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TEAMSTERS-NATIONAL 401K SAVINGS PLAN 401k Plan overview

Plan NameTEAMSTERS-NATIONAL 401K SAVINGS PLAN
Plan identification number 001

TEAMSTERS-NATIONAL 401K SAVINGS PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE TEAMSTERS- NATIONAL 401K SAVINGS PLAN TRUST has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE TEAMSTERS- NATIONAL 401K SAVINGS PLAN TRUST
Employer identification number (EIN):521967784
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS-NATIONAL 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01FRED ZUCKERMAN2023-10-12 GARY F. CALDWELL2023-10-12
0012021-01-01FRED ZUCKERMAN2022-10-16 GARY F. CALDWELL2022-10-13
0012020-01-01JOHN F. MURPHY2021-10-12 GARY F. CALDWELL2021-10-11
0012019-01-01JOHN F. MURPHY2020-10-12
0012018-01-01JOHN F. MURPHY2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01JOHN F. MURPHY
0012014-01-01JOHN F. MURPHY
0012013-01-01
0012012-01-01JOHN MURPHY JOSHUA B. FRANK, ESQ.2013-10-15
0012011-01-01JOHN F. MURPHY JOSHUA B. FRANK2012-10-15
0012010-01-01JOHN MURPHY JOSHUA FRANK2011-10-17
0012009-01-01JOHN F. MURPHY DAVID SMITH2010-10-14

Plan Statistics for TEAMSTERS-NATIONAL 401K SAVINGS PLAN

401k plan membership statisitcs for TEAMSTERS-NATIONAL 401K SAVINGS PLAN

Measure Date Value
2022: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01168,073
Total number of active participants reported on line 7a of the Form 55002022-01-01155,329
Number of retired or separated participants receiving benefits2022-01-01100
Number of other retired or separated participants entitled to future benefits2022-01-016,884
Total of all active and inactive participants2022-01-01162,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01162,314
Number of participants with account balances2022-01-0133,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01130
Number of employers contributing to the scheme2022-01-01608
2021: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01153,085
Total number of active participants reported on line 7a of the Form 55002021-01-01162,104
Number of retired or separated participants receiving benefits2021-01-0199
Number of other retired or separated participants entitled to future benefits2021-01-015,869
Total of all active and inactive participants2021-01-01168,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01168,073
Number of participants with account balances2021-01-0132,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0163
Number of employers contributing to the scheme2021-01-01573
2020: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01151,441
Total number of active participants reported on line 7a of the Form 55002020-01-01146,985
Number of retired or separated participants receiving benefits2020-01-0181
Number of other retired or separated participants entitled to future benefits2020-01-016,018
Total of all active and inactive participants2020-01-01153,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01153,085
Number of participants with account balances2020-01-0134,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0151
Number of employers contributing to the scheme2020-01-01574
2019: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01146,453
Total number of active participants reported on line 7a of the Form 55002019-01-01144,429
Number of retired or separated participants receiving benefits2019-01-0168
Number of other retired or separated participants entitled to future benefits2019-01-016,943
Total of all active and inactive participants2019-01-01151,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01151,441
Number of participants with account balances2019-01-0138,863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0189
Number of employers contributing to the scheme2019-01-01561
2018: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01140,477
Total number of active participants reported on line 7a of the Form 55002018-01-01139,665
Number of retired or separated participants receiving benefits2018-01-0151
Number of other retired or separated participants entitled to future benefits2018-01-016,737
Total of all active and inactive participants2018-01-01146,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146,453
Number of participants with account balances2018-01-0138,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0186
Number of employers contributing to the scheme2018-01-01514
2017: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135,008
Total number of active participants reported on line 7a of the Form 55002017-01-01133,394
Number of retired or separated participants receiving benefits2017-01-0145
Number of other retired or separated participants entitled to future benefits2017-01-017,038
Total of all active and inactive participants2017-01-01140,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01140,477
Number of participants with account balances2017-01-0138,549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01167
Number of employers contributing to the scheme2017-01-01494
2016: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01130,756
Total number of active participants reported on line 7a of the Form 55002016-01-01128,281
Number of retired or separated participants receiving benefits2016-01-0140
Number of other retired or separated participants entitled to future benefits2016-01-016,687
Total of all active and inactive participants2016-01-01135,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135,008
Number of participants with account balances2016-01-0138,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0189
Number of employers contributing to the scheme2016-01-01483
2015: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126,379
Total number of active participants reported on line 7a of the Form 55002015-01-01124,533
Number of retired or separated participants receiving benefits2015-01-0129
Number of other retired or separated participants entitled to future benefits2015-01-016,193
Total of all active and inactive participants2015-01-01130,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01130,756
Number of participants with account balances2015-01-0138,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
Number of employers contributing to the scheme2015-01-01477
2014: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0196,041
Total number of active participants reported on line 7a of the Form 55002014-01-01119,869
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-016,487
Total of all active and inactive participants2014-01-01126,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01126,379
Number of participants with account balances2014-01-0139,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
Number of employers contributing to the scheme2014-01-01459
2013: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01110,940
Total number of active participants reported on line 7a of the Form 55002013-01-0190,445
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-015,581
Total of all active and inactive participants2013-01-0196,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0196,041
Number of participants with account balances2013-01-0141,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
Number of employers contributing to the scheme2013-01-01493
2012: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0181,194
Total number of active participants reported on line 7a of the Form 55002012-01-01105,700
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-015,227
Total of all active and inactive participants2012-01-01110,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01110,940
Number of participants with account balances2012-01-0139,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
Number of employers contributing to the scheme2012-01-01473
2011: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0169,680
Total number of active participants reported on line 7a of the Form 55002011-01-0142,770
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-013,406
Total of all active and inactive participants2011-01-0146,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0146,183
Number of participants with account balances2011-01-0138,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
Number of employers contributing to the scheme2011-01-01472
2010: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01103,606
Total number of active participants reported on line 7a of the Form 55002010-01-0166,452
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-013,226
Total of all active and inactive participants2010-01-0169,679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0169,680
Number of participants with account balances2010-01-0118,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
Number of employers contributing to the scheme2010-01-01501
2009: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01113,711
Total number of active participants reported on line 7a of the Form 55002009-01-01100,390
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013,216
Total of all active and inactive participants2009-01-01103,606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01103,606
Number of participants with account balances2009-01-0119,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016
Number of employers contributing to the scheme2009-01-01540

Financial Data on TEAMSTERS-NATIONAL 401K SAVINGS PLAN

Measure Date Value
2022 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$27,299,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$321,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$309,529
Total income from all sources (including contributions)2022-12-31$-113,303,333
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$156,510,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$150,993,694
Expenses. Certain deemed distributions of participant loans2022-12-31$2,140,068
Value of total corrective distributions2022-12-31$96,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$137,656,042
Value of total assets at end of year2022-12-31$1,393,376,767
Value of total assets at beginning of year2022-12-31$1,635,878,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,280,491
Total interest from all sources2022-12-31$1,272,951
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$823,504
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$823,504
Administrative expenses professional fees incurred2022-12-31$510,520
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$80,653,369
Participant contributions at end of year2022-12-31$27,077,017
Participant contributions at beginning of year2022-12-31$26,416,150
Participant contributions at end of year2022-12-31$2,661,412
Participant contributions at beginning of year2022-12-31$2,576,029
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,592,302
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$12,327,208
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,179,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-3,622,367
Administrative expenses (other) incurred2022-12-31$1,952,537
Liabilities. Value of operating payables at end of year2022-12-31$321,970
Liabilities. Value of operating payables at beginning of year2022-12-31$309,529
Total non interest bearing cash at end of year2022-12-31$-9,307
Total non interest bearing cash at beginning of year2022-12-31$41,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-269,813,663
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,393,054,797
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,635,569,107
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
Investment advisory and management fees2022-12-31$126,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,965,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$54,155,818
Value of interest in pooled separate accounts at end of year2022-12-31$272,885,453
Value of interest in pooled separate accounts at beginning of year2022-12-31$445,566,997
Interest on participant loans2022-12-31$1,272,951
Value of interest in common/collective trusts at end of year2022-12-31$764,507,777
Value of interest in common/collective trusts at beginning of year2022-12-31$843,481,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,074,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,020,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,020,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$271,921,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$246,129,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,850,733
Net investment gain/loss from pooled separate accounts2022-12-31$-109,041,060
Net investment gain or loss from common/collective trusts2022-12-31$-127,541,670
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$45,823,095
Employer contributions (assets) at end of year2022-12-31$2,700,499
Employer contributions (assets) at beginning of year2022-12-31$3,162,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$150,993,694
Contract administrator fees2022-12-31$690,752
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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 name2022-12-31WITHUMSMITH+BROWN P.C.
Accountancy firm EIN2022-12-31222027092
2021 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$25,430,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$309,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,547,439
Total income from all sources (including contributions)2021-12-31$315,853,397
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$130,431,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$124,132,958
Expenses. Certain deemed distributions of participant loans2021-12-31$1,803,548
Value of total corrective distributions2021-12-31$177,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$119,112,721
Value of total assets at end of year2021-12-31$1,635,878,636
Value of total assets at beginning of year2021-12-31$1,426,263,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,316,887
Total interest from all sources2021-12-31$1,375,667
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$856,490
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$856,490
Administrative expenses professional fees incurred2021-12-31$453,419
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$73,823,517
Participant contributions at end of year2021-12-31$26,416,150
Participant contributions at beginning of year2021-12-31$27,836,599
Participant contributions at end of year2021-12-31$2,576,029
Participant contributions at beginning of year2021-12-31$1,127,426
Assets. Other investments not covered elsewhere at end of year2021-12-31$12,327,208
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,244,847
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,706,977
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$1,824,902
Administrative expenses (other) incurred2021-12-31$3,027,633
Liabilities. Value of operating payables at end of year2021-12-31$309,529
Liabilities. Value of operating payables at beginning of year2021-12-31$1,547,439
Total non interest bearing cash at end of year2021-12-31$41,600
Total non interest bearing cash at beginning of year2021-12-31$13,039
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$185,422,332
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,635,569,107
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,424,715,840
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
Investment advisory and management fees2021-12-31$144,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$54,155,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$55,143,525
Value of interest in pooled separate accounts at end of year2021-12-31$445,566,997
Value of interest in pooled separate accounts at beginning of year2021-12-31$669,071,924
Interest on participant loans2021-12-31$1,375,667
Value of interest in common/collective trusts at end of year2021-12-31$843,481,733
Value of interest in common/collective trusts at beginning of year2021-12-31$426,422,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,020,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,549,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,549,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$246,129,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$231,928,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-3,509,085
Net investment gain/loss from pooled separate accounts2021-12-31$144,695,668
Net investment gain or loss from common/collective trusts2021-12-31$51,497,034
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$41,582,227
Employer contributions (assets) at end of year2021-12-31$3,162,211
Employer contributions (assets) at beginning of year2021-12-31$1,924,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$124,132,958
Contract administrator fees2021-12-31$690,886
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN P.C.
Accountancy firm EIN2021-12-31222027092
2020 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$292,021
Total unrealized appreciation/depreciation of assets2020-12-31$292,021
Total transfer of assets to this plan2020-12-31$13,310,122
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,547,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$724,377
Total income from all sources (including contributions)2020-12-31$286,225,610
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$175,154,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$167,059,169
Expenses. Certain deemed distributions of participant loans2020-12-31$1,315,186
Value of total corrective distributions2020-12-31$251,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$105,607,609
Value of total assets at end of year2020-12-31$1,426,263,279
Value of total assets at beginning of year2020-12-31$1,301,058,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,528,027
Total interest from all sources2020-12-31$1,634,103
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$176,381
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$176,381
Administrative expenses professional fees incurred2020-12-31$437,853
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$67,145,414
Participant contributions at end of year2020-12-31$27,836,599
Participant contributions at beginning of year2020-12-31$30,321,689
Participant contributions at end of year2020-12-31$1,127,426
Participant contributions at beginning of year2020-12-31$2,106,299
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,244,847
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,936,797
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,128,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$125,000
Other income not declared elsewhere2020-12-31$4,752,292
Administrative expenses (other) incurred2020-12-31$5,271,174
Liabilities. Value of operating payables at end of year2020-12-31$1,547,439
Liabilities. Value of operating payables at beginning of year2020-12-31$724,377
Total non interest bearing cash at end of year2020-12-31$13,039
Total non interest bearing cash at beginning of year2020-12-31$54,523
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$111,071,480
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,424,715,840
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,300,334,238
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
Investment advisory and management fees2020-12-31$150,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$55,143,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$137,449,063
Value of interest in pooled separate accounts at end of year2020-12-31$669,071,924
Value of interest in pooled separate accounts at beginning of year2020-12-31$625,738,996
Interest on participant loans2020-12-31$1,633,545
Interest earned on other investments2020-12-31$558
Value of interest in common/collective trusts at end of year2020-12-31$426,422,341
Value of interest in common/collective trusts at beginning of year2020-12-31$284,935,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,549,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,754,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,754,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$231,928,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$208,861,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,204,225
Net investment gain/loss from pooled separate accounts2020-12-31$133,131,704
Net investment gain or loss from common/collective trusts2020-12-31$38,427,275
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$881,578
Contributions received in cash from employer2020-12-31$34,333,215
Employer contributions (assets) at end of year2020-12-31$1,924,841
Employer contributions (assets) at beginning of year2020-12-31$1,893,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$167,059,169
Contract administrator fees2020-12-31$668,400
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WITHUMSMITH+BROWN P.C.
Accountancy firm EIN2020-12-31222027092
2019 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-14,453
Total unrealized appreciation/depreciation of assets2019-12-31$-14,453
Total transfer of assets to this plan2019-12-31$6,084,346
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$724,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$633,276
Total income from all sources (including contributions)2019-12-31$319,596,425
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$110,021,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$100,941,524
Expenses. Certain deemed distributions of participant loans2019-12-31$1,568,219
Value of total corrective distributions2019-12-31$155,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$104,215,711
Value of total assets at end of year2019-12-31$1,301,058,615
Value of total assets at beginning of year2019-12-31$1,085,308,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,356,743
Total interest from all sources2019-12-31$1,598,989
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,843,545
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$1,843,545
Administrative expenses professional fees incurred2019-12-31$438,896
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$63,526,073
Participant contributions at end of year2019-12-31$30,321,689
Participant contributions at beginning of year2019-12-31$28,865,621
Participant contributions at end of year2019-12-31$2,106,299
Participant contributions at beginning of year2019-12-31$1,826,823
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,936,797
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,873,231
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,460,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$125,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$125,000
Other income not declared elsewhere2019-12-31$4,627,790
Administrative expenses (other) incurred2019-12-31$6,143,956
Liabilities. Value of operating payables at end of year2019-12-31$724,377
Liabilities. Value of operating payables at beginning of year2019-12-31$633,276
Total non interest bearing cash at end of year2019-12-31$54,523
Total non interest bearing cash at beginning of year2019-12-31$8,733
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$209,574,757
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,300,334,238
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,084,675,135
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$105,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$137,449,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$114,828,317
Value of interest in pooled separate accounts at end of year2019-12-31$625,738,996
Value of interest in pooled separate accounts at beginning of year2019-12-31$518,834,256
Interest on participant loans2019-12-31$1,597,007
Interest earned on other investments2019-12-31$1,982
Value of interest in common/collective trusts at end of year2019-12-31$284,935,833
Value of interest in common/collective trusts at beginning of year2019-12-31$215,929,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,754,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,940,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,940,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$208,861,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$193,795,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,984,971
Net investment gain/loss from pooled separate accounts2019-12-31$145,187,936
Net investment gain or loss from common/collective trusts2019-12-31$43,151,936
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$881,578
Assets. Invements in employer securities at beginning of year2019-12-31$1,367,664
Contributions received in cash from employer2019-12-31$36,228,696
Employer contributions (assets) at end of year2019-12-31$1,893,521
Employer contributions (assets) at beginning of year2019-12-31$1,913,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$100,941,524
Contract administrator fees2019-12-31$668,400
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WITHUMSMITH+BROWN P.C.
Accountancy firm EIN2019-12-31222027092
2018 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,878,803
Total unrealized appreciation/depreciation of assets2018-12-31$-4,878,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$633,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$599,913
Total income from all sources (including contributions)2018-12-31$53,804,715
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$98,009,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$89,581,173
Expenses. Certain deemed distributions of participant loans2018-12-31$551,324
Value of total corrective distributions2018-12-31$117,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$93,526,557
Value of total assets at end of year2018-12-31$1,085,308,411
Value of total assets at beginning of year2018-12-31$1,129,479,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,759,283
Total interest from all sources2018-12-31$5,527,824
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,663,953
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$1,663,953
Administrative expenses professional fees incurred2018-12-31$363,060
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$60,382,163
Participant contributions at end of year2018-12-31$28,865,621
Participant contributions at beginning of year2018-12-31$27,408,216
Participant contributions at end of year2018-12-31$1,826,823
Participant contributions at beginning of year2018-12-31$1,791,049
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,873,231
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,888,686
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,878,772
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$125,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$125,000
Other income not declared elsewhere2018-12-31$2,963,822
Administrative expenses (other) incurred2018-12-31$6,627,881
Liabilities. Value of operating payables at end of year2018-12-31$633,276
Liabilities. Value of operating payables at beginning of year2018-12-31$599,913
Total non interest bearing cash at end of year2018-12-31$8,733
Total non interest bearing cash at beginning of year2018-12-31$8,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-44,204,858
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,084,675,135
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,128,879,993
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
Investment advisory and management fees2018-12-31$111,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$114,828,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$163,721,362
Value of interest in pooled separate accounts at end of year2018-12-31$518,834,256
Value of interest in pooled separate accounts at beginning of year2018-12-31$524,801,033
Interest on participant loans2018-12-31$1,396,287
Interest earned on other investments2018-12-31$4,131,537
Value of interest in common/collective trusts at end of year2018-12-31$215,929,049
Value of interest in common/collective trusts at beginning of year2018-12-31$211,896,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,940,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,688,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,688,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$193,795,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$181,388,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,650,175
Net investment gain/loss from pooled separate accounts2018-12-31$-11,228,224
Net investment gain or loss from common/collective trusts2018-12-31$-12,120,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$1,367,664
Assets. Invements in employer securities at beginning of year2018-12-31$7,005,605
Contributions received in cash from employer2018-12-31$29,265,622
Employer contributions (assets) at end of year2018-12-31$1,913,773
Employer contributions (assets) at beginning of year2018-12-31$1,757,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$89,581,173
Contract administrator fees2018-12-31$657,202
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WITHUMSMITH+BROWN PC
Accountancy firm EIN2018-12-31222027092
2017 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$431,914
Total unrealized appreciation/depreciation of assets2017-12-31$431,914
Total transfer of assets to this plan2017-12-31$822,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$599,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$734,167
Total income from all sources (including contributions)2017-12-31$235,194,884
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$82,649,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$74,607,403
Expenses. Certain deemed distributions of participant loans2017-12-31$790,365
Value of total corrective distributions2017-12-31$100,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$86,012,454
Value of total assets at end of year2017-12-31$1,129,479,906
Value of total assets at beginning of year2017-12-31$976,246,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,152,087
Total interest from all sources2017-12-31$6,637,244
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,388,586
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$1,388,586
Administrative expenses professional fees incurred2017-12-31$315,090
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$54,413,365
Participant contributions at end of year2017-12-31$27,408,216
Participant contributions at beginning of year2017-12-31$26,325,940
Participant contributions at end of year2017-12-31$1,791,049
Participant contributions at beginning of year2017-12-31$1,838,221
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,888,686
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,146,193
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,933,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$125,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$125,000
Other income not declared elsewhere2017-12-31$4,634,381
Administrative expenses (other) incurred2017-12-31$6,101,762
Liabilities. Value of operating payables at end of year2017-12-31$599,913
Liabilities. Value of operating payables at beginning of year2017-12-31$734,167
Total non interest bearing cash at end of year2017-12-31$8,733
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$152,544,922
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,128,879,993
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$975,512,605
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
Investment advisory and management fees2017-12-31$97,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$163,721,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$142,620,225
Value of interest in pooled separate accounts at end of year2017-12-31$524,801,033
Value of interest in pooled separate accounts at beginning of year2017-12-31$443,982,583
Interest on participant loans2017-12-31$1,176,516
Interest earned on other investments2017-12-31$5,460,728
Value of interest in common/collective trusts at end of year2017-12-31$211,896,701
Value of interest in common/collective trusts at beginning of year2017-12-31$162,135,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,688,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,833,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,833,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$181,388,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$181,155,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,303,171
Net investment gain/loss from pooled separate accounts2017-12-31$95,070,907
Net investment gain or loss from common/collective trusts2017-12-31$24,716,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$7,005,605
Assets. Invements in employer securities at beginning of year2017-12-31$7,908,108
Contributions received in cash from employer2017-12-31$26,665,310
Employer contributions (assets) at end of year2017-12-31$1,757,051
Employer contributions (assets) at beginning of year2017-12-31$2,176,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$74,607,403
Contract administrator fees2017-12-31$638,140
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH&BROWN
Accountancy firm EIN2017-12-31222027092
2016 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-895,818
Total unrealized appreciation/depreciation of assets2016-12-31$-895,818
Total transfer of assets to this plan2016-12-31$10,540,765
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$734,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,223,299
Total income from all sources (including contributions)2016-12-31$149,807,449
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$74,224,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$65,504,066
Expenses. Certain deemed distributions of participant loans2016-12-31$1,426,605
Value of total corrective distributions2016-12-31$74,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$78,241,764
Value of total assets at end of year2016-12-31$976,246,772
Value of total assets at beginning of year2016-12-31$890,612,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,219,580
Total interest from all sources2016-12-31$6,549,407
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,485,272
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$1,485,272
Administrative expenses professional fees incurred2016-12-31$318,084
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 period2016-12-31No
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$50,501,505
Participant contributions at end of year2016-12-31$26,325,940
Participant contributions at beginning of year2016-12-31$26,065,167
Participant contributions at end of year2016-12-31$1,838,221
Participant contributions at beginning of year2016-12-31$1,092,224
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,146,193
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,164,152
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,044,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$125,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$125,000
Other income not declared elsewhere2016-12-31$4,439,739
Administrative expenses (other) incurred2016-12-31$6,187,877
Liabilities. Value of operating payables at end of year2016-12-31$734,167
Liabilities. Value of operating payables at beginning of year2016-12-31$1,223,299
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$75,582,903
Value of net assets at end of year (total assets less liabilities)2016-12-31$975,512,605
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$889,388,937
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
Investment advisory and management fees2016-12-31$97,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$142,620,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$134,800,829
Value of interest in pooled separate accounts at end of year2016-12-31$443,982,583
Value of interest in pooled separate accounts at beginning of year2016-12-31$411,017,794
Income. Interest from loans (other than to participants)2016-12-31$1,127,249
Interest earned on other investments2016-12-31$5,422,158
Value of interest in common/collective trusts at end of year2016-12-31$162,135,211
Value of interest in common/collective trusts at beginning of year2016-12-31$132,501,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,833,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,218,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,218,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$181,155,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$164,774,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,510,260
Net investment gain/loss from pooled separate accounts2016-12-31$32,352,504
Net investment gain or loss from common/collective trusts2016-12-31$11,124,321
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$7,908,108
Assets. Invements in employer securities at beginning of year2016-12-31$10,168,277
Contributions received in cash from employer2016-12-31$24,695,604
Employer contributions (assets) at end of year2016-12-31$2,176,494
Employer contributions (assets) at beginning of year2016-12-31$1,634,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$65,504,066
Contract administrator fees2016-12-31$616,100
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$50,500
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BOND BEEBE PC
Accountancy firm EIN2016-12-31521044197
2015 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-6,779,203
Total unrealized appreciation/depreciation of assets2015-12-31$-6,779,203
Total transfer of assets to this plan2015-12-31$3,931,188
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,223,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,500
Total income from all sources (including contributions)2015-12-31$76,992,648
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$79,043,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$72,788,492
Expenses. Certain deemed distributions of participant loans2015-12-31$1,372,111
Value of total corrective distributions2015-12-31$69,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$74,974,929
Value of total assets at end of year2015-12-31$890,612,236
Value of total assets at beginning of year2015-12-31$887,525,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,812,815
Total interest from all sources2015-12-31$6,249,812
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,796,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,796,303
Administrative expenses professional fees incurred2015-12-31$332,234
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$49,061,986
Participant contributions at end of year2015-12-31$26,065,167
Participant contributions at beginning of year2015-12-31$25,421,852
Participant contributions at end of year2015-12-31$1,092,224
Participant contributions at beginning of year2015-12-31$1,161,734
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,164,152
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,848,299
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,695,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$125,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$125,000
Other income not declared elsewhere2015-12-31$803,071
Administrative expenses (other) incurred2015-12-31$3,776,532
Liabilities. Value of operating payables at end of year2015-12-31$1,223,299
Liabilities. Value of operating payables at beginning of year2015-12-31$17,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,050,645
Value of net assets at end of year (total assets less liabilities)2015-12-31$889,388,937
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$887,508,394
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
Investment advisory and management fees2015-12-31$98,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$134,800,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$252,371,232
Value of interest in pooled separate accounts at end of year2015-12-31$411,017,794
Value of interest in pooled separate accounts at beginning of year2015-12-31$308,432,210
Income. Interest from loans (other than to participants)2015-12-31$1,118,637
Interest earned on other investments2015-12-31$5,131,087
Value of interest in common/collective trusts at end of year2015-12-31$132,501,338
Value of interest in common/collective trusts at beginning of year2015-12-31$119,285,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,218,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,021,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,021,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$88
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$164,774,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$151,973,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,542,455
Net investment gain/loss from pooled separate accounts2015-12-31$2,425,030
Net investment gain or loss from common/collective trusts2015-12-31$-934,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$10,168,277
Assets. Invements in employer securities at beginning of year2015-12-31$18,606,752
Contributions received in cash from employer2015-12-31$23,217,359
Employer contributions (assets) at end of year2015-12-31$1,634,366
Employer contributions (assets) at beginning of year2015-12-31$1,278,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$72,788,492
Contract administrator fees2015-12-31$606,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$50,500
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BOND BEEBE P.C.
Accountancy firm EIN2015-12-31521044197
2014 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,353,674
Total unrealized appreciation/depreciation of assets2014-12-31$5,353,674
Total transfer of assets to this plan2014-12-31$10,856,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$50,224
Total income from all sources (including contributions)2014-12-31$128,908,473
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$85,126,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$79,197,973
Expenses. Certain deemed distributions of participant loans2014-12-31$1,384,657
Value of total corrective distributions2014-12-31$55,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$73,301,399
Value of total assets at end of year2014-12-31$887,525,894
Value of total assets at beginning of year2014-12-31$832,919,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,487,987
Total interest from all sources2014-12-31$5,197,507
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,009,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,009,021
Administrative expenses professional fees incurred2014-12-31$409,568
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 period2014-12-31Yes
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$46,769,242
Participant contributions at end of year2014-12-31$25,421,852
Participant contributions at beginning of year2014-12-31$23,939,731
Participant contributions at end of year2014-12-31$1,161,734
Participant contributions at beginning of year2014-12-31$1,334,746
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,848,299
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,470,522
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,252,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$125,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$125,000
Other income not declared elsewhere2014-12-31$1,383,857
Administrative expenses (other) incurred2014-12-31$3,394,793
Liabilities. Value of operating payables at end of year2014-12-31$17,500
Liabilities. Value of operating payables at beginning of year2014-12-31$50,224
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$43,782,058
Value of net assets at end of year (total assets less liabilities)2014-12-31$887,508,394
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$832,869,647
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
Investment advisory and management fees2014-12-31$77,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$252,371,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$180,476,155
Value of interest in pooled separate accounts at end of year2014-12-31$308,432,210
Value of interest in pooled separate accounts at beginning of year2014-12-31$480,077,352
Income. Interest from loans (other than to participants)2014-12-31$1,056,103
Interest earned on other investments2014-12-31$4,141,101
Value of interest in common/collective trusts at end of year2014-12-31$119,285,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,021,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,888,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,888,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$151,973,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$117,454,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,371,291
Net investment gain/loss from pooled separate accounts2014-12-31$31,644,662
Net investment gain or loss from common/collective trusts2014-12-31$647,062
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$18,606,752
Assets. Invements in employer securities at beginning of year2014-12-31$19,226,917
Contributions received in cash from employer2014-12-31$21,279,653
Employer contributions (assets) at end of year2014-12-31$1,278,749
Employer contributions (assets) at beginning of year2014-12-31$1,926,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$79,197,973
Contract administrator fees2014-12-31$606,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BOND BEEBE, P.C.
Accountancy firm EIN2014-12-31521044197
2013 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$13,731,870
Total unrealized appreciation/depreciation of assets2013-12-31$13,731,870
Total transfer of assets to this plan2013-12-31$169,291,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$50,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$69,980
Total income from all sources (including contributions)2013-12-31$172,834,952
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$59,616,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$54,359,264
Expenses. Certain deemed distributions of participant loans2013-12-31$868,983
Value of total corrective distributions2013-12-31$51,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$64,218,604
Value of total assets at end of year2013-12-31$832,919,871
Value of total assets at beginning of year2013-12-31$550,430,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,336,321
Total interest from all sources2013-12-31$4,763,245
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$526,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$526,107
Administrative expenses professional fees incurred2013-12-31$399,379
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$34,558,703
Participant contributions at end of year2013-12-31$23,939,731
Participant contributions at beginning of year2013-12-31$15,596,025
Participant contributions at end of year2013-12-31$1,334,746
Participant contributions at beginning of year2013-12-31$1,388,395
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,470,522
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,871,428
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,501,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$125,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$125,000
Other income not declared elsewhere2013-12-31$4,254,462
Administrative expenses (other) incurred2013-12-31$3,255,516
Liabilities. Value of operating payables at end of year2013-12-31$50,224
Liabilities. Value of operating payables at beginning of year2013-12-31$69,980
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$113,218,440
Value of net assets at end of year (total assets less liabilities)2013-12-31$832,869,647
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$550,360,113
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
Investment advisory and management fees2013-12-31$75,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$180,476,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$92,667,045
Value of interest in pooled separate accounts at end of year2013-12-31$480,077,352
Value of interest in pooled separate accounts at beginning of year2013-12-31$312,000,627
Income. Interest from loans (other than to participants)2013-12-31$701,524
Interest earned on other investments2013-12-31$4,061,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,888,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,487,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,487,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$117,454,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$112,089,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$26,391,097
Net investment gain/loss from pooled separate accounts2013-12-31$58,935,510
Net investment gain or loss from common/collective trusts2013-12-31$14,057
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$19,226,917
Assets. Invements in employer securities at beginning of year2013-12-31$8,782,044
Contributions received in cash from employer2013-12-31$20,158,370
Employer contributions (assets) at end of year2013-12-31$1,926,482
Employer contributions (assets) at beginning of year2013-12-31$1,422,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$54,359,264
Contract administrator fees2013-12-31$606,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BOND BEEBE, P.C.
Accountancy firm EIN2013-12-31521044197
2012 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-4,189,945
Total unrealized appreciation/depreciation of assets2012-12-31$-4,189,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$69,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$77,349
Total income from all sources (including contributions)2012-12-31$104,525,367
Total loss/gain on sale of assets2012-12-31$-407,632
Total of all expenses incurred2012-12-31$46,389,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$41,342,738
Expenses. Certain deemed distributions of participant loans2012-12-31$847,457
Value of total corrective distributions2012-12-31$12,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$54,281,419
Value of total assets at end of year2012-12-31$550,430,093
Value of total assets at beginning of year2012-12-31$492,301,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,186,974
Total interest from all sources2012-12-31$5,002,645
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$718,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$718,028
Administrative expenses professional fees incurred2012-12-31$327,232
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$32,108,436
Participant contributions at end of year2012-12-31$15,596,025
Participant contributions at beginning of year2012-12-31$16,742,744
Participant contributions at end of year2012-12-31$1,388,395
Participant contributions at beginning of year2012-12-31$1,443,208
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,871,428
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,652,574
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,623,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$125,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$125,000
Other income not declared elsewhere2012-12-31$1,507,910
Administrative expenses (other) incurred2012-12-31$3,173,772
Liabilities. Value of operating payables at end of year2012-12-31$69,980
Liabilities. Value of operating payables at beginning of year2012-12-31$77,349
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$58,135,473
Value of net assets at end of year (total assets less liabilities)2012-12-31$550,360,113
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$492,224,640
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
Investment advisory and management fees2012-12-31$79,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$92,667,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$79,566,340
Value of interest in pooled separate accounts at end of year2012-12-31$312,000,627
Value of interest in pooled separate accounts at beginning of year2012-12-31$268,450,186
Income. Interest from loans (other than to participants)2012-12-31$641,260
Interest earned on other investments2012-12-31$4,360,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,487,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,035,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,035,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$112,089,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$104,879,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,874,900
Net investment gain/loss from pooled separate accounts2012-12-31$35,738,042
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$8,782,044
Assets. Invements in employer securities at beginning of year2012-12-31$14,406,410
Contributions received in cash from employer2012-12-31$18,549,342
Employer contributions (assets) at end of year2012-12-31$1,422,462
Employer contributions (assets) at beginning of year2012-12-31$1,999,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$41,342,738
Contract administrator fees2012-12-31$606,000
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
Aggregate proceeds on sale of assets2012-12-31$1,029,224
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,436,856
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BOND BEEBE, P.C.
Accountancy firm EIN2012-12-31521044197
2011 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-7,847,024
Total unrealized appreciation/depreciation of assets2011-12-31$-7,847,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$77,349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$77,179
Total income from all sources (including contributions)2011-12-31$69,170,241
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$45,736,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$42,261,201
Expenses. Certain deemed distributions of participant loans2011-12-31$470,331
Value of total corrective distributions2011-12-31$44,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$74,674,831
Value of total assets at end of year2011-12-31$492,301,989
Value of total assets at beginning of year2011-12-31$468,868,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,960,792
Total interest from all sources2011-12-31$5,006,027
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$533,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$533,501
Administrative expenses professional fees incurred2011-12-31$414,225
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$30,739,092
Participant contributions at end of year2011-12-31$16,742,744
Participant contributions at beginning of year2011-12-31$15,499,366
Participant contributions at end of year2011-12-31$1,443,208
Participant contributions at beginning of year2011-12-31$1,395,527
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,652,574
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,188,566
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,594,199
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$125,000
Other income not declared elsewhere2011-12-31$612,204
Administrative expenses (other) incurred2011-12-31$1,888,044
Liabilities. Value of operating payables at end of year2011-12-31$77,349
Liabilities. Value of operating payables at beginning of year2011-12-31$77,179
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$23,433,624
Value of net assets at end of year (total assets less liabilities)2011-12-31$492,224,640
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$468,791,016
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
Investment advisory and management fees2011-12-31$52,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$79,566,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$58,370,926
Value of interest in pooled separate accounts at end of year2011-12-31$268,450,186
Value of interest in pooled separate accounts at beginning of year2011-12-31$293,597,978
Interest on participant loans2011-12-31$649,767
Interest earned on other investments2011-12-31$4,355,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,035,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$448,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$448,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$104,879,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$94,706,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,709,012
Net investment gain/loss from pooled separate accounts2011-12-31$2,899,714
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$14,406,410
Contributions received in cash from employer2011-12-31$36,341,540
Employer contributions (assets) at end of year2011-12-31$1,999,922
Employer contributions (assets) at beginning of year2011-12-31$661,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$42,261,201
Contract administrator fees2011-12-31$606,000
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 appraiser2011-12-31Yes
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BOND BEEBE, P.C.
Accountancy firm EIN2011-12-31521044197
2010 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,621,279
Total unrealized appreciation/depreciation of assets2010-12-31$1,621,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$77,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$113,508
Total income from all sources (including contributions)2010-12-31$83,920,348
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$45,791,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,262,296
Expenses. Certain deemed distributions of participant loans2010-12-31$1,055,708
Value of total corrective distributions2010-12-31$64,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$40,939,442
Value of total assets at end of year2010-12-31$468,868,195
Value of total assets at beginning of year2010-12-31$430,776,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,409,380
Total interest from all sources2010-12-31$4,889,330
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$469,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$469,545
Administrative expenses professional fees incurred2010-12-31$328,732
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 period2010-12-31No
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$6,118,637
Participant contributions at end of year2010-12-31$15,499,366
Participant contributions at beginning of year2010-12-31$14,274,686
Participant contributions at end of year2010-12-31$1,395,527
Participant contributions at beginning of year2010-12-31$1,309,693
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,188,566
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,689,067
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,313,226
Other income not declared elsewhere2010-12-31$1,561,104
Administrative expenses (other) incurred2010-12-31$1,421,996
Liabilities. Value of operating payables at end of year2010-12-31$77,179
Liabilities. Value of operating payables at beginning of year2010-12-31$113,508
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$38,128,394
Value of net assets at end of year (total assets less liabilities)2010-12-31$468,791,016
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$430,662,622
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
Investment advisory and management fees2010-12-31$52,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$58,370,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$50,930,640
Value of interest in pooled separate accounts at end of year2010-12-31$293,597,978
Value of interest in pooled separate accounts at beginning of year2010-12-31$268,557,965
Interest earned on other investments2010-12-31$4,888,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$448,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,105,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,105,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$94,706,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$88,905,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,795,476
Net investment gain/loss from pooled separate accounts2010-12-31$28,644,172
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$30,507,579
Employer contributions (assets) at end of year2010-12-31$661,020
Employer contributions (assets) at beginning of year2010-12-31$1,003,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$42,262,296
Contract administrator fees2010-12-31$606,000
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BOND BEEBE, P.C.
Accountancy firm EIN2010-12-31521044197
2009 : TEAMSTERS-NATIONAL 401K SAVINGS PLAN 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

Form 5500 Responses for TEAMSTERS-NATIONAL 401K SAVINGS PLAN

2022: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 - TrustYes
2014: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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 - TrustYes
2013: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-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 - TrustYes
2012: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-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 - TrustYes
2011: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-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 - TrustYes
2010: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS-NATIONAL 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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 - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number062119
Policy instance 1
Insurance contract or identification number062119
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number062119
Policy instance 1
Insurance contract or identification number062119
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number062119
Policy instance 1
Insurance contract or identification number062119
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number062119
Policy instance 1
Insurance contract or identification number062119
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041349
Policy instance 1
Insurance contract or identification number041349
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041349
Policy instance 1
Insurance contract or identification number041349
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041349
Policy instance 1
Insurance contract or identification number041349
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041349
Policy instance 1
Insurance contract or identification number041349
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041349
Policy instance 1
Insurance contract or identification number041349
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041349
Policy instance 1
Insurance contract or identification number041349
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041349
Policy instance 1
Insurance contract or identification number041349
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041349
Policy instance 1
Insurance contract or identification number041349
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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

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