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POINTERS CLEANERS & CAULKERS ANNUITY FUND 401k Plan overview

Plan NamePOINTERS CLEANERS & CAULKERS ANNUITY FUND
Plan identification number 002

POINTERS CLEANERS & CAULKERS ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing

401k Sponsoring company profile

BOARD OF TRUSTEES OF POINTERS, has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF POINTERS,
Employer identification number (EIN):136533504
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POINTERS CLEANERS & CAULKERS ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01STEVEN T. SCHLAPP
0022015-07-01STEVEN T. SCHLAPP
0022014-07-01STEVEN T. SCHLAPP
0022013-07-01STEVEN T. SCHLAPP
0022012-07-01STEVEN T. SCHLAPP
0022011-07-01STEVEN T SCHLAPP
0022010-07-01STEVEN T SCHLAPP CPA
0022009-07-01STEVEN T SCHLAPP CPA

Plan Statistics for POINTERS CLEANERS & CAULKERS ANNUITY FUND

401k plan membership statisitcs for POINTERS CLEANERS & CAULKERS ANNUITY FUND

Measure Date Value
2021: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-07-012,915
Total number of active participants reported on line 7a of the Form 55002021-07-012,338
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-01563
Total of all active and inactive participants2021-07-012,902
Total participants2021-07-012,902
Number of participants with account balances2021-07-012,902
Number of employers contributing to the scheme2021-07-01199
2020: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-07-012,946
Total number of active participants reported on line 7a of the Form 55002020-07-012,387
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-01526
Total of all active and inactive participants2020-07-012,915
Total participants2020-07-012,915
Number of participants with account balances2020-07-012,915
Number of employers contributing to the scheme2020-07-01164
2019: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-07-012,771
Total number of active participants reported on line 7a of the Form 55002019-07-012,405
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-01539
Total of all active and inactive participants2019-07-012,946
Total participants2019-07-012,946
Number of participants with account balances2019-07-012,946
Number of employers contributing to the scheme2019-07-01130
2018: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-07-012,714
Total number of active participants reported on line 7a of the Form 55002018-07-012,264
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-01505
Total of all active and inactive participants2018-07-012,771
Total participants2018-07-012,771
Number of participants with account balances2018-07-012,771
Number of employers contributing to the scheme2018-07-01157
2017: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-07-012,796
Total number of active participants reported on line 7a of the Form 55002017-07-012,211
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-01502
Total of all active and inactive participants2017-07-012,714
Total participants2017-07-012,714
Number of participants with account balances2017-07-012,714
Number of employers contributing to the scheme2017-07-01150
2016: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-07-012,760
Total number of active participants reported on line 7a of the Form 55002016-07-012,252
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-01542
Total of all active and inactive participants2016-07-012,796
Total participants2016-07-012,796
Number of participants with account balances2016-07-012,796
Number of employers contributing to the scheme2016-07-01223
2015: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-07-012,502
Total number of active participants reported on line 7a of the Form 55002015-07-012,188
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-01571
Total of all active and inactive participants2015-07-012,760
Total participants2015-07-012,760
Number of participants with account balances2015-07-012,760
Number of employers contributing to the scheme2015-07-01170
2014: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-07-012,544
Total number of active participants reported on line 7a of the Form 55002014-07-011,915
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-01586
Total of all active and inactive participants2014-07-012,502
Total participants2014-07-012,502
Number of participants with account balances2014-07-012,502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-017
Number of employers contributing to the scheme2014-07-01179
2013: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-07-012,522
Total number of active participants reported on line 7a of the Form 55002013-07-011,912
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-01630
Total of all active and inactive participants2013-07-012,544
Total participants2013-07-012,544
Number of participants with account balances2013-07-012,544
Number of employers contributing to the scheme2013-07-01138
2012: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-07-012,539
Total number of active participants reported on line 7a of the Form 55002012-07-011,836
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-01685
Total of all active and inactive participants2012-07-012,522
Total participants2012-07-012,522
Number of participants with account balances2012-07-012,522
Number of employers contributing to the scheme2012-07-01229
2011: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-07-012,487
Total number of active participants reported on line 7a of the Form 55002011-07-011,759
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-01779
Total of all active and inactive participants2011-07-012,539
Total participants2011-07-012,539
Number of participants with account balances2011-07-012,539
Number of employers contributing to the scheme2011-07-01194
2010: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-07-012,504
Total number of active participants reported on line 7a of the Form 55002010-07-011,625
Number of other retired or separated participants entitled to future benefits2010-07-01862
Total of all active and inactive participants2010-07-012,487
Total participants2010-07-012,487
Number of employers contributing to the scheme2010-07-01188
2009: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-07-012,427
Total number of active participants reported on line 7a of the Form 55002009-07-011,646
Number of other retired or separated participants entitled to future benefits2009-07-01857
Total of all active and inactive participants2009-07-012,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-012,504
Number of participants with account balances2009-07-012,504
Number of employers contributing to the scheme2009-07-01179

Financial Data on POINTERS CLEANERS & CAULKERS ANNUITY FUND

Measure Date Value
2022 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$2,560,351
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-3,959
Total unrealized appreciation/depreciation of assets2022-06-30$2,556,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$526,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$494,702
Total income from all sources (including contributions)2022-06-30$27,308,895
Total of all expenses incurred2022-06-30$14,374,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$13,186,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$25,139,836
Value of total assets at end of year2022-06-30$111,189,126
Value of total assets at beginning of year2022-06-30$98,222,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,187,875
Total interest from all sources2022-06-30$1,024,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Assets. Real estate other than employer real property at end of year2022-06-30$15,463,913
Assets. Real estate other than employer real property at beginning of year2022-06-30$13,807,850
Administrative expenses professional fees incurred2022-06-30$38,461
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$267,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$174,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$281,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$285,419
Other income not declared elsewhere2022-06-30$696,221
Administrative expenses (other) incurred2022-06-30$411,832
Liabilities. Value of operating payables at end of year2022-06-30$245,421
Liabilities. Value of operating payables at beginning of year2022-06-30$209,283
Total non interest bearing cash at beginning of year2022-06-30$291,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$12,934,153
Value of net assets at end of year (total assets less liabilities)2022-06-30$110,662,410
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$97,728,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$25,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$20,618,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$18,410,467
Value of interest in pooled separate accounts at end of year2022-06-30$0
Interest earned on other investments2022-06-30$1,020,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,753,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,473,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,473,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$4,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$67,010,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$59,834,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,108,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$25,139,836
Employer contributions (assets) at end of year2022-06-30$6,075,715
Employer contributions (assets) at beginning of year2022-06-30$4,231,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$13,186,867
Contract administrator fees2022-06-30$712,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2022-06-30133082707
2021 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$1,675,244
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$-4,183
Total unrealized appreciation/depreciation of assets2021-06-30$1,671,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$494,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$387,476
Total income from all sources (including contributions)2021-06-30$28,146,743
Total of all expenses incurred2021-06-30$25,862,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$24,726,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$18,632,879
Value of total assets at end of year2021-06-30$98,222,959
Value of total assets at beginning of year2021-06-30$95,831,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,136,135
Total interest from all sources2021-06-30$955,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Assets. Real estate other than employer real property at end of year2021-06-30$13,807,850
Assets. Real estate other than employer real property at beginning of year2021-06-30$13,507,817
Administrative expenses professional fees incurred2021-06-30$43,003
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$174,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$1,585,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$285,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$212,721
Other income not declared elsewhere2021-06-30$698,551
Administrative expenses (other) incurred2021-06-30$359,450
Liabilities. Value of operating payables at end of year2021-06-30$209,283
Liabilities. Value of operating payables at beginning of year2021-06-30$174,755
Total non interest bearing cash at end of year2021-06-30$291,271
Total non interest bearing cash at beginning of year2021-06-30$-101,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,284,535
Value of net assets at end of year (total assets less liabilities)2021-06-30$97,728,257
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$95,443,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$25,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$18,410,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$18,010,422
Value of interest in pooled separate accounts at end of year2021-06-30$0
Interest earned on other investments2021-06-30$954,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,473,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,171,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,171,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$59,834,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$58,533,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$6,188,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$18,632,879
Employer contributions (assets) at end of year2021-06-30$4,231,535
Employer contributions (assets) at beginning of year2021-06-30$3,123,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$24,726,073
Contract administrator fees2021-06-30$708,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2021-06-30133082707
2020 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$-191,861
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-26,433
Total unrealized appreciation/depreciation of assets2020-06-30$-218,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$387,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$331,871
Total income from all sources (including contributions)2020-06-30$22,858,783
Total of all expenses incurred2020-06-30$14,673,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$13,563,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$19,488,601
Value of total assets at end of year2020-06-30$95,831,198
Value of total assets at beginning of year2020-06-30$87,590,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,110,373
Total interest from all sources2020-06-30$1,154,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Assets. Real estate other than employer real property at end of year2020-06-30$13,507,817
Assets. Real estate other than employer real property at beginning of year2020-06-30$11,574,375
Administrative expenses professional fees incurred2020-06-30$37,643
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$1,585,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$2,781,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$212,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$181,475
Other income not declared elsewhere2020-06-30$686,849
Administrative expenses (other) incurred2020-06-30$359,184
Liabilities. Value of operating payables at end of year2020-06-30$174,755
Liabilities. Value of operating payables at beginning of year2020-06-30$150,396
Total non interest bearing cash at end of year2020-06-30$-101,348
Total non interest bearing cash at beginning of year2020-06-30$-48,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$8,184,882
Value of net assets at end of year (total assets less liabilities)2020-06-30$95,443,722
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$87,258,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$24,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$18,010,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$15,432,847
Value of interest in pooled separate accounts at end of year2020-06-30$0
Interest earned on other investments2020-06-30$1,152,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,171,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,591,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,591,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$2,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$58,533,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$50,164,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,746,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$19,488,601
Employer contributions (assets) at end of year2020-06-30$3,123,184
Employer contributions (assets) at beginning of year2020-06-30$5,094,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$13,563,528
Contract administrator fees2020-06-30$689,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2020-06-30133082707
2019 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$732,436
Total unrealized appreciation/depreciation of assets2019-06-30$732,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$331,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$282,599
Total income from all sources (including contributions)2019-06-30$24,176,328
Total of all expenses incurred2019-06-30$10,741,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$9,683,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$20,145,135
Value of total assets at end of year2019-06-30$87,590,711
Value of total assets at beginning of year2019-06-30$74,106,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,057,329
Total interest from all sources2019-06-30$1,011,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Assets. Real estate other than employer real property at end of year2019-06-30$11,574,375
Assets. Real estate other than employer real property at beginning of year2019-06-30$10,177,195
Administrative expenses professional fees incurred2019-06-30$36,663
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$0
Amount contributed by the employer to the plan for this plan year2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$2,781,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$684,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$181,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$164,171
Other income not declared elsewhere2019-06-30$655,589
Administrative expenses (other) incurred2019-06-30$339,421
Liabilities. Value of operating payables at end of year2019-06-30$150,396
Liabilities. Value of operating payables at beginning of year2019-06-30$118,428
Total non interest bearing cash at end of year2019-06-30$-48,537
Total non interest bearing cash at beginning of year2019-06-30$-11,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$13,435,121
Value of net assets at end of year (total assets less liabilities)2019-06-30$87,258,840
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$73,823,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$23,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$15,432,847
Value of interest in pooled separate accounts at end of year2019-06-30$0
Interest earned on other investments2019-06-30$1,006,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,591,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,902,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,902,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$5,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$50,164,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$47,485,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,631,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$20,145,135
Employer contributions (assets) at end of year2019-06-30$5,094,208
Employer contributions (assets) at beginning of year2019-06-30$3,691,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$9,683,878
Contract administrator fees2019-06-30$657,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$10,177,196
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2019-06-30133082707
2018 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$674,597
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$724,796
Total unrealized appreciation/depreciation of assets2018-06-30$1,399,393
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$282,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$637,052
Total income from all sources (including contributions)2018-06-30$17,006,212
Total of all expenses incurred2018-06-30$12,020,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$11,100,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$14,006,573
Value of total assets at end of year2018-06-30$74,106,318
Value of total assets at beginning of year2018-06-30$69,474,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$919,804
Total interest from all sources2018-06-30$939,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Assets. Real estate other than employer real property at end of year2018-06-30$10,177,195
Assets. Real estate other than employer real property at beginning of year2018-06-30$9,761,503
Administrative expenses professional fees incurred2018-06-30$36,654
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$14,006,573
Amount contributed by the employer to the plan for this plan year2018-06-30$14,006,573
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$684,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$22,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$164,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$554,995
Other income not declared elsewhere2018-06-30$660,349
Administrative expenses (other) incurred2018-06-30$322,612
Liabilities. Value of operating payables at end of year2018-06-30$118,428
Liabilities. Value of operating payables at beginning of year2018-06-30$82,057
Total non interest bearing cash at end of year2018-06-30$-11,150
Total non interest bearing cash at beginning of year2018-06-30$-34,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,985,952
Value of net assets at end of year (total assets less liabilities)2018-06-30$73,823,719
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$68,837,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$24,084
Interest earned on other investments2018-06-30$936,406
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,902,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,075,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,075,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$3,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$47,485,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$52,061,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$14,006,573
Employer contributions (assets) at end of year2018-06-30$3,691,280
Employer contributions (assets) at beginning of year2018-06-30$3,334,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$11,100,456
Contract administrator fees2018-06-30$536,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$10,177,196
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$3,253,834
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2018-06-30133082707
2017 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$637,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$268,290
Total income from all sources (including contributions)2017-06-30$14,317,041
Total of all expenses incurred2017-06-30$10,622,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$10,083,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$12,889,434
Value of total assets at end of year2017-06-30$69,474,819
Value of total assets at beginning of year2017-06-30$65,411,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$538,990
Total interest from all sources2017-06-30$1,339,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Assets. Real estate other than employer real property at end of year2017-06-30$9,761,503
Assets. Real estate other than employer real property at beginning of year2017-06-30$6,026,285
Administrative expenses professional fees incurred2017-06-30$36,138
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$22,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$92,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$554,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$162,561
Other income not declared elsewhere2017-06-30$88,535
Administrative expenses (other) incurred2017-06-30$373,654
Liabilities. Value of operating payables at end of year2017-06-30$82,057
Liabilities. Value of operating payables at beginning of year2017-06-30$105,729
Total non interest bearing cash at end of year2017-06-30$-34,321
Total non interest bearing cash at beginning of year2017-06-30$-4,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,694,588
Value of net assets at end of year (total assets less liabilities)2017-06-30$68,837,767
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$65,143,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$23,388
Interest earned on other investments2017-06-30$1,337,555
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,075,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$518,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$518,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$52,061,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$54,236,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$12,889,434
Employer contributions (assets) at end of year2017-06-30$3,334,415
Employer contributions (assets) at beginning of year2017-06-30$4,541,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$10,083,463
Contract administrator fees2017-06-30$105,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$3,253,834
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2017-06-30133082707
2016 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$268,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$304,230
Total income from all sources (including contributions)2016-06-30$16,810,675
Total of all expenses incurred2016-06-30$8,944,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$8,356,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$15,579,422
Value of total assets at end of year2016-06-30$65,411,469
Value of total assets at beginning of year2016-06-30$57,581,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$588,375
Total interest from all sources2016-06-30$1,145,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Assets. Real estate other than employer real property at end of year2016-06-30$6,026,285
Administrative expenses professional fees incurred2016-06-30$35,587
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$92,779
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$379,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$162,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$187,704
Other income not declared elsewhere2016-06-30$85,994
Administrative expenses (other) incurred2016-06-30$354,576
Liabilities. Value of operating payables at end of year2016-06-30$105,729
Liabilities. Value of operating payables at beginning of year2016-06-30$116,526
Total non interest bearing cash at end of year2016-06-30$-4,153
Total non interest bearing cash at beginning of year2016-06-30$-30,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$7,865,867
Value of net assets at end of year (total assets less liabilities)2016-06-30$65,143,179
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$57,277,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$17,280
Interest earned on other investments2016-06-30$1,144,026
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$518,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,781,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,781,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$1,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$54,236,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$51,394,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$15,579,422
Employer contributions (assets) at end of year2016-06-30$4,541,560
Employer contributions (assets) at beginning of year2016-06-30$4,055,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$8,356,433
Contract administrator fees2016-06-30$180,932
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2016-06-30133082707
2015 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$304,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$256,865
Total income from all sources (including contributions)2015-06-30$12,272,669
Total of all expenses incurred2015-06-30$7,626,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$6,934,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$11,265,611
Value of total assets at end of year2015-06-30$57,581,542
Value of total assets at beginning of year2015-06-30$52,887,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$691,860
Total interest from all sources2015-06-30$925,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$38,284
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$379,688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$202,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$187,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$145,609
Other income not declared elsewhere2015-06-30$81,862
Administrative expenses (other) incurred2015-06-30$465,676
Liabilities. Value of operating payables at end of year2015-06-30$116,526
Liabilities. Value of operating payables at beginning of year2015-06-30$111,256
Total non interest bearing cash at end of year2015-06-30$-30,093
Total non interest bearing cash at beginning of year2015-06-30$-5,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$4,646,189
Value of net assets at end of year (total assets less liabilities)2015-06-30$57,277,312
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$52,631,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Interest earned on other investments2015-06-30$924,224
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,781,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$464,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$464,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$51,394,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$48,687,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$11,265,611
Employer contributions (assets) at end of year2015-06-30$4,055,412
Employer contributions (assets) at beginning of year2015-06-30$3,539,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$6,934,620
Contract administrator fees2015-06-30$187,900
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2015-06-30133082707
2014 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$256,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$245,731
Total income from all sources (including contributions)2014-06-30$11,544,734
Total of all expenses incurred2014-06-30$9,234,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$8,598,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$10,508,247
Value of total assets at end of year2014-06-30$52,887,988
Value of total assets at beginning of year2014-06-30$50,566,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$635,494
Total interest from all sources2014-06-30$956,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$40,714
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$202,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$181,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$145,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$140,412
Other income not declared elsewhere2014-06-30$80,121
Administrative expenses (other) incurred2014-06-30$419,569
Liabilities. Value of operating payables at end of year2014-06-30$111,256
Liabilities. Value of operating payables at beginning of year2014-06-30$105,319
Total non interest bearing cash at end of year2014-06-30$-5,833
Total non interest bearing cash at beginning of year2014-06-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,310,564
Value of net assets at end of year (total assets less liabilities)2014-06-30$52,631,123
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$50,320,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Interest earned on other investments2014-06-30$955,273
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$464,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,510,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,510,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$1,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$48,687,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$45,922,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$10,508,247
Employer contributions (assets) at end of year2014-06-30$3,539,341
Employer contributions (assets) at beginning of year2014-06-30$2,952,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$8,598,676
Contract administrator fees2014-06-30$175,211
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2014-06-30133082707
2013 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$245,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$256,230
Total income from all sources (including contributions)2013-06-30$12,494,712
Total of all expenses incurred2013-06-30$8,922,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$8,353,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$11,371,630
Value of total assets at end of year2013-06-30$50,566,290
Value of total assets at beginning of year2013-06-30$47,005,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$569,810
Total interest from all sources2013-06-30$1,040,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$43,096
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$181,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$109,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$140,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$140,412
Other income not declared elsewhere2013-06-30$82,725
Administrative expenses (other) incurred2013-06-30$354,216
Liabilities. Value of operating payables at end of year2013-06-30$105,319
Liabilities. Value of operating payables at beginning of year2013-06-30$115,818
Total non interest bearing cash at end of year2013-06-30$100
Total non interest bearing cash at beginning of year2013-06-30$-8,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,571,746
Value of net assets at end of year (total assets less liabilities)2013-06-30$50,320,559
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$46,748,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Interest earned on other investments2013-06-30$1,038,595
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,510,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$392,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$392,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$1,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$45,922,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$43,769,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$11,371,630
Employer contributions (assets) at end of year2013-06-30$2,952,557
Employer contributions (assets) at beginning of year2013-06-30$2,741,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$8,353,156
Contract administrator fees2013-06-30$172,498
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$1,200
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2013-06-30133082707
2012 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$256,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$294,309
Total income from all sources (including contributions)2012-06-30$11,341,572
Total of all expenses incurred2012-06-30$8,289,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$7,726,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$10,122,079
Value of total assets at end of year2012-06-30$47,005,043
Value of total assets at beginning of year2012-06-30$43,990,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$563,388
Total interest from all sources2012-06-30$1,138,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$37,613
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$109,139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$68,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$140,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$140,107
Other income not declared elsewhere2012-06-30$80,745
Administrative expenses (other) incurred2012-06-30$356,861
Liabilities. Value of operating payables at end of year2012-06-30$115,818
Liabilities. Value of operating payables at beginning of year2012-06-30$154,202
Total non interest bearing cash at end of year2012-06-30$-8,645
Total non interest bearing cash at beginning of year2012-06-30$-6,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$3,052,182
Value of net assets at end of year (total assets less liabilities)2012-06-30$46,748,813
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$43,696,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Interest earned on other investments2012-06-30$1,137,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$392,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,472,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,472,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$43,769,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$39,247,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$10,122,079
Employer contributions (assets) at end of year2012-06-30$2,741,368
Employer contributions (assets) at beginning of year2012-06-30$3,207,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$7,726,002
Contract administrator fees2012-06-30$168,914
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$1,200
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$2,033
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2012-06-30133082707
2011 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$294,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$200,751
Total income from all sources (including contributions)2011-06-30$11,501,777
Total of all expenses incurred2011-06-30$7,409,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$6,850,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$10,309,689
Value of total assets at end of year2011-06-30$43,990,940
Value of total assets at beginning of year2011-06-30$39,804,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$558,856
Total interest from all sources2011-06-30$1,128,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$31,638
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$0
Amount contributed by the employer to the plan for this plan year2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$68,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$47,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$140,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$135,769
Other income not declared elsewhere2011-06-30$63,181
Administrative expenses (other) incurred2011-06-30$350,059
Liabilities. Value of operating payables at end of year2011-06-30$154,202
Liabilities. Value of operating payables at beginning of year2011-06-30$64,982
Total non interest bearing cash at end of year2011-06-30$-6,927
Total non interest bearing cash at beginning of year2011-06-30$-12,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,092,469
Value of net assets at end of year (total assets less liabilities)2011-06-30$43,696,631
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$39,604,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Interest earned on other investments2011-06-30$1,125,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,472,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,187,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,187,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$2,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$39,247,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$36,533,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$10,309,689
Employer contributions (assets) at end of year2011-06-30$3,207,610
Employer contributions (assets) at beginning of year2011-06-30$2,046,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$6,850,452
Contract administrator fees2011-06-30$177,159
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$2,033
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$2,033
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2011-06-30133082707
2010 : POINTERS CLEANERS & CAULKERS ANNUITY FUND 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$9,222,681
Amount contributed by the employer to the plan for this plan year2010-06-30$9,222,681

Form 5500 Responses for POINTERS CLEANERS & CAULKERS ANNUITY FUND

2021: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: POINTERS CLEANERS & CAULKERS ANNUITY FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007338
Policy instance 1
Insurance contract or identification number007338
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007338
Policy instance 1
Insurance contract or identification number007338
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007338
Policy instance 1
Insurance contract or identification number007338
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007338
Policy instance 1
Insurance contract or identification number007338
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number007338
Policy instance 1
Insurance contract or identification number007338
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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