401k Plan data: JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN plan

JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 401k Plan overview

Plan Name	JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN
Plan identification number	005

JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

US FOODS, INC has sponsored the creation of one or more 401k plans.

Company Name: US FOODS, INC

Employer identification number (EIN): 363642294

NAIC Classification: 424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2013-05-01 GARY HANSEN 2014-07-24
005 2012-05-01 GARY HANSEN
005 2011-05-01 GARY HANSEN
005 2009-05-01 GARY M. HANSEN GARY M. HANSEN 2010-11-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2013-05-01	GARY HANSEN	2014-07-24
005	2012-05-01	GARY HANSEN
005	2011-05-01	GARY HANSEN
005	2009-05-01	GARY M. HANSEN		GARY M. HANSEN	2010-11-23

Plan Statistics for JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN

401k plan membership statisitcs for JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN

Measure Date Value
2012: JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 111
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 19
Number of retired or separated participants receiving benefits 2012-05-01 23
Number of other retired or separated participants entitled to future benefits 2012-05-01 37
Total of all active and inactive participants 2012-05-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 4
Total participants 2012-05-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 1
2011: JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 106
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 21
Number of retired or separated participants receiving benefits 2011-05-01 22
Number of other retired or separated participants entitled to future benefits 2011-05-01 64
Total of all active and inactive participants 2011-05-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 4
Total participants 2011-05-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 0
2009: JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 104
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 19
Number of retired or separated participants receiving benefits 2009-05-01 18
Number of other retired or separated participants entitled to future benefits 2009-05-01 66
Total of all active and inactive participants 2009-05-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 1
Total participants 2009-05-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 0

Measure	Date	Value
2012: JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	111
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	19
Number of retired or separated participants receiving benefits	2012-05-01	23
Number of other retired or separated participants entitled to future benefits	2012-05-01	37
Total of all active and inactive participants	2012-05-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	4
Total participants	2012-05-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	1
2011: JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	106
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	21
Number of retired or separated participants receiving benefits	2011-05-01	22
Number of other retired or separated participants entitled to future benefits	2011-05-01	64
Total of all active and inactive participants	2011-05-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	4
Total participants	2011-05-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	0
2009: JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	104
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	19
Number of retired or separated participants receiving benefits	2009-05-01	18
Number of other retired or separated participants entitled to future benefits	2009-05-01	66
Total of all active and inactive participants	2009-05-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	1
Total participants	2009-05-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	0

Financial Data on JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN

Measure	Date	Value
2013 : JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-04-30	$0
Total transfer of assets from this plan	2013-04-30	$73,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$0
Total income from all sources (including contributions)	2013-04-30	$638,591
Total loss/gain on sale of assets	2013-04-30	$0
Total of all expenses incurred	2013-04-30	$905,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-04-30	$905,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-04-30	$390,000
Value of total assets at end of year	2013-04-30	$2,027,388
Value of total assets at beginning of year	2013-04-30	$2,368,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-04-30	$0
Total interest from all sources	2013-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-04-30	No
Was this plan covered by a fidelity bond	2013-04-30	Yes
Value of fidelity bond cover	2013-04-30	$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-04-30	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	2013-04-30	No
Value of net income/loss	2013-04-30	$-267,254
Value of net assets at end of year (total assets less liabilities)	2013-04-30	$2,027,388
Value of net assets at beginning of year (total assets less liabilities)	2013-04-30	$2,368,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-04-30	No
Were any leases to which the plan was party in default or uncollectible	2013-04-30	No
Value of interest in master investment trust accounts at end of year	2013-04-30	$1,877,388
Value of interest in master investment trust accounts at beginning of year	2013-04-30	$2,267,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-04-30	No
Was there a failure to transmit to the plan any participant contributions	2013-04-30	No
Has the plan failed to provide any benefit when due under the plan	2013-04-30	No
Contributions received in cash from employer	2013-04-30	$390,000
Employer contributions (assets) at end of year	2013-04-30	$150,000
Employer contributions (assets) at beginning of year	2013-04-30	$101,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-04-30	$905,845
Did the plan have assets held for investment	2013-04-30	No
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	2013-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-04-30	Disclaimer
Accountancy firm name	2013-04-30	PLANTE & MORAN, PLLC
Accountancy firm EIN	2013-04-30	381357951
2012 : JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-04-30	$0
Total transfer of assets from this plan	2012-04-30	$68,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$0
Total income from all sources (including contributions)	2012-04-30	$469,321
Total loss/gain on sale of assets	2012-04-30	$0
Total of all expenses incurred	2012-04-30	$85,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-04-30	$85,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-04-30	$254,000
Value of total assets at end of year	2012-04-30	$2,368,072
Value of total assets at beginning of year	2012-04-30	$2,052,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-04-30	$0
Total interest from all sources	2012-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-04-30	No
Was this plan covered by a fidelity bond	2012-04-30	Yes
Value of fidelity bond cover	2012-04-30	$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-04-30	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	2012-04-30	No
Value of net income/loss	2012-04-30	$384,122
Value of net assets at end of year (total assets less liabilities)	2012-04-30	$2,368,072
Value of net assets at beginning of year (total assets less liabilities)	2012-04-30	$2,052,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-04-30	No
Were any leases to which the plan was party in default or uncollectible	2012-04-30	No
Value of interest in master investment trust accounts at end of year	2012-04-30	$2,267,072
Value of interest in master investment trust accounts at beginning of year	2012-04-30	$1,990,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-04-30	No
Was there a failure to transmit to the plan any participant contributions	2012-04-30	No
Has the plan failed to provide any benefit when due under the plan	2012-04-30	No
Contributions received in cash from employer	2012-04-30	$254,000
Employer contributions (assets) at end of year	2012-04-30	$101,000
Employer contributions (assets) at beginning of year	2012-04-30	$62,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-04-30	$85,199
Did the plan have assets held for investment	2012-04-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-04-30	Disclaimer
Accountancy firm name	2012-04-30	PLANTE & MORAN, PLLC
Accountancy firm EIN	2012-04-30	381357951
2011 : JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-04-30	$0
Total transfer of assets from this plan	2011-04-30	$121,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$0
Total income from all sources (including contributions)	2011-04-30	$449,388
Total loss/gain on sale of assets	2011-04-30	$0
Total of all expenses incurred	2011-04-30	$63,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-04-30	$63,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-04-30	$212,000
Value of total assets at end of year	2011-04-30	$2,052,605
Value of total assets at beginning of year	2011-04-30	$1,788,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-04-30	$0
Total interest from all sources	2011-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-04-30	No
Was this plan covered by a fidelity bond	2011-04-30	Yes
Value of fidelity bond cover	2011-04-30	$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-04-30	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	2011-04-30	No
Value of net income/loss	2011-04-30	$386,280
Value of net assets at end of year (total assets less liabilities)	2011-04-30	$2,052,605
Value of net assets at beginning of year (total assets less liabilities)	2011-04-30	$1,788,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-04-30	No
Were any leases to which the plan was party in default or uncollectible	2011-04-30	No
Value of interest in master investment trust accounts at end of year	2011-04-30	$1,990,605
Value of interest in master investment trust accounts at beginning of year	2011-04-30	$1,590,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-04-30	No
Was there a failure to transmit to the plan any participant contributions	2011-04-30	No
Has the plan failed to provide any benefit when due under the plan	2011-04-30	No
Contributions received in cash from employer	2011-04-30	$212,000
Employer contributions (assets) at end of year	2011-04-30	$62,000
Employer contributions (assets) at beginning of year	2011-04-30	$198,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-04-30	$63,108
Did the plan have assets held for investment	2011-04-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-04-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-04-30	Disclaimer
Accountancy firm name	2011-04-30	PLANTE & MORAN, PLLC
Accountancy firm EIN	2011-04-30	381357951
2010 : JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-04-30	$0

Form 5500 Responses for JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN

2012: JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	Yes
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	Yes
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2009: JOHN SEXTON & CO. UNION EMPLOYEE PENSION PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	Yes
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	US FOODS, INC
Employer identification number (EIN):	363642294
NAIC Classification:	424400