401k Plan data: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND plan

EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 401k Plan overview

Plan Name	EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND
Plan identification number	001

EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

TRUSTEES OF IB OF T UNION LOCAL 710 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF IB OF T UNION LOCAL 710 HEALTH & WELFARE FUND

Employer identification number (EIN): 362153764

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-02-01 MICHAEL CALES 2020-08-24 SAMUEL PILGER 2020-08-26
001 2018-02-01 DELMAR SCHAEFER 2019-08-22 SAMUEL PILGER 2019-08-22
001 2017-02-01
001 2016-02-01
001 2015-02-01
001 2014-02-01
001 2013-02-01 PHILLIP STANOCH STEPHANIE BRINSON 2014-11-13
001 2012-02-01 JAMES DAWES NEAL LONDON 2013-08-20
001 2011-02-01 JAMES DAWES NEAL LONDON 2012-08-24
001 2009-02-01 JAMES DAWES NEAL LONDON 2010-08-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-02-01	MICHAEL CALES	2020-08-24	SAMUEL PILGER	2020-08-26
001	2018-02-01	DELMAR SCHAEFER	2019-08-22	SAMUEL PILGER	2019-08-22
001	2017-02-01
001	2016-02-01
001	2015-02-01
001	2014-02-01
001	2013-02-01	PHILLIP STANOCH		STEPHANIE BRINSON	2014-11-13
001	2012-02-01	JAMES DAWES		NEAL LONDON	2013-08-20
001	2011-02-01	JAMES DAWES		NEAL LONDON	2012-08-24
001	2009-02-01	JAMES DAWES		NEAL LONDON	2010-08-16

Plan Statistics for EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND

401k plan membership statisitcs for EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND

Measure Date Value
2020: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2020 401k membership
Market value of plan assets 2020-01-31 1
Acturial value of plan assets 2020-01-31 1
Funding target for retired participants and beneficiaries receiving payment 2020-01-31 0
Number of terminated vested participants 2020-01-31 0
Fundng target for terminated vested participants 2020-01-31 0
Active participant vested funding target 2020-01-31 0
Number of active participants 2020-01-31 0
Total funding liabilities for active participants 2020-01-31 0
Total participant count 2020-01-31 0
Total funding target for all participants 2020-01-31 0
Remaining amount of unpaid minimum required contributions 2020-01-31 0
2019: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year 2019-02-01 24
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 0
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 0
Total of all active and inactive participants 2019-02-01 0
Total participants 2019-02-01 0
Market value of plan assets 2019-01-31 8,480,797
Acturial value of plan assets 2019-01-31 8,480,797
Funding target for retired participants and beneficiaries receiving payment 2019-01-31 1,272,492
Number of terminated vested participants 2019-01-31 4
Fundng target for terminated vested participants 2019-01-31 130,625
Active participant vested funding target 2019-01-31 4,114,233
Number of active participants 2019-01-31 13
Total funding liabilities for active participants 2019-01-31 4,597,168
Total participant count 2019-01-31 26
Total funding target for all participants 2019-01-31 6,000,285
Balance at beginning of prior year after applicable adjustments 2019-01-31 787,358
Prefunding balance at beginning of prior year after applicable adjustments 2019-01-31 514,006
Amount remaining of carryover balance 2019-01-31 787,358
Amount remaining of prefunding balance 2019-01-31 514,006
Present value of excess contributions 2019-01-31 44,723
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-01-31 47,219
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-01-31 47,219
Balance of carryovers at beginning of current year 2019-01-31 908,139
Balance of prefunding at beginning of current year 2019-01-31 640,074
Remaining amount of unpaid minimum required contributions 2019-01-31 0
Minimum required contributions for current year target normal cost 2019-01-31 35,000
Net shortfall amortization installment of oustanding balance 2019-01-31 0
Waiver amortization installment 2019-01-31 0
Carryover balance elected to use to offset funding requirement 2019-01-31 0
Prefunding balance elected to use to offset funding requirement 2019-01-31 0
Unpaid minimum required contributions for current year 2019-01-31 0
Unpaid minimum required contributions for all years 2019-01-31 0
2018: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year 2018-02-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 13
Number of retired or separated participants receiving benefits 2018-02-01 8
Number of other retired or separated participants entitled to future benefits 2018-02-01 3
Total of all active and inactive participants 2018-02-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
Market value of plan assets 2018-01-31 8,124,701
Acturial value of plan assets 2018-01-31 8,124,701
Funding target for retired participants and beneficiaries receiving payment 2018-01-31 1,325,681
Number of terminated vested participants 2018-01-31 4
Fundng target for terminated vested participants 2018-01-31 137,143
Active participant vested funding target 2018-01-31 4,587,858
Number of active participants 2018-01-31 14
Total funding liabilities for active participants 2018-01-31 4,587,858
Total participant count 2018-01-31 28
Total funding target for all participants 2018-01-31 6,050,682
Balance at beginning of prior year after applicable adjustments 2018-01-31 711,961
Prefunding balance at beginning of prior year after applicable adjustments 2018-01-31 464,785
Amount remaining of carryover balance 2018-01-31 711,961
Amount remaining of prefunding balance 2018-01-31 464,785
Present value of excess contributions 2018-01-31 325,633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-01-31 344,324
Balance of carryovers at beginning of current year 2018-01-31 787,358
Balance of prefunding at beginning of current year 2018-01-31 514,006
Total employer contributions 2018-01-31 46,276
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-01-31 44,723
Remaining amount of unpaid minimum required contributions 2018-01-31 0
Minimum required contributions for current year target normal cost 2018-01-31 44,672
Total funding amount beforereflecting carryover/prefunding balances 2018-01-31 44,672
Additional cash requirement 2018-01-31 44,672
Contributions allocatedtoward minimum required contributions for current year 2018-01-31 44,723
2017: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year 2017-02-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 13
Number of retired or separated participants receiving benefits 2017-02-01 9
Number of other retired or separated participants entitled to future benefits 2017-02-01 4
Total of all active and inactive participants 2017-02-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
Market value of plan assets 2017-01-31 7,598,876
Acturial value of plan assets 2017-01-31 7,598,876
Funding target for retired participants and beneficiaries receiving payment 2017-01-31 1,344,740
Number of terminated vested participants 2017-01-31 4
Fundng target for terminated vested participants 2017-01-31 125,822
Active participant vested funding target 2017-01-31 5,402,718
Number of active participants 2017-01-31 16
Total funding liabilities for active participants 2017-01-31 5,402,718
Total participant count 2017-01-31 30
Total funding target for all participants 2017-01-31 6,873,280
Balance at beginning of prior year after applicable adjustments 2017-01-31 736,562
Prefunding balance at beginning of prior year after applicable adjustments 2017-01-31 480,845
Amount remaining of carryover balance 2017-01-31 736,562
Amount remaining of prefunding balance 2017-01-31 480,845
Present value of excess contributions 2017-01-31 347,348
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-01-31 368,015
Balance of carryovers at beginning of current year 2017-01-31 711,961
Balance of prefunding at beginning of current year 2017-01-31 464,785
Total employer contributions 2017-01-31 383,200
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-01-31 370,473
Remaining amount of unpaid minimum required contributions 2017-01-31 0
Minimum required contributions for current year target normal cost 2017-01-31 44,840
Total funding amount beforereflecting carryover/prefunding balances 2017-01-31 44,840
Additional cash requirement 2017-01-31 44,840
Contributions allocatedtoward minimum required contributions for current year 2017-01-31 370,473
Unpaid minimum required contributions for current year 2017-01-31 0
2016: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year 2016-02-01 30
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 14
Number of retired or separated participants receiving benefits 2016-02-01 9
Number of other retired or separated participants entitled to future benefits 2016-02-01 4
Total of all active and inactive participants 2016-02-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 1
Total participants 2016-02-01 28
2015: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year 2015-02-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 16
Number of retired or separated participants receiving benefits 2015-02-01 9
Number of other retired or separated participants entitled to future benefits 2015-02-01 4
Total of all active and inactive participants 2015-02-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 1
Total participants 2015-02-01 30
2014: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year 2014-02-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 17
Number of retired or separated participants receiving benefits 2014-02-01 9
Number of other retired or separated participants entitled to future benefits 2014-02-01 4
Total of all active and inactive participants 2014-02-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 1
Total participants 2014-02-01 31
2013: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year 2013-02-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 18
Number of retired or separated participants receiving benefits 2013-02-01 9
Number of other retired or separated participants entitled to future benefits 2013-02-01 3
Total of all active and inactive participants 2013-02-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 1
Total participants 2013-02-01 31
2012: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year 2012-02-01 35
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 18
Number of retired or separated participants receiving benefits 2012-02-01 10
Number of other retired or separated participants entitled to future benefits 2012-02-01 4
Total of all active and inactive participants 2012-02-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 1
Total participants 2012-02-01 33
2011: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-02-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 18
Number of retired or separated participants receiving benefits 2011-02-01 12
Number of other retired or separated participants entitled to future benefits 2011-02-01 4
Total of all active and inactive participants 2011-02-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 1
Total participants 2011-02-01 35
2009: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-02-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 18
Number of retired or separated participants receiving benefits 2009-02-01 13
Number of other retired or separated participants entitled to future benefits 2009-02-01 4
Total of all active and inactive participants 2009-02-01 35
Total participants 2009-02-01 35

Measure	Date	Value
2020: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2020 401k membership
Market value of plan assets	2020-01-31	1
Acturial value of plan assets	2020-01-31	1
Funding target for retired participants and beneficiaries receiving payment	2020-01-31	0
Number of terminated vested participants	2020-01-31	0
Fundng target for terminated vested participants	2020-01-31	0
Active participant vested funding target	2020-01-31	0
Number of active participants	2020-01-31	0
Total funding liabilities for active participants	2020-01-31	0
Total participant count	2020-01-31	0
Total funding target for all participants	2020-01-31	0
Remaining amount of unpaid minimum required contributions	2020-01-31	0
2019: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year	2019-02-01	24
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	0
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	0
Total of all active and inactive participants	2019-02-01	0
Total participants	2019-02-01	0
Market value of plan assets	2019-01-31	8,480,797
Acturial value of plan assets	2019-01-31	8,480,797
Funding target for retired participants and beneficiaries receiving payment	2019-01-31	1,272,492
Number of terminated vested participants	2019-01-31	4
Fundng target for terminated vested participants	2019-01-31	130,625
Active participant vested funding target	2019-01-31	4,114,233
Number of active participants	2019-01-31	13
Total funding liabilities for active participants	2019-01-31	4,597,168
Total participant count	2019-01-31	26
Total funding target for all participants	2019-01-31	6,000,285
Balance at beginning of prior year after applicable adjustments	2019-01-31	787,358
Prefunding balance at beginning of prior year after applicable adjustments	2019-01-31	514,006
Amount remaining of carryover balance	2019-01-31	787,358
Amount remaining of prefunding balance	2019-01-31	514,006
Present value of excess contributions	2019-01-31	44,723
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-01-31	47,219
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-01-31	47,219
Balance of carryovers at beginning of current year	2019-01-31	908,139
Balance of prefunding at beginning of current year	2019-01-31	640,074
Remaining amount of unpaid minimum required contributions	2019-01-31	0
Minimum required contributions for current year target normal cost	2019-01-31	35,000
Net shortfall amortization installment of oustanding balance	2019-01-31	0
Waiver amortization installment	2019-01-31	0
Carryover balance elected to use to offset funding requirement	2019-01-31	0
Prefunding balance elected to use to offset funding requirement	2019-01-31	0
Unpaid minimum required contributions for current year	2019-01-31	0
Unpaid minimum required contributions for all years	2019-01-31	0
2018: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year	2018-02-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	13
Number of retired or separated participants receiving benefits	2018-02-01	8
Number of other retired or separated participants entitled to future benefits	2018-02-01	3
Total of all active and inactive participants	2018-02-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
Market value of plan assets	2018-01-31	8,124,701
Acturial value of plan assets	2018-01-31	8,124,701
Funding target for retired participants and beneficiaries receiving payment	2018-01-31	1,325,681
Number of terminated vested participants	2018-01-31	4
Fundng target for terminated vested participants	2018-01-31	137,143
Active participant vested funding target	2018-01-31	4,587,858
Number of active participants	2018-01-31	14
Total funding liabilities for active participants	2018-01-31	4,587,858
Total participant count	2018-01-31	28
Total funding target for all participants	2018-01-31	6,050,682
Balance at beginning of prior year after applicable adjustments	2018-01-31	711,961
Prefunding balance at beginning of prior year after applicable adjustments	2018-01-31	464,785
Amount remaining of carryover balance	2018-01-31	711,961
Amount remaining of prefunding balance	2018-01-31	464,785
Present value of excess contributions	2018-01-31	325,633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-01-31	344,324
Balance of carryovers at beginning of current year	2018-01-31	787,358
Balance of prefunding at beginning of current year	2018-01-31	514,006
Total employer contributions	2018-01-31	46,276
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-01-31	44,723
Remaining amount of unpaid minimum required contributions	2018-01-31	0
Minimum required contributions for current year target normal cost	2018-01-31	44,672
Total funding amount beforereflecting carryover/prefunding balances	2018-01-31	44,672
Additional cash requirement	2018-01-31	44,672
Contributions allocatedtoward minimum required contributions for current year	2018-01-31	44,723
2017: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year	2017-02-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	13
Number of retired or separated participants receiving benefits	2017-02-01	9
Number of other retired or separated participants entitled to future benefits	2017-02-01	4
Total of all active and inactive participants	2017-02-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
Market value of plan assets	2017-01-31	7,598,876
Acturial value of plan assets	2017-01-31	7,598,876
Funding target for retired participants and beneficiaries receiving payment	2017-01-31	1,344,740
Number of terminated vested participants	2017-01-31	4
Fundng target for terminated vested participants	2017-01-31	125,822
Active participant vested funding target	2017-01-31	5,402,718
Number of active participants	2017-01-31	16
Total funding liabilities for active participants	2017-01-31	5,402,718
Total participant count	2017-01-31	30
Total funding target for all participants	2017-01-31	6,873,280
Balance at beginning of prior year after applicable adjustments	2017-01-31	736,562
Prefunding balance at beginning of prior year after applicable adjustments	2017-01-31	480,845
Amount remaining of carryover balance	2017-01-31	736,562
Amount remaining of prefunding balance	2017-01-31	480,845
Present value of excess contributions	2017-01-31	347,348
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-01-31	368,015
Balance of carryovers at beginning of current year	2017-01-31	711,961
Balance of prefunding at beginning of current year	2017-01-31	464,785
Total employer contributions	2017-01-31	383,200
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-01-31	370,473
Remaining amount of unpaid minimum required contributions	2017-01-31	0
Minimum required contributions for current year target normal cost	2017-01-31	44,840
Total funding amount beforereflecting carryover/prefunding balances	2017-01-31	44,840
Additional cash requirement	2017-01-31	44,840
Contributions allocatedtoward minimum required contributions for current year	2017-01-31	370,473
Unpaid minimum required contributions for current year	2017-01-31	0
2016: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year	2016-02-01	30
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	14
Number of retired or separated participants receiving benefits	2016-02-01	9
Number of other retired or separated participants entitled to future benefits	2016-02-01	4
Total of all active and inactive participants	2016-02-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	1
Total participants	2016-02-01	28
2015: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year	2015-02-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	16
Number of retired or separated participants receiving benefits	2015-02-01	9
Number of other retired or separated participants entitled to future benefits	2015-02-01	4
Total of all active and inactive participants	2015-02-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	1
Total participants	2015-02-01	30
2014: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year	2014-02-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	17
Number of retired or separated participants receiving benefits	2014-02-01	9
Number of other retired or separated participants entitled to future benefits	2014-02-01	4
Total of all active and inactive participants	2014-02-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	1
Total participants	2014-02-01	31
2013: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year	2013-02-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	18
Number of retired or separated participants receiving benefits	2013-02-01	9
Number of other retired or separated participants entitled to future benefits	2013-02-01	3
Total of all active and inactive participants	2013-02-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	1
Total participants	2013-02-01	31
2012: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year	2012-02-01	35
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	18
Number of retired or separated participants receiving benefits	2012-02-01	10
Number of other retired or separated participants entitled to future benefits	2012-02-01	4
Total of all active and inactive participants	2012-02-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	1
Total participants	2012-02-01	33
2011: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-02-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	18
Number of retired or separated participants receiving benefits	2011-02-01	12
Number of other retired or separated participants entitled to future benefits	2011-02-01	4
Total of all active and inactive participants	2011-02-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	1
Total participants	2011-02-01	35
2009: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-02-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	18
Number of retired or separated participants receiving benefits	2009-02-01	13
Number of other retired or separated participants entitled to future benefits	2009-02-01	4
Total of all active and inactive participants	2009-02-01	35
Total participants	2009-02-01	35

Financial Data on EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND

Measure	Date	Value
2020 : EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2020 401k financial data
Total plan liabilities at beginning of year	2020-01-31	$12,500
Total income from all sources	2020-01-31	$141,875
Expenses. Total of all expenses incurred	2020-01-31	$8,476,302
Benefits paid (including direct rollovers)	2020-01-31	$8,355,796
Total plan assets at beginning of year	2020-01-31	$8,346,927
Value of fidelity bond covering the plan	2020-01-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-01-31	$5,452
Other income received	2020-01-31	$141,875
Net income (gross income less expenses)	2020-01-31	$-8,334,427
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$8,334,427
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-31	$115,054
2019 : EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2019 401k financial data
Total plan liabilities at end of year	2019-01-31	$12,500
Total income from all sources	2019-01-31	$204,018
Expenses. Total of all expenses incurred	2019-01-31	$350,447
Benefits paid (including direct rollovers)	2019-01-31	$298,561
Total plan assets at end of year	2019-01-31	$8,346,927
Total plan assets at beginning of year	2019-01-31	$8,480,856
Value of fidelity bond covering the plan	2019-01-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-01-31	$3,187
Other income received	2019-01-31	$204,018
Net income (gross income less expenses)	2019-01-31	$-146,429
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$8,334,427
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$8,480,856
Total contributions received or receivable from employer(s)	2019-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-01-31	$48,699
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2018 401k financial data
Total income from all sources	2018-01-31	$1,232,485
Expenses. Total of all expenses incurred	2018-01-31	$876,330
Benefits paid (including direct rollovers)	2018-01-31	$834,057
Total plan assets at end of year	2018-01-31	$8,480,856
Total plan assets at beginning of year	2018-01-31	$8,124,701
Value of fidelity bond covering the plan	2018-01-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-01-31	$3,212
Other income received	2018-01-31	$1,186,209
Net income (gross income less expenses)	2018-01-31	$356,155
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$8,480,856
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$8,124,701
Total contributions received or receivable from employer(s)	2018-01-31	$46,276
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$39,061
2017 : EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2017 401k financial data
Total income from all sources	2017-01-31	$1,177,521
Expenses. Total of all expenses incurred	2017-01-31	$651,696
Benefits paid (including direct rollovers)	2017-01-31	$607,890
Total plan assets at end of year	2017-01-31	$8,124,701
Total plan assets at beginning of year	2017-01-31	$7,598,876
Value of fidelity bond covering the plan	2017-01-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-01-31	$8,181
Other income received	2017-01-31	$794,321
Net income (gross income less expenses)	2017-01-31	$525,825
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$8,124,701
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$7,598,876
Total contributions received or receivable from employer(s)	2017-01-31	$383,200
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$35,625
2016 : EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2016 401k financial data
Total plan liabilities at end of year	2016-01-31	$0
Total plan liabilities at beginning of year	2016-01-31	$8,226
Total income from all sources	2016-01-31	$97,793
Expenses. Total of all expenses incurred	2016-01-31	$716,382
Benefits paid (including direct rollovers)	2016-01-31	$670,788
Total plan assets at end of year	2016-01-31	$7,598,876
Total plan assets at beginning of year	2016-01-31	$8,225,691
Value of fidelity bond covering the plan	2016-01-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-01-31	$4,595
Other income received	2016-01-31	$-261,431
Net income (gross income less expenses)	2016-01-31	$-618,589
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$7,598,876
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$8,217,465
Total contributions received or receivable from employer(s)	2016-01-31	$359,224
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$40,999
2015 : EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2015 401k financial data
Total plan liabilities at end of year	2015-01-31	$8,226
Total plan liabilities at beginning of year	2015-01-31	$4,251
Total income from all sources	2015-01-31	$783,041
Expenses. Total of all expenses incurred	2015-01-31	$596,955
Benefits paid (including direct rollovers)	2015-01-31	$556,834
Total plan assets at end of year	2015-01-31	$8,225,691
Total plan assets at beginning of year	2015-01-31	$8,035,630
Value of fidelity bond covering the plan	2015-01-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-01-31	$2,688
Other income received	2015-01-31	$561,464
Net income (gross income less expenses)	2015-01-31	$186,086
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$8,217,465
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$8,031,379
Total contributions received or receivable from employer(s)	2015-01-31	$221,577
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$37,433
2014 : EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2014 401k financial data
Total plan liabilities at end of year	2014-01-31	$4,251
Total plan liabilities at beginning of year	2014-01-31	$1,278
Total income from all sources	2014-01-31	$1,072,605
Expenses. Total of all expenses incurred	2014-01-31	$355,597
Benefits paid (including direct rollovers)	2014-01-31	$316,332
Total plan assets at end of year	2014-01-31	$8,035,630
Total plan assets at beginning of year	2014-01-31	$7,315,649
Value of fidelity bond covering the plan	2014-01-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-01-31	$4,353
Other income received	2014-01-31	$633,215
Net income (gross income less expenses)	2014-01-31	$717,008
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$8,031,379
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$7,314,371
Total contributions received or receivable from employer(s)	2014-01-31	$439,390
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$34,912
2013 : EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2013 401k financial data
Total plan liabilities at end of year	2013-01-31	$1,278
Total plan liabilities at beginning of year	2013-01-31	$539
Total income from all sources	2013-01-31	$1,554,408
Expenses. Total of all expenses incurred	2013-01-31	$268,638
Benefits paid (including direct rollovers)	2013-01-31	$226,044
Total plan assets at end of year	2013-01-31	$7,315,649
Total plan assets at beginning of year	2013-01-31	$6,029,140
Value of fidelity bond covering the plan	2013-01-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-01-31	$3,766
Other income received	2013-01-31	$533,670
Net income (gross income less expenses)	2013-01-31	$1,285,770
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$7,314,371
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$6,028,601
Total contributions received or receivable from employer(s)	2013-01-31	$1,020,738
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$38,828
2012 : EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2012 401k financial data
Total plan liabilities at end of year	2012-01-31	$539
Total plan liabilities at beginning of year	2012-01-31	$3,401
Total income from all sources	2012-01-31	$837,319
Expenses. Total of all expenses incurred	2012-01-31	$828,428
Benefits paid (including direct rollovers)	2012-01-31	$791,286
Total plan assets at end of year	2012-01-31	$6,029,140
Total plan assets at beginning of year	2012-01-31	$6,023,111
Value of fidelity bond covering the plan	2012-01-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-01-31	$3,203
Other income received	2012-01-31	$194,394
Net income (gross income less expenses)	2012-01-31	$8,891
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$6,028,601
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$6,019,710
Total contributions received or receivable from employer(s)	2012-01-31	$642,925
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$33,939
2011 : EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2011 401k financial data
Total plan liabilities at end of year	2011-01-31	$3,401
Total plan liabilities at beginning of year	2011-01-31	$137
Total income from all sources	2011-01-31	$1,424,382
Expenses. Total of all expenses incurred	2011-01-31	$271,951
Benefits paid (including direct rollovers)	2011-01-31	$232,178
Total plan assets at end of year	2011-01-31	$6,023,111
Total plan assets at beginning of year	2011-01-31	$4,867,416
Value of fidelity bond covering the plan	2011-01-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2011-01-31	$4,102
Other income received	2011-01-31	$603,113
Net income (gross income less expenses)	2011-01-31	$1,152,431
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$6,019,710
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$4,867,279
Total contributions received or receivable from employer(s)	2011-01-31	$821,269
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$35,671

Form 5500 Responses for EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND

2019: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	This submission is the final filing	Yes
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	Yes
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	Yes
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEES PENSION PLAN OF IBT UNION LOCAL NO. 710 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRUSTEES OF IB OF T UNION LOCAL 710 HEALTH & WELFARE FUND
Employer identification number (EIN):	362153764
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance