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OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 401k Plan overview

Plan NameOFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT
Plan identification number 501

OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

OFFICE AND RELATED WORKERS BENEFIT has sponsored the creation of one or more 401k plans.

Company Name:OFFICE AND RELATED WORKERS BENEFIT
Employer identification number (EIN):426652389
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012014-01-01HARRIET REELITZ
5012013-01-01HARRIET REELITZ
5012012-01-01HARRIET REELITZ
5012011-01-01HARRIET REELITZ
5012009-01-01ANTHONY J MONACO

Plan Statistics for OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT

401k plan membership statisitcs for OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT

Measure Date Value
2014: OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of employers contributing to the scheme2014-01-010
2013: OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-010
Number of employers contributing to the scheme2013-01-010
2012: OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-010
2011: OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2009: OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110

Financial Data on OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT

Measure Date Value
2014 : OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,017
Total plan liabilities at beginning of year2014-12-31$5
Total income from all sources2014-12-31$1,176
Expenses. Total of all expenses incurred2014-12-31$5,660
Benefits paid (including direct rollovers)2014-12-31$219
Total plan assets at end of year2014-12-31$1,017
Total plan assets at beginning of year2014-12-31$4,489
Expenses. Other expenses not covered elsewhere2014-12-31$5,441
Other income received2014-12-31$1
Net income (gross income less expenses)2014-12-31$-4,484
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,484
Total contributions received or receivable from employer(s)2014-12-31$1,175
2013 : OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2013 401k financial data
Total plan liabilities at end of year2013-12-31$5
Total plan liabilities at beginning of year2013-12-31$174
Total income from all sources2013-12-31$10,843
Expenses. Total of all expenses incurred2013-12-31$12,215
Benefits paid (including direct rollovers)2013-12-31$2,865
Total plan assets at end of year2013-12-31$4,489
Total plan assets at beginning of year2013-12-31$6,030
Expenses. Other expenses not covered elsewhere2013-12-31$9,350
Other income received2013-12-31$8,085
Net income (gross income less expenses)2013-12-31$-1,372
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,484
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,856
Total contributions received or receivable from employer(s)2013-12-31$2,758
2012 : OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2012 401k financial data
Total plan liabilities at end of year2012-12-31$174
Total plan liabilities at beginning of year2012-12-31$174
Total income from all sources2012-12-31$7,643
Expenses. Total of all expenses incurred2012-12-31$11,681
Benefits paid (including direct rollovers)2012-12-31$3,831
Total plan assets at end of year2012-12-31$6,030
Total plan assets at beginning of year2012-12-31$10,068
Expenses. Other expenses not covered elsewhere2012-12-31$7,850
Other income received2012-12-31$4,658
Net income (gross income less expenses)2012-12-31$-4,038
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,856
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$9,894
Total contributions received or receivable from employer(s)2012-12-31$2,985
2011 : OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2011 401k financial data
Total plan liabilities at end of year2011-12-31$174
Total income from all sources2011-12-31$6,522
Expenses. Total of all expenses incurred2011-12-31$9,651
Benefits paid (including direct rollovers)2011-12-31$3,261
Total plan assets at end of year2011-12-31$10,068
Total plan assets at beginning of year2011-12-31$13,023
Expenses. Other expenses not covered elsewhere2011-12-31$6,390
Other income received2011-12-31$3,256
Net income (gross income less expenses)2011-12-31$-3,129
Net plan assets at end of year (total assets less liabilities)2011-12-31$9,894
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$13,023
Total contributions received or receivable from employer(s)2011-12-31$3,266
2010 : OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2010 401k financial data
Total income from all sources2010-12-31$8,353
Expenses. Total of all expenses incurred2010-12-31$11,587
Benefits paid (including direct rollovers)2010-12-31$4,601
Total plan assets at end of year2010-12-31$13,023
Total plan assets at beginning of year2010-12-31$16,257
Expenses. Other expenses not covered elsewhere2010-12-31$6,986
Other income received2010-12-31$5,718
Net income (gross income less expenses)2010-12-31$-3,234
Net plan assets at end of year (total assets less liabilities)2010-12-31$13,023
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$16,257
Total contributions received or receivable from employer(s)2010-12-31$2,635

Form 5500 Responses for OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT

2014: OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OFFICE AND RELATED WORKERS BENEFIT FUND TRUST AGREEMENT 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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