AMERICAN FEDERATION OF TEACHERS, AFL-CIO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OPEIU #2 HELP LIMITED WELFARE FUND
| Measure | Date | Value |
|---|
| 2011: OPEIU #2 HELP LIMITED WELFARE FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 0 |
| Total of all active and inactive participants | 2011-10-01 | 0 |
| Total participants, beginning-of-year | 2011-01-01 | 410 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 366 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 378 |
| 2010: OPEIU #2 HELP LIMITED WELFARE FUND 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 119 |
| Total of all active and inactive participants | 2010-10-01 | 119 |
| 2009: OPEIU #2 HELP LIMITED WELFARE FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 116 |
| Total of all active and inactive participants | 2009-10-01 | 116 |
| Measure | Date | Value |
|---|
| 2010 : OPEIU #2 HELP LIMITED WELFARE FUND 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $345,713 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $17,317 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $17,144 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $342,434 |
| Value of total assets at end of year | 2010-12-31 | $328,396 |
| Value of total assets at beginning of year | 2010-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $173 |
| Total interest from all sources | 2010-12-31 | $3 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $417 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $417 |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $328,396 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $328,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $30,173 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $298,223 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,859 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $342,434 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $17,144 |
| Contract administrator fees | 2010-12-31 | $173 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| 2011: OPEIU #2 HELP LIMITED WELFARE FUND 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | This submission is the final filing | Yes |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2011-10-01 | Plan is a collectively bargained plan | Yes |
| 2011-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 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 benefit arrangement – Insurance | Yes |
| 2010: OPEIU #2 HELP LIMITED WELFARE FUND 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan is a collectively bargained plan | Yes |
| 2010-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: OPEIU #2 HELP LIMITED WELFARE FUND 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | Plan is a collectively bargained plan | Yes |
| 2009-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2008: OPEIU #2 HELP LIMITED WELFARE FUND 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
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