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ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND
Plan identification number 501

ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND
Employer identification number (EIN):431410498
NAIC Classification:311800
NAIC Description: Bakeries and Tortilla Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-05-01
5012014-05-01
5012013-05-01
5012012-05-01NANCY MEYER
5012011-05-01NANCY MEYER
5012010-05-01CINDY KLOCKE
5012009-05-01LINDA RYAN
5012009-05-01LINDA RYAN

Financial Data on ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND

Measure Date Value
2015 : ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$547
Total income from all sources2015-12-31$3,971
Expenses. Total of all expenses incurred2015-12-31$75,847
Benefits paid (including direct rollovers)2015-12-31$39,857
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$72,423
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$85
Net income (gross income less expenses)2015-12-31$-71,876
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$71,876
Total contributions received or receivable from employer(s)2015-12-31$3,886
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$35,990
Total plan liabilities at end of year2015-04-30$547
Total plan liabilities at beginning of year2015-04-30$2,812
Total income from all sources2015-04-30$386,423
Expenses. Total of all expenses incurred2015-04-30$586,294
Benefits paid (including direct rollovers)2015-04-30$530,029
Total plan assets at end of year2015-04-30$72,423
Total plan assets at beginning of year2015-04-30$274,559
Value of fidelity bond covering the plan2015-04-30$500,000
Total contributions received or receivable from participants2015-04-30$4,104
Expenses. Other expenses not covered elsewhere2015-04-30$5,195
Other income received2015-04-30$413
Net income (gross income less expenses)2015-04-30$-199,871
Net plan assets at end of year (total assets less liabilities)2015-04-30$71,876
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$271,747
Total contributions received or receivable from employer(s)2015-04-30$381,906
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$51,070
2014 : ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2014 401k financial data
Total plan liabilities at end of year2014-04-30$117,442
Total plan liabilities at beginning of year2014-04-30$113,899
Total income from all sources2014-04-30$750,596
Expenses. Total of all expenses incurred2014-04-30$735,173
Benefits paid (including direct rollovers)2014-04-30$673,816
Total plan assets at end of year2014-04-30$274,559
Total plan assets at beginning of year2014-04-30$255,593
Value of fidelity bond covering the plan2014-04-30$500,000
Total contributions received or receivable from participants2014-04-30$3,954
Expenses. Other expenses not covered elsewhere2014-04-30$5,808
Other income received2014-04-30$340
Net income (gross income less expenses)2014-04-30$15,423
Net plan assets at end of year (total assets less liabilities)2014-04-30$157,117
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$141,694
Total contributions received or receivable from employer(s)2014-04-30$746,302
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$55,549
2013 : ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2013 401k financial data
Total plan liabilities at end of year2013-04-30$113,899
Total plan liabilities at beginning of year2013-04-30$110,224
Total income from all sources2013-04-30$722,915
Expenses. Total of all expenses incurred2013-04-30$755,699
Benefits paid (including direct rollovers)2013-04-30$687,718
Total plan assets at end of year2013-04-30$255,593
Total plan assets at beginning of year2013-04-30$284,702
Value of fidelity bond covering the plan2013-04-30$500,000
Total contributions received or receivable from participants2013-04-30$11,683
Expenses. Other expenses not covered elsewhere2013-04-30$8,619
Other income received2013-04-30$471
Net income (gross income less expenses)2013-04-30$-32,784
Net plan assets at end of year (total assets less liabilities)2013-04-30$141,694
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$174,478
Total contributions received or receivable from employer(s)2013-04-30$710,761
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$59,362
2012 : ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2012 401k financial data
Total plan liabilities at end of year2012-04-30$110,224
Total plan liabilities at beginning of year2012-04-30$116,763
Total income from all sources2012-04-30$719,796
Expenses. Total of all expenses incurred2012-04-30$800,977
Benefits paid (including direct rollovers)2012-04-30$741,941
Total plan assets at end of year2012-04-30$284,702
Total plan assets at beginning of year2012-04-30$372,422
Value of fidelity bond covering the plan2012-04-30$500,000
Total contributions received or receivable from participants2012-04-30$7,223
Other income received2012-04-30$733
Net income (gross income less expenses)2012-04-30$-81,181
Net plan assets at end of year (total assets less liabilities)2012-04-30$174,478
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$255,659
Total contributions received or receivable from employer(s)2012-04-30$711,840
Expenses. Administrative service providers (salaries,fees and commissions)2012-04-30$59,036
2011 : ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2011 401k financial data
Total plan liabilities at end of year2011-04-30$116,763
Total plan liabilities at beginning of year2011-04-30$129,069
Total income from all sources2011-04-30$777,431
Expenses. Total of all expenses incurred2011-04-30$883,820
Benefits paid (including direct rollovers)2011-04-30$818,782
Total plan assets at end of year2011-04-30$372,422
Total plan assets at beginning of year2011-04-30$491,117
Value of fidelity bond covering the plan2011-04-30$500,000
Total contributions received or receivable from participants2011-04-30$1
Other income received2011-04-30$1,417
Net income (gross income less expenses)2011-04-30$-106,389
Net plan assets at end of year (total assets less liabilities)2011-04-30$255,659
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$362,048
Total contributions received or receivable from employer(s)2011-04-30$776,013
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$65,038

Form 5500 Responses for ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND

2015: ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01This submission is the final filingYes
2015-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: ST LOUIS BAKERS UNION LOCAL 4 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedYes
2009-05-01This submission is the final filingNo
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D026497
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010176963
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010176963
Policy instance 2
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number6205300000
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D026497
Policy instance 3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF017418
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D026497
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKMO5727384
Policy instance 5
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number6205300000
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010176963
Policy instance 3
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number6205300000
Policy instance 1
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF017418
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05727384
Policy instance 2
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number6205300000
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05727384
Policy instance 2
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF017418
Policy instance 3
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number6205300000
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05727384
Policy instance 2
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF017418
Policy instance 3

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