401k Plan data: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN plan

BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 401k Plan overview

Plan Name	BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN
Plan identification number	001

BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

BOARD OF TRUSTEES OF BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSI has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSI

Employer identification number (EIN): 526150341

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-09-01
001 2012-09-01 J. ANTHONY SMITH
001 2011-09-01 J. ANTHONY SMITH
001 2009-09-01 PHILIP S. GILES

Plan Statistics for BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN

401k plan membership statisitcs for BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN

Measure Date Value
2014: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2014 401k membership
Current value of assets 2014-06-30 20,413,638
Acturial value of assets for funding standard account 2014-06-30 18,766,776
Accrued liability for plan using immediate gains methods 2014-06-30 43,594,452
Accrued liability under unit credit cost method 2014-06-30 43,594,452
RPA 94 current liability 2014-06-30 57,628,916
Expected increase in current liability due to benefits accruing during the plan year 2014-06-30 0
Expected release from RPA 94 current liability for plan year 2014-06-30 1,372,214
Expected plan disbursements for the plan year 2014-06-30 1,447,673
Current value of assets 2014-06-30 20,413,638
Number of retired participants and beneficiaries receiving payment 2014-06-30 406
Current liability for retired participants and beneficiaries receiving payment 2014-06-30 38,197,108
Number of terminated vested participants 2014-06-30 261
Current liability for terminated vested participants 2014-06-30 17,652,474
Current liability for active participants non vested benefits 2014-06-30 147,620
Current liability for active participants vested benefits 2014-06-30 1,631,714
Total number of active articipats 2014-06-30 38
Current liability for active participants 2014-06-30 1,779,334
Total participant count with liabilities 2014-06-30 705
Total current liabilitoes for participants with libailities 2014-06-30 57,628,916
Total employer contributions in plan year 2014-06-30 95,165
Total employee contributions in plan year 2014-06-30 0
Prior year funding deficiency 2014-06-30 351,722
Employer’s normal cost for plan year as of valuation date 2014-06-30 73,125
Prior year credit balance 2014-06-30 0
Amortization credits as of valuation date 2014-06-30 567,659
2013: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 708
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 0
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
Number of employers contributing to the scheme 2013-09-01 1
2012: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 736
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 39
Number of retired or separated participants receiving benefits 2012-09-01 341
Number of other retired or separated participants entitled to future benefits 2012-09-01 264
Total of all active and inactive participants 2012-09-01 644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 64
Total participants 2012-09-01 708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 22
Number of employers contributing to the scheme 2012-09-01 1
2011: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 752
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 131
Number of retired or separated participants receiving benefits 2011-09-01 343
Number of other retired or separated participants entitled to future benefits 2011-09-01 199
Total of all active and inactive participants 2011-09-01 673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 63
Total participants 2011-09-01 736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 7
Number of employers contributing to the scheme 2011-09-01 3
2009: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 780
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 147
Number of retired or separated participants receiving benefits 2009-09-01 348
Number of other retired or separated participants entitled to future benefits 2009-09-01 205
Total of all active and inactive participants 2009-09-01 700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 60
Total participants 2009-09-01 760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 20
Number of employers contributing to the scheme 2009-09-01 3

Measure	Date	Value
2014: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2014 401k membership
Current value of assets	2014-06-30	20,413,638
Acturial value of assets for funding standard account	2014-06-30	18,766,776
Accrued liability for plan using immediate gains methods	2014-06-30	43,594,452
Accrued liability under unit credit cost method	2014-06-30	43,594,452
RPA 94 current liability	2014-06-30	57,628,916
Expected increase in current liability due to benefits accruing during the plan year	2014-06-30	0
Expected release from RPA 94 current liability for plan year	2014-06-30	1,372,214
Expected plan disbursements for the plan year	2014-06-30	1,447,673
Current value of assets	2014-06-30	20,413,638
Number of retired participants and beneficiaries receiving payment	2014-06-30	406
Current liability for retired participants and beneficiaries receiving payment	2014-06-30	38,197,108
Number of terminated vested participants	2014-06-30	261
Current liability for terminated vested participants	2014-06-30	17,652,474
Current liability for active participants non vested benefits	2014-06-30	147,620
Current liability for active participants vested benefits	2014-06-30	1,631,714
Total number of active articipats	2014-06-30	38
Current liability for active participants	2014-06-30	1,779,334
Total participant count with liabilities	2014-06-30	705
Total current liabilitoes for participants with libailities	2014-06-30	57,628,916
Total employer contributions in plan year	2014-06-30	95,165
Total employee contributions in plan year	2014-06-30	0
Prior year funding deficiency	2014-06-30	351,722
Employer’s normal cost for plan year as of valuation date	2014-06-30	73,125
Prior year credit balance	2014-06-30	0
Amortization credits as of valuation date	2014-06-30	567,659
2013: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	708
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	0
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
Number of employers contributing to the scheme	2013-09-01	1
2012: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	736
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	39
Number of retired or separated participants receiving benefits	2012-09-01	341
Number of other retired or separated participants entitled to future benefits	2012-09-01	264
Total of all active and inactive participants	2012-09-01	644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	64
Total participants	2012-09-01	708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	22
Number of employers contributing to the scheme	2012-09-01	1
2011: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	752
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	131
Number of retired or separated participants receiving benefits	2011-09-01	343
Number of other retired or separated participants entitled to future benefits	2011-09-01	199
Total of all active and inactive participants	2011-09-01	673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	63
Total participants	2011-09-01	736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	7
Number of employers contributing to the scheme	2011-09-01	3
2009: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	780
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	147
Number of retired or separated participants receiving benefits	2009-09-01	348
Number of other retired or separated participants entitled to future benefits	2009-09-01	205
Total of all active and inactive participants	2009-09-01	700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	60
Total participants	2009-09-01	760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	20
Number of employers contributing to the scheme	2009-09-01	3

Financial Data on BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN

Measure	Date	Value
2014 : BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$53,968
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$123,519
Total unrealized appreciation/depreciation of assets	2014-06-30	$177,487
Total transfer of assets from this plan	2014-06-30	$20,606,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$39,946
Total income from all sources (including contributions)	2014-06-30	$1,871,980
Total of all expenses incurred	2014-06-30	$1,678,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,456,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$72,989
Value of total assets at end of year	2014-06-30	$0
Value of total assets at beginning of year	2014-06-30	$20,453,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$222,517
Total interest from all sources	2014-06-30	$34,558
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$20,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$20,795
Assets. Real estate other than employer real property at beginning of year	2014-06-30	$1,307,292
Administrative expenses professional fees incurred	2014-06-30	$164,479
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$2,229,101
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$15,049
Administrative expenses (other) incurred	2014-06-30	$4,506
Liabilities. Value of operating payables at beginning of year	2014-06-30	$39,946
Total non interest bearing cash at beginning of year	2014-06-30	$334,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$193,248
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$20,413,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$37,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$5,459,017
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$3,690,178
Interest earned on other investments	2014-06-30	$34,558
Value of interest in common/collective trusts at beginning of year	2014-06-30	$7,396,424
Net investment gain/loss from pooled separate accounts	2014-06-30	$435,026
Net investment gain or loss from common/collective trusts	2014-06-30	$1,131,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$72,989
Employer contributions (assets) at beginning of year	2014-06-30	$22,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,456,215
Contract administrator fees	2014-06-30	$16,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2014-06-30	470900880
2013 : BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-08-31	$179,321
Unrealized appreciation/depreciation of other (non real estate) assets	2013-08-31	$192,251
Total unrealized appreciation/depreciation of assets	2013-08-31	$371,572
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$39,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$49,571
Total income from all sources (including contributions)	2013-08-31	$2,896,823
Total of all expenses incurred	2013-08-31	$3,924,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$3,496,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$270,014
Value of total assets at end of year	2013-08-31	$20,453,584
Value of total assets at beginning of year	2013-08-31	$21,491,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$428,240
Total interest from all sources	2013-08-31	$94,772
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$103,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$103,143
Assets. Real estate other than employer real property at end of year	2013-08-31	$1,307,292
Assets. Real estate other than employer real property at beginning of year	2013-08-31	$2,710,959
Administrative expenses professional fees incurred	2013-08-31	$265,537
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Assets. Other investments not covered elsewhere at end of year	2013-08-31	$2,229,101
Assets. Other investments not covered elsewhere at beginning of year	2013-08-31	$2,035,534
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-08-31	$15,049
Other income not declared elsewhere	2013-08-31	$4,861
Administrative expenses (other) incurred	2013-08-31	$8,353
Liabilities. Value of operating payables at end of year	2013-08-31	$39,946
Liabilities. Value of operating payables at beginning of year	2013-08-31	$49,571
Total non interest bearing cash at end of year	2013-08-31	$334,347
Total non interest bearing cash at beginning of year	2013-08-31	$374,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$-1,027,959
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$20,413,638
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$21,441,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Investment advisory and management fees	2013-08-31	$115,254
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$5,459,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$5,625,632
Value of interest in pooled separate accounts at end of year	2013-08-31	$3,690,178
Value of interest in pooled separate accounts at beginning of year	2013-08-31	$2,929,022
Interest earned on other investments	2013-08-31	$94,772
Value of interest in common/collective trusts at end of year	2013-08-31	$7,396,424
Value of interest in common/collective trusts at beginning of year	2013-08-31	$7,487,606
Net investment gain/loss from pooled separate accounts	2013-08-31	$738,612
Net investment gain or loss from common/collective trusts	2013-08-31	$1,313,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$270,014
Employer contributions (assets) at end of year	2013-08-31	$22,176
Employer contributions (assets) at beginning of year	2013-08-31	$312,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$3,496,542
Contract administrator fees	2013-08-31	$39,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-08-31	No
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-08-31	$15,665
Did the plan have assets held for investment	2013-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	No
Opinion of an independent qualified public accountant for this plan	2013-08-31	Unqualified
Accountancy firm name	2013-08-31	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2013-08-31	470900880
2012 : BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-08-31	$137,349
Total unrealized appreciation/depreciation of assets	2012-08-31	$137,349
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$49,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$20,711
Total income from all sources (including contributions)	2012-08-31	$2,215,650
Total of all expenses incurred	2012-08-31	$3,964,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$3,421,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$558,214
Value of total assets at end of year	2012-08-31	$21,491,168
Value of total assets at beginning of year	2012-08-31	$23,211,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$543,761
Total interest from all sources	2012-08-31	$83,199
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$92,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$92,244
Assets. Real estate other than employer real property at end of year	2012-08-31	$2,710,959
Assets. Real estate other than employer real property at beginning of year	2012-08-31	$2,583,384
Administrative expenses professional fees incurred	2012-08-31	$342,251
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Assets. Other investments not covered elsewhere at end of year	2012-08-31	$2,035,534
Assets. Other investments not covered elsewhere at beginning of year	2012-08-31	$3,310,527
Income. Received or receivable in cash from other sources (including rollovers)	2012-08-31	$288,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-08-31	$8
Other income not declared elsewhere	2012-08-31	$8,542
Administrative expenses (other) incurred	2012-08-31	$10,134
Liabilities. Value of operating payables at end of year	2012-08-31	$49,571
Liabilities. Value of operating payables at beginning of year	2012-08-31	$20,711
Total non interest bearing cash at end of year	2012-08-31	$374,297
Total non interest bearing cash at beginning of year	2012-08-31	$338,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$-1,749,323
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$21,441,597
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$23,190,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Investment advisory and management fees	2012-08-31	$152,944
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$5,625,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$5,303,028
Value of interest in pooled separate accounts at end of year	2012-08-31	$2,929,022
Value of interest in pooled separate accounts at beginning of year	2012-08-31	$2,679,726
Interest earned on other investments	2012-08-31	$83,199
Value of interest in common/collective trusts at end of year	2012-08-31	$7,487,606
Value of interest in common/collective trusts at beginning of year	2012-08-31	$8,958,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$263,808
Net investment gain/loss from pooled separate accounts	2012-08-31	$331,088
Net investment gain or loss from common/collective trusts	2012-08-31	$741,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$270,202
Employer contributions (assets) at end of year	2012-08-31	$312,453
Employer contributions (assets) at beginning of year	2012-08-31	$21,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$3,421,212
Contract administrator fees	2012-08-31	$38,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-08-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2012-08-31	$15,665
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-08-31	$16,745
Did the plan have assets held for investment	2012-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	No
Opinion of an independent qualified public accountant for this plan	2012-08-31	Unqualified
Accountancy firm name	2012-08-31	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2012-08-31	470900880
2011 : BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-08-31	$483,530
Unrealized appreciation/depreciation of other (non real estate) assets	2011-08-31	$985,473
Total unrealized appreciation/depreciation of assets	2011-08-31	$1,469,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$20,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$8,963
Total income from all sources (including contributions)	2011-08-31	$4,064,381
Total of all expenses incurred	2011-08-31	$3,802,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$3,451,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$911,394
Value of total assets at end of year	2011-08-31	$23,211,631
Value of total assets at beginning of year	2011-08-31	$22,937,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$350,404
Total interest from all sources	2011-08-31	$75,250
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$97,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$97,959
Assets. Real estate other than employer real property at end of year	2011-08-31	$2,583,384
Assets. Real estate other than employer real property at beginning of year	2011-08-31	$2,154,474
Administrative expenses professional fees incurred	2011-08-31	$139,120
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Assets. Other investments not covered elsewhere at end of year	2011-08-31	$3,310,527
Assets. Other investments not covered elsewhere at beginning of year	2011-08-31	$3,176,069
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-31	$8
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-31	$8
Other income not declared elsewhere	2011-08-31	$6,256
Administrative expenses (other) incurred	2011-08-31	$8,747
Liabilities. Value of operating payables at end of year	2011-08-31	$20,711
Liabilities. Value of operating payables at beginning of year	2011-08-31	$8,963
Total non interest bearing cash at end of year	2011-08-31	$338,170
Total non interest bearing cash at beginning of year	2011-08-31	$376,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$262,116
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$23,190,920
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$22,928,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Investment advisory and management fees	2011-08-31	$164,742
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$5,303,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$5,101,102
Value of interest in pooled separate accounts at end of year	2011-08-31	$2,679,726
Value of interest in pooled separate accounts at beginning of year	2011-08-31	$3,181,335
Interest earned on other investments	2011-08-31	$75,250
Value of interest in common/collective trusts at end of year	2011-08-31	$8,958,107
Value of interest in common/collective trusts at beginning of year	2011-08-31	$8,859,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$1,456,636
Net investment gain/loss from pooled separate accounts	2011-08-31	$-129,023
Net investment gain or loss from common/collective trusts	2011-08-31	$176,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$911,394
Employer contributions (assets) at end of year	2011-08-31	$21,936
Employer contributions (assets) at beginning of year	2011-08-31	$77,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$3,451,861
Contract administrator fees	2011-08-31	$37,795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-08-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2011-08-31	$16,745
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-08-31	$11,437
Did the plan have assets held for investment	2011-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	No
Opinion of an independent qualified public accountant for this plan	2011-08-31	Unqualified
Accountancy firm name	2011-08-31	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2011-08-31	470900880

Form 5500 Responses for BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN

2013: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Multi-employer plan
2013-09-01	This submission is the final filing	Yes
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-09-01	Plan is a collectively bargained plan	Yes
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Multi-employer plan
2012-09-01	Plan is a collectively bargained plan	Yes
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Multi-employer plan
2011-09-01	Plan is a collectively bargained plan	Yes
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2009: BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSION PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Multi-employer plan
2009-09-01	This submission is the final filing	No
2009-09-01	Plan is a collectively bargained plan	Yes
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOARD OF TRUSTEES OF BAKERY AND SALES DRIVERS' LOCAL 33 INDUSTRY PENSI
Employer identification number (EIN):	526150341
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance

Plan id#	Filing Submission Date	Name of Administrator
001	2013-09-01
001	2012-09-01	J. ANTHONY SMITH
001	2011-09-01	J. ANTHONY SMITH
001	2009-09-01	PHILIP S. GILES