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SUPPLEMENTAL DISABILITY BENEFIT TRUST 401k Plan overview

Plan NameSUPPLEMENTAL DISABILITY BENEFIT TRUST
Plan identification number 501

SUPPLEMENTAL DISABILITY BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

THE TRUSTEES OF SUPPLEMENTAL DISABILITY BENEFIT TRUST has sponsored the creation of one or more 401k plans.

Company Name:THE TRUSTEES OF SUPPLEMENTAL DISABILITY BENEFIT TRUST
Employer identification number (EIN):942628840
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUPPLEMENTAL DISABILITY BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-09-01KENNETH HILL2023-06-06
5012020-09-01RON PAREDES2022-04-22
5012019-09-01
5012018-09-01
5012017-09-01
5012016-09-01RON PAREDES
5012015-09-01RON PAREDES
5012014-09-01RON PAREDES
5012013-09-01RON PAREDES
5012012-09-01RON PAREDES
5012011-09-01RON PAREDES
5012010-09-01RON PAREDES
5012009-09-01RON PAREDES

Plan Statistics for SUPPLEMENTAL DISABILITY BENEFIT TRUST

401k plan membership statisitcs for SUPPLEMENTAL DISABILITY BENEFIT TRUST

Measure Date Value
2021: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2021 401k membership
Total participants, beginning-of-year2021-09-0177
Total number of active participants reported on line 7a of the Form 55002021-09-0177
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-0177
Number of employers contributing to the scheme2021-09-016
2020: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2020 401k membership
Total participants, beginning-of-year2020-09-0177
Total number of active participants reported on line 7a of the Form 55002020-09-0178
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-0178
Number of employers contributing to the scheme2020-09-016
2019: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2019 401k membership
Total participants, beginning-of-year2019-09-0161
Total number of active participants reported on line 7a of the Form 55002019-09-0177
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-0177
Number of employers contributing to the scheme2019-09-016
2018: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year2018-09-0178
Total number of active participants reported on line 7a of the Form 55002018-09-0161
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-0161
Number of employers contributing to the scheme2018-09-017
2017: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year2017-09-01151
Total number of active participants reported on line 7a of the Form 55002017-09-0178
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-0178
Number of employers contributing to the scheme2017-09-017
2016: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year2016-09-01185
Total number of active participants reported on line 7a of the Form 55002016-09-01150
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01150
Number of employers contributing to the scheme2016-09-018
2015: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year2015-09-01277
Total number of active participants reported on line 7a of the Form 55002015-09-01185
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01185
Number of employers contributing to the scheme2015-09-019
2014: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year2014-09-01235
Total number of active participants reported on line 7a of the Form 55002014-09-01263
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01263
Number of employers contributing to the scheme2014-09-019
2013: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year2013-09-01234
Total number of active participants reported on line 7a of the Form 55002013-09-01235
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-01235
Number of employers contributing to the scheme2013-09-019
2012: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year2012-09-01267
Total number of active participants reported on line 7a of the Form 55002012-09-01234
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-01234
Number of employers contributing to the scheme2012-09-019
2011: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year2011-09-01287
Total number of active participants reported on line 7a of the Form 55002011-09-01267
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-01267
Number of employers contributing to the scheme2011-09-0111
2010: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2010 401k membership
Total participants, beginning-of-year2010-09-01304
Total number of active participants reported on line 7a of the Form 55002010-09-01286
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-010
Total of all active and inactive participants2010-09-01286
Number of employers contributing to the scheme2010-09-0112
2009: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year2009-09-01263
Total number of active participants reported on line 7a of the Form 55002009-09-01302
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-01302
Number of employers contributing to the scheme2009-09-0111

Financial Data on SUPPLEMENTAL DISABILITY BENEFIT TRUST

Measure Date Value
2022 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2022 401k financial data
Total plan liabilities at end of year2022-08-31$36
Total plan liabilities at beginning of year2022-08-31$6
Total income from all sources2022-08-31$32,655
Expenses. Total of all expenses incurred2022-08-31$48,597
Total plan assets at end of year2022-08-31$46,542
Total plan assets at beginning of year2022-08-31$62,454
Value of fidelity bond covering the plan2022-08-31$100,000
Expenses. Other expenses not covered elsewhere2022-08-31$5,145
Net income (gross income less expenses)2022-08-31$-15,942
Net plan assets at end of year (total assets less liabilities)2022-08-31$46,506
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$62,448
Total contributions received or receivable from employer(s)2022-08-31$32,655
Expenses. Administrative service providers (salaries,fees and commissions)2022-08-31$43,452
2021 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2021 401k financial data
Total plan liabilities at end of year2021-08-31$6
Total plan liabilities at beginning of year2021-08-31$13
Total income from all sources2021-08-31$31,990
Expenses. Total of all expenses incurred2021-08-31$46,271
Total plan assets at end of year2021-08-31$62,454
Total plan assets at beginning of year2021-08-31$76,742
Value of fidelity bond covering the plan2021-08-31$100,000
Expenses. Other expenses not covered elsewhere2021-08-31$3,666
Net income (gross income less expenses)2021-08-31$-14,281
Net plan assets at end of year (total assets less liabilities)2021-08-31$62,448
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$76,729
Total contributions received or receivable from employer(s)2021-08-31$31,990
Expenses. Administrative service providers (salaries,fees and commissions)2021-08-31$42,605
2020 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2020 401k financial data
Total plan liabilities at end of year2020-08-31$13
Total plan liabilities at beginning of year2020-08-31$770
Total income from all sources2020-08-31$32,090
Expenses. Total of all expenses incurred2020-08-31$46,356
Total plan assets at end of year2020-08-31$76,742
Total plan assets at beginning of year2020-08-31$91,765
Value of fidelity bond covering the plan2020-08-31$100,000
Expenses. Other expenses not covered elsewhere2020-08-31$3,606
Other income received2020-08-31$5
Net income (gross income less expenses)2020-08-31$-14,266
Net plan assets at end of year (total assets less liabilities)2020-08-31$76,729
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$90,995
Total contributions received or receivable from employer(s)2020-08-31$32,085
Expenses. Administrative service providers (salaries,fees and commissions)2020-08-31$42,750
2019 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2019 401k financial data
Total plan liabilities at end of year2019-08-31$770
Total plan liabilities at beginning of year2019-08-31$13
Total income from all sources2019-08-31$32,813
Expenses. Total of all expenses incurred2019-08-31$57,888
Total plan assets at end of year2019-08-31$91,765
Total plan assets at beginning of year2019-08-31$116,083
Value of fidelity bond covering the plan2019-08-31$100,000
Expenses. Other expenses not covered elsewhere2019-08-31$3,291
Other income received2019-08-31$14
Net income (gross income less expenses)2019-08-31$-25,075
Net plan assets at end of year (total assets less liabilities)2019-08-31$90,995
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$116,070
Total contributions received or receivable from employer(s)2019-08-31$32,799
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$54,597
2018 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$13
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$483
Total income from all sources (including contributions)2018-08-31$43,745
Total of all expenses incurred2018-08-31$59,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$43,745
Value of total assets at end of year2018-08-31$116,083
Value of total assets at beginning of year2018-08-31$132,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$59,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Administrative expenses professional fees incurred2018-08-31$31,967
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$100,000
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$2,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$2,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-31$16
Administrative expenses (other) incurred2018-08-31$3,601
Liabilities. Value of operating payables at end of year2018-08-31$13
Liabilities. Value of operating payables at beginning of year2018-08-31$167
Total non interest bearing cash at end of year2018-08-31$110,543
Total non interest bearing cash at beginning of year2018-08-31$125,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$-16,028
Value of net assets at end of year (total assets less liabilities)2018-08-31$116,070
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$132,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$43,745
Employer contributions (assets) at end of year2018-08-31$2,700
Employer contributions (assets) at beginning of year2018-08-31$4,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$205
Contract administrator fees2018-08-31$24,000
Liabilities. Value of benefit claims payable at end of year2018-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-08-31$300
Did the plan have assets held for investment2018-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31No
Opinion of an independent qualified public accountant for this plan2018-08-31Unqualified
Accountancy firm name2018-08-31LINDQUIST LLP
Accountancy firm EIN2018-08-31522385296
2017 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$483
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$67
Total income from all sources (including contributions)2017-08-31$50,019
Total of all expenses incurred2017-08-31$56,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$2,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$50,019
Value of total assets at end of year2017-08-31$132,581
Value of total assets at beginning of year2017-08-31$139,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$54,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Administrative expenses professional fees incurred2017-08-31$26,634
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$100,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$2,431
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$2,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$16
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$55
Administrative expenses (other) incurred2017-08-31$3,987
Liabilities. Value of operating payables at end of year2017-08-31$167
Liabilities. Value of operating payables at beginning of year2017-08-31$12
Total non interest bearing cash at end of year2017-08-31$125,950
Total non interest bearing cash at beginning of year2017-08-31$131,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$-6,902
Value of net assets at end of year (total assets less liabilities)2017-08-31$132,098
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$139,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$50,019
Employer contributions (assets) at end of year2017-08-31$4,200
Employer contributions (assets) at beginning of year2017-08-31$5,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$2,300
Contract administrator fees2017-08-31$24,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-08-31No
Liabilities. Value of benefit claims payable at end of year2017-08-31$300
Did the plan have assets held for investment2017-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31LINDQUIST LLP
Accountancy firm EIN2017-08-31522385296
2016 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$67
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$745
Total income from all sources (including contributions)2016-08-31$88,334
Total of all expenses incurred2016-08-31$64,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$5,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$88,334
Value of total assets at end of year2016-08-31$139,067
Value of total assets at beginning of year2016-08-31$115,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$58,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Administrative expenses professional fees incurred2016-08-31$27,683
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$100,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$2,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$4,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$55
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$145
Administrative expenses (other) incurred2016-08-31$6,046
Liabilities. Value of operating payables at end of year2016-08-31$12
Total non interest bearing cash at end of year2016-08-31$131,481
Total non interest bearing cash at beginning of year2016-08-31$105,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$24,056
Value of net assets at end of year (total assets less liabilities)2016-08-31$139,000
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$114,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$88,334
Employer contributions (assets) at end of year2016-08-31$5,000
Employer contributions (assets) at beginning of year2016-08-31$5,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$5,949
Contract administrator fees2016-08-31$24,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-08-31No
Liabilities. Value of benefit claims payable at end of year2016-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-08-31$600
Did the plan have assets held for investment2016-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31LINDQUIST LLP
Accountancy firm EIN2016-08-31522385296
2015 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$1,200
Total income from all sources (including contributions)2015-08-31$88,547
Total of all expenses incurred2015-08-31$58,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$9,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$88,547
Value of total assets at end of year2015-08-31$115,689
Value of total assets at beginning of year2015-08-31$85,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$48,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Administrative expenses professional fees incurred2015-08-31$26,283
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$100,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$4,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$2,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$145
Administrative expenses (other) incurred2015-08-31$2,119
Total non interest bearing cash at end of year2015-08-31$105,691
Total non interest bearing cash at beginning of year2015-08-31$76,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$30,399
Value of net assets at end of year (total assets less liabilities)2015-08-31$114,944
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$84,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$88,547
Employer contributions (assets) at end of year2015-08-31$5,000
Employer contributions (assets) at beginning of year2015-08-31$7,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$9,946
Contract administrator fees2015-08-31$19,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-08-31No
Liabilities. Value of benefit claims payable at end of year2015-08-31$600
Liabilities. Value of benefit claims payable at beginning of year2015-08-31$1,200
Did the plan have assets held for investment2015-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31LINDQUIST LLP
Accountancy firm EIN2015-08-31522385296
2014 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$1,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$3,792
Total income from all sources (including contributions)2014-08-31$86,801
Total of all expenses incurred2014-08-31$57,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$18,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$86,801
Value of total assets at end of year2014-08-31$85,745
Value of total assets at beginning of year2014-08-31$58,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$38,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Administrative expenses professional fees incurred2014-08-31$19,745
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$100,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$2,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$2,485
Administrative expenses (other) incurred2014-08-31$4,431
Liabilities. Value of operating payables at beginning of year2014-08-31$292
Total non interest bearing cash at end of year2014-08-31$76,416
Total non interest bearing cash at beginning of year2014-08-31$50,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$29,347
Value of net assets at end of year (total assets less liabilities)2014-08-31$84,545
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$55,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$86,801
Employer contributions (assets) at end of year2014-08-31$7,000
Employer contributions (assets) at beginning of year2014-08-31$6,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$18,878
Contract administrator fees2014-08-31$14,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-08-31No
Liabilities. Value of benefit claims payable at end of year2014-08-31$1,200
Liabilities. Value of benefit claims payable at beginning of year2014-08-31$3,500
Did the plan have assets held for investment2014-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31LINDQUIST LLP
Accountancy firm EIN2014-08-31522385296
2013 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$3,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$13,408
Total income from all sources (including contributions)2013-08-31$79,969
Total of all expenses incurred2013-08-31$54,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$30,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$79,969
Value of total assets at end of year2013-08-31$58,990
Value of total assets at beginning of year2013-08-31$43,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$24,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Administrative expenses professional fees incurred2013-08-31$15,103
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$100,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$2,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$2,654
Administrative expenses (other) incurred2013-08-31$5,427
Liabilities. Value of operating payables at end of year2013-08-31$292
Liabilities. Value of operating payables at beginning of year2013-08-31$108
Total non interest bearing cash at end of year2013-08-31$50,005
Total non interest bearing cash at beginning of year2013-08-31$6,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$25,128
Value of net assets at end of year (total assets less liabilities)2013-08-31$55,198
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$30,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$28,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$28,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$79,969
Employer contributions (assets) at end of year2013-08-31$6,500
Employer contributions (assets) at beginning of year2013-08-31$6,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$30,711
Contract administrator fees2013-08-31$3,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-08-31No
Liabilities. Value of benefit claims payable at end of year2013-08-31$3,500
Liabilities. Value of benefit claims payable at beginning of year2013-08-31$13,300
Did the plan have assets held for investment2013-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31LINDQUIST LLP
Accountancy firm EIN2013-08-31522385296
2012 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$13,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$7,741
Total income from all sources (including contributions)2012-08-31$80,878
Total of all expenses incurred2012-08-31$136,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$56,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$80,753
Value of total assets at end of year2012-08-31$43,478
Value of total assets at beginning of year2012-08-31$93,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$80,047
Total interest from all sources2012-08-31$125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Administrative expenses professional fees incurred2012-08-31$46,557
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$100,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$2,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$3,850
Administrative expenses (other) incurred2012-08-31$5,065
Liabilities. Value of operating payables at end of year2012-08-31$108
Liabilities. Value of operating payables at beginning of year2012-08-31$23
Total non interest bearing cash at end of year2012-08-31$6,238
Total non interest bearing cash at beginning of year2012-08-31$6,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$-55,364
Value of net assets at end of year (total assets less liabilities)2012-08-31$30,070
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$85,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$28,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$76,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$76,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$80,753
Employer contributions (assets) at end of year2012-08-31$6,300
Employer contributions (assets) at beginning of year2012-08-31$6,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$56,195
Contract administrator fees2012-08-31$28,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-08-31No
Liabilities. Value of benefit claims payable at end of year2012-08-31$13,300
Liabilities. Value of benefit claims payable at beginning of year2012-08-31$7,718
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31LINDQUIST LLP
Accountancy firm EIN2012-08-31522385296
2011 : SUPPLEMENTAL DISABILITY BENEFIT TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$7,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$2,000
Total income from all sources (including contributions)2011-08-31$79,824
Total of all expenses incurred2011-08-31$116,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$34,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$79,333
Value of total assets at end of year2011-08-31$93,175
Value of total assets at beginning of year2011-08-31$124,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$82,679
Total interest from all sources2011-08-31$491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Administrative expenses professional fees incurred2011-08-31$51,313
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$100,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$3,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$2,463
Administrative expenses (other) incurred2011-08-31$3,466
Liabilities. Value of operating payables at end of year2011-08-31$23
Liabilities. Value of operating payables at beginning of year2011-08-31$592
Total non interest bearing cash at end of year2011-08-31$6,213
Total non interest bearing cash at beginning of year2011-08-31$3,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$-37,074
Value of net assets at end of year (total assets less liabilities)2011-08-31$85,434
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$122,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$76,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$111,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$111,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31Yes
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$79,333
Employer contributions (assets) at end of year2011-08-31$6,500
Employer contributions (assets) at beginning of year2011-08-31$6,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$34,219
Contract administrator fees2011-08-31$27,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-08-31No
Liabilities. Value of benefit claims payable at end of year2011-08-31$7,718
Liabilities. Value of benefit claims payable at beginning of year2011-08-31$1,408
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31LINDQUIST LLP
Accountancy firm EIN2011-08-31522385296

Form 5500 Responses for SUPPLEMENTAL DISABILITY BENEFIT TRUST

2021: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2021 form 5500 responses
2021-09-01Type of plan entityMulti-employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2020 form 5500 responses
2020-09-01Type of plan entityMulti-employer plan
2020-09-01Plan is a collectively bargained planYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2019 form 5500 responses
2019-09-01Type of plan entityMulti-employer plan
2019-09-01Plan is a collectively bargained planYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2018 form 5500 responses
2018-09-01Type of plan entityMulti-employer plan
2018-09-01Plan is a collectively bargained planYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2017 form 5500 responses
2017-09-01Type of plan entityMulti-employer plan
2017-09-01Plan is a collectively bargained planYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2016 form 5500 responses
2016-09-01Type of plan entityMulti-employer plan
2016-09-01Plan is a collectively bargained planYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2015 form 5500 responses
2015-09-01Type of plan entityMulti-employer plan
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2014 form 5500 responses
2014-09-01Type of plan entityMulti-employer plan
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2013 form 5500 responses
2013-09-01Type of plan entityMulti-employer plan
2013-09-01Plan is a collectively bargained planYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2012 form 5500 responses
2012-09-01Type of plan entityMulti-employer plan
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2011 form 5500 responses
2011-09-01Type of plan entityMulti-employer plan
2011-09-01Submission has been amendedYes
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2010 form 5500 responses
2010-09-01Type of plan entityMulti-employer plan
2010-09-01Submission has been amendedYes
2010-09-01Plan is a collectively bargained planYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: SUPPLEMENTAL DISABILITY BENEFIT TRUST 2009 form 5500 responses
2009-09-01Type of plan entityMulti-employer plan
2009-09-01This submission is the final filingNo
2009-09-01Plan is a collectively bargained planYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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