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LONGVIEW LARGECAP 500 INDEX VEBA FUND 401k Plan overview

Plan NameLONGVIEW LARGECAP 500 INDEX VEBA FUND
Plan identification number 008

LONGVIEW LARGECAP 500 INDEX VEBA FUND Benefits

No plan benefit data available

401k Sponsoring company profile

AMALGAMATED BANK has sponsored the creation of one or more 401k plans.

Company Name:AMALGAMATED BANK
Employer identification number (EIN):134015803

Additional information about AMALGAMATED BANK

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2366727

More information about AMALGAMATED BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONGVIEW LARGECAP 500 INDEX VEBA FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082021-01-01
0082020-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082017-01-01
0082016-01-012017-10-06
0082015-01-012016-10-13
0082014-01-012015-10-07
0082013-01-012015-10-07
0082012-01-012013-07-02
0082011-01-012012-09-28
0082010-01-012011-10-14
0082009-01-012010-10-14

Plan Statistics for LONGVIEW LARGECAP 500 INDEX VEBA FUND

401k plan membership statisitcs for LONGVIEW LARGECAP 500 INDEX VEBA FUND

Measure Date Value
2009: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0138
Total number of active participants reported on line 7a of the Form 55002009-01-010
Total of all active and inactive participants2009-01-010
Total participants2009-01-010

Financial Data on LONGVIEW LARGECAP 500 INDEX VEBA FUND

Measure Date Value
2022 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-362,537,533
Total unrealized appreciation/depreciation of assets2022-12-31$-362,537,533
Total transfer of assets to this plan2022-12-31$264,342,324
Total transfer of assets from this plan2022-12-31$114,092,998
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$125,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$187,436
Total income from all sources (including contributions)2022-12-31$-305,434,780
Total loss/gain on sale of assets2022-12-31$32,221,550
Total of all expenses incurred2022-12-31$163,465
Value of total assets at end of year2022-12-31$1,563,702,526
Value of total assets at beginning of year2022-12-31$1,719,113,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$163,465
Total interest from all sources2022-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,881,191
Administrative expenses professional fees incurred2022-12-31$163,465
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,452,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,355,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$67,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$58,348
Liabilities. Value of operating payables at end of year2022-12-31$58,256
Liabilities. Value of operating payables at beginning of year2022-12-31$129,088
Value of net income/loss2022-12-31$-305,598,245
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,563,577,254
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,718,926,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$19,402,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$44,083,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$44,083,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12
Income. Dividends from common stock2022-12-31$24,881,191
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,536,847,738
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,672,675,286
Aggregate proceeds on sale of assets2022-12-31$32,221,550
2021 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$294,040,416
Total unrealized appreciation/depreciation of assets2021-12-31$294,040,416
Total transfer of assets to this plan2021-12-31$65,889,492
Total transfer of assets from this plan2021-12-31$145,793,495
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$187,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$52,569
Total income from all sources (including contributions)2021-12-31$386,999,786
Total loss/gain on sale of assets2021-12-31$71,183,687
Total of all expenses incurred2021-12-31$41,041
Value of total assets at end of year2021-12-31$1,719,113,609
Value of total assets at beginning of year2021-12-31$1,411,924,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,041
Total interest from all sources2021-12-31$5,380
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,770,303
Administrative expenses professional fees incurred2021-12-31$41,041
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,355,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$20,698,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$58,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$52,569
Liabilities. Value of operating payables at end of year2021-12-31$129,088
Value of net income/loss2021-12-31$386,958,745
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,718,926,173
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,411,871,431
Interest earned on other investments2021-12-31$255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$44,083,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$509,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$509,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,125
Income. Dividends from common stock2021-12-31$21,770,303
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,672,675,286
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,390,715,344
Aggregate proceeds on sale of assets2021-12-31$71,183,687
2020 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$168,116,469
Total unrealized appreciation/depreciation of assets2020-12-31$168,116,469
Total transfer of assets to this plan2020-12-31$141,716,907
Total transfer of assets from this plan2020-12-31$69,207,895
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$52,569
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$70,149,597
Total income from all sources (including contributions)2020-12-31$218,695,583
Total loss/gain on sale of assets2020-12-31$29,135,113
Total of all expenses incurred2020-12-31$40,935
Value of total assets at end of year2020-12-31$1,411,924,000
Value of total assets at beginning of year2020-12-31$1,190,857,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,935
Total interest from all sources2020-12-31$99,982
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$21,344,019
Administrative expenses professional fees incurred2020-12-31$40,935
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$20,698,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$77,917,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$52,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$34,093
Liabilities. Value of operating payables at beginning of year2020-12-31$70,115,504
Value of net income/loss2020-12-31$218,654,648
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,411,871,431
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,120,707,771
Interest earned on other investments2020-12-31$10,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$509,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$24,926,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$24,926,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$89,856
Asset value of US Government securities at beginning of year2020-12-31$1,196,197
Income. Dividends from common stock2020-12-31$21,344,019
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,390,715,344
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,086,817,805
Aggregate proceeds on sale of assets2020-12-31$29,135,113
2019 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$210,848,379
Total unrealized appreciation/depreciation of assets2019-12-31$210,848,379
Total transfer of assets to this plan2019-12-31$192,659,278
Total transfer of assets from this plan2019-12-31$38,342,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$70,149,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$479,715
Total income from all sources (including contributions)2019-12-31$241,327,414
Total loss/gain on sale of assets2019-12-31$12,142,949
Total of all expenses incurred2019-12-31$52,556
Value of total assets at end of year2019-12-31$1,190,857,368
Value of total assets at beginning of year2019-12-31$725,595,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,556
Total interest from all sources2019-12-31$514,609
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,821,477
Administrative expenses professional fees incurred2019-12-31$52,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$77,917,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,221,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$34,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$36,550
Liabilities. Value of operating payables at end of year2019-12-31$70,115,504
Liabilities. Value of operating payables at beginning of year2019-12-31$443,165
Value of net income/loss2019-12-31$241,274,858
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,120,707,771
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$725,116,080
Interest earned on other investments2019-12-31$22,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24,926,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$18,503,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$18,503,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$492,215
Asset value of US Government securities at end of year2019-12-31$1,196,197
Asset value of US Government securities at beginning of year2019-12-31$1,119,293
Income. Dividends from common stock2019-12-31$17,821,477
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,086,817,805
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$704,750,888
Aggregate proceeds on sale of assets2019-12-31$12,142,949
2017 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$126,694,376
Total unrealized appreciation/depreciation of assets2017-12-31$126,694,376
Total transfer of assets to this plan2017-12-31$62,986,752
Total transfer of assets from this plan2017-12-31$105,700,624
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,649,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,334,747
Total income from all sources (including contributions)2017-12-31$175,014,522
Total loss/gain on sale of assets2017-12-31$30,327,586
Total of all expenses incurred2017-12-31$40,754
Value of total assets at end of year2017-12-31$970,250,241
Value of total assets at beginning of year2017-12-31$837,675,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,754
Total interest from all sources2017-12-31$306,586
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$17,685,974
Administrative expenses professional fees incurred2017-12-31$40,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,059,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,499,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$33,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$25,699
Liabilities. Value of operating payables at end of year2017-12-31$2,615,294
Liabilities. Value of operating payables at beginning of year2017-12-31$2,309,048
Value of net income/loss2017-12-31$174,973,768
Value of net assets at end of year (total assets less liabilities)2017-12-31$967,601,119
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$835,341,223
Interest earned on other investments2017-12-31$84,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$23,980,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$21,994,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$21,994,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$221,734
Asset value of US Government securities at end of year2017-12-31$1,097,151
Asset value of US Government securities at beginning of year2017-12-31$1,098,900
Income. Dividends from common stock2017-12-31$17,685,974
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$943,113,293
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$813,082,467
Aggregate proceeds on sale of assets2017-12-31$30,327,586
2016 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$56,887,865
Total unrealized appreciation/depreciation of assets2016-12-31$56,887,865
Total transfer of assets to this plan2016-12-31$49,297,902
Total transfer of assets from this plan2016-12-31$72,331,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,334,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$342,722
Total income from all sources (including contributions)2016-12-31$90,756,373
Total loss/gain on sale of assets2016-12-31$16,641,240
Total of all expenses incurred2016-12-31$44,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$837,675,970
Value of total assets at beginning of year2016-12-31$768,005,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,598
Total interest from all sources2016-12-31$110,548
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,116,720
Administrative expenses professional fees incurred2016-12-31$44,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,499,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$995,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$25,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$37,370
Liabilities. Value of operating payables at end of year2016-12-31$2,309,048
Liabilities. Value of operating payables at beginning of year2016-12-31$305,352
Value of net income/loss2016-12-31$90,711,775
Value of net assets at end of year (total assets less liabilities)2016-12-31$835,341,223
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$767,662,620
Interest earned on other investments2016-12-31$47,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$21,994,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$23,018,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$23,018,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$63,327
Asset value of US Government securities at end of year2016-12-31$1,098,900
Asset value of US Government securities at beginning of year2016-12-31$1,449,744
Contributions received in cash from employer2016-12-31$0
Income. Dividends from common stock2016-12-31$17,116,720
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$813,082,467
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$742,541,286
Aggregate proceeds on sale of assets2016-12-31$16,641,240
2015 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-16,037,948
Total unrealized appreciation/depreciation of assets2015-12-31$-16,037,948
Total transfer of assets to this plan2015-12-31$98,294,041
Total transfer of assets from this plan2015-12-31$46,391,407
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$342,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$518,643
Total income from all sources (including contributions)2015-12-31$12,871,003
Total loss/gain on sale of assets2015-12-31$12,868,654
Total of all expenses incurred2015-12-31$72,722
Value of total assets at end of year2015-12-31$768,005,342
Value of total assets at beginning of year2015-12-31$703,480,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,722
Total interest from all sources2015-12-31$171,978
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,868,319
Administrative expenses professional fees incurred2015-12-31$72,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$995,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$876,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$37,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$518,643
Liabilities. Value of operating payables at end of year2015-12-31$305,352
Value of net income/loss2015-12-31$12,798,281
Value of net assets at end of year (total assets less liabilities)2015-12-31$767,662,620
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$702,961,705
Interest earned on other investments2015-12-31$165,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$23,018,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19,891,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19,891,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,798
Asset value of US Government securities at end of year2015-12-31$1,449,744
Asset value of US Government securities at beginning of year2015-12-31$1,199,950
Income. Dividends from common stock2015-12-31$15,868,319
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$742,541,286
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$681,512,602
Aggregate proceeds on sale of assets2015-12-31$12,868,654
2014 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$42,174,242
Total unrealized appreciation/depreciation of assets2014-12-31$42,174,242
Total transfer of assets to this plan2014-12-31$109,499,696
Total transfer of assets from this plan2014-12-31$92,947,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$518,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$326,307
Total income from all sources (including contributions)2014-12-31$79,483,090
Total loss/gain on sale of assets2014-12-31$24,693,042
Total of all expenses incurred2014-12-31$27,416
Value of total assets at end of year2014-12-31$703,480,348
Value of total assets at beginning of year2014-12-31$607,279,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,416
Total interest from all sources2014-12-31$74,649
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,541,157
Administrative expenses professional fees incurred2014-12-31$27,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$876,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$777,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$518,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$326,307
Value of net income/loss2014-12-31$79,455,674
Value of net assets at end of year (total assets less liabilities)2014-12-31$702,961,705
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$606,953,518
Interest earned on other investments2014-12-31$74,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,891,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$24,080,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$24,080,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$428
Asset value of US Government securities at end of year2014-12-31$1,199,950
Asset value of US Government securities at beginning of year2014-12-31$1,299,834
Income. Dividends from common stock2014-12-31$12,541,157
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$681,512,602
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$581,121,720
Aggregate proceeds on sale of assets2014-12-31$24,693,042
2013 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$122,718,673
Total unrealized appreciation/depreciation of assets2013-12-31$122,718,673
Total transfer of assets to this plan2013-12-31$108,716,588
Total transfer of assets from this plan2013-12-31$38,268,599
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$326,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,206,608
Total income from all sources (including contributions)2013-12-31$143,765,046
Total loss/gain on sale of assets2013-12-31$10,330,338
Total of all expenses incurred2013-12-31$43,566
Value of total assets at end of year2013-12-31$607,279,825
Value of total assets at beginning of year2013-12-31$420,990,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$43,566
Total interest from all sources2013-12-31$37,568
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,678,467
Administrative expenses professional fees incurred2013-12-31$43,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$777,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$392,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$326,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$28,206,608
Value of net income/loss2013-12-31$143,721,480
Value of net assets at end of year (total assets less liabilities)2013-12-31$606,953,518
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$392,784,049
Interest earned on other investments2013-12-31$36,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$24,080,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$42,642,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$42,642,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,559
Asset value of US Government securities at end of year2013-12-31$1,299,834
Asset value of US Government securities at beginning of year2013-12-31$999,924
Income. Dividends from common stock2013-12-31$10,678,467
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$581,121,720
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$376,955,658
Aggregate proceeds on sale of assets2013-12-31$10,330,338
2012 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$39,277,366
Total unrealized appreciation/depreciation of assets2012-12-31$39,277,366
Total transfer of assets to this plan2012-12-31$38,134,602
Total transfer of assets from this plan2012-12-31$10,012,599
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,206,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$72,301
Total income from all sources (including contributions)2012-12-31$50,748,667
Total loss/gain on sale of assets2012-12-31$3,608,305
Total of all expenses incurred2012-12-31$44,753
Value of total assets at end of year2012-12-31$420,990,657
Value of total assets at beginning of year2012-12-31$314,030,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,753
Total interest from all sources2012-12-31$61,816
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,801,180
Administrative expenses professional fees incurred2012-12-31$44,753
If this is an individual account plan, was there a blackout period2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$392,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$503,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$28,206,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$72,301
Value of net income/loss2012-12-31$50,703,914
Value of net assets at end of year (total assets less liabilities)2012-12-31$392,784,049
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$313,958,132
Interest earned on other investments2012-12-31$51,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$42,642,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,839,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,839,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$10,550
Asset value of US Government securities at end of year2012-12-31$999,924
Asset value of US Government securities at beginning of year2012-12-31$1,199,646
Income. Dividends from common stock2012-12-31$7,801,180
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$376,955,658
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$299,488,346
Aggregate proceeds on sale of assets2012-12-31$3,608,305
2011 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-951,429
Total unrealized appreciation/depreciation of assets2011-12-31$-951,429
Total transfer of assets to this plan2011-12-31$12,382,093
Total transfer of assets from this plan2011-12-31$38,896,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$72,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$48,937
Total income from all sources (including contributions)2011-12-31$7,305,234
Total loss/gain on sale of assets2011-12-31$1,653,008
Total of all expenses incurred2011-12-31$50,004
Value of total assets at end of year2011-12-31$314,030,433
Value of total assets at beginning of year2011-12-31$333,266,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$50,004
Total interest from all sources2011-12-31$74,825
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,528,830
Administrative expenses professional fees incurred2011-12-31$50,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$503,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$399,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$72,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$48,937
Value of net income/loss2011-12-31$7,255,230
Value of net assets at end of year (total assets less liabilities)2011-12-31$313,958,132
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$333,217,741
Interest earned on other investments2011-12-31$67,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$12,839,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,103,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,103,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,806
Asset value of US Government securities at end of year2011-12-31$1,199,646
Asset value of US Government securities at beginning of year2011-12-31$1,249,721
Income. Dividends from common stock2011-12-31$6,528,830
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$299,488,346
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$319,514,127
Aggregate proceeds on sale of assets2011-12-31$1,653,008
2010 : LONGVIEW LARGECAP 500 INDEX VEBA FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$40,075,442
Total unrealized appreciation/depreciation of assets2010-12-31$40,075,442
Total transfer of assets to this plan2010-12-31$30,168,412
Total transfer of assets from this plan2010-12-31$77,253,503
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$48,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$278,305
Total income from all sources (including contributions)2010-12-31$44,045,326
Total loss/gain on sale of assets2010-12-31$-2,483,635
Total of all expenses incurred2010-12-31$50,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$333,266,678
Value of total assets at beginning of year2010-12-31$336,586,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$50,331
Total interest from all sources2010-12-31$140,832
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,312,687
Administrative expenses professional fees incurred2010-12-31$50,331
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$399,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$431,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$48,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$278,305
Value of net income/loss2010-12-31$43,994,995
Value of net assets at end of year (total assets less liabilities)2010-12-31$333,217,741
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$336,307,837
Interest earned on other investments2010-12-31$125,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,103,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$17,485,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$17,485,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$15,307
Asset value of US Government securities at end of year2010-12-31$1,249,721
Asset value of US Government securities at beginning of year2010-12-31$1,699,828
Income. Dividends from common stock2010-12-31$6,312,687
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$319,514,127
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$316,968,982
Aggregate proceeds on sale of assets2010-12-31$-2,483,635

Form 5500 Responses for LONGVIEW LARGECAP 500 INDEX VEBA FUND

2022: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2021: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2020: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2019: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2018: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2010: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2009: LONGVIEW LARGECAP 500 INDEX VEBA FUND 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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