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BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 401k Plan overview

Plan NameBROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA
Plan identification number 002

BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BROTHERHHOD OF MAINTENANCE OF WAY EMPLOYEE DIV. (BMWED) OF THE INTL. has sponsored the creation of one or more 401k plans.

Company Name:BROTHERHHOD OF MAINTENANCE OF WAY EMPLOYEE DIV. (BMWED) OF THE INTL.
Employer identification number (EIN):386004309
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID JOYNT
0022016-01-01PERRY K. GELLER, SR.
0022015-01-01
0022014-01-01PERRY GELLER SR.
0022013-01-01PERRY GELLER SR.
0022012-01-01PERRY GELLER SR. FREDDIE SIMPSON2013-10-11
0022011-01-01PERRY GELLER SR. FREDDIE SIMPSON2012-10-10
0022009-01-01PERRY GELLER SR. FREDDIE SIMPSON2010-10-14
0022008-01-01PERRY GELLER SR. FREDDIE SIMPSON2011-02-09

Plan Statistics for BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA

401k plan membership statisitcs for BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA

Measure Date Value
2022: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2022 401k membership
Total participants, beginning-of-year2022-01-01178
Total number of active participants reported on line 7a of the Form 55002022-01-01125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01169
Number of participants with account balances2022-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2021 401k membership
Total participants, beginning-of-year2021-01-01186
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01176
Number of participants with account balances2021-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2020 401k membership
Total participants, beginning-of-year2020-01-01190
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01186
Number of participants with account balances2020-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2019 401k membership
Total participants, beginning-of-year2019-01-01193
Total number of active participants reported on line 7a of the Form 55002019-01-01142
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01186
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2018 401k membership
Total participants, beginning-of-year2018-01-01190
Total number of active participants reported on line 7a of the Form 55002018-01-01150
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01191
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2017 401k membership
Total participants, beginning-of-year2017-01-01184
Total number of active participants reported on line 7a of the Form 55002017-01-01147
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01187
Number of participants with account balances2017-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2016 401k membership
Total participants, beginning-of-year2016-01-01185
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01183
Number of participants with account balances2016-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2015 401k membership
Total participants, beginning-of-year2015-01-01182
Total number of active participants reported on line 7a of the Form 55002015-01-01148
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01181
Number of participants with account balances2015-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2014 401k membership
Total participants, beginning-of-year2014-01-01175
Total number of active participants reported on line 7a of the Form 55002014-01-01145
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01176
Number of participants with account balances2014-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01172
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2012 401k membership
Total participants, beginning-of-year2012-01-01170
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01160
Number of participants with account balances2012-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2011 401k membership
Total participants, beginning-of-year2011-01-01176
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01167
Number of participants with account balances2011-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2009 401k membership
Total participants, beginning-of-year2009-01-01170
Total number of active participants reported on line 7a of the Form 55002009-01-01156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01175
Number of participants with account balances2009-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2008 401k membership
Total participants, beginning-of-year2008-01-01200
Total number of active participants reported on line 7a of the Form 55002008-01-01185
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0111
Total of all active and inactive participants2008-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01196
Number of participants with account balances2008-01-0193

Financial Data on BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA

Measure Date Value
2022 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-426,774
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,047,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,033,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,107,162
Value of total assets at end of year2022-12-31$8,494,684
Value of total assets at beginning of year2022-12-31$9,969,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,395
Total interest from all sources2022-12-31$2,168
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$157,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$157,394
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
Contributions received from participants2022-12-31$649,474
Participant contributions at end of year2022-12-31$44,428
Participant contributions at beginning of year2022-12-31$65,334
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$446,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,474,489
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,494,684
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,969,173
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,284,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,550,496
Interest on participant loans2022-12-31$2,168
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$1,165,555
Value of interest in common/collective trusts at beginning of year2022-12-31$1,353,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,721,866
Net investment gain or loss from common/collective trusts2022-12-31$28,368
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$10,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,033,320
Contract administrator fees2022-12-31$14,395
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 name2022-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2022-12-31382821807
2021 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,896,171
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,525,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,505,932
Value of total corrective distributions2021-12-31$2,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$587,170
Value of total assets at end of year2021-12-31$9,969,173
Value of total assets at beginning of year2021-12-31$9,598,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,124
Total interest from all sources2021-12-31$2,546
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$139,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$139,954
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$575,828
Participant contributions at end of year2021-12-31$65,334
Participant contributions at beginning of year2021-12-31$67,588
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,252
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$370,365
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,969,173
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,598,808
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,550,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,987,797
Interest on participant loans2021-12-31$2,546
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$1,353,343
Value of interest in common/collective trusts at beginning of year2021-12-31$1,542,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,139,880
Net investment gain or loss from common/collective trusts2021-12-31$26,621
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$10,090
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,505,932
Contract administrator fees2021-12-31$17,124
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2021-12-31382821807
2020 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$1,742,818
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$487,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$473,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$642,857
Value of total assets at end of year2020-12-31$9,598,808
Value of total assets at beginning of year2020-12-31$8,343,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,782
Total interest from all sources2020-12-31$3,614
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$129,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$129,413
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$516,281
Participant contributions at end of year2020-12-31$67,588
Participant contributions at beginning of year2020-12-31$90,268
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$116,979
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$1,254,843
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,598,808
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,343,965
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,987,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,903,411
Interest on participant loans2020-12-31$3,614
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,542,506
Value of interest in common/collective trusts at beginning of year2020-12-31$1,350,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$934,833
Net investment gain or loss from common/collective trusts2020-12-31$32,101
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$9,597
Employer contributions (assets) at end of year2020-12-31$909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$473,193
Contract administrator fees2020-12-31$14,782
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 name2020-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2020-12-31382821807
2019 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$1,938,521
Total income from all sources (including contributions)2019-12-31$1,938,521
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,365,410
Total of all expenses incurred2019-12-31$1,365,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,349,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,349,240
Value of total corrective distributions2019-12-31$322
Value of total corrective distributions2019-12-31$322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$566,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$566,152
Value of total assets at end of year2019-12-31$8,343,965
Value of total assets at end of year2019-12-31$8,343,965
Value of total assets at beginning of year2019-12-31$7,770,854
Value of total assets at beginning of year2019-12-31$7,770,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,848
Total interest from all sources2019-12-31$4,519
Total interest from all sources2019-12-31$4,519
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$151,564
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$151,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$151,564
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$151,564
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$555,789
Contributions received from participants2019-12-31$555,789
Participant contributions at end of year2019-12-31$90,268
Participant contributions at end of year2019-12-31$90,268
Participant contributions at beginning of year2019-12-31$70,570
Participant contributions at beginning of year2019-12-31$70,570
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
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$573,111
Value of net income/loss2019-12-31$573,111
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,343,965
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,343,965
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,770,854
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,770,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,903,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,903,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,146,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,146,175
Interest on participant loans2019-12-31$4,519
Interest on participant loans2019-12-31$4,519
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,350,278
Value of interest in common/collective trusts at end of year2019-12-31$1,350,278
Value of interest in common/collective trusts at beginning of year2019-12-31$1,554,101
Value of interest in common/collective trusts at beginning of year2019-12-31$1,554,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,183,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,183,043
Net investment gain or loss from common/collective trusts2019-12-31$33,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,363
Contributions received in cash from employer2019-12-31$10,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,349,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,349,240
Contract administrator fees2019-12-31$15,848
Contract administrator fees2019-12-31$15,848
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm name2019-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2019-12-31382821807
Accountancy firm EIN2019-12-31382821807
2018 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$327,246
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$484,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$469,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$633,077
Value of total assets at end of year2018-12-31$7,770,854
Value of total assets at beginning of year2018-12-31$7,928,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,049
Total interest from all sources2018-12-31$3,047
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$140,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$140,005
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$621,830
Participant contributions at end of year2018-12-31$70,570
Participant contributions at beginning of year2018-12-31$73,672
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$24,707
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-157,274
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,770,854
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,928,128
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,146,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,486,117
Interest on participant loans2018-12-31$3,047
Value of interest in common/collective trusts at end of year2018-12-31$1,554,101
Value of interest in common/collective trusts at beginning of year2018-12-31$1,343,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-479,545
Net investment gain or loss from common/collective trusts2018-12-31$30,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$9,262
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$469,471
Contract administrator fees2018-12-31$15,049
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 name2018-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2018-12-31382821807
2017 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,669,713
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$408,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$393,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$769,466
Value of total assets at end of year2017-12-31$7,928,128
Value of total assets at beginning of year2017-12-31$6,666,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,955
Total interest from all sources2017-12-31$1,036
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$123,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$123,291
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$557,712
Participant contributions at end of year2017-12-31$73,672
Participant contributions at beginning of year2017-12-31$2,464
Participant contributions at end of year2017-12-31$24,707
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$203,159
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$1,261,221
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,928,128
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,666,907
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,486,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,171,050
Interest on participant loans2017-12-31$1,036
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,343,228
Value of interest in common/collective trusts at beginning of year2017-12-31$1,461,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$31,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$31,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$751,882
Net investment gain or loss from common/collective trusts2017-12-31$24,038
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$8,595
Employer contributions (assets) at end of year2017-12-31$396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$393,537
Contract administrator fees2017-12-31$14,955
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 name2017-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2017-12-31382821807
2016 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$1,168,283
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$398,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$396,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$629,664
Value of total assets at end of year2016-12-31$6,666,907
Value of total assets at beginning of year2016-12-31$5,897,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,998
Total interest from all sources2016-12-31$17
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$92,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$92,174
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 period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$589,301
Participant contributions at end of year2016-12-31$2,464
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$31,822
Administrative expenses (other) incurred2016-12-31$1,300
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$769,574
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,666,907
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,897,333
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,171,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$975,413
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,921,920
Interest on participant loans2016-12-31$9
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,461,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$31,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$116,576
Net investment gain/loss from pooled separate accounts2016-12-31$324,680
Net investment gain or loss from common/collective trusts2016-12-31$5,172
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$8,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$396,711
Contract administrator fees2016-12-31$698
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2016-12-31382821807
2015 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$0
Total income from all sources (including contributions)2015-12-31$499,282
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$307,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$305,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$550,434
Value of total assets at end of year2015-12-31$5,897,333
Value of total assets at beginning of year2015-12-31$5,705,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,350
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$542,140
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$192,237
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,897,333
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,705,096
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$975,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$692,173
Value of interest in pooled separate accounts at end of year2015-12-31$4,921,920
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,012,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-51,152
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$8,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$305,695
Contract administrator fees2015-12-31$1,350
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 name2015-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2015-12-31382821807
2014 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$820,149
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$693,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$691,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$508,772
Value of total assets at end of year2014-12-31$5,705,096
Value of total assets at beginning of year2014-12-31$5,578,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,500
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$493,004
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,853
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$127,080
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,705,096
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,578,016
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$692,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$726,224
Value of interest in pooled separate accounts at end of year2014-12-31$5,012,923
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,851,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$311,377
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$7,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$691,569
Contract administrator fees2014-12-31$1,500
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 name2014-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2014-12-31382821807
2013 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,292,955
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$490,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$488,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$442,143
Value of total assets at end of year2013-12-31$5,578,016
Value of total assets at beginning of year2013-12-31$4,775,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,050
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$434,392
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,138
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$802,553
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,578,016
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,775,463
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$726,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$697,923
Value of interest in pooled separate accounts at end of year2013-12-31$4,851,792
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,077,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$850,812
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$6,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$488,352
Contract administrator fees2013-12-31$2,050
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2013-12-31382821807
2012 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,008,222
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$492,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$489,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$460,130
Value of total assets at end of year2012-12-31$4,775,463
Value of total assets at beginning of year2012-12-31$4,259,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,603
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$454,114
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$516,156
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,775,463
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,259,307
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$697,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$605,979
Value of interest in pooled separate accounts at end of year2012-12-31$4,077,540
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,653,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$548,092
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$6,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$489,463
Contract administrator fees2012-12-31$2,603
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2012-12-31382821807
2011 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$398,305
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$379,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$377,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$431,156
Value of total assets at end of year2011-12-31$4,259,307
Value of total assets at beginning of year2011-12-31$4,240,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,050
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$426,021
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$19,274
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,259,307
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,240,033
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$605,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$486,886
Value of interest in pooled separate accounts at end of year2011-12-31$3,653,328
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,753,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-32,851
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$5,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$377,981
Contract administrator fees2011-12-31$1,050
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2011-12-31382821807
2010 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$861,968
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$623,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$622,872
Value of total corrective distributions2010-12-31$207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$414,060
Value of total assets at end of year2010-12-31$4,240,033
Value of total assets at beginning of year2010-12-31$4,002,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$875
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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 period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$408,776
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$31,104
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$238,014
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,240,033
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,002,019
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$486,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$3,753,147
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,553,074
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$417,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$447,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$5,284
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$622,872
Contract administrator fees2010-12-31$875
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2010-12-31382821807
2009 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$2,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$78,529
Total income from all sources (including contributions)2008-12-31$-749,424
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$52,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$44,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$318,670
Value of total assets at end of year2008-12-31$3,020,973
Value of total assets at beginning of year2008-12-31$3,898,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$7,980
Total interest from all sources2008-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Administrative expenses professional fees incurred2008-12-31$7,980
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$314,034
Participant contributions at end of year2008-12-31$0
Participant contributions at beginning of year2008-12-31$14,058
Total non interest bearing cash at end of year2008-12-31$2,746
Total non interest bearing cash at beginning of year2008-12-31$78,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-801,648
Value of net assets at end of year (total assets less liabilities)2008-12-31$3,018,227
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$3,819,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$2,719,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$3,597,841
Value of interest in common/collective trusts at end of year2008-12-31$298,322
Value of interest in common/collective trusts at beginning of year2008-12-31$207,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-1,076,891
Net investment gain or loss from common/collective trusts2008-12-31$8,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Contributions received in cash from employer2008-12-31$4,636
Employer contributions (assets) at end of year2008-12-31$0
Employer contributions (assets) at beginning of year2008-12-31$207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$44,244
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Liabilities. Value of acquisition indebtedness at end of year2008-12-31$2,746
Liabilities. Value of acquisition indebtedness at beginning of year2008-12-31$78,529
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2008-12-31382821807

Form 5500 Responses for BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA

2022: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: BROTHERHOOD OF MAINTENANCE OF WAY EMPLOYEES DIVISION (BMWED) OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERES (IBT) 401(K) RETIREMENT SA 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877114
Policy instance 1
Insurance contract or identification number877114
Number of Individuals Covered144
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,570
Total amount of fees paid to insurance companyUSD $2,889
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,570
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMALCOLM THOMPSON & ASSOCIATES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877114
Policy instance 1
Insurance contract or identification number877114
Number of Individuals Covered135
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,127
Total amount of fees paid to insurance companyUSD $2,810
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,127
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMALCOLM THOMPSON & ASSOCIATES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877114
Policy instance 1
Insurance contract or identification number877114
Number of Individuals Covered131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,903
Total amount of fees paid to insurance companyUSD $2,510
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,903
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMALCOLM THOMPSON & ASSOCIATES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877114
Policy instance 1
Insurance contract or identification number877114
Number of Individuals Covered123
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,411
Total amount of fees paid to insurance companyUSD $2,254
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,598
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877114
Policy instance 1
Insurance contract or identification number877114
Number of Individuals Covered127
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,024
Total amount of fees paid to insurance companyUSD $2,581
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFC106
Policy instance 1
Insurance contract or identification numberVFC106
Number of Individuals Covered119
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,479
Total amount of fees paid to insurance companyUSD $6,829
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,479
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMALCOLM THOMPSON AND ASSOCIATES

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