401k Plan data: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN plan

CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 401k Plan overview

Plan Name	CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN
Plan identification number	005

CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CLARE ROSE, INC. has sponsored the creation of one or more 401k plans.

Company Name: CLARE ROSE, INC.

Employer identification number (EIN): 112036262

NAIC Classification: 424800

Additional information about CLARE ROSE, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1964-06-30

Company Identification Number: 177858

Legal Registered Office Address: 100 ROSE EXECUTIVE BLVD
Suffolk
EAST YAPHANK
United States of America (USA)
11967

More information about CLARE ROSE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01 NICOLE SAGRESTANO 2023-10-06
005 2021-01-01 LISA ROSE 2022-09-23
005 2020-01-01 CAROLANN MARONEY 2021-10-04
005 2019-01-01 CAROLANN MARONEY 2020-10-05
005 2018-01-01 CHRISTINE DUNNE 2019-06-28
005 2017-01-01 CHRISTINE DUNNE 2018-09-07
005 2016-01-01 CHRISTINE DUNNE 2017-09-26
005 2015-01-01 CHRISTINE DUNNE 2016-08-15 CHRISTINE DUNNE 2016-08-15
005 2014-01-01 MONICA J WRAY 2015-05-04 MONICA J WRAY 2015-05-04
005 2013-01-01 MONICA J WRAY 2014-07-03 MONICA J WRAY 2014-07-03
005 2012-01-01 MONICA J WRAY 2013-09-24 MONICA J WRAY 2013-09-24
005 2011-01-01 MONICA J WRAY 2012-07-30 MONICA J WRAY 2012-07-30
005 2010-01-01 MONICA J WRAY 2011-09-29 MONICA J WRAY 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2022-01-01	NICOLE SAGRESTANO	2023-10-06
005	2021-01-01	LISA ROSE	2022-09-23
005	2020-01-01	CAROLANN MARONEY	2021-10-04
005	2019-01-01	CAROLANN MARONEY	2020-10-05
005	2018-01-01	CHRISTINE DUNNE	2019-06-28
005	2017-01-01	CHRISTINE DUNNE	2018-09-07
005	2016-01-01	CHRISTINE DUNNE	2017-09-26
005	2015-01-01	CHRISTINE DUNNE	2016-08-15	CHRISTINE DUNNE	2016-08-15
005	2014-01-01	MONICA J WRAY	2015-05-04	MONICA J WRAY	2015-05-04
005	2013-01-01	MONICA J WRAY	2014-07-03	MONICA J WRAY	2014-07-03
005	2012-01-01	MONICA J WRAY	2013-09-24	MONICA J WRAY	2013-09-24
005	2011-01-01	MONICA J WRAY	2012-07-30	MONICA J WRAY	2012-07-30
005	2010-01-01	MONICA J WRAY	2011-09-29	MONICA J WRAY	2011-09-29

Plan Statistics for CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN

401k plan membership statisitcs for CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN

Measure Date Value
2022: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,091,979
Acturial value of plan assets 2022-12-31 2,893,480
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,030,402
Number of terminated vested participants 2022-12-31 37
Fundng target for terminated vested participants 2022-12-31 2,178,093
Active participant vested funding target 2022-12-31 0
Number of active participants 2022-12-31 0
Total funding liabilities for active participants 2022-12-31 0
Total participant count 2022-12-31 46
Total funding target for all participants 2022-12-31 3,208,495
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 1,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 1,606
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 30,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 29,747
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 315,015
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 29,111
Additional cash requirement 2022-12-31 29,111
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 29,747
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,516,502
Acturial value of plan assets 2021-12-31 3,208,437
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,173,406
Number of terminated vested participants 2021-12-31 43
Fundng target for terminated vested participants 2021-12-31 2,724,212
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 0
Total funding liabilities for active participants 2021-12-31 0
Total participant count 2021-12-31 52
Total funding target for all participants 2021-12-31 3,897,618
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 3,669
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 3,854
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 189,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 187,200
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 689,181
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 185,666
Additional cash requirement 2021-12-31 185,666
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 187,200
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,417,039
Acturial value of plan assets 2020-12-31 3,318,570
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,262,556
Number of terminated vested participants 2020-12-31 45
Fundng target for terminated vested participants 2020-12-31 2,820,896
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 0
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 54
Total funding target for all participants 2020-12-31 4,083,452
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 41
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 43
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 179,395
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 177,563
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 764,882
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 173,894
Additional cash requirement 2020-12-31 173,894
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 177,563
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,254,349
Acturial value of plan assets 2019-12-31 3,422,722
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,391,497
Number of terminated vested participants 2019-12-31 49
Fundng target for terminated vested participants 2019-12-31 2,884,551
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 0
Total funding liabilities for active participants 2019-12-31 0
Total participant count 2019-12-31 59
Total funding target for all participants 2019-12-31 4,276,048
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 160,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 169,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 172,605
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 166,668
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 853,326
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 166,627
Additional cash requirement 2019-12-31 166,627
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 166,668
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,157,739
Acturial value of plan assets 2018-12-31 3,907,983
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,271,233
Number of terminated vested participants 2018-12-31 55
Fundng target for terminated vested participants 2018-12-31 3,598,151
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 65
Total funding target for all participants 2018-12-31 4,869,384
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 20,989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 22,190
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 337,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 325,446
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 961,401
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 164,861
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 164,861
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 325,446
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,852,964
Acturial value of plan assets 2017-12-31 4,940,276
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,210,673
Number of terminated vested participants 2017-12-31 26
Fundng target for terminated vested participants 2017-12-31 1,573,034
Active participant vested funding target 2017-12-31 2,563,999
Number of active participants 2017-12-31 41
Total funding liabilities for active participants 2017-12-31 2,563,999
Total participant count 2017-12-31 76
Total funding target for all participants 2017-12-31 5,347,706
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 90,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 87,894
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 407,430
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 66,905
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 66,905
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 87,894
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 5,241,186
Acturial value of plan assets 2016-12-31 5,467,696
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,112,078
Number of terminated vested participants 2016-12-31 21
Fundng target for terminated vested participants 2016-12-31 1,368,706
Active participant vested funding target 2016-12-31 2,918,316
Number of active participants 2016-12-31 54
Total funding liabilities for active participants 2016-12-31 2,918,316
Total participant count 2016-12-31 83
Total funding target for all participants 2016-12-31 5,399,100
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 52,670
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,091,979
Acturial value of plan assets	2022-12-31	2,893,480
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,030,402
Number of terminated vested participants	2022-12-31	37
Fundng target for terminated vested participants	2022-12-31	2,178,093
Active participant vested funding target	2022-12-31	0
Number of active participants	2022-12-31	0
Total funding liabilities for active participants	2022-12-31	0
Total participant count	2022-12-31	46
Total funding target for all participants	2022-12-31	3,208,495
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	1,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	1,606
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	30,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	29,747
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	315,015
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	29,111
Additional cash requirement	2022-12-31	29,111
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	29,747
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,516,502
Acturial value of plan assets	2021-12-31	3,208,437
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,173,406
Number of terminated vested participants	2021-12-31	43
Fundng target for terminated vested participants	2021-12-31	2,724,212
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	0
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	52
Total funding target for all participants	2021-12-31	3,897,618
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	3,669
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	3,854
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	189,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	187,200
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	689,181
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	185,666
Additional cash requirement	2021-12-31	185,666
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	187,200
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,417,039
Acturial value of plan assets	2020-12-31	3,318,570
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,262,556
Number of terminated vested participants	2020-12-31	45
Fundng target for terminated vested participants	2020-12-31	2,820,896
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	0
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	54
Total funding target for all participants	2020-12-31	4,083,452
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	41
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	43
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	179,395
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	177,563
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	764,882
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	173,894
Additional cash requirement	2020-12-31	173,894
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	177,563
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,254,349
Acturial value of plan assets	2019-12-31	3,422,722
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,391,497
Number of terminated vested participants	2019-12-31	49
Fundng target for terminated vested participants	2019-12-31	2,884,551
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	0
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	59
Total funding target for all participants	2019-12-31	4,276,048
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	160,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	169,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	172,605
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	166,668
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	853,326
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	166,627
Additional cash requirement	2019-12-31	166,627
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	166,668
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,157,739
Acturial value of plan assets	2018-12-31	3,907,983
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,271,233
Number of terminated vested participants	2018-12-31	55
Fundng target for terminated vested participants	2018-12-31	3,598,151
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	65
Total funding target for all participants	2018-12-31	4,869,384
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	20,989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	22,190
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	337,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	325,446
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	961,401
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	164,861
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	164,861
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	325,446
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,852,964
Acturial value of plan assets	2017-12-31	4,940,276
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,210,673
Number of terminated vested participants	2017-12-31	26
Fundng target for terminated vested participants	2017-12-31	1,573,034
Active participant vested funding target	2017-12-31	2,563,999
Number of active participants	2017-12-31	41
Total funding liabilities for active participants	2017-12-31	2,563,999
Total participant count	2017-12-31	76
Total funding target for all participants	2017-12-31	5,347,706
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	90,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	87,894
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	407,430
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	66,905
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	66,905
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	87,894
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	5,241,186
Acturial value of plan assets	2016-12-31	5,467,696
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,112,078
Number of terminated vested participants	2016-12-31	21
Fundng target for terminated vested participants	2016-12-31	1,368,706
Active participant vested funding target	2016-12-31	2,918,316
Number of active participants	2016-12-31	54
Total funding liabilities for active participants	2016-12-31	2,918,316
Total participant count	2016-12-31	83
Total funding target for all participants	2016-12-31	5,399,100
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	52,670
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	CLARE ROSE, INC.
Employer identification number (EIN):	112036262
NAIC Classification:	424800

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1964-06-30
Company Identification Number:	177858
Legal Registered Office Address:	100 ROSE EXECUTIVE BLVD Suffolk EAST YAPHANK United States of America (USA) 11967