401k Plan data: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST plan

PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 401k Plan overview

Plan Name	PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST
Plan identification number	001

PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

PHILADELPHIA JOINT BOARD has sponsored the creation of one or more 401k plans.

Company Name: PHILADELPHIA JOINT BOARD

Employer identification number (EIN): 230971735

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 LYNNE FOX
001 2014-01-01 LYNNE FOX
001 2013-01-01 MILDRED SALDANA
001 2012-01-01 LYNNE P. FOX
001 2011-01-01 MILDRED SALDANA LYNNE P. FOX 2012-10-04
001 2009-01-01 LYNNE P. FOX LYNNE P. FOX 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	LYNNE FOX
001	2014-01-01	LYNNE FOX
001	2013-01-01	MILDRED SALDANA
001	2012-01-01	LYNNE P. FOX
001	2011-01-01	MILDRED SALDANA	LYNNE P. FOX	2012-10-04
001	2009-01-01	LYNNE P. FOX	LYNNE P. FOX	2010-10-05

Plan Statistics for PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST

401k plan membership statisitcs for PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST

Measure Date Value
2015: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 19
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 7
Total participants 2014-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 18
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 7
Total participants 2013-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of retired or separated participants receiving benefits 2012-01-01 18
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 7
Total participants 2012-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of retired or separated participants receiving benefits 2011-01-01 18
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 7
Total participants 2011-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
Number of retired or separated participants receiving benefits 2009-01-01 18
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 7
Total participants 2009-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2015: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	19
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	7
Total participants	2014-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	18
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	7
Total participants	2013-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of retired or separated participants receiving benefits	2012-01-01	18
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	7
Total participants	2012-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of retired or separated participants receiving benefits	2011-01-01	18
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	7
Total participants	2011-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
Number of retired or separated participants receiving benefits	2009-01-01	18
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	7
Total participants	2009-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST

Measure	Date	Value
2015 : PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-4,622,531
Total income from all sources	2015-12-31	$-162,493
Expenses. Total of all expenses incurred	2015-12-31	$396,970
Benefits paid (including direct rollovers)	2015-12-31	$394,676
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$5,181,994
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$-162,493
Net income (gross income less expenses)	2015-12-31	$-559,463
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,181,994
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,294
2014 : PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$465,736
Expenses. Total of all expenses incurred	2014-12-31	$672,983
Benefits paid (including direct rollovers)	2014-12-31	$672,983
Total plan assets at end of year	2014-12-31	$5,181,994
Total plan assets at beginning of year	2014-12-31	$5,389,241
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$465,736
Net income (gross income less expenses)	2014-12-31	$-207,247
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,181,994
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,389,241
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$773,266
Expenses. Total of all expenses incurred	2013-12-31	$675,102
Benefits paid (including direct rollovers)	2013-12-31	$675,102
Total plan assets at end of year	2013-12-31	$5,389,241
Total plan assets at beginning of year	2013-12-31	$5,291,077
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$773,266
Net income (gross income less expenses)	2013-12-31	$98,164
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,389,241
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,291,077
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$456,600
Expenses. Total of all expenses incurred	2012-12-31	$680,223
Benefits paid (including direct rollovers)	2012-12-31	$680,223
Total plan assets at end of year	2012-12-31	$5,291,077
Total plan assets at beginning of year	2012-12-31	$5,514,700
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$108,178
Net income (gross income less expenses)	2012-12-31	$-223,623
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,291,077
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,514,700
Total contributions received or receivable from employer(s)	2012-12-31	$348,422
2011 : PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$541,453
Expenses. Total of all expenses incurred	2011-12-31	$713,872
Benefits paid (including direct rollovers)	2011-12-31	$713,872
Total plan assets at end of year	2011-12-31	$5,514,700
Total plan assets at beginning of year	2011-12-31	$5,687,119
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$74,292
Net income (gross income less expenses)	2011-12-31	$-172,419
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,514,700
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,687,119
Total contributions received or receivable from employer(s)	2011-12-31	$467,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$648,587
Expenses. Total of all expenses incurred	2010-12-31	$723,810
Benefits paid (including direct rollovers)	2010-12-31	$723,810
Total plan assets at end of year	2010-12-31	$5,687,119
Total plan assets at beginning of year	2010-12-31	$5,762,342
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$331,169
Net income (gross income less expenses)	2010-12-31	$-75,223
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,687,119
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,762,342
Total contributions received or receivable from employer(s)	2010-12-31	$317,418
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2009 401k financial data
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 PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST

2015: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single 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	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single 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	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PHILADELPHIA JOINT BOARD RETIREMENT AND DISABILTY FUND AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single 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	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHILADELPHIA JOINT BOARD
Employer identification number (EIN):	230971735
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations