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TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 401k Plan overview

Plan NameTEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND
Plan identification number 001

TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND Benefits

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

401k Sponsoring company profile

TEAMSTERS LOCAL UNION 331 SEVERANC TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:TEAMSTERS LOCAL UNION 331 SEVERANC TRUST FUND
Employer identification number (EIN):236737793
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARCUS KING2023-08-08 LUIS FONSECA2023-08-08
0012021-01-01MARCUS KING2023-01-09 STEVE KURTZ2023-01-09
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARCUS KING
0012016-01-01MARCUS KING
0012015-01-01MARCUS KING
0012014-01-01MARCUS KING
0012013-01-01MARCUS KING
0012012-01-01MARCUS KING
0012011-01-01MARCUS KING FRANK PHILLIPS2012-10-11
0012009-01-01MARCUS KING FRANK PHILLIPS2010-10-15

Plan Statistics for TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND

401k plan membership statisitcs for TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND

Measure Date Value
2022: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,768
Total number of active participants reported on line 7a of the Form 55002022-01-01459
Number of retired or separated participants receiving benefits2022-01-0161
Number of other retired or separated participants entitled to future benefits2022-01-012,289
Total of all active and inactive participants2022-01-012,809
Total participants2022-01-012,809
Number of participants with account balances2022-01-012,809
Number of employers contributing to the scheme2022-01-0136
2021: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,724
Total number of active participants reported on line 7a of the Form 55002021-01-01453
Number of retired or separated participants receiving benefits2021-01-0135
Number of other retired or separated participants entitled to future benefits2021-01-012,280
Total of all active and inactive participants2021-01-012,768
Total participants2021-01-012,768
Number of participants with account balances2021-01-012,768
Number of employers contributing to the scheme2021-01-0133
2020: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,165
Total number of active participants reported on line 7a of the Form 55002020-01-01495
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-012,225
Total of all active and inactive participants2020-01-012,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,724
Number of participants with account balances2020-01-012,724
Number of employers contributing to the scheme2020-01-0136
2019: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,648
Total number of active participants reported on line 7a of the Form 55002019-01-01494
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-012,165
Total of all active and inactive participants2019-01-012,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,665
Number of participants with account balances2019-01-012,165
Number of employers contributing to the scheme2019-01-0137
2018: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-012,615
Total number of active participants reported on line 7a of the Form 55002018-01-01502
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-012,141
Total of all active and inactive participants2018-01-012,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,648
Number of participants with account balances2018-01-012,648
Number of employers contributing to the scheme2018-01-0133
2017: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,596
Total number of active participants reported on line 7a of the Form 55002017-01-01608
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-012,001
Total of all active and inactive participants2017-01-012,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,615
Number of participants with account balances2017-01-012,615
Number of employers contributing to the scheme2017-01-0131
2016: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,578
Total number of active participants reported on line 7a of the Form 55002016-01-01633
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,963
Total of all active and inactive participants2016-01-012,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,596
Number of participants with account balances2016-01-012,596
Number of employers contributing to the scheme2016-01-0137
2015: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,542
Total number of active participants reported on line 7a of the Form 55002015-01-01634
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,944
Total of all active and inactive participants2015-01-012,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,578
Number of participants with account balances2015-01-012,578
Number of employers contributing to the scheme2015-01-0147
2014: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,525
Total number of active participants reported on line 7a of the Form 55002014-01-01690
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,852
Total of all active and inactive participants2014-01-012,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,542
Number of participants with account balances2014-01-012,542
Number of employers contributing to the scheme2014-01-0145
2013: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,520
Total number of active participants reported on line 7a of the Form 55002013-01-01698
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,827
Total of all active and inactive participants2013-01-012,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,525
Number of participants with account balances2013-01-012,525
Number of employers contributing to the scheme2013-01-0147
2012: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,556
Total number of active participants reported on line 7a of the Form 55002012-01-01792
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,728
Total of all active and inactive participants2012-01-012,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,520
Number of participants with account balances2012-01-012,520
Number of employers contributing to the scheme2012-01-0149
2011: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,379
Total number of active participants reported on line 7a of the Form 55002011-01-01828
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,728
Total of all active and inactive participants2011-01-012,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,556
Number of participants with account balances2011-01-012,556
Number of employers contributing to the scheme2011-01-0147
2009: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,445
Total number of active participants reported on line 7a of the Form 55002009-01-01853
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,729
Total of all active and inactive participants2009-01-012,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,582
Number of participants with account balances2009-01-012,582
Number of employers contributing to the scheme2009-01-0156

Financial Data on TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND

Measure Date Value
2022 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$68,930
Total unrealized appreciation/depreciation of assets2022-12-31$68,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$37,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$553,809
Total of all expenses incurred2022-12-31$1,946,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,682,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,074,442
Value of total assets at end of year2022-12-31$31,179,027
Value of total assets at beginning of year2022-12-31$32,534,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$264,331
Total interest from all sources2022-12-31$439,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$51,937
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$10,304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$11,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$11,827
Administrative expenses (other) incurred2022-12-31$145,134
Liabilities. Value of operating payables at end of year2022-12-31$26,022
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,392,920
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,141,178
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,534,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$1,226,491
Assets. partnership/joint venture interests at beginning of year2022-12-31$1,172,768
Investment advisory and management fees2022-12-31$67,260
Value of interest in pooled separate accounts at end of year2022-12-31$9,126,684
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,155,930
Interest earned on other investments2022-12-31$438,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,053,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$797,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$797,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,479,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,093,481
Net investment gain/loss from pooled separate accounts2022-12-31$-2,029,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,074,442
Employer contributions (assets) at end of year2022-12-31$282,349
Employer contributions (assets) at beginning of year2022-12-31$303,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,682,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2022-12-31222951202
2021 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$87,244
Total unrealized appreciation/depreciation of assets2021-12-31$87,244
Total income from all sources (including contributions)2021-12-31$5,035,493
Total of all expenses incurred2021-12-31$2,035,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,824,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,879,685
Value of total assets at end of year2021-12-31$32,534,098
Value of total assets at beginning of year2021-12-31$29,533,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$211,144
Total interest from all sources2021-12-31$512,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$33,697
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$11,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$703
Administrative expenses (other) incurred2021-12-31$125,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,000,339
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,534,098
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,533,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$1,172,768
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,085,524
Investment advisory and management fees2021-12-31$51,856
Value of interest in pooled separate accounts at end of year2021-12-31$11,155,930
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,400,293
Interest earned on other investments2021-12-31$511,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$797,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$206,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$206,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,093,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,633,677
Net investment gain/loss from pooled separate accounts2021-12-31$2,555,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,879,685
Employer contributions (assets) at end of year2021-12-31$303,177
Employer contributions (assets) at beginning of year2021-12-31$206,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,824,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2021-12-31222951202
2020 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,933,956
Total of all expenses incurred2020-12-31$2,975,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,741,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,795,312
Value of total assets at end of year2020-12-31$29,533,759
Value of total assets at beginning of year2020-12-31$28,575,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$234,326
Total interest from all sources2020-12-31$564,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$38,932
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$703
Administrative expenses (other) incurred2020-12-31$144,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$958,046
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,533,759
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,575,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$1,085,524
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,024,428
Investment advisory and management fees2020-12-31$50,914
Value of interest in pooled separate accounts at end of year2020-12-31$9,400,293
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,887,100
Interest earned on other investments2020-12-31$563,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$206,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$294,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$294,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,633,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,123,606
Net investment gain/loss from pooled separate accounts2020-12-31$1,574,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,795,312
Employer contributions (assets) at end of year2020-12-31$206,960
Employer contributions (assets) at beginning of year2020-12-31$245,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,741,584
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2020-12-31232872012
2019 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,672,916
Total of all expenses incurred2019-12-31$2,518,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,285,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,918,500
Value of total assets at end of year2019-12-31$28,575,713
Value of total assets at beginning of year2019-12-31$26,421,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$233,624
Total interest from all sources2019-12-31$609,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$48,961
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$703
Administrative expenses (other) incurred2019-12-31$133,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,154,022
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,575,713
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,421,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,024,428
Investment advisory and management fees2019-12-31$50,775
Value of interest in pooled separate accounts at end of year2019-12-31$8,887,100
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,766,498
Interest earned on other investments2019-12-31$608,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$294,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$339,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$339,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,123,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,066,036
Net investment gain/loss from pooled separate accounts2019-12-31$2,145,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,918,500
Employer contributions (assets) at end of year2019-12-31$245,300
Employer contributions (assets) at beginning of year2019-12-31$248,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,285,270
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2019-12-31232872012
2018 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,814
Total income from all sources (including contributions)2018-12-31$2,212,951
Total of all expenses incurred2018-12-31$2,045,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,825,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,950,244
Value of total assets at end of year2018-12-31$26,421,691
Value of total assets at beginning of year2018-12-31$26,256,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$219,046
Total interest from all sources2018-12-31$581,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$35,055
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$703
Administrative expenses (other) incurred2018-12-31$132,079
Liabilities. Value of operating payables at beginning of year2018-12-31$2,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$167,937
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,421,691
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,253,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$51,912
Value of interest in pooled separate accounts at end of year2018-12-31$6,766,498
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,001,974
Interest earned on other investments2018-12-31$578,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$339,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$219,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$219,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$19,066,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,823,134
Net investment gain/loss from pooled separate accounts2018-12-31$-318,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,950,244
Employer contributions (assets) at end of year2018-12-31$248,800
Employer contributions (assets) at beginning of year2018-12-31$211,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,825,968
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2018-12-31232872012
2017 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,814
Total income from all sources (including contributions)2017-12-31$3,677,098
Total of all expenses incurred2017-12-31$2,119,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,885,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,794,446
Value of total assets at end of year2017-12-31$26,256,568
Value of total assets at beginning of year2017-12-31$24,699,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$234,651
Total interest from all sources2017-12-31$587,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$47,609
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$703
Administrative expenses (other) incurred2017-12-31$131,186
Liabilities. Value of operating payables at end of year2017-12-31$2,814
Liabilities. Value of operating payables at beginning of year2017-12-31$2,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,557,195
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,253,754
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,696,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$55,856
Value of interest in pooled separate accounts at end of year2017-12-31$8,001,974
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,713,604
Interest earned on other investments2017-12-31$587,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$219,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$134,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$134,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,823,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,660,053
Net investment gain/loss from pooled separate accounts2017-12-31$1,294,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,794,446
Employer contributions (assets) at end of year2017-12-31$211,170
Employer contributions (assets) at beginning of year2017-12-31$190,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,885,252
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2017-12-31232872012
2016 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,011,650
Total of all expenses incurred2016-12-31$1,735,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,501,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,759,406
Value of total assets at end of year2016-12-31$24,699,373
Value of total assets at beginning of year2016-12-31$23,420,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$233,513
Total interest from all sources2016-12-31$595,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$44,354
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$703
Administrative expenses (other) incurred2016-12-31$134,743
Liabilities. Value of operating payables at end of year2016-12-31$2,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,276,327
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,696,559
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,420,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$54,416
Value of interest in pooled separate accounts at end of year2016-12-31$6,713,604
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,062,069
Interest earned on other investments2016-12-31$594,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$134,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$269,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$269,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,660,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,894,813
Net investment gain/loss from pooled separate accounts2016-12-31$657,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,759,406
Employer contributions (assets) at end of year2016-12-31$190,200
Employer contributions (assets) at beginning of year2016-12-31$193,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,501,810
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$133
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2016-12-31232872012
2015 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,671
Total income from all sources (including contributions)2015-12-31$2,335,489
Total of all expenses incurred2015-12-31$2,301,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,049,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,657,893
Value of total assets at end of year2015-12-31$23,420,232
Value of total assets at beginning of year2015-12-31$23,410,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$251,973
Total interest from all sources2015-12-31$606,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$72,685
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$703
Administrative expenses (other) incurred2015-12-31$124,873
Liabilities. Value of operating payables at beginning of year2015-12-31$24,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$34,012
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,420,232
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,386,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$54,415
Value of interest in pooled separate accounts at end of year2015-12-31$6,062,069
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,996,903
Interest earned on other investments2015-12-31$606,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$269,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$111,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$111,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,894,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,137,160
Net investment gain/loss from pooled separate accounts2015-12-31$70,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,657,893
Employer contributions (assets) at end of year2015-12-31$193,000
Employer contributions (assets) at beginning of year2015-12-31$164,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,049,504
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$133
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$266
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2015-12-31232872012
2014 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,829
Total income from all sources (including contributions)2014-12-31$2,990,048
Total of all expenses incurred2014-12-31$2,082,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,873,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,595,811
Value of total assets at end of year2014-12-31$23,410,891
Value of total assets at beginning of year2014-12-31$22,485,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$209,040
Total interest from all sources2014-12-31$645,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$55,433
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$703
Other income not declared elsewhere2014-12-31$412
Administrative expenses (other) incurred2014-12-31$100,034
Liabilities. Value of operating payables at end of year2014-12-31$24,671
Liabilities. Value of operating payables at beginning of year2014-12-31$6,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$907,586
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,386,220
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,478,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$53,573
Value of interest in pooled separate accounts at end of year2014-12-31$5,996,903
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,653,476
Interest earned on other investments2014-12-31$644,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$111,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$124,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$124,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,137,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,544,470
Net investment gain/loss from pooled separate accounts2014-12-31$748,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,595,811
Employer contributions (assets) at end of year2014-12-31$164,000
Employer contributions (assets) at beginning of year2014-12-31$162,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,873,422
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$266
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$443
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2014-12-31232872012
2013 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26,000
Total income from all sources (including contributions)2013-12-31$3,765,796
Total of all expenses incurred2013-12-31$2,608,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,399,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,663,211
Value of total assets at end of year2013-12-31$22,485,463
Value of total assets at beginning of year2013-12-31$21,347,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$209,182
Total interest from all sources2013-12-31$650,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$78,523
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$26,000
Other income not declared elsewhere2013-12-31$26,000
Administrative expenses (other) incurred2013-12-31$78,049
Liabilities. Value of operating payables at end of year2013-12-31$6,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,157,476
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,478,634
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,321,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$52,610
Value of interest in pooled separate accounts at end of year2013-12-31$6,653,476
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,231,712
Interest earned on other investments2013-12-31$649,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$124,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$41,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$41,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,544,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,893,120
Net investment gain/loss from pooled separate accounts2013-12-31$1,426,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,663,211
Employer contributions (assets) at end of year2013-12-31$162,000
Employer contributions (assets) at beginning of year2013-12-31$179,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,399,138
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$443
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$655
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2013-12-31232872012
2012 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$26,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,941
Total income from all sources (including contributions)2012-12-31$3,198,560
Total of all expenses incurred2012-12-31$1,713,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,549,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,844,040
Value of total assets at end of year2012-12-31$21,347,158
Value of total assets at beginning of year2012-12-31$19,866,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$164,254
Total interest from all sources2012-12-31$700,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$69,435
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$26,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$26,000
Administrative expenses (other) incurred2012-12-31$43,923
Liabilities. Value of operating payables at beginning of year2012-12-31$3,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,484,840
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,321,158
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,836,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$50,896
Value of interest in pooled separate accounts at end of year2012-12-31$5,231,712
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,582,545
Interest earned on other investments2012-12-31$699,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$41,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$137,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$137,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,893,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,847,220
Net investment gain/loss from pooled separate accounts2012-12-31$653,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,844,040
Employer contributions (assets) at end of year2012-12-31$179,400
Employer contributions (assets) at beginning of year2012-12-31$297,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,549,466
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$655
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$976
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2012-12-31232872012
2011 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$29,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,137
Total income from all sources (including contributions)2011-12-31$2,776,982
Total of all expenses incurred2011-12-31$1,743,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,558,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,957,072
Value of total assets at end of year2011-12-31$19,866,259
Value of total assets at beginning of year2011-12-31$18,809,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$185,068
Total interest from all sources2011-12-31$680,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$91,603
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$26,000
Administrative expenses (other) incurred2011-12-31$44,294
Liabilities. Value of operating payables at end of year2011-12-31$3,941
Liabilities. Value of operating payables at beginning of year2011-12-31$7,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,033,885
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,836,318
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,802,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$49,171
Value of interest in pooled separate accounts at end of year2011-12-31$4,582,545
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,448,103
Interest earned on other investments2011-12-31$679,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$137,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$142,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$142,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,847,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,013,224
Net investment gain/loss from pooled separate accounts2011-12-31$139,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,957,072
Employer contributions (assets) at end of year2011-12-31$297,400
Employer contributions (assets) at beginning of year2011-12-31$193,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,558,029
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$976
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,464
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2011-12-31232872012
2010 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,338
Total income from all sources (including contributions)2010-12-31$3,194,688
Total of all expenses incurred2010-12-31$3,199,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,008,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,912,916
Value of total assets at end of year2010-12-31$18,809,570
Value of total assets at beginning of year2010-12-31$18,822,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$191,135
Total interest from all sources2010-12-31$702,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$97,065
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,912,916
Amount contributed by the employer to the plan for this plan year2010-12-31$1,912,916
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$703
Administrative expenses (other) incurred2010-12-31$45,129
Liabilities. Value of operating payables at end of year2010-12-31$7,137
Liabilities. Value of operating payables at beginning of year2010-12-31$14,338
Total non interest bearing cash at beginning of year2010-12-31$11,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-5,257
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,802,433
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,807,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$48,941
Value of interest in pooled separate accounts at end of year2010-12-31$4,448,103
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,874,052
Interest earned on other investments2010-12-31$701,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$142,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$212,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$212,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,013,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,506,021
Net investment gain/loss from pooled separate accounts2010-12-31$578,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,912,916
Employer contributions (assets) at end of year2010-12-31$193,800
Employer contributions (assets) at beginning of year2010-12-31$216,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,008,810
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,464
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KOSMERL & CO., P.C.
Accountancy firm EIN2010-12-31232872012
2009 : TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$2,272,865
Amount contributed by the employer to the plan for this plan year2009-12-31$2,272,865

Form 5500 Responses for TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND

2022: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016739
Policy instance 1
Insurance contract or identification number016739
Number of Individuals Covered2768
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type 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 number016739
Policy instance 1
Insurance contract or identification number016739
Number of Individuals Covered2768
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type 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 number016739
Policy instance 1
Insurance contract or identification number016739
Number of Individuals Covered2724
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type 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 number016739
Policy instance 1
Insurance contract or identification number016739
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type 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 number016739
Policy instance 1
Insurance contract or identification number016739
Number of Individuals Covered2648
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type 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 number016739
Policy instance 1
Insurance contract or identification number016739
Number of Individuals Covered2615
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030158
Policy instance 2
Insurance contract or identification number030158
Number of Individuals Covered2615
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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