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Plan Name | NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND |
Plan identification number | 168 |
Company Name: | NORTHERN TRUST INVESTMENTS, INC. |
Employer identification number (EIN): | 066275604 |
Additional information about NORTHERN TRUST INVESTMENTS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2017-03-23 |
Company Identification Number: | 0802681817 |
Legal Registered Office Address: |
1999 BRYAN ST STE 900 DALLAS United States of America (USA) 75201 |
More information about NORTHERN TRUST INVESTMENTS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
168 | 2014-07-01 | 2015-05-20 | |||
168 | 2013-07-01 | 2015-04-15 | |||
168 | 2012-07-01 | 2014-04-04 | |||
168 | 2011-07-01 | 2013-04-11 | |||
168 | 2010-07-01 | 2012-04-02 | |||
168 | 2009-12-01 | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2014 : NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $-2,204,723 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $-2,204,723 |
Total transfer of assets from this plan | 2014-09-30 | $7,809,662 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $2,403,986 |
Total income from all sources (including contributions) | 2014-09-30 | $-12,593 |
Total loss/gain on sale of assets | 2014-09-30 | $2,169,471 |
Total of all expenses incurred | 2014-09-30 | $8,469 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $0 |
Value of total assets at end of year | 2014-09-30 | $0 |
Value of total assets at beginning of year | 2014-09-30 | $10,234,710 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $8,469 |
Total interest from all sources | 2014-09-30 | $820 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $21,729 |
Administrative expenses professional fees incurred | 2014-09-30 | $7,070 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-09-30 | $2,382,844 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $8,898 |
Assets. Loans (other than to participants) at beginning of year | 2014-09-30 | $2,329,442 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $2,403,986 |
Administrative expenses (other) incurred | 2014-09-30 | $1,399 |
Value of net income/loss | 2014-09-30 | $-21,062 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $7,830,724 |
Income. Interest from loans (other than to participants) | 2014-09-30 | $820 |
Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $389,237 |
Net investment gain or loss from common/collective trusts | 2014-09-30 | $110 |
Income. Dividends from common stock | 2014-09-30 | $21,729 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-09-30 | $5,124,289 |
Aggregate proceeds on sale of assets | 2014-09-30 | $8,425,891 |
Aggregate carrying amount (costs) on sale of assets | 2014-09-30 | $6,256,420 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $954,100 |
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $954,100 |
Total transfer of assets from this plan | 2014-06-30 | $1,250,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $2,403,986 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $2,017,811 |
Total income from all sources (including contributions) | 2014-06-30 | $2,005,728 |
Total loss/gain on sale of assets | 2014-06-30 | $935,701 |
Total of all expenses incurred | 2014-06-30 | $14,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $0 |
Value of total assets at end of year | 2014-06-30 | $10,234,710 |
Value of total assets at beginning of year | 2014-06-30 | $9,107,372 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $14,565 |
Total interest from all sources | 2014-06-30 | $3,890 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $111,581 |
Administrative expenses professional fees incurred | 2014-06-30 | $10,464 |
Assets. Other investments not covered elsewhere at end of year | 2014-06-30 | $2,382,844 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-06-30 | $1,799,755 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $8,898 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $181,328 |
Assets. Loans (other than to participants) at end of year | 2014-06-30 | $2,329,442 |
Assets. Loans (other than to participants) at beginning of year | 2014-06-30 | $1,753,594 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $2,403,986 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $2,017,811 |
Administrative expenses (other) incurred | 2014-06-30 | $4,101 |
Value of net income/loss | 2014-06-30 | $1,991,163 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $7,830,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $7,089,561 |
Income. Interest from loans (other than to participants) | 2014-06-30 | $3,890 |
Value of interest in common/collective trusts at end of year | 2014-06-30 | $389,237 |
Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $275,609 |
Net investment gain or loss from common/collective trusts | 2014-06-30 | $456 |
Income. Dividends from common stock | 2014-06-30 | $111,581 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-06-30 | $5,124,289 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $5,097,086 |
Aggregate proceeds on sale of assets | 2014-06-30 | $3,452,040 |
Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $2,516,339 |
2013 : NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $-1,836,013 |
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $-1,836,013 |
Total transfer of assets from this plan | 2013-06-30 | $19,575,021 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $2,017,811 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $3,121,340 |
Total income from all sources (including contributions) | 2013-06-30 | $1,983,661 |
Total loss/gain on sale of assets | 2013-06-30 | $3,603,050 |
Total of all expenses incurred | 2013-06-30 | $19,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $0 |
Value of total assets at end of year | 2013-06-30 | $9,107,372 |
Value of total assets at beginning of year | 2013-06-30 | $27,821,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $19,444 |
Total interest from all sources | 2013-06-30 | $4,087 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $211,367 |
Administrative expenses professional fees incurred | 2013-06-30 | $11,152 |
Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $1,799,755 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $2,408,695 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $181,328 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $762,529 |
Assets. Loans (other than to participants) at end of year | 2013-06-30 | $1,753,594 |
Assets. Loans (other than to participants) at beginning of year | 2013-06-30 | $2,403,796 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $2,017,811 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $3,121,340 |
Administrative expenses (other) incurred | 2013-06-30 | $8,292 |
Value of net income/loss | 2013-06-30 | $1,964,217 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $7,089,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $24,700,365 |
Income. Interest from loans (other than to participants) | 2013-06-30 | $4,087 |
Value of interest in common/collective trusts at end of year | 2013-06-30 | $275,609 |
Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $1,012,213 |
Net investment gain or loss from common/collective trusts | 2013-06-30 | $1,170 |
Income. Dividends from common stock | 2013-06-30 | $211,367 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $5,097,086 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-06-30 | $21,234,472 |
Aggregate proceeds on sale of assets | 2013-06-30 | $25,420,265 |
Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $21,817,215 |
2012 : NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $-154,618 |
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $-154,618 |
Total transfer of assets to this plan | 2012-06-30 | $2,750,000 |
Total transfer of assets from this plan | 2012-06-30 | $20,032,030 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $3,121,340 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $5,163,244 |
Total income from all sources (including contributions) | 2012-06-30 | $2,055,449 |
Total loss/gain on sale of assets | 2012-06-30 | $1,672,762 |
Total of all expenses incurred | 2012-06-30 | $27,515 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $0 |
Value of total assets at end of year | 2012-06-30 | $27,821,705 |
Value of total assets at beginning of year | 2012-06-30 | $45,117,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $27,515 |
Total interest from all sources | 2012-06-30 | $5,657 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $529,760 |
Administrative expenses professional fees incurred | 2012-06-30 | $12,023 |
Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $2,408,695 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $5,131,228 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $762,529 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $28,463 |
Assets. Loans (other than to participants) at end of year | 2012-06-30 | $2,403,796 |
Assets. Loans (other than to participants) at beginning of year | 2012-06-30 | $5,043,612 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $3,121,340 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $5,163,244 |
Administrative expenses (other) incurred | 2012-06-30 | $15,492 |
Value of net income/loss | 2012-06-30 | $2,027,934 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $24,700,365 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $39,954,461 |
Income. Interest from loans (other than to participants) | 2012-06-30 | $5,657 |
Value of interest in common/collective trusts at end of year | 2012-06-30 | $1,012,213 |
Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $876,023 |
Net investment gain or loss from common/collective trusts | 2012-06-30 | $1,888 |
Income. Dividends from common stock | 2012-06-30 | $529,760 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-06-30 | $21,234,472 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-06-30 | $34,038,379 |
Aggregate proceeds on sale of assets | 2012-06-30 | $35,434,943 |
Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $33,762,181 |
2011 : NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $6,353,820 |
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $6,353,820 |
Total transfer of assets to this plan | 2011-06-30 | $4,624,000 |
Total transfer of assets from this plan | 2011-06-30 | $2,526,584 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $5,163,244 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $5,455,836 |
Total income from all sources (including contributions) | 2011-06-30 | $7,776,888 |
Total loss/gain on sale of assets | 2011-06-30 | $817,744 |
Total of all expenses incurred | 2011-06-30 | $28,902 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $0 |
Value of total assets at end of year | 2011-06-30 | $45,117,705 |
Value of total assets at beginning of year | 2011-06-30 | $35,564,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $28,902 |
Total interest from all sources | 2011-06-30 | $6,591 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $595,482 |
Administrative expenses professional fees incurred | 2011-06-30 | $10,977 |
Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $5,131,228 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $5,358,094 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $28,463 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $462,938 |
Assets. Loans (other than to participants) at end of year | 2011-06-30 | $5,043,612 |
Assets. Loans (other than to participants) at beginning of year | 2011-06-30 | $5,198,347 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $5,163,244 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-06-30 | $5,455,836 |
Administrative expenses (other) incurred | 2011-06-30 | $17,925 |
Value of net income/loss | 2011-06-30 | $7,747,986 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $39,954,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $30,109,059 |
Income. Interest from loans (other than to participants) | 2011-06-30 | $6,591 |
Value of interest in common/collective trusts at end of year | 2011-06-30 | $876,023 |
Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $1,019,186 |
Net investment gain or loss from common/collective trusts | 2011-06-30 | $3,251 |
Income. Dividends from common stock | 2011-06-30 | $595,482 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-06-30 | $34,038,379 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-06-30 | $23,526,330 |
Aggregate proceeds on sale of assets | 2011-06-30 | $22,855,628 |
Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $22,037,884 |
2010 : NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-06-30 | $-3,515,585 |
Total unrealized appreciation/depreciation of assets | 2010-06-30 | $-3,515,585 |
Total transfer of assets to this plan | 2010-06-30 | $700,000 |
Total transfer of assets from this plan | 2010-06-30 | $1,000,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-06-30 | $5,455,836 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-06-30 | $5,265,305 |
Total income from all sources (including contributions) | 2010-06-30 | $-3,064,490 |
Total loss/gain on sale of assets | 2010-06-30 | $157,370 |
Total of all expenses incurred | 2010-06-30 | $17,959 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-06-30 | $0 |
Value of total assets at end of year | 2010-06-30 | $35,564,895 |
Value of total assets at beginning of year | 2010-06-30 | $38,756,813 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-06-30 | $17,959 |
Total interest from all sources | 2010-06-30 | $2,469 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-06-30 | $288,813 |
Administrative expenses professional fees incurred | 2010-06-30 | $9,982 |
Assets. Other investments not covered elsewhere at end of year | 2010-06-30 | $5,358,094 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-06-30 | $5,257,979 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-06-30 | $462,938 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-06-30 | $1,620,071 |
Assets. Loans (other than to participants) at end of year | 2010-06-30 | $5,198,347 |
Assets. Loans (other than to participants) at beginning of year | 2010-06-30 | $5,104,172 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-06-30 | $5,455,836 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-06-30 | $5,265,305 |
Administrative expenses (other) incurred | 2010-06-30 | $7,977 |
Value of net income/loss | 2010-06-30 | $-3,082,449 |
Value of net assets at end of year (total assets less liabilities) | 2010-06-30 | $30,109,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-06-30 | $33,491,508 |
Income. Interest from loans (other than to participants) | 2010-06-30 | $2,469 |
Value of interest in common/collective trusts at end of year | 2010-06-30 | $1,019,186 |
Value of interest in common/collective trusts at beginning of year | 2010-06-30 | $1,486,249 |
Net investment gain or loss from common/collective trusts | 2010-06-30 | $2,443 |
Income. Dividends from common stock | 2010-06-30 | $288,813 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-06-30 | $23,526,330 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-06-30 | $25,288,342 |
Aggregate proceeds on sale of assets | 2010-06-30 | $8,278,075 |
Aggregate carrying amount (costs) on sale of assets | 2010-06-30 | $8,120,705 |
2014: NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2014 form 5500 responses | ||
---|---|---|
2014-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | Yes |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-07-01 | Plan is a collectively bargained plan | No |
2013: NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2012: NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2011: NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2010: NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2010 form 5500 responses | ||
2010-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2009: NTCC ADVISORS FUNDS FOR EMPLOYEE BENEFIT TRUSTS MARVISTA LCG FUND 2009 form 5500 responses | ||
2009-12-01 | Type of plan entity | DFE (Diect Filing Entity) |
2009-12-01 | First time form 5500 has been submitted | Yes |
2009-12-01 | Submission has been amended | No |
2009-12-01 | This submission is the final filing | No |
2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-12-01 | Plan is a collectively bargained plan | No |