?>
Logo

FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 401k Plan overview

Plan NameFOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND
Plan identification number 501

FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Prepaid legal
  • Apprenticeship and training
  • Scholarship (funded)

401k Sponsoring company profile

FOOD AND BEVERAGE WORKERS LOCAL 32 AND EMPLOYERS BENEFIT FUND has sponsored the creation of one or more 401k plans.

Company Name:FOOD AND BEVERAGE WORKERS LOCAL 32 AND EMPLOYERS BENEFIT FUND
Employer identification number (EIN):521391582
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01CHUCK HENDRICKS2021-11-15 CHUCK HENDRICKS2021-11-15
5012021-01-01CHUCK HENDRICKS2021-11-15 CHUCK HENDRICKS2021-11-15
5012020-12-31CHUCK HENDRICKS2022-06-06 CHUCK HENDRICKS2022-06-06
5012020-01-01CHUCK HENDRICKS2021-09-22 HAROLD TAEGEL2021-09-16
5012020-01-01CHUCK HENDRICKS2022-01-18 HAROLD TAEGEL2022-01-18
5012019-01-01CHUCK HENDRICKS2020-10-07 GARY WANG2020-10-07
5012018-01-01JAMES DUPONT2019-09-25 GARY WANG2019-09-30
5012018-01-01CHUCK HENDRICKS2020-02-21 GARY WANG2020-02-21
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01JAMES DUPONT
5012011-01-01JAMES DUPONT PAMELA WILSON2012-10-12
5012010-01-01JOHN BOARDMAN PAMELA WILSON2011-10-17
5012009-01-01JOHN BOARDMAN PAMELA WILSON2010-10-11

Plan Statistics for FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND

401k plan membership statisitcs for FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND

Measure Date Value
2021: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2021 401k membership
Total participants, beginning-of-year2021-01-014,389
Total number of active participants reported on line 7a of the Form 55002021-01-010
Total of all active and inactive participants2021-01-010
Number of employers contributing to the scheme2021-01-010
2020: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2020 401k membership
Total participants, beginning-of-year2020-12-314,389
Total number of active participants reported on line 7a of the Form 55002020-12-310
Total of all active and inactive participants2020-12-310
Number of employers contributing to the scheme2020-12-310
Total participants, beginning-of-year2020-01-016,368
Total number of active participants reported on line 7a of the Form 55002020-01-014,389
Total of all active and inactive participants2020-01-014,389
Number of employers contributing to the scheme2020-01-0161
2019: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2019 401k membership
Total participants, beginning-of-year2019-01-015,764
Total number of active participants reported on line 7a of the Form 55002019-01-016,368
Total of all active and inactive participants2019-01-016,368
Number of employers contributing to the scheme2019-01-0172
2018: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2018 401k membership
Total participants, beginning-of-year2018-01-015,247
Total number of active participants reported on line 7a of the Form 55002018-01-015,764
Total of all active and inactive participants2018-01-015,764
Number of employers contributing to the scheme2018-01-0174
2017: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2017 401k membership
Total participants, beginning-of-year2017-01-014,360
Total number of active participants reported on line 7a of the Form 55002017-01-015,247
Total of all active and inactive participants2017-01-015,247
Number of employers contributing to the scheme2017-01-0172
2016: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,454
Total number of active participants reported on line 7a of the Form 55002016-01-014,360
Total of all active and inactive participants2016-01-014,360
Number of employers contributing to the scheme2016-01-0166
2015: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,672
Total number of active participants reported on line 7a of the Form 55002015-01-012,454
Total of all active and inactive participants2015-01-012,454
Number of employers contributing to the scheme2015-01-0159
2014: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,672
Total number of active participants reported on line 7a of the Form 55002014-01-011,672
Total of all active and inactive participants2014-01-011,672
Number of employers contributing to the scheme2014-01-0144
2013: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,406
Total number of active participants reported on line 7a of the Form 55002013-01-011,672
Total of all active and inactive participants2013-01-011,672
Number of employers contributing to the scheme2013-01-0147
2012: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,640
Total number of active participants reported on line 7a of the Form 55002012-01-011,406
Total of all active and inactive participants2012-01-011,406
Number of employers contributing to the scheme2012-01-0151
2011: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,498
Total number of active participants reported on line 7a of the Form 55002011-01-011,640
Total of all active and inactive participants2011-01-011,640
Total participants2011-01-011,640
Number of employers contributing to the scheme2011-01-0153
2010: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,572
Total number of active participants reported on line 7a of the Form 55002010-01-011,498
Total of all active and inactive participants2010-01-011,498
Total participants2010-01-011,498
Number of employers contributing to the scheme2010-01-0149
2009: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,594
Total number of active participants reported on line 7a of the Form 55002009-01-011,572
Total of all active and inactive participants2009-01-011,572
Total participants2009-01-011,572
Number of employers contributing to the scheme2009-01-0149

Financial Data on FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND

Measure Date Value
2021 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2021 401k financial data
Total transfer of assets from this plan2021-01-31$3,794,101
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$109,283
Value of total assets at end of year2021-01-31$0
Value of total assets at beginning of year2021-01-31$3,903,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Was this plan covered by a fidelity bond2021-01-31No
If this is an individual account plan, was there a blackout period2021-01-31No
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$10,407
Liabilities. Value of operating payables at end of year2021-01-31$0
Liabilities. Value of operating payables at beginning of year2021-01-31$109,283
Total non interest bearing cash at end of year2021-01-31$0
Total non interest bearing cash at beginning of year2021-01-31$693,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net assets at end of year (total assets less liabilities)2021-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$3,794,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$2,741,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$407,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$407,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Employer contributions (assets) at end of year2021-01-31$0
Employer contributions (assets) at beginning of year2021-01-31$50,486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-01-31No
Did the plan have assets held for investment2021-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31Yes
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2021-01-31814643077
2020 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$109,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$86,166
Total income from all sources (including contributions)2020-12-31$754,467
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$362,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$75,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$347,428
Value of total assets at end of year2020-12-31$3,903,384
Value of total assets at beginning of year2020-12-31$3,488,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$287,023
Total interest from all sources2020-12-31$1,283
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$84,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$84,291
Administrative expenses professional fees incurred2020-12-31$85,029
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,781
Other income not declared elsewhere2020-12-31$122,070
Administrative expenses (other) incurred2020-12-31$172,677
Liabilities. Value of operating payables at end of year2020-12-31$109,283
Liabilities. Value of operating payables at beginning of year2020-12-31$86,166
Total non interest bearing cash at end of year2020-12-31$693,562
Total non interest bearing cash at beginning of year2020-12-31$539,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$392,118
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,794,101
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,401,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,741,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,457,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$407,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$407,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$407,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$199,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$347,428
Employer contributions (assets) at end of year2020-12-31$50,486
Employer contributions (assets) at beginning of year2020-12-31$76,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$75,326
Contract administrator fees2020-12-31$27,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$1,135
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,465
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,465
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2020-12-31814643077
2019 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$86,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$86,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,954
Total income from all sources (including contributions)2019-12-31$1,070,263
Total income from all sources (including contributions)2019-12-31$1,070,263
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$414,373
Total of all expenses incurred2019-12-31$414,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$190,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$190,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$690,588
Value of total assets at end of year2019-12-31$3,488,149
Value of total assets at beginning of year2019-12-31$2,751,047
Value of total assets at beginning of year2019-12-31$2,751,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$223,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$223,925
Total interest from all sources2019-12-31$7,906
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$76,706
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$76,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$76,706
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$76,706
Administrative expenses professional fees incurred2019-12-31$30,311
Administrative expenses professional fees incurred2019-12-31$30,311
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,781
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,495
Other income not declared elsewhere2019-12-31$28,545
Other income not declared elsewhere2019-12-31$28,545
Administrative expenses (other) incurred2019-12-31$168,558
Administrative expenses (other) incurred2019-12-31$168,558
Liabilities. Value of operating payables at end of year2019-12-31$86,166
Liabilities. Value of operating payables at beginning of year2019-12-31$4,954
Liabilities. Value of operating payables at beginning of year2019-12-31$4,954
Total non interest bearing cash at end of year2019-12-31$539,605
Total non interest bearing cash at end of year2019-12-31$539,605
Total non interest bearing cash at beginning of year2019-12-31$168,761
Total non interest bearing cash at beginning of year2019-12-31$168,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$655,890
Value of net income/loss2019-12-31$655,890
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,401,983
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,746,093
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,746,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,356
Investment advisory and management fees2019-12-31$1,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,457,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,457,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,114,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,114,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$407,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$407,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$400,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$400,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$400,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$400,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$266,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$266,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$690,588
Contributions received in cash from employer2019-12-31$690,588
Employer contributions (assets) at end of year2019-12-31$76,676
Employer contributions (assets) at end of year2019-12-31$76,676
Employer contributions (assets) at beginning of year2019-12-31$59,760
Employer contributions (assets) at beginning of year2019-12-31$59,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$190,448
Contract administrator fees2019-12-31$23,700
Contract administrator fees2019-12-31$23,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$1,135
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$1,135
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$3,080
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$3,080
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,356
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,356
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,356
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WEYRICH, CRONIN & SORRAL, LLC
Accountancy firm name2019-12-31WEYRICH, CRONIN & SORRAL, LLC
Accountancy firm EIN2019-12-31814643077
2018 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,943
Total income from all sources (including contributions)2018-12-31$499,113
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$406,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$204,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$510,669
Value of total assets at end of year2018-12-31$2,751,047
Value of total assets at beginning of year2018-12-31$2,671,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$201,832
Total interest from all sources2018-12-31$6,256
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$58,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$58,761
Administrative expenses professional fees incurred2018-12-31$29,649
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,623
Administrative expenses (other) incurred2018-12-31$136,927
Liabilities. Value of operating payables at end of year2018-12-31$4,954
Liabilities. Value of operating payables at beginning of year2018-12-31$17,943
Total non interest bearing cash at end of year2018-12-31$168,761
Total non interest bearing cash at beginning of year2018-12-31$87,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$92,647
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,746,093
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,653,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$7,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,114,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,208,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$400,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$323,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$323,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-76,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$504,736
Employer contributions (assets) at end of year2018-12-31$59,760
Employer contributions (assets) at beginning of year2018-12-31$39,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$204,634
Contract administrator fees2018-12-31$27,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$3,080
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$5,025
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,047,442
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,047,442
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2018-12-31814643077
2017 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$121,193
Total income from all sources (including contributions)2017-12-31$716,986
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$457,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$261,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$418,575
Value of total assets at end of year2017-12-31$2,671,389
Value of total assets at beginning of year2017-12-31$2,514,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$195,465
Total interest from all sources2017-12-31$3,044
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$49,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$49,299
Administrative expenses professional fees incurred2017-12-31$27,300
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$6,623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$100,000
Other income not declared elsewhere2017-12-31$100,000
Administrative expenses (other) incurred2017-12-31$133,049
Liabilities. Value of operating payables at end of year2017-12-31$17,943
Liabilities. Value of operating payables at beginning of year2017-12-31$21,193
Total non interest bearing cash at end of year2017-12-31$87,908
Total non interest bearing cash at beginning of year2017-12-31$44,425
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$259,716
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,653,446
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,393,730
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$9,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,208,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,090,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$323,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$344,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$344,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$146,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$418,575
Employer contributions (assets) at end of year2017-12-31$39,971
Employer contributions (assets) at beginning of year2017-12-31$29,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$261,805
Contract administrator fees2017-12-31$25,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$5,025
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
Aggregate proceeds on sale of assets2017-12-31$110,270
Aggregate carrying amount (costs) on sale of assets2017-12-31$110,270
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 name2017-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2017-12-31814643077
2016 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$121,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$45,224
Total income from all sources (including contributions)2016-12-31$469,512
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$291,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$216,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$349,825
Value of total assets at end of year2016-12-31$2,514,923
Value of total assets at beginning of year2016-12-31$2,260,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$74,904
Total interest from all sources2016-12-31$1,042
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$47,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$47,997
Administrative expenses professional fees incurred2016-12-31$25,420
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$100,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$28,832
Administrative expenses (other) incurred2016-12-31$23,514
Liabilities. Value of operating payables at end of year2016-12-31$21,193
Liabilities. Value of operating payables at beginning of year2016-12-31$16,392
Total non interest bearing cash at end of year2016-12-31$44,425
Total non interest bearing cash at beginning of year2016-12-31$52,842
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$178,101
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,393,730
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,215,629
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$5,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,090,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,843,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$344,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$324,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$324,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$70,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$349,825
Employer contributions (assets) at end of year2016-12-31$29,130
Employer contributions (assets) at beginning of year2016-12-31$30,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$216,507
Contract administrator fees2016-12-31$20,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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
Aggregate proceeds on sale of assets2016-12-31$479,140
Aggregate carrying amount (costs) on sale of assets2016-12-31$479,140
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 name2016-12-31WEYRICH, CRONIN & SORRA CHARTERED
Accountancy firm EIN2016-12-31521162023
2015 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$45,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,625
Total income from all sources (including contributions)2015-12-31$295,063
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$362,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$231,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$307,771
Value of total assets at end of year2015-12-31$2,260,853
Value of total assets at beginning of year2015-12-31$2,304,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$131,456
Total interest from all sources2015-12-31$132
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$38,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$38,451
Administrative expenses professional fees incurred2015-12-31$48,587
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$28,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,492
Administrative expenses (other) incurred2015-12-31$11,523
Liabilities. Value of operating payables at end of year2015-12-31$16,392
Liabilities. Value of operating payables at beginning of year2015-12-31$13,133
Total non interest bearing cash at end of year2015-12-31$52,842
Total non interest bearing cash at beginning of year2015-12-31$1,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-67,624
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,215,629
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,283,253
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$1,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,843,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$983,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$324,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,250,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,250,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-51,291
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$307,771
Employer contributions (assets) at end of year2015-12-31$30,227
Employer contributions (assets) at beginning of year2015-12-31$65,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$231,231
Contract administrator fees2015-12-31$69,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
Aggregate proceeds on sale of assets2015-12-31$1,246,062
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,246,062
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 name2015-12-31WEYRICH, CRONIN & SORRA CHARTERED
Accountancy firm EIN2015-12-31521162023
2014 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,267
Total income from all sources (including contributions)2014-12-31$277,217
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$272,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$127,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$272,948
Value of total assets at end of year2014-12-31$2,304,878
Value of total assets at beginning of year2014-12-31$2,293,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$145,124
Total interest from all sources2014-12-31$259
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,985
Administrative expenses professional fees incurred2014-12-31$31,219
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,599
Administrative expenses (other) incurred2014-12-31$12,430
Liabilities. Value of operating payables at end of year2014-12-31$13,133
Liabilities. Value of operating payables at beginning of year2014-12-31$11,668
Total non interest bearing cash at end of year2014-12-31$1,336
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$4,324
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,283,253
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,278,929
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$313
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$983,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$979,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,250,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,273,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,273,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-975
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$272,948
Employer contributions (assets) at end of year2014-12-31$65,173
Employer contributions (assets) at beginning of year2014-12-31$32,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$127,769
Contract administrator fees2014-12-31$101,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
Aggregate proceeds on sale of assets2014-12-31$259,088
Aggregate carrying amount (costs) on sale of assets2014-12-31$259,088
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 name2014-12-31WEYRICH, CRONIN & SORRA CHARTERED
Accountancy firm EIN2014-12-31521162023
2013 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$95,233
Total income from all sources (including contributions)2013-12-31$692,481
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$875,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$743,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$689,086
Value of total assets at end of year2013-12-31$2,293,196
Value of total assets at beginning of year2013-12-31$2,556,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$132,116
Total interest from all sources2013-12-31$165
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,125
Administrative expenses professional fees incurred2013-12-31$21,776
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,496
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,768
Other income not declared elsewhere2013-12-31$181
Administrative expenses (other) incurred2013-12-31$8,293
Liabilities. Value of operating payables at end of year2013-12-31$11,668
Liabilities. Value of operating payables at beginning of year2013-12-31$1,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-182,684
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,278,929
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,461,613
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$188
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$979,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,025,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,273,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,427,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,427,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-3,076
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$687,590
Employer contributions (assets) at end of year2013-12-31$32,829
Employer contributions (assets) at beginning of year2013-12-31$97,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$743,049
Contract administrator fees2013-12-31$101,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$92,095
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
Aggregate proceeds on sale of assets2013-12-31$970,533
Aggregate carrying amount (costs) on sale of assets2013-12-31$970,533
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 name2013-12-31WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2013-12-31521162023
2012 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$95,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$100,173
Total income from all sources (including contributions)2012-12-31$1,214,792
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$934,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$781,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,194,969
Value of total assets at end of year2012-12-31$2,556,846
Value of total assets at beginning of year2012-12-31$2,281,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$152,631
Total interest from all sources2012-12-31$129
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$10,009
Administrative expenses professional fees incurred2012-12-31$43,804
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$626
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,428
Other income not declared elsewhere2012-12-31$5,702
Administrative expenses (other) incurred2012-12-31$11,142
Liabilities. Value of operating payables at end of year2012-12-31$1,370
Liabilities. Value of operating payables at beginning of year2012-12-31$3,576
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$-5,066
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$280,770
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,461,613
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,180,843
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$356
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,025,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,011,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,427,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,143,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,143,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,983
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$1,194,343
Employer contributions (assets) at end of year2012-12-31$97,604
Employer contributions (assets) at beginning of year2012-12-31$126,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$781,391
Contract administrator fees2012-12-31$97,329
Liabilities. Value of benefit claims payable at end of year2012-12-31$92,095
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$93,169
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
Aggregate proceeds on sale of assets2012-12-31$865,074
Aggregate carrying amount (costs) on sale of assets2012-12-31$865,074
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 name2012-12-31MICHAEL D. SISK AND COMPANY, PC
Accountancy firm EIN2012-12-31521857374
2011 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$100,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$117,186
Total income from all sources (including contributions)2011-12-31$1,191,411
Total of all expenses incurred2011-12-31$899,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$765,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,180,447
Value of total assets at end of year2011-12-31$2,281,016
Value of total assets at beginning of year2011-12-31$2,006,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$134,106
Total interest from all sources2011-12-31$286
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$14,644
Administrative expenses professional fees incurred2011-12-31$31,628
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
Contributions received from participants2011-12-31$291
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,179
Other income not declared elsewhere2011-12-31$950
Administrative expenses (other) incurred2011-12-31$8,345
Liabilities. Value of operating payables at end of year2011-12-31$3,576
Liabilities. Value of operating payables at beginning of year2011-12-31$2,592
Total non interest bearing cash at end of year2011-12-31$-5,066
Total non interest bearing cash at beginning of year2011-12-31$-5,066
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$291,698
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,180,843
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,889,145
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$250
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,011,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$951,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,143,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$920,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$920,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,916
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$1,180,156
Employer contributions (assets) at end of year2011-12-31$126,788
Employer contributions (assets) at beginning of year2011-12-31$134,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$765,607
Contract administrator fees2011-12-31$93,883
Liabilities. Value of benefit claims payable at end of year2011-12-31$93,169
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$108,415
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
Aggregate proceeds on sale of assets2011-12-31$898,177
Aggregate carrying amount (costs) on sale of assets2011-12-31$898,177
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 name2011-12-31MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2011-12-31521857374
2010 : FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$117,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$114,712
Total income from all sources (including contributions)2010-12-31$1,202,356
Total of all expenses incurred2010-12-31$908,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$773,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,179,502
Value of total assets at end of year2010-12-31$2,006,331
Value of total assets at beginning of year2010-12-31$1,709,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$135,011
Total interest from all sources2010-12-31$410
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$19,120
Administrative expenses professional fees incurred2010-12-31$37,134
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
Contributions received from participants2010-12-31$789
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,695
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$16,997
Administrative expenses (other) incurred2010-12-31$7,092
Liabilities. Value of operating payables at end of year2010-12-31$2,592
Liabilities. Value of operating payables at beginning of year2010-12-31$12,963
Total non interest bearing cash at end of year2010-12-31$-5,066
Total non interest bearing cash at beginning of year2010-12-31$106
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$294,003
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,889,145
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,595,142
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$348
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$951,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$703,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$920,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$904,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$904,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,178,713
Employer contributions (assets) at end of year2010-12-31$134,159
Employer contributions (assets) at beginning of year2010-12-31$97,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$773,342
Contract administrator fees2010-12-31$90,437
Liabilities. Value of benefit claims payable at end of year2010-12-31$108,415
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$84,752
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
Aggregate proceeds on sale of assets2010-12-31$2,276,399
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,276,399
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 name2010-12-31MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2010-12-31521857374

Form 5500 Responses for FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND

2021: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2020 form 5500 responses
2020-12-31Type of plan entityMulti-employer plan
2020-12-31Submission has been amendedYes
2020-12-31This submission is the final filingYes
2020-12-31This return/report is a short plan year return/report (less than 12 months)Yes
2020-12-31Plan is a collectively bargained planYes
2020-12-31Plan funding arrangement – TrustYes
2020-12-31Plan benefit arrangement - TrustYes
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 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 – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 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 – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FOOD & BEVERAGE WORKERS UNION 32 & EMPLOYERS BENEFITS FUND 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 – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28DC01
Policy instance 2
Insurance contract or identification number28DC01
Number of Individuals Covered34
Insurance policy start date2013-07-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C37
Policy instance 1
Insurance contract or identification number260C37
Number of Individuals Covered34
Insurance policy start date2013-07-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 )
Policy contract number01GDS15
Policy instance 4
Insurance contract or identification number01GDS15
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28DC01
Policy instance 1
Insurance contract or identification number28DC01
Number of Individuals Covered34
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C37
Policy instance 2
Insurance contract or identification number260C37
Number of Individuals Covered383
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-9
Policy instance 3
Insurance contract or identification number12030-9
Number of Individuals Covered2344
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28DC01
Policy instance 1
Insurance contract or identification number28DC01
Number of Individuals Covered688
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 )
Policy contract number01GDS15
Policy instance 4
Insurance contract or identification number01GDS15
Number of Individuals Covered1368
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-9
Policy instance 3
Insurance contract or identification number12030-9
Number of Individuals Covered2040
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C37
Policy instance 2
Insurance contract or identification number260C37
Number of Individuals Covered399
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28DC01
Policy instance 3
Insurance contract or identification number28DC01
Number of Individuals Covered687
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $116,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C37
Policy instance 2
Insurance contract or identification number260C37
Number of Individuals Covered522
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-9
Policy instance 1
Insurance contract or identification number12030-9
Number of Individuals Covered1900
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 )
Policy contract number01GDS15
Policy instance 4
Insurance contract or identification number01GDS15
Number of Individuals Covered2077
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number2-03154
Policy instance 5
Insurance contract or identification number2-03154
Number of Individuals Covered1327
Insurance policy start date2010-01-01
Insurance policy end date2010-08-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $89,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number28DC01
Policy instance 3
Insurance contract or identification number28DC01
Number of Individuals Covered687
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $114,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C37
Policy instance 2
Insurance contract or identification number260C37
Number of Individuals Covered522
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,938
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-9
Policy instance 1
Insurance contract or identification number12030-9
Number of Individuals Covered2268
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP DENTAL SERVICE OF MARYLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95846 )
Policy contract number01GDS15
Policy instance 4
Insurance contract or identification number01GDS15
Number of Individuals Covered2398
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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