?>
Logo

CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 401k Plan overview

Plan NameCONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P
Plan identification number 001

CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Life insurance
  • Supplemental unemployment

401k Sponsoring company profile

BOARD OF TRUSTEES OF CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION
Employer identification number (EIN):942364669
NAIC Classification:711210
NAIC Description: Spectator Sports

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01JOHN ARNOLFO2024-01-11 BILL GREATHOUSE2024-01-11
0012021-04-01JOHN ARNOLFO2023-01-11 BILL GREATHOUSE2023-01-11
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01JOHN ARNOLFO BILL GREATHOUSE2018-12-28
0012016-04-01 BILL GREATHOUSE2018-01-05
0012015-04-01JOHN ARNOLFO BILL GREATHOUSE2017-01-12
0012014-04-01JOHN ARNOLFO BILL GREATHOUSE2016-01-12
0012013-04-01JOHN ARNOLFO BILL GREATHOUSE2015-01-08
0012012-04-01JOHN ARNOLFO
0012011-04-01JOHN ARNOLFO
0012009-04-01JOHN ARNOLFO

Plan Statistics for CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P

401k plan membership statisitcs for CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P

Measure Date Value
2022: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2022 401k membership
Total participants, beginning-of-year2022-04-01200
Total number of active participants reported on line 7a of the Form 55002022-04-010
Number of retired or separated participants receiving benefits2022-04-0155
Number of other retired or separated participants entitled to future benefits2022-04-01121
Total of all active and inactive participants2022-04-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-0113
Total participants2022-04-01189
Number of employers contributing to the scheme2022-04-010
2021: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2021 401k membership
Total participants, beginning-of-year2021-04-01196
Total number of active participants reported on line 7a of the Form 55002021-04-010
Number of retired or separated participants receiving benefits2021-04-0152
Number of other retired or separated participants entitled to future benefits2021-04-01135
Total of all active and inactive participants2021-04-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-0113
Total participants2021-04-01200
Number of employers contributing to the scheme2021-04-010
2020: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2020 401k membership
Total participants, beginning-of-year2020-04-01201
Total number of active participants reported on line 7a of the Form 55002020-04-010
Number of retired or separated participants receiving benefits2020-04-0148
Number of other retired or separated participants entitled to future benefits2020-04-01136
Total of all active and inactive participants2020-04-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-0112
Total participants2020-04-01196
Number of employers contributing to the scheme2020-04-010
2019: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2019 401k membership
Total participants, beginning-of-year2019-04-01213
Total number of active participants reported on line 7a of the Form 55002019-04-010
Number of retired or separated participants receiving benefits2019-04-0145
Number of other retired or separated participants entitled to future benefits2019-04-01145
Total of all active and inactive participants2019-04-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-0111
Total participants2019-04-01201
Number of employers contributing to the scheme2019-04-012
2018: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2018 401k membership
Total participants, beginning-of-year2018-04-01219
Total number of active participants reported on line 7a of the Form 55002018-04-010
Number of retired or separated participants receiving benefits2018-04-0145
Number of other retired or separated participants entitled to future benefits2018-04-01158
Total of all active and inactive participants2018-04-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-0110
Total participants2018-04-01213
Number of employers contributing to the scheme2018-04-013
Current value of assets2018-03-311,129,294
Acturial value of assets for funding standard account2018-03-311,129,294
Accrued liability for plan using immediate gains methods2018-03-312,553,480
Accrued liability under unit credit cost method2018-03-312,553,480
RPA 94 current liability2018-03-312,855,130
Expected release from RPA 94 current liability for plan year2018-03-31130,319
Expected plan disbursements for the plan year2018-03-31130,319
Current value of assets2018-03-311,129,294
Number of retired participants and beneficiaries receiving payment2018-03-3158
Current liability for retired participants and beneficiaries receiving payment2018-03-311,125,090
Number of terminated vested participants2018-03-3170
Current liability for terminated vested participants2018-03-31713,209
Current liability for active participants non vested benefits2018-03-3113,054
Current liability for active participants vested benefits2018-03-311,003,777
Total number of active articipats2018-03-3199
Current liability for active participants2018-03-311,016,831
Total participant count with liabilities2018-03-31227
Total current liabilitoes for participants with libailities2018-03-312,855,130
Total employer contributions in plan year2018-03-31132,396
Total employee contributions in plan year2018-03-310
Prior year funding deficiency2018-03-31298,499
Employer’s normal cost for plan year as of valuation date2018-03-3173,558
Prior year credit balance2018-03-310
Amortization credits as of valuation date2018-03-315,570
2017: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2017 401k membership
Total participants, beginning-of-year2017-04-01229
Total number of active participants reported on line 7a of the Form 55002017-04-0184
Number of retired or separated participants receiving benefits2017-04-0148
Number of other retired or separated participants entitled to future benefits2017-04-0177
Total of all active and inactive participants2017-04-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-0110
Total participants2017-04-01219
Number of employers contributing to the scheme2017-04-011
Current value of assets2017-03-311,060,081
Acturial value of assets for funding standard account2017-03-311,060,081
Accrued liability for plan using immediate gains methods2017-03-312,501,568
Accrued liability under unit credit cost method2017-03-312,501,568
RPA 94 current liability2017-03-312,745,063
Expected release from RPA 94 current liability for plan year2017-03-31123,841
Expected plan disbursements for the plan year2017-03-31123,841
Current value of assets2017-03-311,060,081
Number of retired participants and beneficiaries receiving payment2017-03-3149
Current liability for retired participants and beneficiaries receiving payment2017-03-31853,451
Number of terminated vested participants2017-03-3173
Current liability for terminated vested participants2017-03-31682,106
Current liability for active participants non vested benefits2017-03-3119,652
Current liability for active participants vested benefits2017-03-311,189,854
Total number of active articipats2017-03-31106
Current liability for active participants2017-03-311,209,506
Total participant count with liabilities2017-03-31228
Total current liabilitoes for participants with libailities2017-03-312,745,063
Total employer contributions in plan year2017-03-31299,140
Total employee contributions in plan year2017-03-310
Prior year funding deficiency2017-03-31386,596
Employer’s normal cost for plan year as of valuation date2017-03-3173,558
Prior year credit balance2017-03-310
Amortization credits as of valuation date2017-03-315,570
2016: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2016 401k membership
Total participants, beginning-of-year2016-04-01232
Total number of active participants reported on line 7a of the Form 55002016-04-0199
Number of retired or separated participants receiving benefits2016-04-0142
Number of other retired or separated participants entitled to future benefits2016-04-0179
Total of all active and inactive participants2016-04-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-019
Total participants2016-04-01229
Number of employers contributing to the scheme2016-04-012
Current value of assets2016-03-311,218,713
Acturial value of assets for funding standard account2016-03-311,218,713
Accrued liability for plan using immediate gains methods2016-03-312,475,796
Accrued liability under unit credit cost method2016-03-312,475,796
RPA 94 current liability2016-03-312,665,170
Expected release from RPA 94 current liability for plan year2016-03-3169,979
Expected plan disbursements for the plan year2016-03-3169,979
Current value of assets2016-03-311,218,713
Number of retired participants and beneficiaries receiving payment2016-03-3143
Current liability for retired participants and beneficiaries receiving payment2016-03-31690,293
Number of terminated vested participants2016-03-3176
Current liability for terminated vested participants2016-03-31665,182
Current liability for active participants non vested benefits2016-03-3123,334
Current liability for active participants vested benefits2016-03-311,286,361
Total number of active articipats2016-03-31130
Current liability for active participants2016-03-311,309,695
Total participant count with liabilities2016-03-31249
Total current liabilitoes for participants with libailities2016-03-312,665,170
Total employer contributions in plan year2016-03-3121,541
Total employee contributions in plan year2016-03-310
Prior year funding deficiency2016-03-31207,777
Employer’s normal cost for plan year as of valuation date2016-03-3173,558
Prior year credit balance2016-03-310
Amortization credits as of valuation date2016-03-315,570
2015: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2015 401k membership
Total participants, beginning-of-year2015-04-01251
Total number of active participants reported on line 7a of the Form 55002015-04-01109
Number of retired or separated participants receiving benefits2015-04-0134
Number of other retired or separated participants entitled to future benefits2015-04-0179
Total of all active and inactive participants2015-04-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-0110
Total participants2015-04-01232
Number of employers contributing to the scheme2015-04-013
Current value of assets2015-03-311,320,465
Acturial value of assets for funding standard account2015-03-311,320,465
Accrued liability for plan using immediate gains methods2015-03-312,414,490
Accrued liability under unit credit cost method2015-03-312,414,490
RPA 94 current liability2015-03-312,533,201
Expected increase in current liability due to benefits accruing during the plan year2015-03-313,475
Expected release from RPA 94 current liability for plan year2015-03-3174,987
Expected plan disbursements for the plan year2015-03-3174,987
Current value of assets2015-03-311,320,465
Number of retired participants and beneficiaries receiving payment2015-03-3148
Current liability for retired participants and beneficiaries receiving payment2015-03-31810,296
Number of terminated vested participants2015-03-3162
Current liability for terminated vested participants2015-03-31567,262
Current liability for active participants non vested benefits2015-03-3123,349
Current liability for active participants vested benefits2015-03-311,132,294
Total number of active articipats2015-03-31130
Current liability for active participants2015-03-311,155,643
Total participant count with liabilities2015-03-31240
Total current liabilitoes for participants with libailities2015-03-312,533,201
Total employer contributions in plan year2015-03-3130,447
Prior year funding deficiency2015-03-3119,700
Employer’s normal cost for plan year as of valuation date2015-03-3176,738
Prior year credit balance2015-03-310
Amortization credits as of valuation date2015-03-315,570
2014: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2014 401k membership
Total participants, beginning-of-year2014-04-01234
Total number of active participants reported on line 7a of the Form 55002014-04-01130
Number of retired or separated participants receiving benefits2014-04-0137
Number of other retired or separated participants entitled to future benefits2014-04-0174
Total of all active and inactive participants2014-04-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-0110
Total participants2014-04-01251
Number of employers contributing to the scheme2014-04-014
Current value of assets2014-03-311,418,324
Acturial value of assets for funding standard account2014-03-311,418,324
Accrued liability for plan using immediate gains methods2014-03-311,694,597
Accrued liability under unit credit cost method2014-03-311,694,597
RPA 94 current liability2014-03-312,464,037
Expected increase in current liability due to benefits accruing during the plan year2014-03-3141,569
Expected release from RPA 94 current liability for plan year2014-03-31111,930
Expected plan disbursements for the plan year2014-03-31111,930
Current value of assets2014-03-311,418,324
Number of retired participants and beneficiaries receiving payment2014-03-3141
Current liability for retired participants and beneficiaries receiving payment2014-03-31620,215
Number of terminated vested participants2014-03-3159
Current liability for terminated vested participants2014-03-31521,247
Current liability for active participants non vested benefits2014-03-3119,713
Current liability for active participants vested benefits2014-03-311,302,862
Total number of active articipats2014-03-31127
Current liability for active participants2014-03-311,322,575
Total participant count with liabilities2014-03-31227
Total current liabilitoes for participants with libailities2014-03-312,464,037
Total employer contributions in plan year2014-03-3135,539
Prior year funding deficiency2014-03-310
Employer’s normal cost for plan year as of valuation date2014-03-3121,560
Prior year credit balance2014-03-3137
Amortization credits as of valuation date2014-03-314,264
2013: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2013 401k membership
Total participants, beginning-of-year2013-04-01227
Total number of active participants reported on line 7a of the Form 55002013-04-01132
Number of retired or separated participants receiving benefits2013-04-0129
Number of other retired or separated participants entitled to future benefits2013-04-0161
Total of all active and inactive participants2013-04-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-0112
Total participants2013-04-01234
Number of employers contributing to the scheme2013-04-015
2012: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2012 401k membership
Total participants, beginning-of-year2012-04-01226
Total number of active participants reported on line 7a of the Form 55002012-04-01127
Number of retired or separated participants receiving benefits2012-04-0132
Number of other retired or separated participants entitled to future benefits2012-04-0159
Total of all active and inactive participants2012-04-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-019
Total participants2012-04-01227
Number of employers contributing to the scheme2012-04-015
2011: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2011 401k membership
Total participants, beginning-of-year2011-04-01216
Total number of active participants reported on line 7a of the Form 55002011-04-01124
Number of retired or separated participants receiving benefits2011-04-0135
Number of other retired or separated participants entitled to future benefits2011-04-0159
Total of all active and inactive participants2011-04-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-018
Total participants2011-04-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0112
Number of employers contributing to the scheme2011-04-015
2009: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2009 401k membership
Total participants, beginning-of-year2009-04-01208
Total number of active participants reported on line 7a of the Form 55002009-04-01114
Number of retired or separated participants receiving benefits2009-04-0137
Number of other retired or separated participants entitled to future benefits2009-04-0159
Total of all active and inactive participants2009-04-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-015
Total participants2009-04-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-018
Number of employers contributing to the scheme2009-04-015

Financial Data on CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P

Measure Date Value
2023 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$9,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$10,035
Total income from all sources (including contributions)2023-03-31$25,679
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$226,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$146,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$0
Value of total assets at end of year2023-03-31$1,333,467
Value of total assets at beginning of year2023-03-31$1,534,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$80,799
Total interest from all sources2023-03-31$11,577
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$25,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-03-31$0
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$25,442
Administrative expenses professional fees incurred2023-03-31$32,727
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$200,000
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$226,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$225,169
Other income not declared elsewhere2023-03-31$5,290
Administrative expenses (other) incurred2023-03-31$14,621
Liabilities. Value of operating payables at end of year2023-03-31$9,835
Liabilities. Value of operating payables at beginning of year2023-03-31$10,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-201,153
Value of net assets at end of year (total assets less liabilities)2023-03-31$1,323,632
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$1,524,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$9,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$799,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$874,516
Interest earned on other investments2023-03-31$11,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$27,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$23,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$23,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$280,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$412,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-16,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$146,033
Contract administrator fees2023-03-31$24,000
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2023-03-31222027092
2022 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$10,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$19,474
Total income from all sources (including contributions)2022-03-31$371,112
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$218,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$140,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$0
Value of total assets at end of year2022-03-31$1,534,820
Value of total assets at beginning of year2022-03-31$1,392,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$78,802
Total interest from all sources2022-03-31$16,059
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$9,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-03-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$9,701
Administrative expenses professional fees incurred2022-03-31$30,105
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$200,000
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$225,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$219,085
Other income not declared elsewhere2022-03-31$355,333
Administrative expenses (other) incurred2022-03-31$15,852
Liabilities. Value of operating payables at end of year2022-03-31$10,035
Liabilities. Value of operating payables at beginning of year2022-03-31$19,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$152,144
Value of net assets at end of year (total assets less liabilities)2022-03-31$1,524,785
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$1,372,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$9,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$874,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$450,389
Interest earned on other investments2022-03-31$16,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$23,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$182,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$182,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$412,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$539,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-9,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$140,166
Contract administrator fees2022-03-31$23,250
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-03-31222027092
2021 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$1,779
Total unrealized appreciation/depreciation of assets2021-03-31$1,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$19,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$19,620
Total income from all sources (including contributions)2021-03-31$30,777
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$253,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$122,640
Value of total assets at end of year2021-03-31$1,392,115
Value of total assets at beginning of year2021-03-31$1,615,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$131,093
Total interest from all sources2021-03-31$23,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-03-31$0
Administrative expenses professional fees incurred2021-03-31$83,094
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$219,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$227,585
Other income not declared elsewhere2021-03-31$5,687
Administrative expenses (other) incurred2021-03-31$13,120
Liabilities. Value of operating payables at end of year2021-03-31$19,474
Liabilities. Value of operating payables at beginning of year2021-03-31$19,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$-222,956
Value of net assets at end of year (total assets less liabilities)2021-03-31$1,372,641
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$1,595,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$13,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$450,389
Interest earned on other investments2021-03-31$21,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$182,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$739,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$739,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$2,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$539,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$648,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$122,640
Contract administrator fees2021-03-31$21,000
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$159,904
Aggregate carrying amount (costs) on sale of assets2021-03-31$159,904
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31LINDQUIST LLP
Accountancy firm EIN2021-03-31522385296
2020 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$19,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$31,293
Total income from all sources (including contributions)2020-03-31$199,178
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$231,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$103,313
Value of total assets at end of year2020-03-31$1,615,217
Value of total assets at beginning of year2020-03-31$1,659,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$128,064
Total interest from all sources2020-03-31$25,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-03-31$0
Administrative expenses professional fees incurred2020-03-31$88,374
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$200,000
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$227,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$854,585
Other income not declared elsewhere2020-03-31$173,955
Administrative expenses (other) incurred2020-03-31$13,117
Liabilities. Value of operating payables at end of year2020-03-31$19,620
Liabilities. Value of operating payables at beginning of year2020-03-31$31,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-32,199
Value of net assets at end of year (total assets less liabilities)2020-03-31$1,595,597
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$1,627,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$5,573
Interest earned on other investments2020-03-31$21,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$739,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$66,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$66,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$3,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$648,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$737,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$103,313
Contract administrator fees2020-03-31$21,000
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$111,122
Aggregate carrying amount (costs) on sale of assets2020-03-31$111,122
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31LINDQUIST LLP
Accountancy firm EIN2020-03-31522385296
2019 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$31,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$14,933
Total income from all sources (including contributions)2019-03-31$825,413
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$247,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$98,559
Value of total assets at end of year2019-03-31$1,659,089
Value of total assets at beginning of year2019-03-31$1,064,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$148,742
Total interest from all sources2019-03-31$25,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$109,332
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$200,000
If this is an individual account plan, was there a blackout period2019-03-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-03-312560965
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$854,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$57,137
Other income not declared elsewhere2019-03-31$799,944
Administrative expenses (other) incurred2019-03-31$12,455
Liabilities. Value of operating payables at end of year2019-03-31$31,293
Liabilities. Value of operating payables at beginning of year2019-03-31$14,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$578,112
Value of net assets at end of year (total assets less liabilities)2019-03-31$1,627,796
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$1,049,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$5,955
Interest earned on other investments2019-03-31$25,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$66,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$55,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$55,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$737,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$820,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Employer contributions (assets) at end of year2019-03-31$0
Employer contributions (assets) at beginning of year2019-03-31$131,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$98,559
Contract administrator fees2019-03-31$21,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$107,762
Aggregate carrying amount (costs) on sale of assets2019-03-31$107,762
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31LINDQUIST LLP
Accountancy firm EIN2019-03-31522385296
2018 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$14,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$8,972
Total income from all sources (including contributions)2018-03-31$162,576
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$270,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$130,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$131,400
Value of total assets at end of year2018-03-31$1,064,617
Value of total assets at beginning of year2018-03-31$1,166,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$140,212
Total interest from all sources2018-03-31$31,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$99,820
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$200,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$57,137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$61,390
Administrative expenses (other) incurred2018-03-31$13,079
Liabilities. Value of operating payables at end of year2018-03-31$14,933
Liabilities. Value of operating payables at beginning of year2018-03-31$8,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-107,955
Value of net assets at end of year (total assets less liabilities)2018-03-31$1,049,684
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$1,157,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$6,173
Interest earned on other investments2018-03-31$30,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$55,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$123,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$123,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$820,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$872,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$131,400
Employer contributions (assets) at end of year2018-03-31$131,456
Employer contributions (assets) at beginning of year2018-03-31$109,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$130,319
Contract administrator fees2018-03-31$21,140
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$143,242
Aggregate carrying amount (costs) on sale of assets2018-03-31$143,242
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31LINDQUIST LLP
Accountancy firm EIN2018-03-31522385296
2017 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$8,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$11,808
Total income from all sources (including contributions)2017-03-31$142,842
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$267,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$123,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$105,450
Value of total assets at end of year2017-03-31$1,166,611
Value of total assets at beginning of year2017-03-31$1,294,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$144,074
Total interest from all sources2017-03-31$37,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$107,304
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$200,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$61,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$251,517
Administrative expenses (other) incurred2017-03-31$12,044
Liabilities. Value of operating payables at end of year2017-03-31$8,972
Liabilities. Value of operating payables at beginning of year2017-03-31$11,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-125,073
Value of net assets at end of year (total assets less liabilities)2017-03-31$1,157,639
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$1,282,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$6,726
Interest earned on other investments2017-03-31$37,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$123,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$12,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$12,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$872,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$1,024,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$105,450
Employer contributions (assets) at end of year2017-03-31$109,068
Employer contributions (assets) at beginning of year2017-03-31$6,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$123,841
Contract administrator fees2017-03-31$18,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$189,177
Aggregate carrying amount (costs) on sale of assets2017-03-31$189,177
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31LINDQUIST LLP
Accountancy firm EIN2017-03-31522385296
2016 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$11,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$15,330
Total income from all sources (including contributions)2016-03-31$321,256
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$189,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$69,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$277,691
Value of total assets at end of year2016-03-31$1,294,520
Value of total assets at beginning of year2016-03-31$1,165,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$119,037
Total interest from all sources2016-03-31$43,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Administrative expenses professional fees incurred2016-03-31$81,505
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$200,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$251,517
Administrative expenses (other) incurred2016-03-31$12,226
Liabilities. Value of operating payables at end of year2016-03-31$11,808
Liabilities. Value of operating payables at beginning of year2016-03-31$15,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$132,240
Value of net assets at end of year (total assets less liabilities)2016-03-31$1,282,712
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$1,150,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$7,306
Interest earned on other investments2016-03-31$43,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$12,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$3,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$3,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$1,024,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$1,147,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$277,691
Employer contributions (assets) at end of year2016-03-31$6,034
Employer contributions (assets) at beginning of year2016-03-31$13,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$69,979
Contract administrator fees2016-03-31$18,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$166,661
Aggregate carrying amount (costs) on sale of assets2016-03-31$166,661
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31LINDQUIST LLP
Accountancy firm EIN2016-03-31522385296
2015 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$15,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$16,674
Total income from all sources (including contributions)2015-03-31$70,786
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$175,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$74,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$23,809
Value of total assets at end of year2015-03-31$1,165,802
Value of total assets at beginning of year2015-03-31$1,272,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$100,742
Total interest from all sources2015-03-31$46,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$66,294
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$200,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Administrative expenses (other) incurred2015-03-31$11,777
Liabilities. Value of operating payables at end of year2015-03-31$15,330
Liabilities. Value of operating payables at beginning of year2015-03-31$16,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-104,943
Value of net assets at end of year (total assets less liabilities)2015-03-31$1,150,472
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$1,255,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$7,700
Interest earned on other investments2015-03-31$46,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$3,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$63,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$63,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$1,147,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$1,201,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$23,809
Employer contributions (assets) at end of year2015-03-31$13,874
Employer contributions (assets) at beginning of year2015-03-31$7,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$74,987
Contract administrator fees2015-03-31$14,971
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$100,583
Aggregate carrying amount (costs) on sale of assets2015-03-31$100,583
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31LINDQUIST LLP
Accountancy firm EIN2015-03-31522385296
2014 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$16,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$3,000
Total income from all sources (including contributions)2014-03-31$95,075
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$145,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$60,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$41,164
Value of total assets at end of year2014-03-31$1,272,089
Value of total assets at beginning of year2014-03-31$1,309,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$85,186
Total interest from all sources2014-03-31$53,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$61,486
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$200,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Administrative expenses (other) incurred2014-03-31$3,022
Liabilities. Value of operating payables at end of year2014-03-31$16,674
Liabilities. Value of operating payables at beginning of year2014-03-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-50,883
Value of net assets at end of year (total assets less liabilities)2014-03-31$1,255,415
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$1,306,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$7,928
Interest earned on other investments2014-03-31$53,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$63,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$55,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$55,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$91
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$1,201,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$1,247,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$41,164
Employer contributions (assets) at end of year2014-03-31$7,125
Employer contributions (assets) at beginning of year2014-03-31$6,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$60,772
Contract administrator fees2014-03-31$12,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$99,493
Aggregate carrying amount (costs) on sale of assets2014-03-31$99,493
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31LINDQUIST LLP
Accountancy firm EIN2014-03-31522385296
2013 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$3,000
Total income from all sources (including contributions)2013-03-31$108,008
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$135,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$67,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$46,409
Value of total assets at end of year2013-03-31$1,309,298
Value of total assets at beginning of year2013-03-31$1,333,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$67,623
Total interest from all sources2013-03-31$61,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$33,217
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$200,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$1,491
Administrative expenses (other) incurred2013-03-31$9,000
Liabilities. Value of operating payables at end of year2013-03-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$-27,546
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,306,298
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$1,333,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$8,109
Interest earned on other investments2013-03-31$61,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$55,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$46,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$46,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$1,247,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$1,284,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$46,409
Employer contributions (assets) at end of year2013-03-31$6,220
Employer contributions (assets) at beginning of year2013-03-31$1,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$67,931
Contract administrator fees2013-03-31$17,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$98,293
Aggregate carrying amount (costs) on sale of assets2013-03-31$98,293
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31LINDQUIST LLP
Accountancy firm EIN2013-03-31522385296
2012 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2012 401k financial data
Total income from all sources (including contributions)2012-03-31$108,505
Total of all expenses incurred2012-03-31$118,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$60,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$41,018
Value of total assets at end of year2012-03-31$1,333,844
Value of total assets at beginning of year2012-03-31$1,344,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$57,788
Total interest from all sources2012-03-31$67,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$4,500
Was this plan covered by a fidelity bond2012-03-31No
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$1,491
Administrative expenses (other) incurred2012-03-31$11,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-10,258
Value of net assets at end of year (total assets less liabilities)2012-03-31$1,333,844
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$1,344,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$29,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$46,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$21,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$21,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$67,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$1,284,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$1,306,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$41,018
Employer contributions (assets) at end of year2012-03-31$1,460
Employer contributions (assets) at beginning of year2012-03-31$15,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$60,975
Contract administrator fees2012-03-31$12,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31KNIGHT AND COMPANY, CPA'S
Accountancy firm EIN2012-03-31263742864
2011 : CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2011 401k financial data
Total income from all sources (including contributions)2011-03-31$106,937
Total of all expenses incurred2011-03-31$109,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$60,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$38,828
Value of total assets at end of year2011-03-31$1,344,100
Value of total assets at beginning of year2011-03-31$1,347,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$49,617
Total interest from all sources2011-03-31$68,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$4,000
Was this plan covered by a fidelity bond2011-03-31No
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Administrative expenses (other) incurred2011-03-31$4,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$-2,956
Value of net assets at end of year (total assets less liabilities)2011-03-31$1,344,100
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$1,347,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$29,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$21,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$18,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$18,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$68,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$1,306,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$1,329,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$38,828
Employer contributions (assets) at end of year2011-03-31$15,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$60,276
Contract administrator fees2011-03-31$10,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31KNIGHT AND COMPANY, CPA'S
Accountancy firm EIN2011-03-31263742864

Form 5500 Responses for CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P

2022: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2009: CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION P 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016374
Policy instance 1
Insurance contract or identification number016374
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016374
Policy instance 1
Insurance contract or identification number016374
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number016374
Policy instance 1
Insurance contract or identification number016374
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
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 number016374
Policy instance 1
Insurance contract or identification number016374
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
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 number016374
Policy instance 1
Insurance contract or identification number016374
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
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 number016374
Policy instance 1
Insurance contract or identification number016374
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
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 number016374
Policy instance 1
Insurance contract or identification number016374
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
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
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 number016374
Policy instance 1
Insurance contract or identification number016374
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
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
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 number016374
Policy instance 1
Insurance contract or identification number016374
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
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
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 numberIN-16374
Policy instance 1
Insurance contract or identification numberIN-16374
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED GENERAL ACCOUNT CONTRACT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16374
Policy instance 1
Insurance contract or identification numberIN-16374
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED GENERAL ACCOUNT CONTRACT

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3