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UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameUNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN
Plan identification number 002

UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

UFCW LOCAL 1439 & FOOD INDUSTRY RETIREMENT SAVINGS has sponsored the creation of one or more 401k plans.

Company Name:UFCW LOCAL 1439 & FOOD INDUSTRY RETIREMENT SAVINGS
Employer identification number (EIN):916067932
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01RONBANKA
0022014-01-01RONBANKA
0022013-01-01LARRY HALL
0022012-01-01RON BANKA
0022011-01-01SCOTT POWERS
0022009-01-01SCOTT POWERS SCOTT POWERS2010-10-14

Plan Statistics for UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN

Measure Date Value
2015: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,713
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of employers contributing to the scheme2015-01-019
2014: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,863
Total number of active participants reported on line 7a of the Form 55002014-01-01336
Number of retired or separated participants receiving benefits2014-01-011,374
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,713
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-019
2013: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,764
Total number of active participants reported on line 7a of the Form 55002013-01-01314
Number of retired or separated participants receiving benefits2013-01-011,549
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,863
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-017
2012: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,713
Total number of active participants reported on line 7a of the Form 55002012-01-01303
Number of retired or separated participants receiving benefits2012-01-011,460
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,764
Number of participants with account balances2012-01-011,763
Number of employers contributing to the scheme2012-01-016
2011: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,890
Total number of active participants reported on line 7a of the Form 55002011-01-01319
Number of retired or separated participants receiving benefits2011-01-011,394
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,716
Number of participants with account balances2011-01-011,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-016
2009: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,303
Total number of active participants reported on line 7a of the Form 55002009-01-01331
Number of retired or separated participants receiving benefits2009-01-011,643
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,976
Number of participants with account balances2009-01-011,974
Number of employers contributing to the scheme2009-01-018

Financial Data on UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN

Measure Date Value
2015 : UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total transfer of assets from this plan2015-05-31$7,393,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$23,074
Total income from all sources (including contributions)2015-05-31$352,882
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$761,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$669,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$78,186
Value of total assets at end of year2015-05-31$0
Value of total assets at beginning of year2015-05-31$7,825,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$92,405
Total interest from all sources2015-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$20,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-05-31$7,393,727
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$20,687
Administrative expenses professional fees incurred2015-05-31$48,971
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Administrative expenses (other) incurred2015-05-31$20,863
Liabilities. Value of operating payables at end of year2015-05-31$0
Liabilities. Value of operating payables at beginning of year2015-05-31$23,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$-408,743
Value of net assets at end of year (total assets less liabilities)2015-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$7,802,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$671
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$6,919,731
Value of interest in common/collective trusts at end of year2015-05-31$0
Value of interest in common/collective trusts at beginning of year2015-05-31$872,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$17,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$17,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$254,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$78,186
Employer contributions (assets) at end of year2015-05-31$0
Employer contributions (assets) at beginning of year2015-05-31$15,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$669,220
Contract administrator fees2015-05-31$21,900
Did the plan have assets held for investment2015-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-05-31410746749
2014 : UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$640,715
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$980,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$869,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$171,184
Value of total assets at end of year2014-12-31$7,825,544
Value of total assets at beginning of year2014-12-31$8,142,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$111,480
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$100,094
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$100,094
Administrative expenses professional fees incurred2014-12-31$41,797
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$23,541
Liabilities. Value of operating payables at end of year2014-12-31$23,074
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-339,826
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,802,470
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,142,296
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$2,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,919,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,890,615
Value of interest in common/collective trusts at end of year2014-12-31$872,672
Value of interest in common/collective trusts at beginning of year2014-12-31$1,225,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$17,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$369,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$171,184
Employer contributions (assets) at end of year2014-12-31$15,855
Employer contributions (assets) at beginning of year2014-12-31$13,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$869,061
Contract administrator fees2014-12-31$43,800
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,631
Total income from all sources (including contributions)2013-12-31$1,674,921
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$638,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$535,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$168,777
Value of total assets at end of year2013-12-31$8,142,296
Value of total assets at beginning of year2013-12-31$7,111,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$102,793
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$216,237
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$216,237
Administrative expenses professional fees incurred2013-12-31$39,339
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$16,937
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$5,631
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$2,472
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$1,036,261
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,142,296
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,106,035
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$2,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,890,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,626,106
Value of interest in common/collective trusts at end of year2013-12-31$1,225,106
Value of interest in common/collective trusts at beginning of year2013-12-31$1,478,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,272,917
Net investment gain or loss from common/collective trusts2013-12-31$16,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$168,777
Employer contributions (assets) at end of year2013-12-31$13,077
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$535,867
Contract administrator fees2013-12-31$43,800
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,059
Total income from all sources (including contributions)2012-12-31$962,115
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,114,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$996,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$155,844
Value of total assets at end of year2012-12-31$7,111,666
Value of total assets at beginning of year2012-12-31$7,264,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,882
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$122,276
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$122,276
Administrative expenses professional fees incurred2012-12-31$40,300
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$32,623
Liabilities. Value of operating payables at end of year2012-12-31$5,631
Liabilities. Value of operating payables at beginning of year2012-12-31$6,059
Total non interest bearing cash at end of year2012-12-31$2,472
Total non interest bearing cash at beginning of year2012-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-152,691
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,106,035
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,258,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,626,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,202,781
Value of interest in common/collective trusts at end of year2012-12-31$1,478,211
Value of interest in common/collective trusts at beginning of year2012-12-31$2,046,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$14,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$14,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$683,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$155,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$996,924
Contract administrator fees2012-12-31$43,800
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,642
Total income from all sources (including contributions)2011-12-31$120,991
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$726,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$626,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$165,994
Value of total assets at end of year2011-12-31$7,264,785
Value of total assets at beginning of year2011-12-31$7,872,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$100,034
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$38,129
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$15,986
Liabilities. Value of operating payables at end of year2011-12-31$6,059
Liabilities. Value of operating payables at beginning of year2011-12-31$8,642
Total non interest bearing cash at end of year2011-12-31$100
Total non interest bearing cash at beginning of year2011-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-605,225
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,258,726
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,863,951
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$2,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,202,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,908,318
Value of interest in common/collective trusts at end of year2011-12-31$2,046,905
Value of interest in common/collective trusts at beginning of year2011-12-31$1,953,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$14,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-98,878
Net investment gain or loss from common/collective trusts2011-12-31$53,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$165,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$626,182
Contract administrator fees2011-12-31$43,800
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,763
Total income from all sources (including contributions)2010-12-31$992,386
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$974,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$858,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$99,465
Value of total assets at end of year2010-12-31$7,872,593
Value of total assets at beginning of year2010-12-31$7,852,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$115,218
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$41,574
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$28,169
Liabilities. Value of operating payables at end of year2010-12-31$8,642
Liabilities. Value of operating payables at beginning of year2010-12-31$6,763
Total non interest bearing cash at end of year2010-12-31$100
Total non interest bearing cash at beginning of year2010-12-31$100
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$18,289
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,863,951
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,845,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,908,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,756,570
Value of interest in common/collective trusts at end of year2010-12-31$1,953,292
Value of interest in common/collective trusts at beginning of year2010-12-31$2,086,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$806,851
Net investment gain or loss from common/collective trusts2010-12-31$86,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$99,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$858,879
Contract administrator fees2010-12-31$43,800
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LARSONALLEN PLLC
Accountancy firm EIN2010-12-31410746749
2009 : UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS 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 UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS PLAN

2015: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITED FOOD & COMMERCIAL WORKERS LOCAL 1439 AND FOOD INDUSTRY RETIREMENT SAVINGS 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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