401k Plan data: LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO plan

LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 401k Plan overview

Plan Name	LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO
Plan identification number	012

LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

LOCAL 1139 UE GROUP PENSION TRUST has sponsored the creation of one or more 401k plans.

Company Name: LOCAL 1139 UE GROUP PENSION TRUST

Employer identification number (EIN): 366490533

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
012 2012-01-01 SHIRLEY FLAHERTY SHIRLEY FLAHERTY 2013-09-11
012 2011-01-01 SHIRLEY FLAHERTY
012 2009-01-01 SHIRLEY FLAHERTY SHIRLEY FLAHERTY 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
012	2012-01-01	SHIRLEY FLAHERTY	SHIRLEY FLAHERTY	2013-09-11
012	2011-01-01	SHIRLEY FLAHERTY
012	2009-01-01	SHIRLEY FLAHERTY	SHIRLEY FLAHERTY	2010-10-11

Plan Statistics for LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO

401k plan membership statisitcs for LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO

Measure Date Value
2012: LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2012 401k membership
Total participants, beginning-of-year 2012-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 20
Number of other retired or separated participants entitled to future benefits 2012-01-01 24
Total of all active and inactive participants 2012-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2011 401k membership
Total participants, beginning-of-year 2011-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
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 27
Total of all active and inactive participants 2011-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2009 401k membership
Total participants, beginning-of-year 2009-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of retired or separated participants receiving benefits 2009-01-01 11
Number of other retired or separated participants entitled to future benefits 2009-01-01 27
Total of all active and inactive participants 2009-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 56

Measure	Date	Value
2012: LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2012 401k membership
Total participants, beginning-of-year	2012-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	20
Number of other retired or separated participants entitled to future benefits	2012-01-01	24
Total of all active and inactive participants	2012-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2011 401k membership
Total participants, beginning-of-year	2011-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
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	27
Total of all active and inactive participants	2011-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2009 401k membership
Total participants, beginning-of-year	2009-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	11
Number of other retired or separated participants entitled to future benefits	2009-01-01	27
Total of all active and inactive participants	2009-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	56

Financial Data on LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO

Measure	Date	Value
2012 : LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$9,342
Expenses. Total of all expenses incurred	2012-12-31	$33,396
Benefits paid (including direct rollovers)	2012-12-31	$27,469
Total plan assets at end of year	2012-12-31	$227,385
Total plan assets at beginning of year	2012-12-31	$251,439
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,927
Other income received	2012-12-31	$9,342
Net income (gross income less expenses)	2012-12-31	$-24,054
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$227,385
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$251,439
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2011 401k financial data
Total income from all sources	2011-12-31	$10,489
Expenses. Total of all expenses incurred	2011-12-31	$44,181
Benefits paid (including direct rollovers)	2011-12-31	$35,198
Total plan assets at end of year	2011-12-31	$251,439
Total plan assets at beginning of year	2011-12-31	$285,131
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$10,489
Net income (gross income less expenses)	2011-12-31	$-33,692
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$251,439
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$285,131
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,983
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2010 401k financial data
Total income from all sources	2010-12-31	$11,501
Expenses. Total of all expenses incurred	2010-12-31	$28,079
Benefits paid (including direct rollovers)	2010-12-31	$20,121
Total plan assets at end of year	2010-12-31	$285,131
Total plan assets at beginning of year	2010-12-31	$301,709
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$7,958
Other income received	2010-12-31	$11,501
Net income (gross income less expenses)	2010-12-31	$-16,578
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$285,131
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$301,709
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO

2012: LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LOC 1139 UE GRP PEN PLAN FOR EES OF RIVERDALE PLATING/HEAT TREATING CO 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LOC 1139 UE GRP PEN PL FOR EES OF MINNEAPOLIS SCRAPYARDS [EIN = 410662574]

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Company Name:	LOCAL 1139 UE GROUP PENSION TRUST
Employer identification number (EIN):	366490533
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations