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TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 401k Plan overview

Plan NameTRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION
Plan identification number 001

TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355 has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355
Employer identification number (EIN):526043608
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID WHITE DAVID GRANEK2018-09-27
0012016-01-01DAVID WHITE DAVID GRANEK2017-10-10
0012015-01-01DAVID WHITE
0012014-01-01DAVID WHITE
0012014-01-01DAVID WHITE
0012013-01-01DAVID WHITE
0012012-01-01DAVID WHITE DAVID WHITE2013-10-03
0012012-01-01DAVID WHITE DAVID WHITE2013-11-13
0012011-01-01DAVID WHITE DAVID WHITE2013-11-13
0012009-01-01DAVID WHITE

Plan Statistics for TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION

401k plan membership statisitcs for TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION

Measure Date Value
2022: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2022 401k membership
Current value of assets2022-12-31710,025,208
Acturial value of assets for funding standard account2022-12-31638,562,715
Accrued liability for plan using immediate gains methods2022-12-31605,462,103
Accrued liability under unit credit cost method2022-12-31605,462,103
RPA 94 current liability2022-12-311,076,652,545
Expected increase in current liability due to benefits accruing during the plan year2022-12-3132,450,221
Expected release from RPA 94 current liability for plan year2022-12-3135,888,175
Expected plan disbursements for the plan year2022-12-3136,569,570
Current value of assets2022-12-31710,025,208
Number of retired participants and beneficiaries receiving payment2022-12-311,702
Current liability for retired participants and beneficiaries receiving payment2022-12-31588,663,441
Number of terminated vested participants2022-12-31927
Current liability for terminated vested participants2022-12-31140,230,554
Current liability for active participants non vested benefits2022-12-3131,712,998
Current liability for active participants vested benefits2022-12-31316,045,552
Total number of active articipats2022-12-311,658
Current liability for active participants2022-12-31347,758,550
Total participant count with liabilities2022-12-314,287
Total current liabilitoes for participants with libailities2022-12-311,076,652,545
Total employer contributions in plan year2022-12-3134,947,836
Employer’s normal cost for plan year as of valuation date2022-12-3112,746,898
Prior year credit balance2022-12-31144,497,370
Amortization credits as of valuation date2022-12-3119,325,852
Total participants, beginning-of-year2022-01-014,818
Total number of active participants reported on line 7a of the Form 55002022-01-012,130
Number of retired or separated participants receiving benefits2022-01-011,781
Number of other retired or separated participants entitled to future benefits2022-01-011,036
Total of all active and inactive participants2022-01-014,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01351
Total participants2022-01-015,298
Number of employers contributing to the scheme2022-01-0120
2021: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2021 401k membership
Current value of assets2021-12-31605,773,183
Acturial value of assets for funding standard account2021-12-31573,276,834
Accrued liability for plan using immediate gains methods2021-12-31577,648,102
Accrued liability under unit credit cost method2021-12-31577,648,102
RPA 94 current liability2021-12-311,025,203,757
Expected increase in current liability due to benefits accruing during the plan year2021-12-3127,484,264
Expected release from RPA 94 current liability for plan year2021-12-3134,997,549
Expected plan disbursements for the plan year2021-12-3135,632,029
Current value of assets2021-12-31605,773,183
Number of retired participants and beneficiaries receiving payment2021-12-311,670
Current liability for retired participants and beneficiaries receiving payment2021-12-31570,328,000
Number of terminated vested participants2021-12-31932
Current liability for terminated vested participants2021-12-31134,835,539
Current liability for active participants non vested benefits2021-12-3131,033,660
Current liability for active participants vested benefits2021-12-31289,006,558
Total number of active articipats2021-12-311,590
Current liability for active participants2021-12-31320,040,218
Total participant count with liabilities2021-12-314,192
Total current liabilitoes for participants with libailities2021-12-311,025,203,757
Total employer contributions in plan year2021-12-3135,515,456
Employer’s normal cost for plan year as of valuation date2021-12-3111,003,967
Prior year credit balance2021-12-31125,760,574
Amortization credits as of valuation date2021-12-3119,449,013
Total participants, beginning-of-year2021-01-014,620
Total number of active participants reported on line 7a of the Form 55002021-01-012,024
Number of retired or separated participants receiving benefits2021-01-011,415
Number of other retired or separated participants entitled to future benefits2021-01-011,025
Total of all active and inactive participants2021-01-014,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01354
Total participants2021-01-014,818
Number of employers contributing to the scheme2021-01-0121
2020: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2020 401k membership
Current value of assets2020-12-31551,728,006
Acturial value of assets for funding standard account2020-12-31526,065,806
Accrued liability for plan using immediate gains methods2020-12-31568,834,481
Accrued liability under unit credit cost method2020-12-31568,834,481
RPA 94 current liability2020-12-31943,544,726
Expected increase in current liability due to benefits accruing during the plan year2020-12-3120,631,792
Expected release from RPA 94 current liability for plan year2020-12-3137,431,894
Expected plan disbursements for the plan year2020-12-3138,068,811
Current value of assets2020-12-31551,728,006
Number of retired participants and beneficiaries receiving payment2020-12-311,650
Current liability for retired participants and beneficiaries receiving payment2020-12-31539,494,855
Number of terminated vested participants2020-12-31928
Current liability for terminated vested participants2020-12-31122,154,069
Current liability for active participants non vested benefits2020-12-3128,338,806
Current liability for active participants vested benefits2020-12-31253,556,996
Total number of active articipats2020-12-311,618
Current liability for active participants2020-12-31281,895,802
Total participant count with liabilities2020-12-314,196
Total current liabilitoes for participants with libailities2020-12-31943,544,726
Total employer contributions in plan year2020-12-3132,329,684
Employer’s normal cost for plan year as of valuation date2020-12-319,511,819
Prior year credit balance2020-12-31112,799,220
Amortization credits as of valuation date2020-12-3117,570,219
Total participants, beginning-of-year2020-01-014,594
Total number of active participants reported on line 7a of the Form 55002020-01-011,983
Number of retired or separated participants receiving benefits2020-01-011,297
Number of other retired or separated participants entitled to future benefits2020-01-011,017
Total of all active and inactive participants2020-01-014,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01323
Total participants2020-01-014,620
Number of employers contributing to the scheme2020-01-0121
2019: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2019 401k membership
Current value of assets2019-12-31471,045,270
Acturial value of assets for funding standard account2019-12-31495,809,710
Accrued liability for plan using immediate gains methods2019-12-31561,300,898
Accrued liability under unit credit cost method2019-12-31561,300,898
RPA 94 current liability2019-12-31924,527,670
Expected increase in current liability due to benefits accruing during the plan year2019-12-3118,487,277
Expected release from RPA 94 current liability for plan year2019-12-3136,601,401
Expected plan disbursements for the plan year2019-12-3137,190,523
Current value of assets2019-12-31471,045,270
Number of retired participants and beneficiaries receiving payment2019-12-311,627
Current liability for retired participants and beneficiaries receiving payment2019-12-31535,033,193
Number of terminated vested participants2019-12-31928
Current liability for terminated vested participants2019-12-31121,450,244
Current liability for active participants non vested benefits2019-12-3130,865,472
Current liability for active participants vested benefits2019-12-31237,178,761
Total number of active articipats2019-12-311,577
Current liability for active participants2019-12-31268,044,233
Total participant count with liabilities2019-12-314,132
Total current liabilitoes for participants with libailities2019-12-31924,527,670
Total employer contributions in plan year2019-12-3130,184,087
Employer’s normal cost for plan year as of valuation date2019-12-318,719,372
Prior year credit balance2019-12-31102,683,269
Amortization credits as of valuation date2019-12-3116,996,778
Total participants, beginning-of-year2019-01-014,414
Total number of active participants reported on line 7a of the Form 55002019-01-011,947
Number of retired or separated participants receiving benefits2019-01-011,323
Number of other retired or separated participants entitled to future benefits2019-01-01991
Total of all active and inactive participants2019-01-014,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01333
Total participants2019-01-014,594
Number of employers contributing to the scheme2019-01-0121
2018: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2018 401k membership
Current value of assets2018-12-31499,276,923
Acturial value of assets for funding standard account2018-12-31476,705,075
Accrued liability for plan using immediate gains methods2018-12-31551,387,835
Accrued liability under unit credit cost method2018-12-31551,387,835
RPA 94 current liability2018-12-31903,451,299
Expected increase in current liability due to benefits accruing during the plan year2018-12-3114,797,682
Expected release from RPA 94 current liability for plan year2018-12-3135,278,088
Expected plan disbursements for the plan year2018-12-3135,922,093
Current value of assets2018-12-31499,276,923
Number of retired participants and beneficiaries receiving payment2018-12-311,595
Current liability for retired participants and beneficiaries receiving payment2018-12-31518,198,394
Number of terminated vested participants2018-12-31929
Current liability for terminated vested participants2018-12-31120,307,979
Current liability for active participants non vested benefits2018-12-3131,456,226
Current liability for active participants vested benefits2018-12-31233,488,700
Total number of active articipats2018-12-311,502
Current liability for active participants2018-12-31264,944,926
Total participant count with liabilities2018-12-314,026
Total current liabilitoes for participants with libailities2018-12-31903,451,299
Total employer contributions in plan year2018-12-3126,857,108
Employer’s normal cost for plan year as of valuation date2018-12-317,164,948
Prior year credit balance2018-12-3193,656,202
Amortization credits as of valuation date2018-12-3117,644,084
Total participants, beginning-of-year2018-01-014,293
Total number of active participants reported on line 7a of the Form 55002018-01-011,871
Number of retired or separated participants receiving benefits2018-01-011,264
Number of other retired or separated participants entitled to future benefits2018-01-01982
Total of all active and inactive participants2018-01-014,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01297
Total participants2018-01-014,414
Number of employers contributing to the scheme2018-01-0121
2017: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2017 401k membership
Current value of assets2017-12-31436,744,007
Acturial value of assets for funding standard account2017-12-31451,806,745
Accrued liability for plan using immediate gains methods2017-12-31542,399,346
Accrued liability under unit credit cost method2017-12-31542,399,346
RPA 94 current liability2017-12-31887,382,372
Expected increase in current liability due to benefits accruing during the plan year2017-12-3114,208,509
Expected release from RPA 94 current liability for plan year2017-12-3134,303,969
Expected plan disbursements for the plan year2017-12-3134,872,004
Current value of assets2017-12-31436,744,007
Number of retired participants and beneficiaries receiving payment2017-12-311,562
Current liability for retired participants and beneficiaries receiving payment2017-12-31507,168,433
Number of terminated vested participants2017-12-31927
Current liability for terminated vested participants2017-12-31121,225,631
Current liability for active participants non vested benefits2017-12-3132,176,609
Current liability for active participants vested benefits2017-12-31226,811,699
Total number of active articipats2017-12-311,496
Current liability for active participants2017-12-31258,988,308
Total participant count with liabilities2017-12-313,985
Total current liabilitoes for participants with libailities2017-12-31887,382,372
Total employer contributions in plan year2017-12-3125,146,290
Employer’s normal cost for plan year as of valuation date2017-12-316,881,221
Prior year credit balance2017-12-3187,280,466
Amortization credits as of valuation date2017-12-3117,259,828
Total participants, beginning-of-year2017-01-014,264
Total number of active participants reported on line 7a of the Form 55002017-01-011,783
Number of retired or separated participants receiving benefits2017-01-011,247
Number of other retired or separated participants entitled to future benefits2017-01-01969
Total of all active and inactive participants2017-01-013,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01294
Total participants2017-01-014,293
Number of employers contributing to the scheme2017-01-0121
2016: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2016 401k membership
Current value of assets2016-12-31383,205,684
Acturial value of assets for funding standard account2016-12-31407,505,181
Accrued liability for plan using immediate gains methods2016-12-31514,191,218
Accrued liability under unit credit cost method2016-12-31514,191,218
RPA 94 current liability2016-12-31865,324,656
Expected increase in current liability due to benefits accruing during the plan year2016-12-3111,750,784
Expected release from RPA 94 current liability for plan year2016-12-3133,039,449
Expected plan disbursements for the plan year2016-12-3133,632,405
Current value of assets2016-12-31383,205,684
Number of retired participants and beneficiaries receiving payment2016-12-311,506
Current liability for retired participants and beneficiaries receiving payment2016-12-31473,256,388
Number of terminated vested participants2016-12-31879
Current liability for terminated vested participants2016-12-31104,215,309
Current liability for active participants non vested benefits2016-12-3141,954,478
Current liability for active participants vested benefits2016-12-31245,898,481
Total number of active articipats2016-12-311,575
Current liability for active participants2016-12-31287,852,959
Total participant count with liabilities2016-12-313,960
Total current liabilitoes for participants with libailities2016-12-31865,324,656
Total employer contributions in plan year2016-12-3153,139,854
Employer’s normal cost for plan year as of valuation date2016-12-315,654,281
Prior year credit balance2016-12-3151,668,598
Amortization credits as of valuation date2016-12-3117,596,655
Total participants, beginning-of-year2016-01-014,180
Total number of active participants reported on line 7a of the Form 55002016-01-011,830
Number of retired or separated participants receiving benefits2016-01-011,226
Number of other retired or separated participants entitled to future benefits2016-01-01914
Total of all active and inactive participants2016-01-013,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01294
Total participants2016-01-014,264
Number of employers contributing to the scheme2016-01-0121
2015: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2015 401k membership
Current value of assets2015-12-31392,340,148
Acturial value of assets for funding standard account2015-12-31392,340,148
Accrued liability for plan using immediate gains methods2015-12-31504,889,063
Accrued liability under unit credit cost method2015-12-31504,889,063
RPA 94 current liability2015-12-31829,872,532
Expected increase in current liability due to benefits accruing during the plan year2015-12-3110,641,637
Expected release from RPA 94 current liability for plan year2015-12-3131,891,070
Expected plan disbursements for the plan year2015-12-3132,513,483
Current value of assets2015-12-31392,340,148
Number of retired participants and beneficiaries receiving payment2015-12-311,472
Current liability for retired participants and beneficiaries receiving payment2015-12-31451,655,608
Number of terminated vested participants2015-12-31871
Current liability for terminated vested participants2015-12-31101,387,635
Current liability for active participants non vested benefits2015-12-3143,524,475
Current liability for active participants vested benefits2015-12-31233,304,814
Total number of active articipats2015-12-311,565
Current liability for active participants2015-12-31276,829,289
Total participant count with liabilities2015-12-313,908
Total current liabilitoes for participants with libailities2015-12-31829,872,532
Total employer contributions in plan year2015-12-3122,818,507
Employer’s normal cost for plan year as of valuation date2015-12-315,424,340
Prior year credit balance2015-12-3146,184,223
Amortization credits as of valuation date2015-12-3117,704,640
Total participants, beginning-of-year2015-01-014,166
Total number of active participants reported on line 7a of the Form 55002015-01-011,821
Number of retired or separated participants receiving benefits2015-01-011,187
Number of other retired or separated participants entitled to future benefits2015-01-01889
Total of all active and inactive participants2015-01-013,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01283
Total participants2015-01-014,180
Number of employers contributing to the scheme2015-01-0123
2014: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2014 401k membership
Current value of assets2014-12-31359,461,043
Acturial value of assets for funding standard account2014-12-31380,724,491
Accrued liability for plan using immediate gains methods2014-12-31481,316,216
Accrued liability under unit credit cost method2014-12-31481,316,216
RPA 94 current liability2014-12-31802,004,715
Expected increase in current liability due to benefits accruing during the plan year2014-12-318,993,616
Expected release from RPA 94 current liability for plan year2014-12-3130,700,494
Expected plan disbursements for the plan year2014-12-3131,256,944
Current value of assets2014-12-31359,461,043
Number of retired participants and beneficiaries receiving payment2014-12-311,461
Current liability for retired participants and beneficiaries receiving payment2014-12-31439,291,976
Number of terminated vested participants2014-12-31857
Current liability for active participants non vested benefits2014-12-3144,338,665
Current liability for active participants vested benefits2014-12-31219,893,045
Total number of active articipats2014-12-311,480
Current liability for active participants2014-12-31264,231,710
Total participant count with liabilities2014-12-313,798
Total current liabilitoes for participants with libailities2014-12-31703,523,686
Total employer contributions in plan year2014-12-3138,730,610
Employer’s normal cost for plan year as of valuation date2014-12-314,727,190
Prior year credit balance2014-12-3120,897,615
Amortization credits as of valuation date2014-12-3117,704,638
Current liability for terminated vested participants2014-12-3198,481,029
Total participants, beginning-of-year2014-01-013,902
Total number of active participants reported on line 7a of the Form 55002014-01-011,816
Number of retired or separated participants receiving benefits2014-01-011,200
Number of other retired or separated participants entitled to future benefits2014-01-01874
Total of all active and inactive participants2014-01-013,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01276
Total participants2014-01-014,166
Number of employers contributing to the scheme2014-01-0123
2013: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2013 401k membership
Current value of assets2013-12-31316,699,097
Acturial value of assets for funding standard account2013-12-31366,493,971
Accrued liability for plan using immediate gains methods2013-12-31478,491,085
Accrued liability under unit credit cost method2013-12-31478,491,085
RPA 94 current liability2013-12-31785,988,295
Expected increase in current liability due to benefits accruing during the plan year2013-12-318,017,641
Expected release from RPA 94 current liability for plan year2013-12-3130,027,506
Expected plan disbursements for the plan year2013-12-3130,510,441
Current value of assets2013-12-31316,699,097
Number of retired participants and beneficiaries receiving payment2013-12-311,436
Current liability for retired participants and beneficiaries receiving payment2013-12-31424,951,324
Number of terminated vested participants2013-12-31854
Current liability for terminated vested participants2013-12-31105,339,843
Current liability for active participants non vested benefits2013-12-3143,836,323
Current liability for active participants vested benefits2013-12-31211,860,805
Total number of active articipats2013-12-311,449
Current liability for active participants2013-12-31255,697,128
Total participant count with liabilities2013-12-313,739
Total current liabilitoes for participants with libailities2013-12-31785,988,295
Total employer contributions in plan year2013-12-3118,988,517
Employer’s normal cost for plan year as of valuation date2013-12-314,283,430
Prior year credit balance2013-12-3115,927,022
Amortization credits as of valuation date2013-12-3117,196,408
Total participants, beginning-of-year2013-01-013,812
Total number of active participants reported on line 7a of the Form 55002013-01-011,666
Number of retired or separated participants receiving benefits2013-01-011,119
Number of other retired or separated participants entitled to future benefits2013-01-01851
Total of all active and inactive participants2013-01-013,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01266
Total participants2013-01-013,902
Number of employers contributing to the scheme2013-01-0123
2012: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2012 401k membership
Total participants, beginning-of-year2012-01-013,603
Total number of active participants reported on line 7a of the Form 55002012-01-011,624
Number of retired or separated participants receiving benefits2012-01-011,086
Number of other retired or separated participants entitled to future benefits2012-01-01829
Total of all active and inactive participants2012-01-013,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01273
Total participants2012-01-013,812
Number of employers contributing to the scheme2012-01-0123
2011: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2011 401k membership
Total participants, beginning-of-year2011-01-013,573
Total number of active participants reported on line 7a of the Form 55002011-01-011,544
Number of retired or separated participants receiving benefits2011-01-011,054
Number of other retired or separated participants entitled to future benefits2011-01-01734
Total of all active and inactive participants2011-01-013,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01271
Total participants2011-01-013,603
Number of employers contributing to the scheme2011-01-0123
2009: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2009 401k membership
Total participants, beginning-of-year2009-01-013,774
Total number of active participants reported on line 7a of the Form 55002009-01-011,817
Number of retired or separated participants receiving benefits2009-01-011,040
Number of other retired or separated participants entitled to future benefits2009-01-01568
Total of all active and inactive participants2009-01-013,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01248
Total participants2009-01-013,673
Number of employers contributing to the scheme2009-01-0124

Financial Data on TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION

Measure Date Value
2022 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-27,444,256
Total unrealized appreciation/depreciation of assets2022-12-31$-27,444,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$283,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$247,297
Total income from all sources (including contributions)2022-12-31$-63,430,262
Total loss/gain on sale of assets2022-12-31$4,819,004
Total of all expenses incurred2022-12-31$39,514,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,616,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$34,947,836
Value of total assets at end of year2022-12-31$607,364,121
Value of total assets at beginning of year2022-12-31$710,272,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,898,018
Total interest from all sources2022-12-31$121,926
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,512,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,712,843
Administrative expenses professional fees incurred2022-12-31$207,998
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$60,302,666
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$63,502,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$677,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$421,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$31,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$46,003
Other income not declared elsewhere2022-12-31$-3,225,664
Administrative expenses (other) incurred2022-12-31$248,939
Liabilities. Value of operating payables at end of year2022-12-31$251,818
Liabilities. Value of operating payables at beginning of year2022-12-31$201,294
Total non interest bearing cash at end of year2022-12-31$11,167,235
Total non interest bearing cash at beginning of year2022-12-31$6,436,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-102,944,334
Value of net assets at end of year (total assets less liabilities)2022-12-31$607,080,874
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$710,025,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$62,149,148
Assets. partnership/joint venture interests at beginning of year2022-12-31$70,162,143
Investment advisory and management fees2022-12-31$2,158,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$115,381,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$134,776,081
Value of interest in common/collective trusts at end of year2022-12-31$203,654,989
Value of interest in common/collective trusts at beginning of year2022-12-31$240,298,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$9,439,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,418,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,418,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$121,926
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$36,618,667
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$60,953,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,725,398
Net investment gain or loss from common/collective trusts2022-12-31$-30,138,360
Net gain/loss from 103.12 investment entities2022-12-31$-19,298,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$34,947,836
Employer contributions (assets) at end of year2022-12-31$3,709,382
Employer contributions (assets) at beginning of year2022-12-31$4,242,210
Income. Dividends from common stock2022-12-31$1,800,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,616,054
Contract administrator fees2022-12-31$282,943
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$104,263,256
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$127,061,148
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$78,697,574
Aggregate carrying amount (costs) on sale of assets2022-12-31$73,878,570
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HCFL
Accountancy firm EIN2022-12-31521399339
2021 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$18,573,761
Total unrealized appreciation/depreciation of assets2021-12-31$18,573,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$247,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$126,824
Total income from all sources (including contributions)2021-12-31$142,983,734
Total loss/gain on sale of assets2021-12-31$17,939,005
Total of all expenses incurred2021-12-31$38,731,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$35,735,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$35,515,456
Value of total assets at end of year2021-12-31$710,272,505
Value of total assets at beginning of year2021-12-31$605,900,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,996,328
Total interest from all sources2021-12-31$678
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,596,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,897,953
Administrative expenses professional fees incurred2021-12-31$156,957
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$63,502,099
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$56,744,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$421,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$424,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$46,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$40,240
Other income not declared elsewhere2021-12-31$19,468,321
Administrative expenses (other) incurred2021-12-31$236,678
Liabilities. Value of operating payables at end of year2021-12-31$201,294
Liabilities. Value of operating payables at beginning of year2021-12-31$86,584
Total non interest bearing cash at end of year2021-12-31$6,436,215
Total non interest bearing cash at beginning of year2021-12-31$4,114,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$104,252,025
Value of net assets at end of year (total assets less liabilities)2021-12-31$710,025,208
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$605,773,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$70,162,143
Assets. partnership/joint venture interests at beginning of year2021-12-31$52,234,864
Investment advisory and management fees2021-12-31$2,319,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$134,776,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$111,326,629
Value of interest in common/collective trusts at end of year2021-12-31$240,298,311
Value of interest in common/collective trusts at beginning of year2021-12-31$214,738,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,418,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,794,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,794,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$678
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$60,953,540
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$50,870,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-4,577,110
Net investment gain or loss from common/collective trusts2021-12-31$34,357,159
Net gain/loss from 103.12 investment entities2021-12-31$14,110,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$35,515,456
Employer contributions (assets) at end of year2021-12-31$4,242,210
Employer contributions (assets) at beginning of year2021-12-31$2,779,809
Income. Dividends from common stock2021-12-31$1,698,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$35,735,381
Contract administrator fees2021-12-31$282,943
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$127,061,148
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$109,871,082
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$82,217,052
Aggregate carrying amount (costs) on sale of assets2021-12-31$64,278,047
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HCFL
Accountancy firm EIN2021-12-31521399339
2020 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,065,562
Total unrealized appreciation/depreciation of assets2020-12-31$4,065,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$126,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$459,522
Total income from all sources (including contributions)2020-12-31$91,701,001
Total loss/gain on sale of assets2020-12-31$439,701
Total of all expenses incurred2020-12-31$37,655,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$35,024,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,329,684
Value of total assets at end of year2020-12-31$605,900,007
Value of total assets at beginning of year2020-12-31$552,187,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,631,407
Total interest from all sources2020-12-31$21,893
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,441,074
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$4,507,208
Administrative expenses professional fees incurred2020-12-31$136,100
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$56,744,475
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$56,355,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$424,663
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$431,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$40,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$181,810
Other income not declared elsewhere2020-12-31$9,991,195
Administrative expenses (other) incurred2020-12-31$232,272
Liabilities. Value of operating payables at end of year2020-12-31$86,584
Liabilities. Value of operating payables at beginning of year2020-12-31$277,712
Total non interest bearing cash at end of year2020-12-31$4,114,059
Total non interest bearing cash at beginning of year2020-12-31$4,021,630
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$54,045,177
Value of net assets at end of year (total assets less liabilities)2020-12-31$605,773,183
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$551,728,006
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
Assets. partnership/joint venture interests at end of year2020-12-31$52,234,864
Assets. partnership/joint venture interests at beginning of year2020-12-31$35,524,499
Investment advisory and management fees2020-12-31$1,988,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$111,326,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$110,966,280
Value of interest in common/collective trusts at end of year2020-12-31$214,738,980
Value of interest in common/collective trusts at beginning of year2020-12-31$171,911,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,794,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,289,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,289,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$21,893
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$50,870,707
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$40,431,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,035,274
Net investment gain or loss from common/collective trusts2020-12-31$21,511,359
Net gain/loss from 103.12 investment entities2020-12-31$11,865,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$32,329,684
Employer contributions (assets) at end of year2020-12-31$2,779,809
Employer contributions (assets) at beginning of year2020-12-31$2,457,129
Income. Dividends from common stock2020-12-31$1,933,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$35,024,417
Contract administrator fees2020-12-31$274,702
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$109,871,082
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$126,798,815
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$172,295,245
Aggregate carrying amount (costs) on sale of assets2020-12-31$171,855,544
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HCFL
Accountancy firm EIN2020-12-31521399339
2019 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$28,336,154
Total unrealized appreciation/depreciation of assets2019-12-31$28,336,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$459,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$299,127
Total income from all sources (including contributions)2019-12-31$117,888,942
Total loss/gain on sale of assets2019-12-31$5,775,445
Total of all expenses incurred2019-12-31$37,206,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,270,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,184,087
Value of total assets at end of year2019-12-31$552,187,528
Value of total assets at beginning of year2019-12-31$471,344,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,936,082
Total interest from all sources2019-12-31$94,151
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,019,464
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$4,936,726
Administrative expenses professional fees incurred2019-12-31$146,171
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$56,355,286
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$48,899,163
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$431,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$383,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$181,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$138,735
Other income not declared elsewhere2019-12-31$3,917,483
Administrative expenses (other) incurred2019-12-31$245,583
Liabilities. Value of operating payables at end of year2019-12-31$277,712
Liabilities. Value of operating payables at beginning of year2019-12-31$160,392
Total non interest bearing cash at end of year2019-12-31$4,021,630
Total non interest bearing cash at beginning of year2019-12-31$4,133,076
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$80,682,736
Value of net assets at end of year (total assets less liabilities)2019-12-31$551,728,006
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$471,045,270
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
Assets. partnership/joint venture interests at end of year2019-12-31$35,524,499
Assets. partnership/joint venture interests at beginning of year2019-12-31$25,251,211
Investment advisory and management fees2019-12-31$2,277,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$110,966,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$102,356,628
Value of interest in common/collective trusts at end of year2019-12-31$171,911,541
Value of interest in common/collective trusts at beginning of year2019-12-31$150,926,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,289,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,407,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,407,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$94,151
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$40,431,212
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$33,623,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,493,217
Net investment gain or loss from common/collective trusts2019-12-31$23,839,443
Net gain/loss from 103.12 investment entities2019-12-31$11,229,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$30,184,087
Employer contributions (assets) at end of year2019-12-31$2,457,129
Employer contributions (assets) at beginning of year2019-12-31$2,218,388
Income. Dividends from common stock2019-12-31$2,082,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,270,124
Contract administrator fees2019-12-31$266,701
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$126,798,815
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$101,144,426
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
Aggregate proceeds on sale of assets2019-12-31$92,490,495
Aggregate carrying amount (costs) on sale of assets2019-12-31$86,715,050
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HCFL
Accountancy firm EIN2019-12-31521399339
2018 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-23,693,040
Total unrealized appreciation/depreciation of assets2018-12-31$-23,693,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$299,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$227,037
Total income from all sources (including contributions)2018-12-31$7,778,116
Total loss/gain on sale of assets2018-12-31$10,696,138
Total of all expenses incurred2018-12-31$36,009,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,509,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,857,108
Value of total assets at end of year2018-12-31$471,344,397
Value of total assets at beginning of year2018-12-31$499,503,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,500,623
Total interest from all sources2018-12-31$49,869
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,349,651
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$4,365,520
Administrative expenses professional fees incurred2018-12-31$131,761
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$48,899,163
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$50,116,375
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$383,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$329,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$138,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$20,261
Other income not declared elsewhere2018-12-31$2,800,188
Administrative expenses (other) incurred2018-12-31$216,464
Liabilities. Value of operating payables at end of year2018-12-31$160,392
Liabilities. Value of operating payables at beginning of year2018-12-31$206,776
Total non interest bearing cash at end of year2018-12-31$4,133,076
Total non interest bearing cash at beginning of year2018-12-31$3,209,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-28,231,653
Value of net assets at end of year (total assets less liabilities)2018-12-31$471,045,270
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$499,276,923
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
Assets. partnership/joint venture interests at end of year2018-12-31$25,251,211
Assets. partnership/joint venture interests at beginning of year2018-12-31$18,641,723
Investment advisory and management fees2018-12-31$1,891,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$102,356,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$102,781,508
Value of interest in common/collective trusts at end of year2018-12-31$150,926,434
Value of interest in common/collective trusts at beginning of year2018-12-31$161,240,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,407,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,692,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,692,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$49,869
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$33,623,988
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$38,486,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,745,546
Net investment gain or loss from common/collective trusts2018-12-31$-7,369,363
Net gain/loss from 103.12 investment entities2018-12-31$-1,166,889
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$26,857,108
Employer contributions (assets) at end of year2018-12-31$2,218,388
Employer contributions (assets) at beginning of year2018-12-31$2,693,575
Income. Dividends from common stock2018-12-31$1,984,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,509,146
Contract administrator fees2018-12-31$260,819
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$101,144,426
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$119,311,953
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$113,274,039
Aggregate carrying amount (costs) on sale of assets2018-12-31$102,577,901
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 name2018-12-31HCFL
Accountancy firm EIN2018-12-31521399339
2017 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$14,322,274
Total unrealized appreciation/depreciation of assets2017-12-31$14,322,274
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$227,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,575,218
Total income from all sources (including contributions)2017-12-31$97,750,354
Total loss/gain on sale of assets2017-12-31$12,945,016
Total of all expenses incurred2017-12-31$35,217,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$32,670,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,146,290
Value of total assets at end of year2017-12-31$499,503,960
Value of total assets at beginning of year2017-12-31$439,319,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,547,093
Total interest from all sources2017-12-31$30,382
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,174,595
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$3,235,905
Administrative expenses professional fees incurred2017-12-31$193,148
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$50,116,375
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$46,749,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$329,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,713,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$20,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,408,434
Other income not declared elsewhere2017-12-31$3,106,104
Administrative expenses (other) incurred2017-12-31$225,371
Liabilities. Value of operating payables at end of year2017-12-31$206,776
Liabilities. Value of operating payables at beginning of year2017-12-31$166,784
Total non interest bearing cash at end of year2017-12-31$3,209,465
Total non interest bearing cash at beginning of year2017-12-31$3,218,136
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$62,532,916
Value of net assets at end of year (total assets less liabilities)2017-12-31$499,276,923
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$436,744,007
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
Assets. partnership/joint venture interests at end of year2017-12-31$18,641,723
Assets. partnership/joint venture interests at beginning of year2017-12-31$10,776,169
Investment advisory and management fees2017-12-31$1,881,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$102,781,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$76,369,756
Value of interest in common/collective trusts at end of year2017-12-31$161,240,465
Value of interest in common/collective trusts at beginning of year2017-12-31$130,589,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,692,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$31,434,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$31,434,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$30,382
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$38,486,602
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$32,153,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,154,132
Net investment gain or loss from common/collective trusts2017-12-31$22,307,731
Net gain/loss from 103.12 investment entities2017-12-31$10,563,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$25,146,290
Employer contributions (assets) at end of year2017-12-31$2,693,575
Employer contributions (assets) at beginning of year2017-12-31$2,270,783
Income. Dividends from common stock2017-12-31$1,938,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$32,670,345
Contract administrator fees2017-12-31$247,264
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$119,311,953
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$104,042,865
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$160,464,884
Aggregate carrying amount (costs) on sale of assets2017-12-31$147,519,868
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 name2017-12-31HCFL
Accountancy firm EIN2017-12-31521399339
2016 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,883,504
Total unrealized appreciation/depreciation of assets2016-12-31$5,883,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,575,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$544,199
Total income from all sources (including contributions)2016-12-31$87,424,069
Total loss/gain on sale of assets2016-12-31$6,082,248
Total of all expenses incurred2016-12-31$33,885,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$31,519,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$53,139,854
Value of total assets at end of year2016-12-31$439,319,225
Value of total assets at beginning of year2016-12-31$383,749,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,366,107
Total interest from all sources2016-12-31$7,143
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,128,001
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$3,187,874
Administrative expenses professional fees incurred2016-12-31$138,274
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-3128510283
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$46,749,956
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$62,348,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,713,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$343,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,408,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$366,024
Other income not declared elsewhere2016-12-31$2,388,237
Administrative expenses (other) incurred2016-12-31$200,774
Liabilities. Value of operating payables at end of year2016-12-31$166,784
Liabilities. Value of operating payables at beginning of year2016-12-31$178,175
Total non interest bearing cash at end of year2016-12-31$3,218,136
Total non interest bearing cash at beginning of year2016-12-31$3,274,797
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$53,538,323
Value of net assets at end of year (total assets less liabilities)2016-12-31$436,744,007
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$383,205,684
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
Assets. partnership/joint venture interests at end of year2016-12-31$10,776,169
Assets. partnership/joint venture interests at beginning of year2016-12-31$6,965,087
Investment advisory and management fees2016-12-31$1,778,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$76,369,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$66,299,100
Value of interest in common/collective trusts at end of year2016-12-31$130,589,815
Value of interest in common/collective trusts at beginning of year2016-12-31$114,569,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$31,434,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,407,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,407,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,143
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$32,153,862
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$32,378,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,162,732
Net investment gain or loss from common/collective trusts2016-12-31$11,543,218
Net gain/loss from 103.12 investment entities2016-12-31$2,089,132
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$53,139,854
Employer contributions (assets) at end of year2016-12-31$2,270,783
Employer contributions (assets) at beginning of year2016-12-31$1,801,997
Income. Dividends from common stock2016-12-31$1,940,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$31,519,639
Contract administrator fees2016-12-31$248,196
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$104,042,865
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$93,361,329
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$101,194,364
Aggregate carrying amount (costs) on sale of assets2016-12-31$95,112,116
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HCFL
Accountancy firm EIN2016-12-31521399339
2015 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-10,393,303
Total unrealized appreciation/depreciation of assets2015-12-31$-10,393,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$544,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$160,159
Total income from all sources (including contributions)2015-12-31$23,317,341
Total loss/gain on sale of assets2015-12-31$7,215,308
Total of all expenses incurred2015-12-31$32,451,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$30,115,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$22,818,507
Value of total assets at end of year2015-12-31$383,749,883
Value of total assets at beginning of year2015-12-31$392,500,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,336,515
Total interest from all sources2015-12-31$32,092
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,025,272
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$2,256,934
Administrative expenses professional fees incurred2015-12-31$137,102
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$62,348,796
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$63,851,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$343,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$332,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$366,024
Other income not declared elsewhere2015-12-31$1,184,848
Administrative expenses (other) incurred2015-12-31$220,039
Liabilities. Value of operating payables at end of year2015-12-31$178,175
Liabilities. Value of operating payables at beginning of year2015-12-31$160,159
Total non interest bearing cash at end of year2015-12-31$3,274,797
Total non interest bearing cash at beginning of year2015-12-31$3,010,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,134,464
Value of net assets at end of year (total assets less liabilities)2015-12-31$383,205,684
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$392,340,148
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
Assets. partnership/joint venture interests at end of year2015-12-31$6,965,087
Assets. partnership/joint venture interests at beginning of year2015-12-31$4,942,610
Investment advisory and management fees2015-12-31$1,743,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$66,299,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$69,898,458
Interest earned on other investments2015-12-31$30,391
Value of interest in common/collective trusts at end of year2015-12-31$114,569,768
Value of interest in common/collective trusts at beginning of year2015-12-31$130,370,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,407,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,860,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,860,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,701
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$32,378,082
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$31,070,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,280,137
Net investment gain or loss from common/collective trusts2015-12-31$197,010
Net gain/loss from 103.12 investment entities2015-12-31$1,517,744
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$22,818,507
Employer contributions (assets) at end of year2015-12-31$1,801,997
Employer contributions (assets) at beginning of year2015-12-31$1,784,312
Income. Dividends from common stock2015-12-31$1,768,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$30,115,290
Contract administrator fees2015-12-31$235,815
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$93,361,329
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$85,378,646
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$87,558,096
Aggregate carrying amount (costs) on sale of assets2015-12-31$80,342,788
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HCFL
Accountancy firm EIN2015-12-31521399339
2014 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-6,183,695
Total unrealized appreciation/depreciation of assets2014-12-31$-6,183,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$160,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$256,480
Total income from all sources (including contributions)2014-12-31$64,693,505
Total loss/gain on sale of assets2014-12-31$15,411,838
Total of all expenses incurred2014-12-31$31,814,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$29,422,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$38,730,610
Value of total assets at end of year2014-12-31$392,500,307
Value of total assets at beginning of year2014-12-31$359,717,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,392,048
Total interest from all sources2014-12-31$775
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,266,174
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$2,606,097
Administrative expenses professional fees incurred2014-12-31$202,566
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$63,851,389
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$58,009,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$332,657
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$312,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$44,997
Other income not declared elsewhere2014-12-31$922,379
Administrative expenses (other) incurred2014-12-31$190,901
Liabilities. Value of operating payables at end of year2014-12-31$160,159
Liabilities. Value of operating payables at beginning of year2014-12-31$211,483
Total non interest bearing cash at end of year2014-12-31$3,010,552
Total non interest bearing cash at beginning of year2014-12-31$3,222,006
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$32,879,105
Value of net assets at end of year (total assets less liabilities)2014-12-31$392,340,148
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$359,461,043
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
Assets. partnership/joint venture interests at end of year2014-12-31$4,942,610
Assets. partnership/joint venture interests at beginning of year2014-12-31$1,371,110
Investment advisory and management fees2014-12-31$1,769,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$69,898,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$68,412,532
Value of interest in common/collective trusts at end of year2014-12-31$130,370,845
Value of interest in common/collective trusts at beginning of year2014-12-31$99,118,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,860,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,703,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,703,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$775
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$31,070,697
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$27,340,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,106,066
Net investment gain or loss from common/collective trusts2014-12-31$7,701,041
Net gain/loss from 103.12 investment entities2014-12-31$2,738,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$38,730,610
Employer contributions (assets) at end of year2014-12-31$1,784,312
Employer contributions (assets) at beginning of year2014-12-31$1,570,651
Income. Dividends from common stock2014-12-31$1,660,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,422,352
Contract administrator fees2014-12-31$228,946
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$85,378,646
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$98,656,913
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$139,671,442
Aggregate carrying amount (costs) on sale of assets2014-12-31$124,259,604
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 name2014-12-31HCF&L
Accountancy firm EIN2014-12-31521399339
2013 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,310,264
Total unrealized appreciation/depreciation of assets2013-12-31$12,310,264
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$256,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,097,150
Total income from all sources (including contributions)2013-12-31$73,332,818
Total loss/gain on sale of assets2013-12-31$18,887,884
Total of all expenses incurred2013-12-31$30,570,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,420,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,988,517
Value of total assets at end of year2013-12-31$359,717,523
Value of total assets at beginning of year2013-12-31$317,796,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,150,287
Total interest from all sources2013-12-31$1,173
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,054,050
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$2,294,375
Administrative expenses professional fees incurred2013-12-31$197,083
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$58,009,145
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$50,635,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$312,667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,784,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$44,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$908,928
Other income not declared elsewhere2013-12-31$939,194
Administrative expenses (other) incurred2013-12-31$138,163
Liabilities. Value of operating payables at end of year2013-12-31$211,483
Liabilities. Value of operating payables at beginning of year2013-12-31$188,222
Total non interest bearing cash at end of year2013-12-31$3,222,006
Total non interest bearing cash at beginning of year2013-12-31$2,996,046
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$42,761,946
Value of net assets at end of year (total assets less liabilities)2013-12-31$359,461,043
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$316,699,097
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
Assets. partnership/joint venture interests at end of year2013-12-31$1,371,110
Investment advisory and management fees2013-12-31$1,593,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$68,412,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,024,481
Value of interest in common/collective trusts at end of year2013-12-31$99,118,090
Value of interest in common/collective trusts at beginning of year2013-12-31$81,851,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,703,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,021,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,021,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,173
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$27,340,810
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$25,660,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-2,608,056
Net investment gain or loss from common/collective trusts2013-12-31$12,521,977
Net gain/loss from 103.12 investment entities2013-12-31$8,237,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$18,988,517
Employer contributions (assets) at end of year2013-12-31$1,570,651
Employer contributions (assets) at beginning of year2013-12-31$1,402,536
Income. Dividends from common stock2013-12-31$1,759,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$28,420,585
Contract administrator fees2013-12-31$221,204
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$98,656,913
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$95,420,484
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$146,846,175
Aggregate carrying amount (costs) on sale of assets2013-12-31$127,958,291
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 name2013-12-31HCF&L
Accountancy firm EIN2013-12-31521399339
2012 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$9,303,278
Total unrealized appreciation/depreciation of assets2012-12-31$9,303,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,097,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$172,469
Total income from all sources (including contributions)2012-12-31$58,508,156
Total loss/gain on sale of assets2012-12-31$9,405,828
Total of all expenses incurred2012-12-31$29,333,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,224,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,042,964
Value of total assets at end of year2012-12-31$317,796,247
Value of total assets at beginning of year2012-12-31$287,696,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,108,539
Total interest from all sources2012-12-31$5,414
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,815,455
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$1,818,358
Administrative expenses professional fees incurred2012-12-31$152,522
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$50,635,225
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$29,912,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,784,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$348,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$908,928
Other income not declared elsewhere2012-12-31$789,671
Administrative expenses (other) incurred2012-12-31$116,689
Liabilities. Value of operating payables at end of year2012-12-31$188,222
Liabilities. Value of operating payables at beginning of year2012-12-31$172,469
Total non interest bearing cash at end of year2012-12-31$2,996,046
Total non interest bearing cash at beginning of year2012-12-31$2,710,564
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$29,175,061
Value of net assets at end of year (total assets less liabilities)2012-12-31$316,699,097
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$287,524,036
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$1,625,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$55,024,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$44,300,643
Value of interest in common/collective trusts at end of year2012-12-31$81,851,263
Value of interest in common/collective trusts at beginning of year2012-12-31$88,464,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,021,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,212,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,212,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,414
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$25,660,805
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$25,901,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,062,344
Net investment gain or loss from common/collective trusts2012-12-31$11,316,542
Net gain/loss from 103.12 investment entities2012-12-31$3,766,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$18,042,964
Employer contributions (assets) at end of year2012-12-31$1,402,536
Employer contributions (assets) at beginning of year2012-12-31$1,563,154
Income. Dividends from common stock2012-12-31$1,997,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$27,224,556
Contract administrator fees2012-12-31$213,724
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$95,420,484
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$90,283,067
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$146,354,052
Aggregate carrying amount (costs) on sale of assets2012-12-31$136,948,224
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HCF&L
Accountancy firm EIN2012-12-31521399339
2011 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-7,638,645
Total unrealized appreciation/depreciation of assets2011-12-31$-7,638,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$172,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$336,056
Total income from all sources (including contributions)2011-12-31$19,492,643
Total loss/gain on sale of assets2011-12-31$7,182,768
Total of all expenses incurred2011-12-31$28,103,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,944,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,819,227
Value of total assets at end of year2011-12-31$287,696,505
Value of total assets at beginning of year2011-12-31$296,471,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,158,926
Total interest from all sources2011-12-31$4,629
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,435,460
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$1,767,240
Administrative expenses professional fees incurred2011-12-31$168,540
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$29,912,633
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$43,753,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$348,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$532,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$130,941
Other income not declared elsewhere2011-12-31$-794,155
Administrative expenses (other) incurred2011-12-31$109,956
Liabilities. Value of operating payables at end of year2011-12-31$172,469
Liabilities. Value of operating payables at beginning of year2011-12-31$205,115
Total non interest bearing cash at end of year2011-12-31$2,710,564
Total non interest bearing cash at beginning of year2011-12-31$2,500,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,611,264
Value of net assets at end of year (total assets less liabilities)2011-12-31$287,524,036
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$296,135,300
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$1,674,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$44,300,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$54,680,580
Value of interest in common/collective trusts at end of year2011-12-31$88,464,676
Value of interest in common/collective trusts at beginning of year2011-12-31$62,745,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,212,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,559,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,559,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,629
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$25,901,433
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$29,105,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,540,063
Net investment gain or loss from common/collective trusts2011-12-31$-1,640,080
Net gain/loss from 103.12 investment entities2011-12-31$583,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$16,819,227
Employer contributions (assets) at end of year2011-12-31$1,563,154
Employer contributions (assets) at beginning of year2011-12-31$1,463,070
Income. Dividends from common stock2011-12-31$1,668,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,944,981
Contract administrator fees2011-12-31$205,504
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$90,283,067
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$97,129,582
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$104,566,744
Aggregate carrying amount (costs) on sale of assets2011-12-31$97,383,976
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 name2011-12-31HCF&L
Accountancy firm EIN2011-12-31521399339
2010 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$13,540,164
Total unrealized appreciation/depreciation of assets2010-12-31$13,540,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$336,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$232,883
Total income from all sources (including contributions)2010-12-31$55,766,369
Total loss/gain on sale of assets2010-12-31$5,903,864
Total of all expenses incurred2010-12-31$26,838,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$24,691,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,191,071
Value of total assets at end of year2010-12-31$296,471,356
Value of total assets at beginning of year2010-12-31$267,440,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,147,315
Total interest from all sources2010-12-31$13,032
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,614,212
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$2,946,686
Administrative expenses professional fees incurred2010-12-31$262,157
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$43,753,504
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$42,571,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$532,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$946,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$130,941
Other income not declared elsewhere2010-12-31$1,608,980
Administrative expenses (other) incurred2010-12-31$136,064
Liabilities. Value of operating payables at end of year2010-12-31$205,115
Liabilities. Value of operating payables at beginning of year2010-12-31$232,883
Total non interest bearing cash at end of year2010-12-31$2,500,793
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$28,927,961
Value of net assets at end of year (total assets less liabilities)2010-12-31$296,135,300
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$267,207,339
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$1,551,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$54,680,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$56,622,963
Value of interest in common/collective trusts at end of year2010-12-31$62,745,760
Value of interest in common/collective trusts at beginning of year2010-12-31$56,940,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,559,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,816,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,816,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,032
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$29,105,877
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$24,747,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,507,618
Net investment gain or loss from common/collective trusts2010-12-31$6,022,457
Net gain/loss from 103.12 investment entities2010-12-31$4,364,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,191,071
Employer contributions (assets) at end of year2010-12-31$1,463,070
Employer contributions (assets) at beginning of year2010-12-31$1,134,523
Income. Dividends from common stock2010-12-31$1,667,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$24,691,093
Contract administrator fees2010-12-31$197,600
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$97,129,582
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$80,660,535
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$96,356,438
Aggregate carrying amount (costs) on sale of assets2010-12-31$90,452,574
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 name2010-12-31HCF&L
Accountancy firm EIN2010-12-31521399339
2009 : TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-311081990

Form 5500 Responses for TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION

2022: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 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: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 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: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 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: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 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: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 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 - TrustYes
2012: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PENSION 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 - TrustYes

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