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TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 401k Plan overview

Plan NameTEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC.
Plan identification number 003

TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SICO AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SICO AMERICA, INC.
Employer identification number (EIN):411763365
NAIC Classification:321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01KEITH DAHLEN2019-01-23
0032018-01-01KEITH DAHLEN2019-01-17
0032017-01-01KEITH DAHLEN
0032016-01-01KEITH DAHLEN
0032015-01-01KEITH DAHLEN
0032014-01-01KEITH DAHLEN
0032013-01-01KEITH DAHLEN
0032012-01-01KEITH DAHLEN
0032011-01-01KEITH DAHLEN
0032009-01-01KEITH DAHLEN

Plan Statistics for TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC.

401k plan membership statisitcs for TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC.

Measure Date Value
2017: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2017 401k membership
Market value of plan assets2017-12-315,890,503
Acturial value of plan assets2017-12-315,890,503
Funding target for retired participants and beneficiaries receiving payment2017-12-311,816,611
Number of terminated vested participants2017-12-3123
Fundng target for terminated vested participants2017-12-31649,855
Active participant vested funding target2017-12-311,991,841
Number of active participants2017-12-3154
Total funding liabilities for active participants2017-12-312,111,826
Total participant count2017-12-31107
Total funding target for all participants2017-12-314,578,292
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31239,062
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31239,062
Present value of excess contributions2017-12-31288,851
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31306,355
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31253,884
Total employer contributions2017-12-3175,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3173,839
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3150,000
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3173,839
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01107
Total number of active participants reported on line 7a of the Form 55002017-01-0144
Number of retired or separated participants receiving benefits2017-01-0130
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2016 401k membership
Market value of plan assets2016-12-315,487,433
Acturial value of plan assets2016-12-315,487,433
Funding target for retired participants and beneficiaries receiving payment2016-12-311,835,359
Number of terminated vested participants2016-12-3123
Fundng target for terminated vested participants2016-12-31598,056
Active participant vested funding target2016-12-311,798,476
Number of active participants2016-12-3154
Total funding liabilities for active participants2016-12-311,926,910
Total participant count2016-12-31106
Total funding target for all participants2016-12-314,360,325
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31235,994
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31235,994
Present value of excess contributions2016-12-31288,464
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31306,551
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31239,062
Total employer contributions2016-12-31300,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31288,851
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3145,192
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31288,851
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01106
Total number of active participants reported on line 7a of the Form 55002016-01-0154
Number of retired or separated participants receiving benefits2016-01-0130
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01106
Total number of active participants reported on line 7a of the Form 55002015-01-0154
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01109
Total number of active participants reported on line 7a of the Form 55002014-01-0160
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01110
Total number of active participants reported on line 7a of the Form 55002013-01-0160
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01109
2012: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-0165
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01113
Total number of active participants reported on line 7a of the Form 55002011-01-0167
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-0177
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC.

Measure Date Value
2017 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,497
Total income from all sources (including contributions)2017-12-31$529,860
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$251,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$193,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$75,000
Value of total assets at end of year2017-12-31$6,174,174
Value of total assets at beginning of year2017-12-31$5,898,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,814
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,113
Administrative expenses professional fees incurred2017-12-31$20,179
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,400
Liabilities. Value of operating payables at end of year2017-12-31$5,011
Liabilities. Value of operating payables at beginning of year2017-12-31$7,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$278,468
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,169,163
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,890,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$27,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,169,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$5,823,192
Net gain/loss from 103.12 investment entities2017-12-31$442,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$75,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$193,578
Contract administrator fees2017-12-31$8,715
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,218
Total income from all sources (including contributions)2016-12-31$639,329
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$236,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$187,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$300,000
Value of total assets at end of year2016-12-31$5,898,192
Value of total assets at beginning of year2016-12-31$5,493,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,138
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$24,506
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$1,372
Liabilities. Value of operating payables at end of year2016-12-31$7,497
Liabilities. Value of operating payables at beginning of year2016-12-31$6,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$403,099
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,890,695
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,487,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$14,856
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$5,823,192
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$5,418,814
Net gain/loss from 103.12 investment entities2016-12-31$339,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$300,000
Employer contributions (assets) at end of year2016-12-31$75,000
Employer contributions (assets) at beginning of year2016-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$187,092
Contract administrator fees2016-12-31$8,404
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,791
Total income from all sources (including contributions)2015-12-31$370,882
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$174,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$129,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$300,000
Value of total assets at end of year2015-12-31$5,493,814
Value of total assets at beginning of year2015-12-31$5,296,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,191
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$13,840
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$1,299
Liabilities. Value of operating payables at end of year2015-12-31$6,218
Liabilities. Value of operating payables at beginning of year2015-12-31$5,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$196,668
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,487,596
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,290,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,788
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$5,418,814
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$5,221,719
Net gain/loss from 103.12 investment entities2015-12-31$70,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$300,000
Employer contributions (assets) at end of year2015-12-31$75,000
Employer contributions (assets) at beginning of year2015-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$129,023
Contract administrator fees2015-12-31$7,264
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,181
Total income from all sources (including contributions)2014-12-31$598,045
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$155,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$110,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$300,000
Value of total assets at end of year2014-12-31$5,296,719
Value of total assets at beginning of year2014-12-31$4,853,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,473
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$14,963
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$1,175
Liabilities. Value of operating payables at end of year2014-12-31$5,791
Liabilities. Value of operating payables at beginning of year2014-12-31$5,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$442,410
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,290,928
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,848,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,361
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$5,221,719
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$4,778,699
Net gain/loss from 103.12 investment entities2014-12-31$298,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$300,000
Employer contributions (assets) at end of year2014-12-31$75,000
Employer contributions (assets) at beginning of year2014-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$110,162
Contract administrator fees2014-12-31$7,974
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,102
Total income from all sources (including contributions)2013-12-31$934,574
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$130,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$91,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$225,000
Value of total assets at end of year2013-12-31$4,853,699
Value of total assets at beginning of year2013-12-31$4,050,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,733
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$13,085
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$1,081
Liabilities. Value of operating payables at end of year2013-12-31$5,181
Liabilities. Value of operating payables at beginning of year2013-12-31$5,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$803,600
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,848,518
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,044,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$18,019
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$4,778,699
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$3,975,020
Net gain/loss from 103.12 investment entities2013-12-31$709,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$225,000
Employer contributions (assets) at end of year2013-12-31$75,000
Employer contributions (assets) at beginning of year2013-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$91,241
Contract administrator fees2013-12-31$7,548
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,236
Total income from all sources (including contributions)2012-12-31$712,140
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$111,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$75,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$300,000
Value of total assets at end of year2012-12-31$4,050,020
Value of total assets at beginning of year2012-12-31$3,448,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,575
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$12,084
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$881
Liabilities. Value of operating payables at end of year2012-12-31$5,102
Liabilities. Value of operating payables at beginning of year2012-12-31$4,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$600,397
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,044,918
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,444,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$16,798
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$3,975,020
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$3,373,757
Net gain/loss from 103.12 investment entities2012-12-31$412,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$300,000
Employer contributions (assets) at end of year2012-12-31$75,000
Employer contributions (assets) at beginning of year2012-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$75,168
Contract administrator fees2012-12-31$6,812
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,586
Total income from all sources (including contributions)2011-12-31$268,841
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$93,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$59,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$225,000
Value of total assets at end of year2011-12-31$3,448,757
Value of total assets at beginning of year2011-12-31$3,273,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,721
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$12,173
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$852
Liabilities. Value of operating payables at end of year2011-12-31$4,236
Liabilities. Value of operating payables at beginning of year2011-12-31$4,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$175,405
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,444,521
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,269,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$14,350
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$3,373,757
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$3,198,702
Net gain/loss from 103.12 investment entities2011-12-31$43,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$225,000
Employer contributions (assets) at end of year2011-12-31$75,000
Employer contributions (assets) at beginning of year2011-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$59,715
Contract administrator fees2011-12-31$6,346
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,755
Total income from all sources (including contributions)2010-12-31$458,247
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$91,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$65,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$75,000
Value of total assets at end of year2010-12-31$3,273,702
Value of total assets at beginning of year2010-12-31$2,915,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,535
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$7,374
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$867
Liabilities. Value of operating payables at end of year2010-12-31$4,586
Liabilities. Value of operating payables at beginning of year2010-12-31$12,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$366,604
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,269,116
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,902,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,504
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$3,198,702
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$2,915,267
Net gain/loss from 103.12 investment entities2010-12-31$383,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$75,000
Employer contributions (assets) at end of year2010-12-31$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$65,108
Contract administrator fees2010-12-31$5,790
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC.

2017: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SICO AMERICA INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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