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WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 401k Plan overview

Plan NameWAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN
Plan identification number 501

WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST FUND
Employer identification number (EIN):526048847
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-10-01SEAN CEDENIO2023-07-06 WILLIAM CAVANAUGH2023-07-10
5012020-10-01SEAN CEDENIO2022-07-01 WILLIAM CAVANAUGH2022-07-06
5012019-10-01SEAN CEDENIO2021-06-29 WILLIAM CAVANAUGH2021-06-30
5012018-10-01SHARON DAINES2020-07-02 SEAN CEDENIO2020-07-02
5012017-10-01SEAN CEDENIO2019-07-02 WILLIAM CAVANAUGH2019-07-02
5012016-10-01
5012015-10-01
5012014-10-01
5012013-10-01
5012012-10-01SEAN CEDENIO
5012011-10-01SEAN CEDENIO GILES BURNS2013-06-20
5012010-10-01SEAN CEDENIO GILES BURNS2012-06-29
5012009-10-01SHARON DAINES
5012009-10-01PATRICIA MILLER

Plan Statistics for WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN

401k plan membership statisitcs for WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN

Measure Date Value
2021: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-011,616
Total number of active participants reported on line 7a of the Form 55002021-10-011,655
Number of retired or separated participants receiving benefits2021-10-016
Total of all active and inactive participants2021-10-011,661
Number of employers contributing to the scheme2021-10-0134
2020: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011,605
Total number of active participants reported on line 7a of the Form 55002020-10-011,602
Number of retired or separated participants receiving benefits2020-10-0114
Total of all active and inactive participants2020-10-011,616
Number of employers contributing to the scheme2020-10-0133
2019: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,567
Total number of active participants reported on line 7a of the Form 55002019-10-011,592
Number of retired or separated participants receiving benefits2019-10-0113
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-011,605
Number of employers contributing to the scheme2019-10-0135
2018: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-011,564
Total number of active participants reported on line 7a of the Form 55002018-10-011,555
Number of retired or separated participants receiving benefits2018-10-0112
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-011,567
Number of employers contributing to the scheme2018-10-0137
2017: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-011,562
Total number of active participants reported on line 7a of the Form 55002017-10-011,552
Number of retired or separated participants receiving benefits2017-10-0112
Total of all active and inactive participants2017-10-011,564
Number of employers contributing to the scheme2017-10-0137
2016: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011,405
Total number of active participants reported on line 7a of the Form 55002016-10-011,548
Number of retired or separated participants receiving benefits2016-10-0114
Total of all active and inactive participants2016-10-011,562
Number of employers contributing to the scheme2016-10-0137
2015: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-011,270
Total number of active participants reported on line 7a of the Form 55002015-10-011,397
Number of retired or separated participants receiving benefits2015-10-018
Total of all active and inactive participants2015-10-011,405
Number of employers contributing to the scheme2015-10-0125
2014: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-011,205
Total number of active participants reported on line 7a of the Form 55002014-10-011,259
Number of retired or separated participants receiving benefits2014-10-0111
Total of all active and inactive participants2014-10-011,270
Number of employers contributing to the scheme2014-10-0122
2013: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-011,193
Total number of active participants reported on line 7a of the Form 55002013-10-011,188
Number of retired or separated participants receiving benefits2013-10-0117
Total of all active and inactive participants2013-10-011,205
Number of employers contributing to the scheme2013-10-0122
2012: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-011,198
Total number of active participants reported on line 7a of the Form 55002012-10-011,186
Number of retired or separated participants receiving benefits2012-10-017
Total of all active and inactive participants2012-10-011,193
Number of employers contributing to the scheme2012-10-0125
2011: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01975
Total number of active participants reported on line 7a of the Form 55002011-10-011,188
Number of retired or separated participants receiving benefits2011-10-0110
Total of all active and inactive participants2011-10-011,198
Total participants2011-10-011,198
Number of employers contributing to the scheme2011-10-0125
2010: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01862
Total number of active participants reported on line 7a of the Form 55002010-10-01960
Number of retired or separated participants receiving benefits2010-10-0115
Total of all active and inactive participants2010-10-01975
Total participants2010-10-01975
Number of employers contributing to the scheme2010-10-0124
2009: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01888
Total number of active participants reported on line 7a of the Form 55002009-10-01841
Number of retired or separated participants receiving benefits2009-10-0121
Total of all active and inactive participants2009-10-01862
Number of employers contributing to the scheme2009-10-0127

Financial Data on WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN

Measure Date Value
2022 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$5,040
Total unrealized appreciation/depreciation of assets2022-09-30$5,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$1,996,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$2,442,599
Total income from all sources (including contributions)2022-09-30$15,985,589
Total loss/gain on sale of assets2022-09-30$50
Total of all expenses incurred2022-09-30$20,398,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$19,420,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$17,311,877
Value of total assets at end of year2022-09-30$32,360,800
Value of total assets at beginning of year2022-09-30$37,220,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$978,418
Total interest from all sources2022-09-30$584,952
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$455,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$455,610
Administrative expenses professional fees incurred2022-09-30$128,756
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$176,579
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$1,667,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$1,363,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$72,850
Other income not declared elsewhere2022-09-30$50,077
Administrative expenses (other) incurred2022-09-30$772,193
Liabilities. Value of operating payables at end of year2022-09-30$47,437
Liabilities. Value of operating payables at beginning of year2022-09-30$40,937
Total non interest bearing cash at end of year2022-09-30$242,065
Total non interest bearing cash at beginning of year2022-09-30$939,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-4,413,402
Value of net assets at end of year (total assets less liabilities)2022-09-30$30,364,299
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$34,777,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Assets. partnership/joint venture interests at end of year2022-09-30$6,979,070
Assets. partnership/joint venture interests at beginning of year2022-09-30$7,095,758
Investment advisory and management fees2022-09-30$77,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$7,665,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$9,071,847
Interest earned on other investments2022-09-30$582,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$107,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$106,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$106,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$2,708
Assets. Value of investments in 103.12 investment entities at end of year2022-09-30$695,689
Assets. Value of investments in 103.12 investment entities at beginning of year2022-09-30$7,411,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$13,768,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$9,723,854
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$626,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,847,195
Net gain/loss from 103.12 investment entities2022-09-30$-574,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$17,135,298
Employer contributions (assets) at end of year2022-09-30$1,227,508
Employer contributions (assets) at beginning of year2022-09-30$1,489,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$18,794,512
Liabilities. Value of benefit claims payable at end of year2022-09-30$1,876,214
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$2,401,662
Assets. Value of buildings and other operty used in plan operation at end of year2022-09-30$7,983
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-09-30$17,627
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$50
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-09-30470900880
2021 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$248,616
Total unrealized appreciation/depreciation of assets2021-09-30$248,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$2,442,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$2,395,857
Total income from all sources (including contributions)2021-09-30$19,972,695
Total loss/gain on sale of assets2021-09-30$50
Total of all expenses incurred2021-09-30$17,650,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$16,761,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$17,243,073
Value of total assets at end of year2021-09-30$37,220,300
Value of total assets at beginning of year2021-09-30$34,850,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$888,478
Total interest from all sources2021-09-30$440,597
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$266,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$266,362
Administrative expenses professional fees incurred2021-09-30$109,882
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$201,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$1,363,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$1,287,543
Other income not declared elsewhere2021-09-30$32,773
Administrative expenses (other) incurred2021-09-30$750,692
Liabilities. Value of operating payables at end of year2021-09-30$40,937
Liabilities. Value of operating payables at beginning of year2021-09-30$39,208
Total non interest bearing cash at end of year2021-09-30$939,727
Total non interest bearing cash at beginning of year2021-09-30$2,856,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$2,322,613
Value of net assets at end of year (total assets less liabilities)2021-09-30$34,777,701
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$32,455,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Assets. partnership/joint venture interests at end of year2021-09-30$7,095,758
Assets. partnership/joint venture interests at beginning of year2021-09-30$5,524,350
Investment advisory and management fees2021-09-30$27,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$9,071,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$6,356,957
Interest earned on other investments2021-09-30$438,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$106,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$106,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$106,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$2,331
Assets. Value of investments in 103.12 investment entities at end of year2021-09-30$7,411,516
Assets. Value of investments in 103.12 investment entities at beginning of year2021-09-30$8,130,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$9,723,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$9,440,249
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$548,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,698,528
Net gain/loss from 103.12 investment entities2021-09-30$42,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$17,042,071
Employer contributions (assets) at end of year2021-09-30$1,489,825
Employer contributions (assets) at beginning of year2021-09-30$1,118,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$16,213,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-09-30No
Liabilities. Value of benefit claims payable at end of year2021-09-30$2,401,662
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$2,356,649
Assets. Value of buildings and other operty used in plan operation at end of year2021-09-30$17,627
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-09-30$30,177
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$50
Aggregate carrying amount (costs) on sale of assets2021-09-30$0
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-09-30470900880
2020 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$-349,601
Total unrealized appreciation/depreciation of assets2020-09-30$-349,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$2,395,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$2,093,332
Total income from all sources (including contributions)2020-09-30$18,241,003
Total loss/gain on sale of assets2020-09-30$2,449
Total of all expenses incurred2020-09-30$14,503,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$13,608,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$16,699,541
Value of total assets at end of year2020-09-30$34,850,945
Value of total assets at beginning of year2020-09-30$30,810,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$894,115
Total interest from all sources2020-09-30$33,863
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$589,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$589,626
Administrative expenses professional fees incurred2020-09-30$112,640
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$191,810
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$1,287,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$1,430,364
Other income not declared elsewhere2020-09-30$23,764
Administrative expenses (other) incurred2020-09-30$751,115
Liabilities. Value of operating payables at end of year2020-09-30$39,208
Liabilities. Value of operating payables at beginning of year2020-09-30$41,116
Total non interest bearing cash at end of year2020-09-30$2,856,159
Total non interest bearing cash at beginning of year2020-09-30$880,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$3,737,907
Value of net assets at end of year (total assets less liabilities)2020-09-30$32,455,088
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$28,717,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Assets. partnership/joint venture interests at end of year2020-09-30$5,524,350
Assets. partnership/joint venture interests at beginning of year2020-09-30$4,122,941
Investment advisory and management fees2020-09-30$30,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$6,356,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$15,499,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$106,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$105,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$105,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$33,863
Assets. Value of investments in 103.12 investment entities at end of year2020-09-30$8,130,494
Assets. Value of investments in 103.12 investment entities at beginning of year2020-09-30$7,544,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$9,440,249
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$525,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$671,883
Net gain/loss from 103.12 investment entities2020-09-30$569,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$16,507,731
Employer contributions (assets) at end of year2020-09-30$1,118,267
Employer contributions (assets) at beginning of year2020-09-30$1,188,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$13,083,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30No
Liabilities. Value of benefit claims payable at end of year2020-09-30$2,356,649
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$2,052,216
Assets. Value of buildings and other operty used in plan operation at end of year2020-09-30$30,177
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-09-30$38,041
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$505,453
Aggregate carrying amount (costs) on sale of assets2020-09-30$503,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2020-09-30814643077
2019 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$668,959
Total unrealized appreciation/depreciation of assets2019-09-30$668,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$2,093,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$2,298,320
Total income from all sources (including contributions)2019-09-30$18,572,406
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$15,816,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$14,892,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$16,568,220
Value of total assets at end of year2019-09-30$30,810,513
Value of total assets at beginning of year2019-09-30$28,259,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$924,240
Total interest from all sources2019-09-30$2,017
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$521,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$521,983
Administrative expenses professional fees incurred2019-09-30$108,915
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$173,866
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$1,430,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$1,416,653
Other income not declared elsewhere2019-09-30$23,726
Administrative expenses (other) incurred2019-09-30$774,870
Liabilities. Value of operating payables at end of year2019-09-30$41,116
Liabilities. Value of operating payables at beginning of year2019-09-30$75,752
Total non interest bearing cash at end of year2019-09-30$880,371
Total non interest bearing cash at beginning of year2019-09-30$101,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$2,755,933
Value of net assets at end of year (total assets less liabilities)2019-09-30$28,717,181
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$25,961,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Assets. partnership/joint venture interests at end of year2019-09-30$4,122,941
Assets. partnership/joint venture interests at beginning of year2019-09-30$1,280,385
Investment advisory and management fees2019-09-30$40,455
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$15,499,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$14,740,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$105,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$2,003,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$2,003,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$2,017
Assets. Value of investments in 103.12 investment entities at end of year2019-09-30$7,544,756
Assets. Value of investments in 103.12 investment entities at beginning of year2019-09-30$7,550,818
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$480,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$95,104
Net gain/loss from 103.12 investment entities2019-09-30$692,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$16,394,354
Employer contributions (assets) at end of year2019-09-30$1,188,625
Employer contributions (assets) at beginning of year2019-09-30$1,119,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$14,412,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Liabilities. Value of benefit claims payable at end of year2019-09-30$2,052,216
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$2,222,568
Assets. Value of buildings and other operty used in plan operation at end of year2019-09-30$38,041
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-09-30$45,932
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$275,000
Aggregate carrying amount (costs) on sale of assets2019-09-30$275,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2019-09-30814643077
2018 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$45,087
Total unrealized appreciation/depreciation of assets2018-09-30$45,087
Total transfer of assets to this plan2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$2,298,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$2,152,585
Total income from all sources (including contributions)2018-09-30$16,984,852
Total loss/gain on sale of assets2018-09-30$-258,587
Total of all expenses incurred2018-09-30$15,870,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$14,943,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$16,119,954
Value of total assets at end of year2018-09-30$28,259,568
Value of total assets at beginning of year2018-09-30$26,999,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$927,031
Total interest from all sources2018-09-30$217,713
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$157,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$157,376
Administrative expenses professional fees incurred2018-09-30$111,301
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$158,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$1,416,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$1,259,209
Other income not declared elsewhere2018-09-30$17,233
Administrative expenses (other) incurred2018-09-30$753,393
Liabilities. Value of operating payables at end of year2018-09-30$75,752
Liabilities. Value of operating payables at beginning of year2018-09-30$65,849
Total non interest bearing cash at end of year2018-09-30$101,435
Total non interest bearing cash at beginning of year2018-09-30$739,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$1,113,948
Value of net assets at end of year (total assets less liabilities)2018-09-30$25,961,248
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$24,847,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Assets. partnership/joint venture interests at end of year2018-09-30$1,280,385
Investment advisory and management fees2018-09-30$62,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$14,740,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$4,876,499
Interest earned on other investments2018-09-30$42,130
Income. Interest from US Government securities2018-09-30$67,374
Income. Interest from corporate debt instruments2018-09-30$104,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$2,003,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$1,303,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$1,303,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$4,196
Assets. Value of investments in 103.12 investment entities at end of year2018-09-30$7,550,818
Assets. Value of investments in 103.12 investment entities at beginning of year2018-09-30$9,656,167
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$457,862
Asset value of US Government securities at end of year2018-09-30$0
Asset value of US Government securities at beginning of year2018-09-30$3,821,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$769,877
Net gain/loss from 103.12 investment entities2018-09-30$-83,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$15,961,226
Employer contributions (assets) at end of year2018-09-30$1,119,692
Employer contributions (assets) at beginning of year2018-09-30$1,128,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$14,486,011
Asset. Corporate debt instrument debt (other) at end of year2018-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$4,179,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Liabilities. Value of benefit claims payable at end of year2018-09-30$2,222,568
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$2,086,736
Assets. Value of buildings and other operty used in plan operation at end of year2018-09-30$45,932
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-09-30$35,431
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$25,866,788
Aggregate carrying amount (costs) on sale of assets2018-09-30$26,125,375
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2018-09-30814643077
2017 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$-93,944
Total unrealized appreciation/depreciation of assets2017-09-30$-93,944
Total transfer of assets to this plan2017-09-30$988,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$2,152,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$2,332,709
Total income from all sources (including contributions)2017-09-30$16,945,374
Total loss/gain on sale of assets2017-09-30$-38,137
Total of all expenses incurred2017-09-30$14,507,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$13,667,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$15,551,152
Value of total assets at end of year2017-09-30$26,999,885
Value of total assets at beginning of year2017-09-30$23,753,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$839,341
Total interest from all sources2017-09-30$182,948
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$104,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$104,036
Administrative expenses professional fees incurred2017-09-30$89,564
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$157,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$1,259,209
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$369,382
Other income not declared elsewhere2017-09-30$383,764
Administrative expenses (other) incurred2017-09-30$673,740
Liabilities. Value of operating payables at end of year2017-09-30$65,849
Liabilities. Value of operating payables at beginning of year2017-09-30$76,996
Total non interest bearing cash at end of year2017-09-30$739,142
Total non interest bearing cash at beginning of year2017-09-30$391,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$2,438,337
Value of net assets at end of year (total assets less liabilities)2017-09-30$24,847,300
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$21,420,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$76,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$4,876,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$3,897,732
Income. Interest from US Government securities2017-09-30$56,221
Income. Interest from corporate debt instruments2017-09-30$122,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$1,303,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$1,226,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$1,226,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$4,345
Assets. Value of investments in 103.12 investment entities at end of year2017-09-30$9,656,167
Assets. Value of investments in 103.12 investment entities at beginning of year2017-09-30$8,802,497
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$424,814
Asset value of US Government securities at end of year2017-09-30$3,821,645
Asset value of US Government securities at beginning of year2017-09-30$3,696,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$649,731
Net gain/loss from 103.12 investment entities2017-09-30$205,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$15,393,166
Employer contributions (assets) at end of year2017-09-30$1,128,471
Employer contributions (assets) at beginning of year2017-09-30$1,137,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$13,242,882
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$4,179,356
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$4,220,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Liabilities. Value of benefit claims payable at end of year2017-09-30$2,086,736
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$2,255,713
Assets. Value of buildings and other operty used in plan operation at end of year2017-09-30$35,431
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-09-30$11,894
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$8,401,415
Aggregate carrying amount (costs) on sale of assets2017-09-30$8,439,552
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2017-09-30814643077
2016 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$87,379
Total unrealized appreciation/depreciation of assets2016-09-30$87,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$2,332,709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$1,941,985
Total income from all sources (including contributions)2016-09-30$15,622,048
Total loss/gain on sale of assets2016-09-30$20,709
Total of all expenses incurred2016-09-30$12,361,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$11,491,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$14,246,325
Value of total assets at end of year2016-09-30$23,753,576
Value of total assets at beginning of year2016-09-30$20,102,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$869,891
Total interest from all sources2016-09-30$132,309
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$79,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$79,191
Administrative expenses professional fees incurred2016-09-30$94,609
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$128,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$369,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$339,077
Other income not declared elsewhere2016-09-30$2,511
Administrative expenses (other) incurred2016-09-30$708,768
Liabilities. Value of operating payables at end of year2016-09-30$76,996
Liabilities. Value of operating payables at beginning of year2016-09-30$49,584
Total non interest bearing cash at end of year2016-09-30$391,259
Total non interest bearing cash at beginning of year2016-09-30$564,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$3,260,765
Value of net assets at end of year (total assets less liabilities)2016-09-30$21,420,867
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$18,160,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$66,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$3,897,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$3,377,252
Income. Interest from US Government securities2016-09-30$50,005
Income. Interest from corporate debt instruments2016-09-30$81,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$1,226,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$363,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$363,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$1,121
Assets. Value of investments in 103.12 investment entities at end of year2016-09-30$8,802,497
Assets. Value of investments in 103.12 investment entities at beginning of year2016-09-30$8,215,112
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$389,004
Asset value of US Government securities at end of year2016-09-30$3,696,468
Asset value of US Government securities at beginning of year2016-09-30$3,665,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$441,289
Net gain/loss from 103.12 investment entities2016-09-30$612,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$14,117,434
Employer contributions (assets) at end of year2016-09-30$1,137,349
Employer contributions (assets) at beginning of year2016-09-30$1,102,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$11,102,388
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$4,220,410
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$2,466,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Liabilities. Value of benefit claims payable at end of year2016-09-30$2,255,713
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$1,892,401
Assets. Value of buildings and other operty used in plan operation at end of year2016-09-30$11,894
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-09-30$8,121
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$7,773,050
Aggregate carrying amount (costs) on sale of assets2016-09-30$7,752,341
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2016-09-30521162023
2015 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$46,917
Total unrealized appreciation/depreciation of assets2015-09-30$46,917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$1,941,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$2,202,228
Total income from all sources (including contributions)2015-09-30$12,212,680
Total loss/gain on sale of assets2015-09-30$55,715
Total of all expenses incurred2015-09-30$11,826,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$10,910,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$11,941,383
Value of total assets at end of year2015-09-30$20,102,087
Value of total assets at beginning of year2015-09-30$19,976,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$916,060
Total interest from all sources2015-09-30$160,460
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$85,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$85,327
Administrative expenses professional fees incurred2015-09-30$78,238
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$153,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$339,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$384,456
Administrative expenses (other) incurred2015-09-30$777,636
Liabilities. Value of operating payables at end of year2015-09-30$49,584
Liabilities. Value of operating payables at beginning of year2015-09-30$40,203
Total non interest bearing cash at end of year2015-09-30$564,376
Total non interest bearing cash at beginning of year2015-09-30$243,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$386,245
Value of net assets at end of year (total assets less liabilities)2015-09-30$18,160,102
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$17,773,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$60,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$3,377,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$3,400,679
Income. Interest from US Government securities2015-09-30$71,291
Income. Interest from corporate debt instruments2015-09-30$89,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$363,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$325,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$325,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$64
Assets. Value of investments in 103.12 investment entities at end of year2015-09-30$8,215,112
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$343,320
Asset value of US Government securities at end of year2015-09-30$3,665,651
Asset value of US Government securities at beginning of year2015-09-30$7,090,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-106,754
Net gain/loss from 103.12 investment entities2015-09-30$29,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$11,788,204
Employer contributions (assets) at end of year2015-09-30$1,102,454
Employer contributions (assets) at beginning of year2015-09-30$841,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$10,567,055
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$2,466,953
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$7,677,777
Liabilities. Value of benefit claims payable at end of year2015-09-30$1,892,401
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$2,162,025
Assets. Value of buildings and other operty used in plan operation at end of year2015-09-30$8,121
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-09-30$12,410
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$14,227,448
Aggregate carrying amount (costs) on sale of assets2015-09-30$14,171,733
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30WEYRICH, CRONIN & SORRA
Accountancy firm EIN2015-09-30521162023
2014 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$-101,366
Total unrealized appreciation/depreciation of assets2014-09-30$-101,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$2,202,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$1,596,429
Total income from all sources (including contributions)2014-09-30$11,325,467
Total loss/gain on sale of assets2014-09-30$-59,852
Total of all expenses incurred2014-09-30$13,463,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$12,762,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$10,422,981
Value of total assets at end of year2014-09-30$19,976,085
Value of total assets at beginning of year2014-09-30$21,508,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$700,635
Total interest from all sources2014-09-30$480,313
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$64,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$64,490
Administrative expenses professional fees incurred2014-09-30$75,122
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$166,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$384,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$400,682
Other income not declared elsewhere2014-09-30$7,643
Administrative expenses (other) incurred2014-09-30$559,670
Liabilities. Value of operating payables at end of year2014-09-30$40,203
Liabilities. Value of operating payables at beginning of year2014-09-30$38,569
Total non interest bearing cash at end of year2014-09-30$243,849
Total non interest bearing cash at beginning of year2014-09-30$751,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-2,137,954
Value of net assets at end of year (total assets less liabilities)2014-09-30$17,773,857
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$19,911,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$65,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$3,400,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$2,924,930
Income. Interest from US Government securities2014-09-30$268,791
Income. Interest from corporate debt instruments2014-09-30$211,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$325,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$279,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$279,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$38
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$317,819
Asset value of US Government securities at end of year2014-09-30$7,090,457
Asset value of US Government securities at beginning of year2014-09-30$11,556,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$511,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$10,256,163
Employer contributions (assets) at end of year2014-09-30$841,404
Employer contributions (assets) at beginning of year2014-09-30$851,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$12,444,967
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$7,677,777
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$4,712,433
Liabilities. Value of benefit claims payable at end of year2014-09-30$2,162,025
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$1,557,860
Assets. Value of buildings and other operty used in plan operation at end of year2014-09-30$12,410
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-09-30$30,856
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$15,065,722
Aggregate carrying amount (costs) on sale of assets2014-09-30$15,125,574
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2014-09-30521162023
2013 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$89,751
Total unrealized appreciation/depreciation of assets2013-09-30$89,751
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$1,596,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$1,091,496
Total income from all sources (including contributions)2013-09-30$10,768,415
Total loss/gain on sale of assets2013-09-30$-716,243
Total of all expenses incurred2013-09-30$11,151,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$10,514,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$10,316,301
Value of total assets at end of year2013-09-30$21,508,240
Value of total assets at beginning of year2013-09-30$21,386,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$637,470
Total interest from all sources2013-09-30$492,925
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$70,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$70,654
Administrative expenses professional fees incurred2013-09-30$73,251
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$121,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$400,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$363,310
Administrative expenses (other) incurred2013-09-30$497,582
Liabilities. Value of operating payables at end of year2013-09-30$38,569
Liabilities. Value of operating payables at beginning of year2013-09-30$43,544
Total non interest bearing cash at end of year2013-09-30$751,260
Total non interest bearing cash at beginning of year2013-09-30$382,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-383,513
Value of net assets at end of year (total assets less liabilities)2013-09-30$19,911,811
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$20,295,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$66,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$2,924,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$3,094,249
Income. Interest from US Government securities2013-09-30$365,760
Income. Interest from corporate debt instruments2013-09-30$127,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$279,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$617,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$617,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$72
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$458,785
Asset value of US Government securities at end of year2013-09-30$11,556,444
Asset value of US Government securities at beginning of year2013-09-30$12,325,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$515,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$10,194,801
Employer contributions (assets) at end of year2013-09-30$851,652
Employer contributions (assets) at beginning of year2013-09-30$861,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$10,055,673
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$4,712,433
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$3,672,653
Liabilities. Value of benefit claims payable at end of year2013-09-30$1,557,860
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$1,047,952
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$30,856
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$69,574
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$8,673,944
Aggregate carrying amount (costs) on sale of assets2013-09-30$9,390,187
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2013-09-30521162023
2012 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$29,570
Total unrealized appreciation/depreciation of assets2012-09-30$29,570
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$1,091,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$1,256,905
Total income from all sources (including contributions)2012-09-30$10,840,375
Total loss/gain on sale of assets2012-09-30$-62,196
Total of all expenses incurred2012-09-30$9,964,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$9,329,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$9,621,589
Value of total assets at end of year2012-09-30$21,386,820
Value of total assets at beginning of year2012-09-30$20,676,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$635,364
Total interest from all sources2012-09-30$534,047
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$60,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$60,012
Administrative expenses professional fees incurred2012-09-30$90,466
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$165,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$363,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$327,637
Administrative expenses (other) incurred2012-09-30$477,818
Liabilities. Value of operating payables at end of year2012-09-30$43,544
Liabilities. Value of operating payables at beginning of year2012-09-30$37,301
Total non interest bearing cash at end of year2012-09-30$382,651
Total non interest bearing cash at beginning of year2012-09-30$673,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$875,957
Value of net assets at end of year (total assets less liabilities)2012-09-30$20,295,324
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$19,419,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$67,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$3,094,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,376,884
Income. Interest from US Government securities2012-09-30$418,223
Income. Interest from corporate debt instruments2012-09-30$115,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$617,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$300,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$300,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$186
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$377,085
Asset value of US Government securities at end of year2012-09-30$12,325,010
Asset value of US Government securities at beginning of year2012-09-30$13,357,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$657,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$9,456,029
Employer contributions (assets) at end of year2012-09-30$861,408
Employer contributions (assets) at beginning of year2012-09-30$754,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$8,951,969
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$3,672,653
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$2,774,603
Liabilities. Value of benefit claims payable at end of year2012-09-30$1,047,952
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$1,219,604
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$69,574
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-09-30$111,608
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$8,101,643
Aggregate carrying amount (costs) on sale of assets2012-09-30$8,163,839
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30MICHAEL D. SISK AND COMPANY, PC
Accountancy firm EIN2012-09-30521857374
2011 : WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$80,299
Total unrealized appreciation/depreciation of assets2011-09-30$80,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$1,256,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$1,082,754
Total income from all sources (including contributions)2011-09-30$8,875,326
Total loss/gain on sale of assets2011-09-30$-31,696
Total of all expenses incurred2011-09-30$7,454,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$6,883,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$8,316,856
Value of total assets at end of year2011-09-30$20,676,272
Value of total assets at beginning of year2011-09-30$19,081,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$570,776
Total interest from all sources2011-09-30$552,377
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$48,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$48,761
Administrative expenses professional fees incurred2011-09-30$72,134
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$167,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$327,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$330,802
Administrative expenses (other) incurred2011-09-30$411,158
Liabilities. Value of operating payables at end of year2011-09-30$37,301
Liabilities. Value of operating payables at beginning of year2011-09-30$21,970
Total non interest bearing cash at end of year2011-09-30$673,223
Total non interest bearing cash at beginning of year2011-09-30$398,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$1,421,004
Value of net assets at end of year (total assets less liabilities)2011-09-30$19,419,367
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$17,998,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$65,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,376,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,869,395
Income. Interest from US Government securities2011-09-30$463,631
Income. Interest from corporate debt instruments2011-09-30$88,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$300,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$609,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$609,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$172
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$144,932
Asset value of US Government securities at end of year2011-09-30$13,357,512
Asset value of US Government securities at beginning of year2011-09-30$14,215,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-91,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$8,149,092
Employer contributions (assets) at end of year2011-09-30$754,556
Employer contributions (assets) at beginning of year2011-09-30$589,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$6,738,614
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$2,774,603
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$915,219
Contract administrator fees2011-09-30$21,775
Liabilities. Value of benefit claims payable at end of year2011-09-30$1,219,604
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$1,060,784
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$111,608
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$153,643
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$6,641,782
Aggregate carrying amount (costs) on sale of assets2011-09-30$6,673,478
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30MICHAEL D. SISK AND COMPANY, PC
Accountancy firm EIN2011-09-30521857374

Form 5500 Responses for WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN

2021: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2010 form 5500 responses
2010-10-01Type of plan entityMulti-employer plan
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST PLAN 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan 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 number069036
Policy instance 3
Insurance contract or identification number069036
Number of Individuals Covered1661
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10295
Policy instance 2
Insurance contract or identification numberSL10295
Number of Individuals Covered1585
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,458
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $498,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,458
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMAE01019
Policy instance 1
Insurance contract or identification numberMAE01019
Number of Individuals Covered1614
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $2,364
Total amount of fees paid to insurance companyUSD $3,820
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $127,948
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,364
Amount paid for insurance broker fees3820
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMAE01019
Policy instance 1
Insurance contract or identification numberMAE01019
Number of Individuals Covered1625
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $2,423
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $124,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,423
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10295
Policy instance 2
Insurance contract or identification numberSL10295
Number of Individuals Covered1571
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,182
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $423,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,182
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069036
Policy instance 3
Insurance contract or identification number069036
Number of Individuals Covered1616
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number069036
Policy instance 3
Insurance contract or identification number069036
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10295
Policy instance 2
Insurance contract or identification numberSL10295
Number of Individuals Covered1555
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,402
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $360,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,402
Amount paid for insurance broker fees0
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMAE01019
Policy instance 1
Insurance contract or identification numberMAE01019
Number of Individuals Covered1625
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,314
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $126,065
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2314
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10295
Policy instance 2
Insurance contract or identification numberSL10295
Number of Individuals Covered1570
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,482
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $328,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,482
Amount paid for insurance broker fees0
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMAE01019
Policy instance 1
Insurance contract or identification numberMAE01019
Number of Individuals Covered1634
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,758
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $74,696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1758
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10295
Policy instance 2
Insurance contract or identification numberSL10295
Number of Individuals Covered1540
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,993
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $332,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMAE01019
Policy instance 1
Insurance contract or identification numberMAE01019
Number of Individuals Covered1631
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,073
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $128,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 2
Insurance contract or identification numberEXRK
Number of Individuals Covered1265
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,283
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $247,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,283
Insurance broker organization code?3
Insurance broker nameBOLTON PARTNERS, INC.
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMAE01019
Policy instance 1
Insurance contract or identification numberMAE01019
Number of Individuals Covered1516
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $2,013
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $103,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,013
Insurance broker organization code?3
Insurance broker nameNATIONAL CAPITAL INSURANCE AGENCY
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1010-2014R3
Policy instance 2
Insurance contract or identification numberG1010-2014R3
Number of Individuals Covered1194
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,232
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $207,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,232
Insurance broker nameBOLTON PARTNERS, INC.
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMAE01019
Policy instance 1
Insurance contract or identification numberMAE01019
Number of Individuals Covered1430
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $1,961
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $96,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,961
Insurance broker nameNATIONAL CAPITAL INSURANCE AGENCY
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1011-2013R3
Policy instance 2
Insurance contract or identification numberG1011-2013R3
Number of Individuals Covered1192
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,497
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $283,223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,497
Insurance broker nameBOLTON PARTNERS, INC.
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMAE01019
Policy instance 1
Insurance contract or identification numberMAE01019
Number of Individuals Covered1454
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,931
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $95,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,931
Insurance broker nameNATIONAL CAPITAL INSURANCE AGENCY
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1018-2012
Policy instance 1
Insurance contract or identification numberG1018-2012
Number of Individuals Covered987
Insurance policy start date2012-01-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $5,279
Welfare Benefit Premiums Paid to CarrierUSD $175,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMAE01019
Policy instance 2
Insurance contract or identification numberMAE01019
Number of Individuals Covered1415
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $1,897
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $80,760
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMAE01019
Policy instance 1
Insurance contract or identification numberMAE01019
Number of Individuals Covered1108
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $1,807
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $74,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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