401k Plan data: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN plan

UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 401k Plan overview

Plan Name	UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN
Plan identification number	001

UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) 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).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

BOARD OF TRUSTEES OF UNITED TEAMSTER PENSION FUND A has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF UNITED TEAMSTER PENSION FUND A

Employer identification number (EIN): 135660513

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BARRY REICH 2023-07-25
001 2021-01-01 BARRY REICH 2022-07-26
001 2020-01-01 BARRY REICH 2021-04-28
001 2019-01-01 BARRY REICH 2020-08-03
001 2018-01-01 BARRY REICH 2019-07-10
001 2017-01-01 BARRY REICH 2018-07-30 BARRY REICH 2018-07-30
001 2016-01-01 BARRY REICH 2017-07-26
001 2015-01-01 BARRY REICH 2016-07-28
001 2015-01-01 BARRY REICH 2016-07-28
001 2014-01-01 BARRY REICH 2015-08-06 BARRY REICH 2015-08-06
001 2013-01-01 BARRY REICH 2014-06-25 BARRY REICH 2014-06-25
001 2012-01-01 DANIEL KANE, JR. RICHARD BYLOTT 2013-10-11
001 2011-01-01 DANIEL KANE, JR. RICHARD BYLOTT 2012-10-11
001 2010-01-01 DANIEL KANE, JR. RICHARD BYLOTT 2011-10-14
001 2009-01-01 DANIEL KANE, JR. RICHARD BYLOTT 2010-10-14
001 2009-01-01 DANIEL KANE, JR. RICHARD BYLOTT 2010-11-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BARRY REICH	2023-07-25
001	2021-01-01	BARRY REICH	2022-07-26
001	2020-01-01	BARRY REICH	2021-04-28
001	2019-01-01	BARRY REICH	2020-08-03
001	2018-01-01	BARRY REICH	2019-07-10
001	2017-01-01	BARRY REICH	2018-07-30	BARRY REICH	2018-07-30
001	2016-01-01	BARRY REICH	2017-07-26
001	2015-01-01	BARRY REICH	2016-07-28
001	2015-01-01	BARRY REICH	2016-07-28
001	2014-01-01	BARRY REICH	2015-08-06	BARRY REICH	2015-08-06
001	2013-01-01	BARRY REICH	2014-06-25	BARRY REICH	2014-06-25
001	2012-01-01	DANIEL KANE, JR.		RICHARD BYLOTT	2013-10-11
001	2011-01-01	DANIEL KANE, JR.		RICHARD BYLOTT	2012-10-11
001	2010-01-01	DANIEL KANE, JR.		RICHARD BYLOTT	2011-10-14
001	2009-01-01	DANIEL KANE, JR.		RICHARD BYLOTT	2010-10-14
001	2009-01-01	DANIEL KANE, JR.		RICHARD BYLOTT	2010-11-19

Plan Statistics for UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN

401k plan membership statisitcs for UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN

Measure Date Value
2012: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7,343
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,587
Number of retired or separated participants receiving benefits 2012-01-01 1,992
Number of other retired or separated participants entitled to future benefits 2012-01-01 2,404
Total of all active and inactive participants 2012-01-01 6,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 401
Total participants 2012-01-01 7,384
Number of employers contributing to the scheme 2012-01-01 94
2011: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7,099
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,636
Number of retired or separated participants receiving benefits 2011-01-01 2,354
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,959
Total of all active and inactive participants 2011-01-01 6,949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 394
Total participants 2011-01-01 7,343
Number of employers contributing to the scheme 2011-01-01 101
2010: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7,220
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,520
Number of retired or separated participants receiving benefits 2010-01-01 1,959
Number of other retired or separated participants entitled to future benefits 2010-01-01 2,232
Total of all active and inactive participants 2010-01-01 6,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 388
Total participants 2010-01-01 7,099
Number of employers contributing to the scheme 2010-01-01 88
2009: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6,720
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,674
Number of retired or separated participants receiving benefits 2009-01-01 1,976
Number of other retired or separated participants entitled to future benefits 2009-01-01 2,180
Total of all active and inactive participants 2009-01-01 6,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 390
Total participants 2009-01-01 7,220
Number of employers contributing to the scheme 2009-01-01 107

Measure	Date	Value
2012: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7,343
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,587
Number of retired or separated participants receiving benefits	2012-01-01	1,992
Number of other retired or separated participants entitled to future benefits	2012-01-01	2,404
Total of all active and inactive participants	2012-01-01	6,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	401
Total participants	2012-01-01	7,384
Number of employers contributing to the scheme	2012-01-01	94
2011: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7,099
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,636
Number of retired or separated participants receiving benefits	2011-01-01	2,354
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,959
Total of all active and inactive participants	2011-01-01	6,949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	394
Total participants	2011-01-01	7,343
Number of employers contributing to the scheme	2011-01-01	101
2010: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7,220
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,520
Number of retired or separated participants receiving benefits	2010-01-01	1,959
Number of other retired or separated participants entitled to future benefits	2010-01-01	2,232
Total of all active and inactive participants	2010-01-01	6,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	388
Total participants	2010-01-01	7,099
Number of employers contributing to the scheme	2010-01-01	88
2009: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6,720
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,674
Number of retired or separated participants receiving benefits	2009-01-01	1,976
Number of other retired or separated participants entitled to future benefits	2009-01-01	2,180
Total of all active and inactive participants	2009-01-01	6,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	390
Total participants	2009-01-01	7,220
Number of employers contributing to the scheme	2009-01-01	107

Financial Data on UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN

Measure	Date	Value
2012 : UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$9,951,831
Total unrealized appreciation/depreciation of assets	2012-12-31	$9,951,831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$251,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$324,627
Total income from all sources (including contributions)	2012-12-31	$28,782,652
Total loss/gain on sale of assets	2012-12-31	$300,643
Total of all expenses incurred	2012-12-31	$19,087,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$17,453,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$15,221,805
Value of total assets at end of year	2012-12-31	$142,513,636
Value of total assets at beginning of year	2012-12-31	$132,891,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,633,763
Total income from rents	2012-12-31	$-152,528
Total interest from all sources	2012-12-31	$1,494,063
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,706,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Assets. Real estate other than employer real property at end of year	2012-12-31	$1,178,866
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$1,256,735
Administrative expenses professional fees incurred	2012-12-31	$331,937
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	800954
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$13,871,493
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$10,128,896
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$629,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$463,834
Administrative expenses (other) incurred	2012-12-31	$233,050
Liabilities. Value of operating payables at end of year	2012-12-31	$251,695
Liabilities. Value of operating payables at beginning of year	2012-12-31	$324,627
Total non interest bearing cash at end of year	2012-12-31	$921,498
Total non interest bearing cash at beginning of year	2012-12-31	$605,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$9,694,932
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$142,261,941
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$132,567,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$776,776
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,935,619
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,704,380
Interest earned on other investments	2012-12-31	$498,995
Income. Interest from US Government securities	2012-12-31	$593,085
Income. Interest from corporate debt instruments	2012-12-31	$401,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$3,145,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,535,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,535,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$408
Asset value of US Government securities at end of year	2012-12-31	$15,135,209
Asset value of US Government securities at beginning of year	2012-12-31	$23,426,560
Net investment gain/loss from pooled separate accounts	2012-12-31	$260,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$15,221,805
Employer contributions (assets) at end of year	2012-12-31	$1,878,034
Employer contributions (assets) at beginning of year	2012-12-31	$1,750,922
Income. Dividends from common stock	2012-12-31	$1,706,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$17,453,957
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$13,380,692
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$8,945,183
Contract administrator fees	2012-12-31	$292,000
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$87,951,619
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$79,637,996
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$1,485,556
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$1,435,658
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$119,779,307
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$119,478,664
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN	2012-12-31	132665700
2011 : UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-3,975,170
Total unrealized appreciation/depreciation of assets	2011-12-31	$-3,975,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$324,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$112,003
Total income from all sources (including contributions)	2011-12-31	$10,624,558
Total loss/gain on sale of assets	2011-12-31	$-2,655,152
Total of all expenses incurred	2011-12-31	$18,500,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$16,891,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$14,115,259
Value of total assets at end of year	2011-12-31	$132,891,636
Value of total assets at beginning of year	2011-12-31	$140,555,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,609,473
Total income from rents	2011-12-31	$-448,564
Total interest from all sources	2011-12-31	$1,654,413
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,497,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Assets. Real estate other than employer real property at end of year	2011-12-31	$1,256,735
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$3,247,347
Administrative expenses professional fees incurred	2011-12-31	$307,833
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2011-12-31	182871
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$10,128,896
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$10,499,460
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$463,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$856,912
Administrative expenses (other) incurred	2011-12-31	$228,870
Liabilities. Value of operating payables at end of year	2011-12-31	$324,627
Liabilities. Value of operating payables at beginning of year	2011-12-31	$112,003
Total non interest bearing cash at end of year	2011-12-31	$605,691
Total non interest bearing cash at beginning of year	2011-12-31	$936,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-7,876,144
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$132,567,009
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$140,443,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$780,770
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,704,380
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,296,002
Interest earned on other investments	2011-12-31	$437,573
Income. Interest from US Government securities	2011-12-31	$863,778
Income. Interest from corporate debt instruments	2011-12-31	$352,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,535,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$4,339,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$4,339,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$523
Asset value of US Government securities at end of year	2011-12-31	$23,426,560
Asset value of US Government securities at beginning of year	2011-12-31	$22,875,333
Net investment gain/loss from pooled separate accounts	2011-12-31	$436,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$14,115,259
Employer contributions (assets) at end of year	2011-12-31	$1,750,922
Employer contributions (assets) at beginning of year	2011-12-31	$1,846,244
Income. Dividends from common stock	2011-12-31	$1,497,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$16,891,229
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$8,945,183
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$7,223,809
Contract administrator fees	2011-12-31	$292,000
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$79,637,996
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$85,004,535
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$1,435,658
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$1,429,526
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$134,163,083
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$136,818,235
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN	2011-12-31	132665700
2010 : UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$6,988,193
Total unrealized appreciation/depreciation of assets	2010-12-31	$6,988,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$112,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$285,422
Total income from all sources (including contributions)	2010-12-31	$25,057,432
Total loss/gain on sale of assets	2010-12-31	$-131,870
Total of all expenses incurred	2010-12-31	$18,061,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$16,449,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$13,588,776
Value of total assets at end of year	2010-12-31	$140,555,156
Value of total assets at beginning of year	2010-12-31	$133,732,217
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,611,766
Total income from rents	2010-12-31	$-323,994
Total interest from all sources	2010-12-31	$1,289,109
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,305,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$151,197
Assets. Real estate other than employer real property at end of year	2010-12-31	$3,247,347
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$3,081,341
Administrative expenses professional fees incurred	2010-12-31	$352,816
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-12-31	182871
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$10,499,460
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$856,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$31,791
Administrative expenses (other) incurred	2010-12-31	$242,816
Liabilities. Value of operating payables at end of year	2010-12-31	$112,003
Liabilities. Value of operating payables at beginning of year	2010-12-31	$285,422
Total non interest bearing cash at end of year	2010-12-31	$936,600
Total non interest bearing cash at beginning of year	2010-12-31	$873,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$6,996,358
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$140,443,153
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$133,446,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$724,134
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$61,827,968
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,296,002
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,962,577
Interest earned on other investments	2010-12-31	$309,680
Income. Interest from US Government securities	2010-12-31	$712,141
Income. Interest from corporate debt instruments	2010-12-31	$266,190
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$45,389,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$4,339,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$502,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$502,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,098
Asset value of US Government securities at end of year	2010-12-31	$22,875,333
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,763,903
Net investment gain/loss from pooled separate accounts	2010-12-31	$143,863
Net investment gain or loss from common/collective trusts	2010-12-31	$434,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$13,588,776
Employer contributions (assets) at end of year	2010-12-31	$1,846,244
Employer contributions (assets) at beginning of year	2010-12-31	$1,484,609
Income. Dividends from common stock	2010-12-31	$1,154,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$16,449,308
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$7,223,809
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$292,000
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$85,004,535
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$17,183,805
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$1,429,526
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$1,395,420
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$446,028,197
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$446,160,067
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN	2010-12-31	132665700
2009 : UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2009-12-31	4412746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN

2012: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNION WELFARE AND PENSION FUNDS LOCAL 202 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

030304

Policy instance

Insurance contract or identification number	030304
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

030304

Policy instance

Insurance contract or identification number	030304
Number of Individuals Covered	7343
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

030304

Policy instance

Insurance contract or identification number	030304
Number of Individuals Covered	7674
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES OF UNITED TEAMSTER PENSION FUND A
Employer identification number (EIN):	135660513
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds