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UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 401k Plan overview

Plan NameUFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN
Plan identification number 002

UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 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

BOARD OF TRUSTEES THE UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES THE UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION
Employer identification number (EIN):526117495
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JASON CHORPENNING2023-10-10 WILLIAM SEEHAFER2023-10-11
0022021-01-01JASON CHORPENNING2023-01-05 WILLIAM SEEHAFER2023-01-05
0022020-01-01MARK FEDERICI2021-10-14 WILLIAM SEEHAFER2021-10-14
0022019-01-01MARK FEDERICI2020-09-30 WILLIAM SEEHAFER2020-10-04
0022018-01-01MARK FEDERICI2019-10-08 DONNA GWIN2019-10-08
0022017-01-01
0022016-01-01
0022015-01-01MARK FEDERICI
0022014-01-01
0022013-01-01
0022012-01-01DONNA M. GWIN MARK FEDERICI2013-10-15
0022011-01-01THOMAS P. MCNUTT ALIA SAMAD-SALAMEH2012-10-15
0022010-01-01GEORGE MURPHY JULIE MCWILLIAMS2011-10-17
0022009-01-01THOMAS P. MCNUTT JULIE MCWILLIAMS2010-10-15

Plan Statistics for UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN

401k plan membership statisitcs for UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN

Measure Date Value
2022: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2022 401k membership
Current value of assets2022-12-31131,953,068
Acturial value of assets for funding standard account2022-12-31119,789,120
Accrued liability for plan using immediate gains methods2022-12-31251,061,538
Accrued liability under unit credit cost method2022-12-31251,061,538
RPA 94 current liability2022-12-31465,110,254
Expected increase in current liability due to benefits accruing during the plan year2022-12-312,661,923
Expected release from RPA 94 current liability for plan year2022-12-3121,390,756
Expected plan disbursements for the plan year2022-12-3123,200,362
Current value of assets2022-12-31131,953,068
Number of retired participants and beneficiaries receiving payment2022-12-313,615
Current liability for retired participants and beneficiaries receiving payment2022-12-31191,629,255
Number of terminated vested participants2022-12-316,533
Current liability for terminated vested participants2022-12-31192,479,501
Current liability for active participants non vested benefits2022-12-311,303,340
Current liability for active participants vested benefits2022-12-3179,698,158
Total number of active articipats2022-12-311,835
Current liability for active participants2022-12-3181,001,498
Total participant count with liabilities2022-12-3111,983
Total current liabilitoes for participants with libailities2022-12-31465,110,254
Total employer contributions in plan year2022-12-313,775,812
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-3144,942,118
Employer’s normal cost for plan year as of valuation date2022-12-312,583,185
Prior year credit balance2022-12-310
Amortization credits as of valuation date2022-12-311,529,926
Total participants, beginning-of-year2022-01-0111,942
Total number of active participants reported on line 7a of the Form 55002022-01-011,694
Number of retired or separated participants receiving benefits2022-01-013,301
Number of other retired or separated participants entitled to future benefits2022-01-016,392
Total of all active and inactive participants2022-01-0111,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01422
Total participants2022-01-0111,809
Number of employers contributing to the scheme2022-01-016
2021: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2021 401k membership
Current value of assets2021-12-31126,455,212
Acturial value of assets for funding standard account2021-12-31119,261,262
Accrued liability for plan using immediate gains methods2021-12-31247,205,133
Accrued liability under unit credit cost method2021-12-31247,205,133
RPA 94 current liability2021-12-31450,138,367
Expected increase in current liability due to benefits accruing during the plan year2021-12-313,165,445
Expected release from RPA 94 current liability for plan year2021-12-3120,664,661
Expected plan disbursements for the plan year2021-12-3122,466,001
Current value of assets2021-12-31126,455,212
Number of retired participants and beneficiaries receiving payment2021-12-313,423
Current liability for retired participants and beneficiaries receiving payment2021-12-31179,549,521
Number of terminated vested participants2021-12-316,430
Current liability for terminated vested participants2021-12-31179,056,622
Current liability for active participants non vested benefits2021-12-311,677,651
Current liability for active participants vested benefits2021-12-3189,854,573
Total number of active articipats2021-12-312,256
Current liability for active participants2021-12-3191,532,224
Total participant count with liabilities2021-12-3112,109
Total current liabilitoes for participants with libailities2021-12-31450,138,367
Total employer contributions in plan year2021-12-314,174,849
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-3129,452,477
Employer’s normal cost for plan year as of valuation date2021-12-312,831,864
Prior year credit balance2021-12-310
Amortization credits as of valuation date2021-12-311,196,482
Total participants, beginning-of-year2021-01-0112,257
Total number of active participants reported on line 7a of the Form 55002021-01-011,835
Number of retired or separated participants receiving benefits2021-01-013,216
Number of other retired or separated participants entitled to future benefits2021-01-016,501
Total of all active and inactive participants2021-01-0111,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01390
Total participants2021-01-0111,942
Number of employers contributing to the scheme2021-01-016
2020: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2020 401k membership
Current value of assets2020-12-31123,497,826
Acturial value of assets for funding standard account2020-12-31119,808,370
Accrued liability for plan using immediate gains methods2020-12-31224,117,752
Accrued liability under unit credit cost method2020-12-31224,117,752
RPA 94 current liability2020-12-31400,237,214
Expected increase in current liability due to benefits accruing during the plan year2020-12-313,755,893
Expected release from RPA 94 current liability for plan year2020-12-3118,027,871
Expected plan disbursements for the plan year2020-12-3119,970,876
Current value of assets2020-12-31123,497,826
Number of retired participants and beneficiaries receiving payment2020-12-313,285
Current liability for retired participants and beneficiaries receiving payment2020-12-31160,427,572
Number of terminated vested participants2020-12-316,200
Current liability for terminated vested participants2020-12-31133,224,234
Current liability for active participants non vested benefits2020-12-312,042,491
Current liability for active participants vested benefits2020-12-31104,542,917
Total number of active articipats2020-12-313,177
Current liability for active participants2020-12-31106,585,408
Total participant count with liabilities2020-12-3112,662
Total current liabilitoes for participants with libailities2020-12-31400,237,214
Total employer contributions in plan year2020-12-314,602,786
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-3116,459,313
Employer’s normal cost for plan year as of valuation date2020-12-313,271,248
Prior year credit balance2020-12-310
Amortization credits as of valuation date2020-12-311,387,084
Total participants, beginning-of-year2020-01-0112,697
Total number of active participants reported on line 7a of the Form 55002020-01-012,249
Number of retired or separated participants receiving benefits2020-01-013,216
Number of other retired or separated participants entitled to future benefits2020-01-016,396
Total of all active and inactive participants2020-01-0111,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01396
Total participants2020-01-0112,257
Number of employers contributing to the scheme2020-01-016
2019: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2019 401k membership
Current value of assets2019-12-31111,684,793
Acturial value of assets for funding standard account2019-12-31118,711,443
Accrued liability for plan using immediate gains methods2019-12-31209,040,356
Accrued liability under unit credit cost method2019-12-31209,040,356
RPA 94 current liability2019-12-31392,515,765
Expected increase in current liability due to benefits accruing during the plan year2019-12-314,174,754
Expected release from RPA 94 current liability for plan year2019-12-3113,517,110
Expected plan disbursements for the plan year2019-12-3115,545,062
Current value of assets2019-12-31111,684,793
Number of retired participants and beneficiaries receiving payment2019-12-313,194
Current liability for retired participants and beneficiaries receiving payment2019-12-31159,140,286
Number of terminated vested participants2019-12-316,109
Current liability for terminated vested participants2019-12-31120,386,158
Current liability for active participants non vested benefits2019-12-312,220,263
Current liability for active participants vested benefits2019-12-31110,769,058
Total number of active articipats2019-12-313,482
Current liability for active participants2019-12-31112,989,321
Total participant count with liabilities2019-12-3112,785
Total current liabilitoes for participants with libailities2019-12-31392,515,765
Total employer contributions in plan year2019-12-317,708,829
Total employee contributions in plan year2019-12-310
Prior year funding deficiency2019-12-317,970,158
Employer’s normal cost for plan year as of valuation date2019-12-313,528,886
Prior year credit balance2019-12-310
Amortization credits as of valuation date2019-12-311,396,877
Total participants, beginning-of-year2019-01-0112,812
Total number of active participants reported on line 7a of the Form 55002019-01-013,177
Number of retired or separated participants receiving benefits2019-01-013,003
Number of other retired or separated participants entitled to future benefits2019-01-016,176
Total of all active and inactive participants2019-01-0112,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01341
Total participants2019-01-0112,697
Number of employers contributing to the scheme2019-01-018
2018: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2018 401k membership
Current value of assets2018-12-31120,413,338
Acturial value of assets for funding standard account2018-12-31118,931,463
Accrued liability for plan using immediate gains methods2018-12-31202,075,314
Accrued liability under unit credit cost method2018-12-31202,075,314
RPA 94 current liability2018-12-31374,012,806
Expected increase in current liability due to benefits accruing during the plan year2018-12-314,450,607
Expected release from RPA 94 current liability for plan year2018-12-3112,477,075
Expected plan disbursements for the plan year2018-12-3114,477,634
Current value of assets2018-12-31120,413,338
Number of retired participants and beneficiaries receiving payment2018-12-312,956
Current liability for retired participants and beneficiaries receiving payment2018-12-31137,269,918
Number of terminated vested participants2018-12-316,096
Current liability for terminated vested participants2018-12-31116,183,321
Current liability for active participants non vested benefits2018-12-312,430,308
Current liability for active participants vested benefits2018-12-31118,129,259
Total number of active articipats2018-12-313,687
Current liability for active participants2018-12-31120,559,567
Total participant count with liabilities2018-12-3112,739
Total current liabilitoes for participants with libailities2018-12-31374,012,806
Total employer contributions in plan year2018-12-317,606,412
Total employee contributions in plan year2018-12-310
Prior year funding deficiency2018-12-311,276,843
Employer’s normal cost for plan year as of valuation date2018-12-313,671,637
Amortization credits as of valuation date2018-12-312,343,810
Total participants, beginning-of-year2018-01-0112,838
Total number of active participants reported on line 7a of the Form 55002018-01-013,483
Number of retired or separated participants receiving benefits2018-01-012,930
Number of other retired or separated participants entitled to future benefits2018-01-016,063
Total of all active and inactive participants2018-01-0112,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01336
Total participants2018-01-0112,812
Number of employers contributing to the scheme2018-01-0112
2017: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2017 401k membership
Current value of assets2017-12-31109,381,243
Acturial value of assets for funding standard account2017-12-31118,036,150
Accrued liability for plan using immediate gains methods2017-12-31194,523,879
Accrued liability under unit credit cost method2017-12-31194,523,879
RPA 94 current liability2017-12-31366,202,699
Expected increase in current liability due to benefits accruing during the plan year2017-12-314,546,294
Expected release from RPA 94 current liability for plan year2017-12-3111,982,091
Expected plan disbursements for the plan year2017-12-3112,163,445
Current value of assets2017-12-31109,381,243
Number of retired participants and beneficiaries receiving payment2017-12-312,847
Current liability for retired participants and beneficiaries receiving payment2017-12-31133,640,986
Number of terminated vested participants2017-12-315,651
Current liability for terminated vested participants2017-12-31115,861,859
Current liability for active participants non vested benefits2017-12-312,538,060
Current liability for active participants vested benefits2017-12-31114,161,794
Total number of active articipats2017-12-313,665
Current liability for active participants2017-12-31116,699,854
Total participant count with liabilities2017-12-3112,163
Total current liabilitoes for participants with libailities2017-12-31366,202,699
Total employer contributions in plan year2017-12-318,238,128
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-313,715,586
Prior year credit balance2017-12-313,936,115
Amortization credits as of valuation date2017-12-312,343,810
Total participants, beginning-of-year2017-01-0113,152
Total number of active participants reported on line 7a of the Form 55002017-01-013,688
Number of retired or separated participants receiving benefits2017-01-012,698
Number of other retired or separated participants entitled to future benefits2017-01-016,141
Total of all active and inactive participants2017-01-0112,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01311
Total participants2017-01-0112,838
Number of employers contributing to the scheme2017-01-0113
2016: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2016 401k membership
Current value of assets2016-12-31105,492,584
Acturial value of assets for funding standard account2016-12-31115,991,108
Accrued liability for plan using immediate gains methods2016-12-31193,542,432
Accrued liability under unit credit cost method2016-12-31193,542,432
RPA 94 current liability2016-12-31359,276,134
Expected increase in current liability due to benefits accruing during the plan year2016-12-314,795,763
Expected release from RPA 94 current liability for plan year2016-12-3111,383,491
Expected plan disbursements for the plan year2016-12-3111,568,674
Current value of assets2016-12-31105,492,584
Number of retired participants and beneficiaries receiving payment2016-12-312,762
Current liability for retired participants and beneficiaries receiving payment2016-12-31125,121,826
Number of terminated vested participants2016-12-316,584
Current liability for terminated vested participants2016-12-31120,296,368
Current liability for active participants non vested benefits2016-12-313,226,269
Current liability for active participants vested benefits2016-12-31110,631,671
Total number of active articipats2016-12-314,535
Current liability for active participants2016-12-31113,857,940
Total participant count with liabilities2016-12-3113,881
Total current liabilitoes for participants with libailities2016-12-31359,276,134
Total employer contributions in plan year2016-12-319,170,258
Total employee contributions in plan year2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-313,466,527
Prior year credit balance2016-12-316,163,930
Amortization credits as of valuation date2016-12-312,723,708
Total participants, beginning-of-year2016-01-0115,770
Total number of active participants reported on line 7a of the Form 55002016-01-014,317
Number of retired or separated participants receiving benefits2016-01-012,668
Number of other retired or separated participants entitled to future benefits2016-01-015,828
Total of all active and inactive participants2016-01-0112,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01339
Total participants2016-01-0113,152
Number of employers contributing to the scheme2016-01-0115
2015: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2015 401k membership
Current value of assets2015-12-31108,617,972
Acturial value of assets for funding standard account2015-12-31117,488,710
Accrued liability for plan using immediate gains methods2015-12-31174,478,044
Unfunded liability for methods with bases using spread gains methods2015-12-310
Accrued liabiliy under entry age normal method2015-12-310
Normal cost under entry age normal method2015-12-310
Accrued liability under unit credit cost method2015-12-31174,478,044
RPA 94 current liability2015-12-31334,614,065
Expected increase in current liability due to benefits accruing during the plan year2015-12-315,958,929
Expected release from RPA 94 current liability for plan year2015-12-3110,797,176
Expected plan disbursements for the plan year2015-12-3110,985,032
Current value of assets2015-12-31108,617,972
Number of retired participants and beneficiaries receiving payment2015-12-312,756
Current liability for retired participants and beneficiaries receiving payment2015-12-31120,658,514
Number of terminated vested participants2015-12-315,520
Current liability for terminated vested participants2015-12-3195,712,265
Current liability for active participants non vested benefits2015-12-314,905,140
Current liability for active participants vested benefits2015-12-31113,338,146
Total number of active articipats2015-12-316,931
Current liability for active participants2015-12-31118,243,286
Total participant count with liabilities2015-12-3115,207
Total current liabilitoes for participants with libailities2015-12-31334,614,065
Total employer contributions in plan year2015-12-317,587,336
Total employee contributions in plan year2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-313,829,403
Prior year credit balance2015-12-319,540,521
Amortization credits as of valuation date2015-12-312,821,306
Total participants, beginning-of-year2015-01-0115,652
Total number of active participants reported on line 7a of the Form 55002015-01-016,736
Number of retired or separated participants receiving benefits2015-01-012,523
Number of other retired or separated participants entitled to future benefits2015-01-016,190
Total of all active and inactive participants2015-01-0115,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01321
Total participants2015-01-0115,770
Number of employers contributing to the scheme2015-01-0115
2014: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2014 401k membership
Current value of assets2014-12-31105,683,543
Acturial value of assets for funding standard account2014-12-31114,467,006
Accrued liability for plan using immediate gains methods2014-12-31168,351,908
Accrued liability under unit credit cost method2014-12-31168,351,908
RPA 94 current liability2014-12-31319,086,290
Expected increase in current liability due to benefits accruing during the plan year2014-12-316,362,322
Expected release from RPA 94 current liability for plan year2014-12-319,404,923
Expected plan disbursements for the plan year2014-12-319,414,617
Current value of assets2014-12-31105,683,543
Number of retired participants and beneficiaries receiving payment2014-12-312,554
Current liability for retired participants and beneficiaries receiving payment2014-12-31113,375,786
Number of terminated vested participants2014-12-315,249
Current liability for terminated vested participants2014-12-3184,299,574
Current liability for active participants non vested benefits2014-12-315,235,105
Current liability for active participants vested benefits2014-12-31116,175,825
Total number of active articipats2014-12-317,010
Current liability for active participants2014-12-31121,410,930
Total participant count with liabilities2014-12-3114,813
Total current liabilitoes for participants with libailities2014-12-31319,086,290
Total employer contributions in plan year2014-12-317,718,411
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-312,634,204
Prior year credit balance2014-12-3110,565,660
Amortization credits as of valuation date2014-12-313,204,953
Total participants, beginning-of-year2014-01-0115,266
Total number of active participants reported on line 7a of the Form 55002014-01-017,291
Number of retired or separated participants receiving benefits2014-01-012,421
Number of other retired or separated participants entitled to future benefits2014-01-015,664
Total of all active and inactive participants2014-01-0115,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01276
Total participants2014-01-0115,652
Number of employers contributing to the scheme2014-01-0120
2013: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2013 401k membership
Current value of assets2013-12-3192,362,622
Acturial value of assets for funding standard account2013-12-31110,307,589
Accrued liability for plan using immediate gains methods2013-12-31163,768,441
Unfunded liability for methods with bases using spread gains methods2013-12-310
Accrued liabiliy under entry age normal method2013-12-310
Normal cost under entry age normal method2013-12-310
Accrued liability under unit credit cost method2013-12-31163,768,441
RPA 94 current liability2013-12-31302,894,085
Expected increase in current liability due to benefits accruing during the plan year2013-12-316,525,512
Expected release from RPA 94 current liability for plan year2013-12-319,245,580
Expected plan disbursements for the plan year2013-12-319,255,298
Current value of assets2013-12-3192,362,622
Number of retired participants and beneficiaries receiving payment2013-12-312,557
Current liability for retired participants and beneficiaries receiving payment2013-12-31111,963,403
Number of terminated vested participants2013-12-314,745
Current liability for terminated vested participants2013-12-3170,586,957
Current liability for active participants non vested benefits2013-12-315,547,685
Current liability for active participants vested benefits2013-12-31114,796,040
Total number of active articipats2013-12-317,358
Current liability for active participants2013-12-31120,343,725
Total participant count with liabilities2013-12-3114,660
Total current liabilitoes for participants with libailities2013-12-31302,894,085
Total employer contributions in plan year2013-12-317,914,147
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-312,806,887
Prior year credit balance2013-12-319,291,435
Amortization credits as of valuation date2013-12-315,303,209
Total participants, beginning-of-year2013-01-0114,940
Total number of active participants reported on line 7a of the Form 55002013-01-017,022
Number of retired or separated participants receiving benefits2013-01-012,354
Number of other retired or separated participants entitled to future benefits2013-01-015,614
Total of all active and inactive participants2013-01-0114,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01276
Total participants2013-01-0115,266
Number of employers contributing to the scheme2013-01-0124
2012: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114,735
Total number of active participants reported on line 7a of the Form 55002012-01-017,398
Number of retired or separated participants receiving benefits2012-01-012,230
Number of other retired or separated participants entitled to future benefits2012-01-015,070
Total of all active and inactive participants2012-01-0114,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01242
Total participants2012-01-0114,940
Number of employers contributing to the scheme2012-01-0125
2011: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114,508
Total number of active participants reported on line 7a of the Form 55002011-01-017,924
Number of retired or separated participants receiving benefits2011-01-012,097
Number of other retired or separated participants entitled to future benefits2011-01-014,492
Total of all active and inactive participants2011-01-0114,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01222
Total participants2011-01-0114,735
Number of employers contributing to the scheme2011-01-0126
2010: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0114,577
Total number of active participants reported on line 7a of the Form 55002010-01-018,348
Number of retired or separated participants receiving benefits2010-01-011,805
Number of other retired or separated participants entitled to future benefits2010-01-014,157
Total of all active and inactive participants2010-01-0114,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01198
Total participants2010-01-0114,508
Number of employers contributing to the scheme2010-01-0127
2009: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114,524
Total number of active participants reported on line 7a of the Form 55002009-01-018,753
Number of retired or separated participants receiving benefits2009-01-011,687
Number of other retired or separated participants entitled to future benefits2009-01-013,969
Total of all active and inactive participants2009-01-0114,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01168
Total participants2009-01-0114,577
Number of employers contributing to the scheme2009-01-0127

Financial Data on UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN

Measure Date Value
2022 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,920,126
Total unrealized appreciation/depreciation of assets2022-12-31$-7,920,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$710,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$185,822
Total income from all sources (including contributions)2022-12-31$-10,318,958
Total loss/gain on sale of assets2022-12-31$660,057
Total of all expenses incurred2022-12-31$17,361,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,099,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,048,914
Value of total assets at end of year2022-12-31$105,081,541
Value of total assets at beginning of year2022-12-31$132,236,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,261,907
Total interest from all sources2022-12-31$451,278
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,184,707
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$52,118
Administrative expenses professional fees incurred2022-12-31$496,218
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$18,047,214
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$25,181,361
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,623,972
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,607,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$521,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$231,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$514,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$24,339
Administrative expenses (other) incurred2022-12-31$464,474
Total non interest bearing cash at end of year2022-12-31$1,567,723
Total non interest bearing cash at beginning of year2022-12-31$1,242,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,680,086
Value of net assets at end of year (total assets less liabilities)2022-12-31$104,370,860
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$132,050,946
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
Investment advisory and management fees2022-12-31$660,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,453,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,376,479
Value of interest in pooled separate accounts at end of year2022-12-31$2,186,104
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,556,702
Income. Interest from US Government securities2022-12-31$140,868
Income. Interest from corporate debt instruments2022-12-31$274,690
Value of interest in common/collective trusts at end of year2022-12-31$17,939,814
Value of interest in common/collective trusts at beginning of year2022-12-31$27,365,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$35,720
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$11,876,280
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$15,572,980
Asset value of US Government securities at end of year2022-12-31$1,703,130
Asset value of US Government securities at beginning of year2022-12-31$2,154,201
Net investment gain/loss from pooled separate accounts2022-12-31$129,402
Net investment gain or loss from common/collective trusts2022-12-31$-5,276,178
Net gain/loss from 103.12 investment entities2022-12-31$-3,597,012
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$4,048,914
Employer contributions (assets) at end of year2022-12-31$386,975
Employer contributions (assets) at beginning of year2022-12-31$309,217
Income. Dividends from common stock2022-12-31$1,132,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,099,221
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$8,349,989
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$9,611,167
Contract administrator fees2022-12-31$640,467
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$34,425,193
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$37,027,643
Liabilities. Value of benefit claims payable at end of year2022-12-31$196,533
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$161,483
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$19,141,653
Aggregate carrying amount (costs) on sale of assets2022-12-31$18,481,596
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$8,963,410
Total unrealized appreciation/depreciation of assets2021-12-31$8,963,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$185,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$244,856
Total income from all sources (including contributions)2021-12-31$22,175,454
Total loss/gain on sale of assets2021-12-31$-246,524
Total of all expenses incurred2021-12-31$16,839,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,628,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,013,086
Value of total assets at end of year2021-12-31$132,236,768
Value of total assets at beginning of year2021-12-31$126,959,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,211,149
Total interest from all sources2021-12-31$362,721
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,677,838
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$65,236
Administrative expenses professional fees incurred2021-12-31$436,508
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,607,172
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,460,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$231,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$970,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$24,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$20,625
Administrative expenses (other) incurred2021-12-31$454,446
Liabilities. Value of operating payables at end of year2021-12-31$161,483
Liabilities. Value of operating payables at beginning of year2021-12-31$224,231
Total non interest bearing cash at end of year2021-12-31$1,242,637
Total non interest bearing cash at beginning of year2021-12-31$1,262,521
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$5,336,093
Value of net assets at end of year (total assets less liabilities)2021-12-31$132,050,946
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$126,714,853
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$37,027,643
Assets. partnership/joint venture interests at beginning of year2021-12-31$33,253,355
Investment advisory and management fees2021-12-31$703,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,376,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,377,190
Value of interest in pooled separate accounts at end of year2021-12-31$2,556,702
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,281,670
Income. Interest from US Government securities2021-12-31$131,694
Income. Interest from corporate debt instruments2021-12-31$224,484
Value of interest in common/collective trusts at end of year2021-12-31$27,365,989
Value of interest in common/collective trusts at beginning of year2021-12-31$25,521,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,543
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$15,572,980
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$13,825,208
Asset value of US Government securities at end of year2021-12-31$2,154,201
Asset value of US Government securities at beginning of year2021-12-31$2,948,501
Net investment gain/loss from pooled separate accounts2021-12-31$33,377
Net investment gain or loss from common/collective trusts2021-12-31$4,191,756
Net gain/loss from 103.12 investment entities2021-12-31$3,179,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$4,013,086
Employer contributions (assets) at end of year2021-12-31$309,217
Employer contributions (assets) at beginning of year2021-12-31$315,156
Income. Dividends from common stock2021-12-31$1,612,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,628,212
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$9,611,167
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$9,316,104
Contract administrator fees2021-12-31$616,488
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$25,181,361
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$21,427,407
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$27,193,099
Aggregate carrying amount (costs) on sale of assets2021-12-31$27,439,623
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,333,207
Total unrealized appreciation/depreciation of assets2020-12-31$5,333,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$244,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$180,283
Total income from all sources (including contributions)2020-12-31$18,713,037
Total loss/gain on sale of assets2020-12-31$-246,524
Total of all expenses incurred2020-12-31$16,262,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,189,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,524,470
Value of total assets at end of year2020-12-31$126,530,944
Value of total assets at beginning of year2020-12-31$124,016,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,073,230
Total interest from all sources2020-12-31$355,642
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,022,740
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$65,236
Administrative expenses professional fees incurred2020-12-31$306,636
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,460,982
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,082,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$541,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$647,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$20,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$470,125
Liabilities. Value of operating payables at end of year2020-12-31$224,231
Liabilities. Value of operating payables at beginning of year2020-12-31$180,283
Total non interest bearing cash at end of year2020-12-31$1,262,521
Total non interest bearing cash at beginning of year2020-12-31$1,267,800
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$2,450,305
Value of net assets at end of year (total assets less liabilities)2020-12-31$126,286,088
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$123,835,783
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$33,253,355
Assets. partnership/joint venture interests at beginning of year2020-12-31$40,060,541
Investment advisory and management fees2020-12-31$669,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,377,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,435,562
Value of interest in pooled separate accounts at end of year2020-12-31$5,281,670
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,294,835
Income. Interest from US Government securities2020-12-31$121,504
Income. Interest from corporate debt instruments2020-12-31$228,786
Value of interest in common/collective trusts at end of year2020-12-31$25,521,387
Value of interest in common/collective trusts at beginning of year2020-12-31$23,409,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,352
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$13,825,208
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$12,408,015
Asset value of US Government securities at end of year2020-12-31$2,948,501
Asset value of US Government securities at beginning of year2020-12-31$1,747,306
Net investment gain/loss from pooled separate accounts2020-12-31$33,377
Net investment gain or loss from common/collective trusts2020-12-31$4,191,756
Net gain/loss from 103.12 investment entities2020-12-31$3,498,369
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$4,524,470
Employer contributions (assets) at end of year2020-12-31$315,156
Employer contributions (assets) at beginning of year2020-12-31$494,653
Income. Dividends from common stock2020-12-31$957,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,189,502
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$9,316,104
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$8,031,370
Contract administrator fees2020-12-31$627,425
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$21,427,407
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$19,135,825
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$27,193,099
Aggregate carrying amount (costs) on sale of assets2020-12-31$27,439,623
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2020-12-31222027092
2019 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,781,608
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,781,608
Total unrealized appreciation/depreciation of assets2019-12-31$5,781,608
Total unrealized appreciation/depreciation of assets2019-12-31$5,781,608
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$180,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$180,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$199,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$199,898
Total income from all sources (including contributions)2019-12-31$26,042,638
Total income from all sources (including contributions)2019-12-31$26,042,638
Total loss/gain on sale of assets2019-12-31$2,401,752
Total loss/gain on sale of assets2019-12-31$2,401,752
Total of all expenses incurred2019-12-31$15,085,843
Total of all expenses incurred2019-12-31$15,085,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,111,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,111,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,852,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,852,591
Value of total assets at end of year2019-12-31$124,016,066
Value of total assets at end of year2019-12-31$124,016,066
Value of total assets at beginning of year2019-12-31$113,078,886
Value of total assets at beginning of year2019-12-31$113,078,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,974,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,974,513
Total interest from all sources2019-12-31$424,279
Total interest from all sources2019-12-31$424,279
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,141,880
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,141,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$521,385
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$521,385
Administrative expenses professional fees incurred2019-12-31$281,435
Administrative expenses professional fees incurred2019-12-31$281,435
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,082,966
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,082,966
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,548,211
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,548,211
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$281,152
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$281,152
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$647,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$647,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,186,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,186,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,000
Administrative expenses (other) incurred2019-12-31$444,864
Administrative expenses (other) incurred2019-12-31$444,864
Liabilities. Value of operating payables at end of year2019-12-31$180,283
Liabilities. Value of operating payables at end of year2019-12-31$180,283
Liabilities. Value of operating payables at beginning of year2019-12-31$174,898
Liabilities. Value of operating payables at beginning of year2019-12-31$174,898
Total non interest bearing cash at end of year2019-12-31$1,267,800
Total non interest bearing cash at end of year2019-12-31$1,267,800
Total non interest bearing cash at beginning of year2019-12-31$1,092,161
Total non interest bearing cash at beginning of year2019-12-31$1,092,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,956,795
Value of net income/loss2019-12-31$10,956,795
Value of net assets at end of year (total assets less liabilities)2019-12-31$123,835,783
Value of net assets at end of year (total assets less liabilities)2019-12-31$123,835,783
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$112,878,988
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$112,878,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any 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
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$40,060,541
Assets. partnership/joint venture interests at end of year2019-12-31$40,060,541
Assets. partnership/joint venture interests at beginning of year2019-12-31$29,893,347
Assets. partnership/joint venture interests at beginning of year2019-12-31$29,893,347
Investment advisory and management fees2019-12-31$617,997
Investment advisory and management fees2019-12-31$617,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,435,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,435,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,432,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,432,561
Value of interest in pooled separate accounts at end of year2019-12-31$6,294,835
Value of interest in pooled separate accounts at end of year2019-12-31$6,294,835
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,847,561
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,847,561
Income. Interest from US Government securities2019-12-31$141,862
Income. Interest from US Government securities2019-12-31$141,862
Income. Interest from corporate debt instruments2019-12-31$251,206
Income. Interest from corporate debt instruments2019-12-31$251,206
Value of interest in common/collective trusts at end of year2019-12-31$23,409,630
Value of interest in common/collective trusts at end of year2019-12-31$23,409,630
Value of interest in common/collective trusts at beginning of year2019-12-31$21,572,398
Value of interest in common/collective trusts at beginning of year2019-12-31$21,572,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31,211
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$12,408,015
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$12,408,015
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$9,287,916
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$9,287,916
Asset value of US Government securities at end of year2019-12-31$1,747,306
Asset value of US Government securities at end of year2019-12-31$1,747,306
Asset value of US Government securities at beginning of year2019-12-31$1,702,803
Asset value of US Government securities at beginning of year2019-12-31$1,702,803
Net investment gain/loss from pooled separate accounts2019-12-31$403,505
Net investment gain/loss from pooled separate accounts2019-12-31$403,505
Net investment gain or loss from common/collective trusts2019-12-31$5,857,233
Net investment gain or loss from common/collective trusts2019-12-31$5,857,233
Net gain/loss from 103.12 investment entities2019-12-31$3,179,790
Net gain/loss from 103.12 investment entities2019-12-31$3,179,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,571,439
Contributions received in cash from employer2019-12-31$6,571,439
Employer contributions (assets) at end of year2019-12-31$494,653
Employer contributions (assets) at end of year2019-12-31$494,653
Employer contributions (assets) at beginning of year2019-12-31$685,475
Employer contributions (assets) at beginning of year2019-12-31$685,475
Income. Dividends from common stock2019-12-31$620,495
Income. Dividends from common stock2019-12-31$620,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,111,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,111,330
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$8,031,370
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$8,031,370
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$7,563,323
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$7,563,323
Contract administrator fees2019-12-31$630,217
Contract administrator fees2019-12-31$630,217
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$19,135,825
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$19,135,825
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$17,266,934
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$17,266,934
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$26,184,507
Aggregate proceeds on sale of assets2019-12-31$26,184,507
Aggregate carrying amount (costs) on sale of assets2019-12-31$23,782,755
Aggregate carrying amount (costs) on sale of assets2019-12-31$23,782,755
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WITHUMSMITH & BROWN
Accountancy firm name2019-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092
2018 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,796,126
Total unrealized appreciation/depreciation of assets2018-12-31$-5,796,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$199,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$216,514
Total income from all sources (including contributions)2018-12-31$5,464,129
Total loss/gain on sale of assets2018-12-31$4,369,507
Total of all expenses incurred2018-12-31$14,332,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,027,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,606,412
Value of total assets at end of year2018-12-31$113,078,886
Value of total assets at beginning of year2018-12-31$121,964,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,305,401
Total interest from all sources2018-12-31$416,845
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$904,287
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$266,529
Administrative expenses professional fees incurred2018-12-31$658,278
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-311251894
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,548,211
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$12,056,749
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$936,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,186,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,869,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$25,000
Administrative expenses (other) incurred2018-12-31$429,043
Liabilities. Value of operating payables at end of year2018-12-31$174,898
Liabilities. Value of operating payables at beginning of year2018-12-31$216,514
Total non interest bearing cash at end of year2018-12-31$1,092,161
Total non interest bearing cash at beginning of year2018-12-31$960,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,868,517
Value of net assets at end of year (total assets less liabilities)2018-12-31$112,878,988
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$121,747,505
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$29,893,347
Assets. partnership/joint venture interests at beginning of year2018-12-31$24,435,266
Investment advisory and management fees2018-12-31$603,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,432,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$620,183
Value of interest in pooled separate accounts at end of year2018-12-31$11,847,561
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,964,988
Income. Interest from US Government securities2018-12-31$143,370
Income. Interest from corporate debt instruments2018-12-31$250,232
Value of interest in common/collective trusts at end of year2018-12-31$21,572,398
Value of interest in common/collective trusts at beginning of year2018-12-31$27,349,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$23,243
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$9,287,916
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$10,793,003
Asset value of US Government securities at end of year2018-12-31$1,702,803
Asset value of US Government securities at beginning of year2018-12-31$1,860,030
Net investment gain/loss from pooled separate accounts2018-12-31$882,573
Net investment gain or loss from common/collective trusts2018-12-31$-1,493,679
Net gain/loss from 103.12 investment entities2018-12-31$-1,425,690
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$6,670,412
Employer contributions (assets) at end of year2018-12-31$685,475
Employer contributions (assets) at beginning of year2018-12-31$663,506
Income. Dividends from common stock2018-12-31$637,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,027,245
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$7,563,323
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$7,719,115
Contract administrator fees2018-12-31$614,471
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$17,266,934
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$21,671,898
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$31,963,310
Aggregate carrying amount (costs) on sale of assets2018-12-31$27,593,803
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 name2018-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2018-12-31222027092
2017 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6,026,713
Total unrealized appreciation/depreciation of assets2017-12-31$6,026,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$216,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$225,698
Total income from all sources (including contributions)2017-12-31$23,159,866
Total loss/gain on sale of assets2017-12-31$2,026,689
Total of all expenses incurred2017-12-31$13,555,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,366,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,858,526
Value of total assets at end of year2017-12-31$121,964,019
Value of total assets at beginning of year2017-12-31$112,368,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,188,210
Total interest from all sources2017-12-31$415,633
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$687,245
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$257,089
Administrative expenses professional fees incurred2017-12-31$517,107
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-313854229
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$12,056,749
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,168,157
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$262,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,869,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$11,259,914
Administrative expenses (other) incurred2017-12-31$428,201
Liabilities. Value of operating payables at end of year2017-12-31$216,514
Liabilities. Value of operating payables at beginning of year2017-12-31$225,698
Total non interest bearing cash at end of year2017-12-31$960,945
Total non interest bearing cash at beginning of year2017-12-31$936,468
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$9,604,851
Value of net assets at end of year (total assets less liabilities)2017-12-31$121,747,505
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$112,142,654
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$24,435,266
Assets. partnership/joint venture interests at beginning of year2017-12-31$11,839,493
Investment advisory and management fees2017-12-31$627,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$620,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,077,768
Value of interest in pooled separate accounts at end of year2017-12-31$10,964,988
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,128,980
Income. Interest from US Government securities2017-12-31$145,410
Income. Interest from corporate debt instruments2017-12-31$254,480
Value of interest in common/collective trusts at end of year2017-12-31$27,349,021
Value of interest in common/collective trusts at beginning of year2017-12-31$27,863,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,743
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$10,793,003
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$7,852,055
Asset value of US Government securities at end of year2017-12-31$1,860,030
Asset value of US Government securities at beginning of year2017-12-31$1,793,488
Net investment gain/loss from pooled separate accounts2017-12-31$836,008
Net investment gain or loss from common/collective trusts2017-12-31$3,296,928
Net gain/loss from 103.12 investment entities2017-12-31$3,012,124
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$6,595,551
Employer contributions (assets) at end of year2017-12-31$663,506
Employer contributions (assets) at beginning of year2017-12-31$621,591
Income. Dividends from common stock2017-12-31$430,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,366,805
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$7,719,115
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,531,812
Contract administrator fees2017-12-31$615,460
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$21,671,898
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$19,294,917
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$22,436,024
Aggregate carrying amount (costs) on sale of assets2017-12-31$20,409,335
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH & BROWN
Accountancy firm EIN2017-12-31222027092
2016 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-3,313,798
Total unrealized appreciation/depreciation of assets2016-12-31$-3,313,798
Total transfer of assets to this plan2016-12-31$3,741,132
Total transfer of assets from this plan2016-12-31$2,470,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$225,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$418,737
Total income from all sources (including contributions)2016-12-31$19,848,787
Total loss/gain on sale of assets2016-12-31$3,755,983
Total of all expenses incurred2016-12-31$13,244,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,828,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,156,577
Value of total assets at end of year2016-12-31$112,368,352
Value of total assets at beginning of year2016-12-31$104,686,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,415,941
Total interest from all sources2016-12-31$421,919
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$784,548
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$333,498
Administrative expenses professional fees incurred2016-12-31$567,954
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-319460541
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,168,157
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$13,650,379
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,906,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11,259,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,705,900
Administrative expenses (other) incurred2016-12-31$499,081
Liabilities. Value of operating payables at end of year2016-12-31$225,698
Liabilities. Value of operating payables at beginning of year2016-12-31$418,737
Total non interest bearing cash at end of year2016-12-31$936,468
Total non interest bearing cash at beginning of year2016-12-31$923,172
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$6,604,778
Value of net assets at end of year (total assets less liabilities)2016-12-31$112,142,654
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$104,267,676
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$11,839,493
Assets. partnership/joint venture interests at beginning of year2016-12-31$10,908,627
Investment advisory and management fees2016-12-31$668,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,077,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$781,855
Value of interest in pooled separate accounts at end of year2016-12-31$11,128,980
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,292,590
Income. Interest from US Government securities2016-12-31$139,288
Income. Interest from corporate debt instruments2016-12-31$279,635
Value of interest in common/collective trusts at end of year2016-12-31$27,863,709
Value of interest in common/collective trusts at beginning of year2016-12-31$28,964,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,996
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$7,852,055
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$7,392,981
Asset value of US Government securities at end of year2016-12-31$1,793,488
Asset value of US Government securities at beginning of year2016-12-31$1,932,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$733,424
Net investment gain/loss from pooled separate accounts2016-12-31$1,452,683
Net investment gain or loss from common/collective trusts2016-12-31$2,832,559
Net gain/loss from 103.12 investment entities2016-12-31$24,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,249,977
Employer contributions (assets) at end of year2016-12-31$621,591
Employer contributions (assets) at beginning of year2016-12-31$528,132
Income. Dividends from common stock2016-12-31$451,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,828,068
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,531,812
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$7,500,991
Contract administrator fees2016-12-31$680,883
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$19,294,917
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$18,104,309
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$36,373,910
Aggregate carrying amount (costs) on sale of assets2016-12-31$32,617,927
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BOND BEEBE, P.C.
Accountancy firm EIN2016-12-31521044197
2015 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-7,431,345
Total unrealized appreciation/depreciation of assets2015-12-31$-7,431,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$418,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$269,246
Total income from all sources (including contributions)2015-12-31$11,353,867
Total loss/gain on sale of assets2015-12-31$3,168,510
Total of all expenses incurred2015-12-31$12,869,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,311,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,196,768
Value of total assets at end of year2015-12-31$104,686,413
Value of total assets at beginning of year2015-12-31$106,052,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,558,298
Total interest from all sources2015-12-31$490,344
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$886,079
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$360,921
Administrative expenses professional fees incurred2015-12-31$636,677
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-312346336
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$13,650,379
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,011,031
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,488,835
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,705,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,163,883
Administrative expenses (other) incurred2015-12-31$487,102
Liabilities. Value of operating payables at end of year2015-12-31$418,737
Liabilities. Value of operating payables at beginning of year2015-12-31$269,246
Total non interest bearing cash at end of year2015-12-31$923,172
Total non interest bearing cash at beginning of year2015-12-31$825,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,515,956
Value of net assets at end of year (total assets less liabilities)2015-12-31$104,267,676
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$105,783,632
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$10,908,627
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$717,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$781,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,145,714
Value of interest in pooled separate accounts at end of year2015-12-31$11,292,590
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,953,925
Income. Interest from US Government securities2015-12-31$185,747
Income. Interest from corporate debt instruments2015-12-31$303,959
Value of interest in common/collective trusts at end of year2015-12-31$28,964,985
Value of interest in common/collective trusts at beginning of year2015-12-31$31,792,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$638
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$7,392,981
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$7,424,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$1,932,492
Asset value of US Government securities at beginning of year2015-12-31$2,187,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$733,424
Net investment gain/loss from pooled separate accounts2015-12-31$1,452,683
Net investment gain or loss from common/collective trusts2015-12-31$2,832,512
Net gain/loss from 103.12 investment entities2015-12-31$24,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$6,707,933
Employer contributions (assets) at end of year2015-12-31$528,132
Employer contributions (assets) at beginning of year2015-12-31$439,880
Income. Dividends from common stock2015-12-31$525,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,311,525
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$7,500,991
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$7,433,233
Contract administrator fees2015-12-31$716,976
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$18,104,309
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$20,675,043
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$26,913,280
Aggregate carrying amount (costs) on sale of assets2015-12-31$23,744,770
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 name2015-12-31BOND BEEBE, P.C.
Accountancy firm EIN2015-12-31521044197
2014 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$60,954
Total unrealized appreciation/depreciation of assets2014-12-31$60,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$269,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$175,264
Total income from all sources (including contributions)2014-12-31$15,265,105
Total loss/gain on sale of assets2014-12-31$2,360,549
Total of all expenses incurred2014-12-31$11,856,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,536,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,194,300
Value of total assets at end of year2014-12-31$106,052,878
Value of total assets at beginning of year2014-12-31$102,550,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,319,890
Total interest from all sources2014-12-31$286,697
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$880,927
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$354,372
Administrative expenses professional fees incurred2014-12-31$512,691
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-312605825
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,011,031
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,824,939
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,453,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,163,883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$684,560
Administrative expenses (other) incurred2014-12-31$249,068
Liabilities. Value of operating payables at end of year2014-12-31$269,246
Liabilities. Value of operating payables at beginning of year2014-12-31$175,264
Total non interest bearing cash at end of year2014-12-31$825,517
Total non interest bearing cash at beginning of year2014-12-31$763,372
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$3,408,316
Value of net assets at end of year (total assets less liabilities)2014-12-31$105,783,632
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$102,375,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$862,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,145,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,026,072
Value of interest in pooled separate accounts at end of year2014-12-31$9,953,925
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,837,432
Interest earned on other investments2014-12-31$12,446
Income. Interest from US Government securities2014-12-31$55,714
Income. Interest from corporate debt instruments2014-12-31$218,537
Value of interest in common/collective trusts at end of year2014-12-31$31,792,223
Value of interest in common/collective trusts at beginning of year2014-12-31$34,637,998
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$7,424,810
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$8,962,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$2,187,619
Asset value of US Government securities at beginning of year2014-12-31$2,288,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$351,567
Net investment gain/loss from pooled separate accounts2014-12-31$1,218,670
Net investment gain or loss from common/collective trusts2014-12-31$1,872,459
Net gain/loss from 103.12 investment entities2014-12-31$38,982
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$5,741,061
Employer contributions (assets) at end of year2014-12-31$439,880
Employer contributions (assets) at beginning of year2014-12-31$485,179
Income. Dividends from common stock2014-12-31$526,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,536,899
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$7,433,233
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$3,261,655
Contract administrator fees2014-12-31$696,062
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$20,675,043
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$18,777,885
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$16,480,634
Aggregate carrying amount (costs) on sale of assets2014-12-31$14,120,085
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 name2014-12-31BOND BEEBE, P.C.
Accountancy firm EIN2014-12-31521044197
2013 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,744,038
Total unrealized appreciation/depreciation of assets2013-12-31$2,744,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$175,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$178,440
Total income from all sources (including contributions)2013-12-31$23,668,264
Total loss/gain on sale of assets2013-12-31$2,005,041
Total of all expenses incurred2013-12-31$11,407,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,411,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,854,269
Value of total assets at end of year2013-12-31$102,550,580
Value of total assets at beginning of year2013-12-31$90,292,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,995,813
Total interest from all sources2013-12-31$207,197
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$809,433
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$318,479
Administrative expenses professional fees incurred2013-12-31$301,227
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-31710000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,824,939
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$14,515,041
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$908,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$684,560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,235,328
Administrative expenses (other) incurred2013-12-31$235,897
Liabilities. Value of operating payables at end of year2013-12-31$175,264
Liabilities. Value of operating payables at beginning of year2013-12-31$178,440
Total non interest bearing cash at end of year2013-12-31$763,372
Total non interest bearing cash at beginning of year2013-12-31$757,075
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$12,261,043
Value of net assets at end of year (total assets less liabilities)2013-12-31$102,375,316
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$90,114,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$793,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,026,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,544,097
Value of interest in pooled separate accounts at end of year2013-12-31$8,837,432
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,794,740
Interest earned on other investments2013-12-31$18,352
Income. Interest from US Government securities2013-12-31$52,268
Income. Interest from corporate debt instruments2013-12-31$136,577
Value of interest in common/collective trusts at end of year2013-12-31$34,637,998
Value of interest in common/collective trusts at beginning of year2013-12-31$29,601,645
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$8,962,585
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$7,647,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$2,288,903
Asset value of US Government securities at beginning of year2013-12-31$2,091,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$361,477
Net investment gain/loss from pooled separate accounts2013-12-31$1,133,924
Net investment gain or loss from common/collective trusts2013-12-31$6,467,431
Net gain/loss from 103.12 investment entities2013-12-31$3,085,454
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$5,946,049
Employer contributions (assets) at end of year2013-12-31$485,179
Employer contributions (assets) at beginning of year2013-12-31$689,320
Income. Dividends from common stock2013-12-31$490,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,411,408
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$3,261,655
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,737,139
Contract administrator fees2013-12-31$665,409
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$18,777,885
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$15,679,179
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$17,277,159
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,272,118
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 name2013-12-31BOND BEEBE, P.C.
Accountancy firm EIN2013-12-31521044197
2012 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,978,651
Total unrealized appreciation/depreciation of assets2012-12-31$1,978,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$178,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$203,409
Total income from all sources (including contributions)2012-12-31$17,168,356
Total loss/gain on sale of assets2012-12-31$1,188,816
Total of all expenses incurred2012-12-31$10,984,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,971,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,902,794
Value of total assets at end of year2012-12-31$90,292,713
Value of total assets at beginning of year2012-12-31$84,134,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,013,484
Total interest from all sources2012-12-31$273,873
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$794,557
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$283,802
Administrative expenses professional fees incurred2012-12-31$481,535
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$14,515,041
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$13,596,518
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$713,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,235,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$793,481
Other income not declared elsewhere2012-12-31$48,098
Administrative expenses (other) incurred2012-12-31$163,641
Liabilities. Value of operating payables at end of year2012-12-31$178,440
Liabilities. Value of operating payables at beginning of year2012-12-31$203,409
Total non interest bearing cash at end of year2012-12-31$757,075
Total non interest bearing cash at beginning of year2012-12-31$708,564
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$6,183,493
Value of net assets at end of year (total assets less liabilities)2012-12-31$90,114,273
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$83,930,780
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$731,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,544,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,411,128
Value of interest in pooled separate accounts at end of year2012-12-31$7,794,740
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,989,268
Interest earned on other investments2012-12-31$21,422
Income. Interest from US Government securities2012-12-31$81,537
Income. Interest from corporate debt instruments2012-12-31$170,914
Value of interest in common/collective trusts at end of year2012-12-31$29,601,645
Value of interest in common/collective trusts at beginning of year2012-12-31$26,315,460
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$7,647,631
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$6,611,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$2,091,518
Asset value of US Government securities at beginning of year2012-12-31$3,161,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$269,653
Net investment gain/loss from pooled separate accounts2012-12-31$886,781
Net investment gain or loss from common/collective trusts2012-12-31$5,825,133
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$5,189,787
Employer contributions (assets) at end of year2012-12-31$689,320
Employer contributions (assets) at beginning of year2012-12-31$540,971
Income. Dividends from common stock2012-12-31$510,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,971,379
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,737,139
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,620,693
Contract administrator fees2012-12-31$636,354
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$15,679,179
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$15,385,771
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$15,466,860
Aggregate carrying amount (costs) on sale of assets2012-12-31$14,278,044
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BOND BEEBE, P.C.
Accountancy firm EIN2012-12-31521044197
2011 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,407,166
Total unrealized appreciation/depreciation of assets2011-12-31$-3,407,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$203,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$389,677
Total income from all sources (including contributions)2011-12-31$5,778,485
Total loss/gain on sale of assets2011-12-31$3,288,223
Total of all expenses incurred2011-12-31$9,659,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,848,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,015,005
Value of total assets at end of year2011-12-31$84,134,189
Value of total assets at beginning of year2011-12-31$88,201,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,810,284
Total interest from all sources2011-12-31$337,464
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$691,645
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$260,111
Administrative expenses professional fees incurred2011-12-31$306,984
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-31706061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$13,596,518
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$13,646,053
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$706,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$793,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$144,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$192,516
Other income not declared elsewhere2011-12-31$44,798
Administrative expenses (other) incurred2011-12-31$162,711
Liabilities. Value of operating payables at end of year2011-12-31$203,409
Liabilities. Value of operating payables at beginning of year2011-12-31$197,161
Total non interest bearing cash at end of year2011-12-31$708,564
Total non interest bearing cash at beginning of year2011-12-31$590,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,880,716
Value of net assets at end of year (total assets less liabilities)2011-12-31$83,930,780
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$87,811,496
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$724,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,411,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,217,716
Value of interest in pooled separate accounts at end of year2011-12-31$6,989,268
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,056,764
Interest earned on other investments2011-12-31$21,431
Income. Interest from US Government securities2011-12-31$120,585
Income. Interest from corporate debt instruments2011-12-31$195,448
Value of interest in common/collective trusts at end of year2011-12-31$26,315,460
Value of interest in common/collective trusts at beginning of year2011-12-31$20,786,500
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$6,611,067
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$7,228,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$3,161,268
Asset value of US Government securities at beginning of year2011-12-31$3,966,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-168,021
Net investment gain/loss from pooled separate accounts2011-12-31$1,076,280
Net investment gain or loss from common/collective trusts2011-12-31$-2,099,743
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$5,308,944
Employer contributions (assets) at end of year2011-12-31$540,971
Employer contributions (assets) at beginning of year2011-12-31$485,126
Income. Dividends from common stock2011-12-31$431,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,848,917
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,620,693
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,534,299
Contract administrator fees2011-12-31$616,385
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$15,385,771
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$24,544,760
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$31,261,371
Aggregate carrying amount (costs) on sale of assets2011-12-31$27,973,148
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 name2011-12-31BOND BEEBE, P.C.
Accountancy firm EIN2011-12-31521044197
2010 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,216,268
Total unrealized appreciation/depreciation of assets2010-12-31$5,216,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$389,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$267,600
Total income from all sources (including contributions)2010-12-31$16,117,895
Total loss/gain on sale of assets2010-12-31$839,651
Total of all expenses incurred2010-12-31$8,624,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,659,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,316,698
Value of total assets at end of year2010-12-31$88,201,173
Value of total assets at beginning of year2010-12-31$80,585,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,964,609
Total interest from all sources2010-12-31$492,949
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$708,600
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$252,856
Administrative expenses professional fees incurred2010-12-31$542,439
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$13,646,053
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,379,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$144,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$326,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$192,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$117,624
Other income not declared elsewhere2010-12-31$38,630
Administrative expenses (other) incurred2010-12-31$189,194
Liabilities. Value of operating payables at end of year2010-12-31$197,161
Liabilities. Value of operating payables at beginning of year2010-12-31$149,976
Total non interest bearing cash at end of year2010-12-31$590,506
Total non interest bearing cash at beginning of year2010-12-31$510,103
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$7,493,832
Value of net assets at end of year (total assets less liabilities)2010-12-31$87,811,496
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$80,317,664
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$623,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,217,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,388,768
Value of interest in pooled separate accounts at end of year2010-12-31$6,056,764
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,637,585
Income. Interest from US Government securities2010-12-31$240,730
Income. Interest from corporate debt instruments2010-12-31$252,219
Value of interest in common/collective trusts at end of year2010-12-31$20,786,500
Value of interest in common/collective trusts at beginning of year2010-12-31$23,707,496
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$7,228,988
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$7,072,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$3,966,240
Asset value of US Government securities at beginning of year2010-12-31$5,908,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$333,980
Net investment gain/loss from pooled separate accounts2010-12-31$419,178
Net investment gain or loss from common/collective trusts2010-12-31$2,400,225
Net gain/loss from 103.12 investment entities2010-12-31$351,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,316,698
Employer contributions (assets) at end of year2010-12-31$485,126
Employer contributions (assets) at beginning of year2010-12-31$449,069
Income. Dividends from common stock2010-12-31$455,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,659,454
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,534,299
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$5,604,788
Contract administrator fees2010-12-31$608,986
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$24,544,760
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$18,600,083
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$36,775,829
Aggregate carrying amount (costs) on sale of assets2010-12-31$35,936,178
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 name2010-12-31BOND BEEBE, P.C.
Accountancy firm EIN2010-12-31521044197
2009 : UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN

2022: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UFCW UNIONS AND PARTICIPATING EMPLOYERS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53006
Policy instance 1
Insurance contract or identification number4-53006
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53006
Policy instance 1
Insurance contract or identification number4-53006
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53006
Policy instance 1
Insurance contract or identification number4-53006
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53006
Policy instance 1
Insurance contract or identification number4-53006
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53006
Policy instance 1
Insurance contract or identification number4-53006
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53006
Policy instance 1
Insurance contract or identification number4-53006
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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