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| Plan Name | THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOCALS |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BOARD OF TRUSTEES OF THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOC |
| Employer identification number (EIN): | 810587858 |
| NAIC Classification: | 813930 |
| NAIC Description: | Labor Unions and Similar Labor Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | ROOSEVELT STEWART | 2013-10-03 | ||
| 001 | 2011-01-01 | ROOSEVELT STEWART, SR | 2012-10-12 | ||
| 001 | 2009-01-01 | ROOSEVELT STEWART, SR |
| Measure | Date | Value |
|---|---|---|
| 2009: THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOCALS 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 51 |
| Total of all active and inactive participants | 2009-01-01 | 51 |
| Total participants | 2009-01-01 | 51 |
| Number of participants with account balances | 2009-01-01 | 32 |
| Measure | Date | Value |
|---|---|---|
| 2010 : THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOCALS 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $133,164 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $25,166 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $24,031 |
| Total plan assets at end of year | 2010-12-31 | $319,122 |
| Total plan assets at beginning of year | 2010-12-31 | $211,124 |
| Total contributions received or receivable from participants | 2010-12-31 | $80,292 |
| Other income received | 2010-12-31 | $25,622 |
| Net income (gross income less expenses) | 2010-12-31 | $107,998 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $319,122 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $211,124 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $4,112 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $27,250 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,135 |
| 2009: THE APWU NATIONALLY SPONSORED 401(K) PLAN FOR LOCALS 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Mulitple employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) | |||||||||||||||||||
| Policy contract number | 450329 | ||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||
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