | $500,000 |
Total contributions received or receivable from participants | 2012-09-30 | $47,862 |
Other income received | 2012-09-30 | $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 |
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Total income from all sources | 2011-09-30 | $403,644 |
Expenses. Total of all expenses incurred | 2011-09-30 | $355,774 |
Benefits paid (including direct rollovers) | 2011-09-30 | $355,774 |
Total plan assets at end of year | 2011-09-30 | $7,528,312 |
Total plan assets at beginning of year | 2011-09-30 | $7,480,442 |
Value of fidelity bond covering the plan | 2011-09-30 | $500,000 |
Total contributions received or receivable from participants | 2011-09-30 | $41,677 |
Other income received | 2011-09-30 | $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 |