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TEAMSTERS BENEFIT TRUST 401k Plan overview

Plan NameTEAMSTERS BENEFIT TRUST
Plan identification number 501

TEAMSTERS BENEFIT TRUST Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF TEAMSTERS BENEFIT TRUST has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF TEAMSTERS BENEFIT TRUST
Employer identification number (EIN):942848389
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-10-01CARLOS BORBA2023-07-11 KEITH FLEMING2023-07-10
5012020-10-01
5012019-10-01
5012018-10-01
5012017-10-01
5012016-10-01DON E. GARCIA KEITH FLEMING2018-07-02
5012015-10-01ROME ALOISE KEITH FLEMING2017-06-27
5012014-10-01ROME ALOISE KEITH FLEMING2016-06-09
5012013-10-01ROME ALOISE KEITH FLEMING2015-06-15
5012012-10-01ROME ALOISE KEITH FLEMING2014-07-09
5012011-10-01ROME A ALOISE KEITH FLEMING2013-06-20
5012009-10-01ROME A ALOISE KEITH FLEMING2011-06-01

Plan Statistics for TEAMSTERS BENEFIT TRUST

401k plan membership statisitcs for TEAMSTERS BENEFIT TRUST

Measure Date Value
2021: TEAMSTERS BENEFIT TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-0118,497
Total number of active participants reported on line 7a of the Form 55002021-10-0113,608
Number of retired or separated participants receiving benefits2021-10-015,090
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-0118,698
Number of employers contributing to the scheme2021-10-01281
2020: TEAMSTERS BENEFIT TRUST 2020 401k membership
Total participants, beginning-of-year2020-10-0118,451
Total number of active participants reported on line 7a of the Form 55002020-10-0113,193
Number of retired or separated participants receiving benefits2020-10-015,252
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-0118,445
Number of employers contributing to the scheme2020-10-01270
2019: TEAMSTERS BENEFIT TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-0118,171
Total number of active participants reported on line 7a of the Form 55002019-10-0113,811
Number of retired or separated participants receiving benefits2019-10-014,799
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-0118,610
Number of employers contributing to the scheme2019-10-01251
2018: TEAMSTERS BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-0118,434
Total number of active participants reported on line 7a of the Form 55002018-10-0113,537
Number of retired or separated participants receiving benefits2018-10-014,723
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-0118,260
Number of employers contributing to the scheme2018-10-01310
2017: TEAMSTERS BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-0118,423
Total number of active participants reported on line 7a of the Form 55002017-10-0113,838
Number of retired or separated participants receiving benefits2017-10-014,633
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-0118,471
Number of employers contributing to the scheme2017-10-01292
2016: TEAMSTERS BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-0118,606
Total number of active participants reported on line 7a of the Form 55002016-10-0113,899
Number of retired or separated participants receiving benefits2016-10-014,584
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-0118,483
Number of employers contributing to the scheme2016-10-01285
2015: TEAMSTERS BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-0118,184
Total number of active participants reported on line 7a of the Form 55002015-10-0114,024
Number of retired or separated participants receiving benefits2015-10-014,539
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-0118,563
Number of employers contributing to the scheme2015-10-01289
2014: TEAMSTERS BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-0117,731
Total number of active participants reported on line 7a of the Form 55002014-10-0113,680
Number of retired or separated participants receiving benefits2014-10-014,539
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-0118,219
Number of employers contributing to the scheme2014-10-01291
2013: TEAMSTERS BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-0117,374
Total number of active participants reported on line 7a of the Form 55002013-10-0113,036
Number of retired or separated participants receiving benefits2013-10-014,493
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-0117,529
Number of employers contributing to the scheme2013-10-01325
2012: TEAMSTERS BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-0117,274
Total number of active participants reported on line 7a of the Form 55002012-10-0112,954
Number of retired or separated participants receiving benefits2012-10-014,446
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-0117,400
Number of employers contributing to the scheme2012-10-01288
2011: TEAMSTERS BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-0117,261
Total number of active participants reported on line 7a of the Form 55002011-10-0113,160
Number of retired or separated participants receiving benefits2011-10-014,387
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-0117,547
Number of employers contributing to the scheme2011-10-01338
2009: TEAMSTERS BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-0118,732
Total number of active participants reported on line 7a of the Form 55002009-10-0113,638
Number of retired or separated participants receiving benefits2009-10-014,454
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-0118,092
Number of employers contributing to the scheme2009-10-01385

Financial Data on TEAMSTERS BENEFIT TRUST

Measure Date Value
2022 : TEAMSTERS BENEFIT TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$5,764,583
Total unrealized appreciation/depreciation of assets2022-09-30$5,764,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$19,911,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$18,081,008
Total income from all sources (including contributions)2022-09-30$275,142,477
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$301,520,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$288,108,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$339,022,127
Value of total assets at end of year2022-09-30$622,468,881
Value of total assets at beginning of year2022-09-30$647,016,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$13,411,258
Total interest from all sources2022-09-30$3,710,178
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$10,592,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$10,592,799
Administrative expenses professional fees incurred2022-09-30$1,188,632
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$8,511,261
Assets. Other investments not covered elsewhere at end of year2022-09-30$12,192,920
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$12,898,701
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$12,909,515
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$4,050,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$101,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$91,026
Other income not declared elsewhere2022-09-30$14,109,919
Administrative expenses (other) incurred2022-09-30$2,573,194
Liabilities. Value of operating payables at end of year2022-09-30$170,617
Liabilities. Value of operating payables at beginning of year2022-09-30$174,282
Total non interest bearing cash at end of year2022-09-30$2,804,262
Total non interest bearing cash at beginning of year2022-09-30$-984,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-26,377,525
Value of net assets at end of year (total assets less liabilities)2022-09-30$602,557,778
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$628,935,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Assets. partnership/joint venture interests at end of year2022-09-30$86,648,595
Assets. partnership/joint venture interests at beginning of year2022-09-30$87,241,034
Investment advisory and management fees2022-09-30$1,823,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$384,707,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$404,230,002
Interest earned on other investments2022-09-30$3,610,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$11,266,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$15,335,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$15,335,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$100,157
Assets. Value of investments in 103.12 investment entities at end of year2022-09-30$83,848,860
Assets. Value of investments in 103.12 investment entities at beginning of year2022-09-30$96,255,385
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$191,284,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-75,438,604
Net gain/loss from 103.12 investment entities2022-09-30$-22,618,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$330,510,866
Employer contributions (assets) at end of year2022-09-30$28,090,814
Employer contributions (assets) at beginning of year2022-09-30$27,989,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$96,824,400
Contract administrator fees2022-09-30$7,825,680
Liabilities. Value of benefit claims payable at end of year2022-09-30$19,638,600
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$17,815,700
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-09-30222027092
2021 : TEAMSTERS BENEFIT TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$15,812,106
Total unrealized appreciation/depreciation of assets2021-09-30$15,812,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$18,081,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$16,878,271
Total income from all sources (including contributions)2021-09-30$432,897,911
Total of all expenses incurred2021-09-30$302,322,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$289,574,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$328,625,386
Value of total assets at end of year2021-09-30$647,016,311
Value of total assets at beginning of year2021-09-30$515,238,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$12,748,300
Total interest from all sources2021-09-30$3,508,835
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$8,797,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$8,797,956
Administrative expenses professional fees incurred2021-09-30$1,160,299
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$10,188,962
Assets. Other investments not covered elsewhere at end of year2021-09-30$12,898,701
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$12,072,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$4,050,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$5,565,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$91,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$181,411
Other income not declared elsewhere2021-09-30$1,838,743
Administrative expenses (other) incurred2021-09-30$2,420,245
Liabilities. Value of operating payables at end of year2021-09-30$174,282
Liabilities. Value of operating payables at beginning of year2021-09-30$163,260
Total non interest bearing cash at end of year2021-09-30$-984,372
Total non interest bearing cash at beginning of year2021-09-30$-914,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$130,574,920
Value of net assets at end of year (total assets less liabilities)2021-09-30$628,935,303
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$498,360,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Assets. partnership/joint venture interests at end of year2021-09-30$87,241,034
Assets. partnership/joint venture interests at beginning of year2021-09-30$65,985,760
Investment advisory and management fees2021-09-30$1,662,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$404,230,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$295,721,794
Interest earned on other investments2021-09-30$3,503,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$15,335,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$10,710,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$10,710,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$4,925
Assets. Value of investments in 103.12 investment entities at end of year2021-09-30$96,255,385
Assets. Value of investments in 103.12 investment entities at beginning of year2021-09-30$99,500,501
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$187,089,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$42,603,418
Net gain/loss from 103.12 investment entities2021-09-30$31,711,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$318,436,424
Employer contributions (assets) at end of year2021-09-30$27,989,437
Employer contributions (assets) at beginning of year2021-09-30$26,596,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$102,485,360
Contract administrator fees2021-09-30$7,505,377
Liabilities. Value of benefit claims payable at end of year2021-09-30$17,815,700
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$16,533,600
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-09-30222027092
2020 : TEAMSTERS BENEFIT TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$8,367,142
Total unrealized appreciation/depreciation of assets2020-09-30$8,367,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$16,878,271
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$14,663,261
Total income from all sources (including contributions)2020-09-30$366,179,066
Total of all expenses incurred2020-09-30$304,764,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$291,861,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$325,990,047
Value of total assets at end of year2020-09-30$515,238,654
Value of total assets at beginning of year2020-09-30$451,609,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$12,902,780
Total interest from all sources2020-09-30$3,321,289
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$6,350,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$6,350,789
Administrative expenses professional fees incurred2020-09-30$1,078,377
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$10,561,518
Assets. Other investments not covered elsewhere at end of year2020-09-30$12,072,771
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$10,919,374
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$5,565,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$2,196,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$181,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$503,258
Other income not declared elsewhere2020-09-30$1,680,535
Administrative expenses (other) incurred2020-09-30$2,528,701
Liabilities. Value of operating payables at end of year2020-09-30$163,260
Liabilities. Value of operating payables at beginning of year2020-09-30$109,503
Total non interest bearing cash at end of year2020-09-30$-914,165
Total non interest bearing cash at beginning of year2020-09-30$-877,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$61,414,323
Value of net assets at end of year (total assets less liabilities)2020-09-30$498,360,383
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$436,946,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Assets. partnership/joint venture interests at end of year2020-09-30$65,985,760
Assets. partnership/joint venture interests at beginning of year2020-09-30$125,636,584
Investment advisory and management fees2020-09-30$1,992,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$295,721,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$178,662,415
Interest earned on other investments2020-09-30$3,248,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$10,710,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$13,133,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$13,133,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$72,838
Assets. Value of investments in 103.12 investment entities at end of year2020-09-30$99,500,501
Assets. Value of investments in 103.12 investment entities at beginning of year2020-09-30$95,371,535
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$191,750,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$14,160,588
Net gain/loss from 103.12 investment entities2020-09-30$6,308,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$315,428,529
Employer contributions (assets) at end of year2020-09-30$26,596,223
Employer contributions (assets) at beginning of year2020-09-30$26,566,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$100,111,838
Contract administrator fees2020-09-30$7,303,343
Liabilities. Value of benefit claims payable at end of year2020-09-30$16,533,600
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$14,050,500
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30LINDQUIST LLP
Accountancy firm EIN2020-09-30522385296
2019 : TEAMSTERS BENEFIT TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$10,106,583
Total unrealized appreciation/depreciation of assets2019-09-30$10,106,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$14,663,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$12,982,957
Total income from all sources (including contributions)2019-09-30$350,793,355
Total of all expenses incurred2019-09-30$308,724,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$296,519,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$320,715,673
Value of total assets at end of year2019-09-30$451,609,321
Value of total assets at beginning of year2019-09-30$407,860,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$12,205,135
Total interest from all sources2019-09-30$3,227,595
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$5,506,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$5,506,020
Administrative expenses professional fees incurred2019-09-30$950,904
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$11,149,781
Assets. Other investments not covered elsewhere at end of year2019-09-30$10,919,374
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$8,439,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$2,196,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$3,032,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$503,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$160,647
Other income not declared elsewhere2019-09-30$8,369,770
Administrative expenses (other) incurred2019-09-30$2,320,821
Liabilities. Value of operating payables at end of year2019-09-30$109,503
Liabilities. Value of operating payables at beginning of year2019-09-30$93,210
Total non interest bearing cash at end of year2019-09-30$-877,457
Total non interest bearing cash at beginning of year2019-09-30$-809,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$42,068,461
Value of net assets at end of year (total assets less liabilities)2019-09-30$436,946,060
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$394,877,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Assets. partnership/joint venture interests at end of year2019-09-30$125,636,584
Assets. partnership/joint venture interests at beginning of year2019-09-30$96,342,223
Investment advisory and management fees2019-09-30$1,713,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$178,662,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$168,721,781
Interest earned on other investments2019-09-30$3,002,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$13,133,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$14,485,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$14,485,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$224,843
Assets. Value of investments in 103.12 investment entities at end of year2019-09-30$95,371,535
Assets. Value of investments in 103.12 investment entities at beginning of year2019-09-30$91,334,437
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$185,764,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$1,562,616
Net gain/loss from 103.12 investment entities2019-09-30$1,305,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$309,565,892
Employer contributions (assets) at end of year2019-09-30$26,566,050
Employer contributions (assets) at beginning of year2019-09-30$26,313,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$110,755,562
Contract administrator fees2019-09-30$7,219,625
Liabilities. Value of benefit claims payable at end of year2019-09-30$14,050,500
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$12,729,100
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30LINDQUIST LLP
Accountancy firm EIN2019-09-30522385296
2018 : TEAMSTERS BENEFIT TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$4,213,484
Total unrealized appreciation/depreciation of assets2018-09-30$4,213,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$12,982,957
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$14,270,409
Total income from all sources (including contributions)2018-09-30$345,536,800
Total of all expenses incurred2018-09-30$285,904,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$274,564,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$317,810,773
Value of total assets at end of year2018-09-30$407,860,556
Value of total assets at beginning of year2018-09-30$349,515,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$11,339,241
Total interest from all sources2018-09-30$2,095,531
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$5,347,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$5,347,056
Administrative expenses professional fees incurred2018-09-30$1,035,021
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$11,423,775
Assets. Other investments not covered elsewhere at end of year2018-09-30$8,439,754
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$7,294,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$3,032,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$2,279,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$160,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$460,560
Other income not declared elsewhere2018-09-30$1,763,566
Administrative expenses (other) incurred2018-09-30$2,304,200
Liabilities. Value of operating payables at end of year2018-09-30$93,210
Liabilities. Value of operating payables at beginning of year2018-09-30$179,449
Total non interest bearing cash at end of year2018-09-30$-809,414
Total non interest bearing cash at beginning of year2018-09-30$-215,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$59,632,623
Value of net assets at end of year (total assets less liabilities)2018-09-30$394,877,599
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$335,244,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Assets. partnership/joint venture interests at end of year2018-09-30$96,342,223
Assets. partnership/joint venture interests at beginning of year2018-09-30$84,064,942
Investment advisory and management fees2018-09-30$1,055,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$168,721,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$185,617,293
Interest earned on other investments2018-09-30$1,863,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$14,485,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$11,008,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$11,008,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$232,296
Assets. Value of investments in 103.12 investment entities at end of year2018-09-30$91,334,437
Assets. Value of investments in 103.12 investment entities at beginning of year2018-09-30$33,842,886
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$182,710,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$14,663,137
Net gain/loss from 103.12 investment entities2018-09-30$-356,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$306,386,998
Employer contributions (assets) at end of year2018-09-30$26,313,766
Employer contributions (assets) at beginning of year2018-09-30$25,623,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$91,854,698
Contract administrator fees2018-09-30$6,944,132
Liabilities. Value of benefit claims payable at end of year2018-09-30$12,729,100
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$13,630,400
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30LINDQUIST LLP
Accountancy firm EIN2018-09-30522385296
2017 : TEAMSTERS BENEFIT TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$3,920,084
Total unrealized appreciation/depreciation of assets2017-09-30$3,920,084
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$14,270,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$16,141,794
Total income from all sources (including contributions)2017-09-30$343,842,184
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$282,072,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$270,849,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$310,348,685
Value of total assets at end of year2017-09-30$349,515,385
Value of total assets at beginning of year2017-09-30$289,617,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$11,222,792
Total interest from all sources2017-09-30$1,846,941
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$4,915,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$4,915,207
Administrative expenses professional fees incurred2017-09-30$960,275
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$12,095,172
Assets. Other investments not covered elsewhere at end of year2017-09-30$7,294,351
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$4,796,589
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$2,279,655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$2,283,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$460,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$477,213
Other income not declared elsewhere2017-09-30$1,761,334
Administrative expenses (other) incurred2017-09-30$2,735,228
Liabilities. Value of operating payables at end of year2017-09-30$179,449
Liabilities. Value of operating payables at beginning of year2017-09-30$238,381
Total non interest bearing cash at end of year2017-09-30$-215,843
Total non interest bearing cash at beginning of year2017-09-30$-794,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$61,769,640
Value of net assets at end of year (total assets less liabilities)2017-09-30$335,244,976
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$273,475,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Assets. partnership/joint venture interests at end of year2017-09-30$84,064,942
Assets. partnership/joint venture interests at beginning of year2017-09-30$67,754,377
Investment advisory and management fees2017-09-30$629,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$185,617,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$150,137,134
Interest earned on other investments2017-09-30$1,763,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$11,008,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$11,195,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$11,195,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$83,858
Assets. Value of investments in 103.12 investment entities at end of year2017-09-30$33,842,886
Assets. Value of investments in 103.12 investment entities at beginning of year2017-09-30$29,250,181
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$178,247,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$19,624,728
Net gain/loss from 103.12 investment entities2017-09-30$1,425,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$298,253,513
Employer contributions (assets) at end of year2017-09-30$25,623,793
Employer contributions (assets) at beginning of year2017-09-30$24,995,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$92,601,894
Contract administrator fees2017-09-30$6,897,770
Liabilities. Value of benefit claims payable at end of year2017-09-30$13,630,400
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$15,426,200
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate carrying amount (costs) on sale of assets2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30LINDQUIST LLP
Accountancy firm EIN2017-09-30522385296
2016 : TEAMSTERS BENEFIT TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$2,243,486
Total unrealized appreciation/depreciation of assets2016-09-30$2,243,486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$16,141,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$15,708,386
Total income from all sources (including contributions)2016-09-30$331,230,673
Total of all expenses incurred2016-09-30$285,737,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$274,959,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$303,567,955
Value of total assets at end of year2016-09-30$289,617,130
Value of total assets at beginning of year2016-09-30$243,690,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$10,778,019
Total interest from all sources2016-09-30$1,164,054
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$4,863,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$4,863,556
Administrative expenses professional fees incurred2016-09-30$929,309
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$12,185,190
Assets. Other investments not covered elsewhere at end of year2016-09-30$4,796,589
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$2,404,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$2,283,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$2,544,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$477,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$447,289
Other income not declared elsewhere2016-09-30$2,852,075
Administrative expenses (other) incurred2016-09-30$2,865,206
Liabilities. Value of operating payables at end of year2016-09-30$238,381
Liabilities. Value of operating payables at beginning of year2016-09-30$166,897
Total non interest bearing cash at end of year2016-09-30$-794,989
Total non interest bearing cash at beginning of year2016-09-30$-950,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$45,493,389
Value of net assets at end of year (total assets less liabilities)2016-09-30$273,475,336
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$227,981,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Assets. partnership/joint venture interests at end of year2016-09-30$67,754,377
Assets. partnership/joint venture interests at beginning of year2016-09-30$52,589,203
Investment advisory and management fees2016-09-30$374,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$150,137,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$124,320,453
Interest earned on other investments2016-09-30$1,107,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$11,195,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$7,317,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$7,317,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$56,476
Assets. Value of investments in 103.12 investment entities at end of year2016-09-30$29,250,181
Assets. Value of investments in 103.12 investment entities at beginning of year2016-09-30$31,371,983
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$177,318,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$12,111,348
Net gain/loss from 103.12 investment entities2016-09-30$4,428,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$291,382,765
Employer contributions (assets) at end of year2016-09-30$24,995,120
Employer contributions (assets) at beginning of year2016-09-30$24,092,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$97,640,410
Contract administrator fees2016-09-30$6,609,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Liabilities. Value of benefit claims payable at end of year2016-09-30$15,426,200
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$15,094,200
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30LINDQUIST LLP
Accountancy firm EIN2016-09-30522385296
2015 : TEAMSTERS BENEFIT TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$68,698
Total unrealized appreciation/depreciation of assets2015-09-30$68,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$15,708,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$13,811,540
Total income from all sources (including contributions)2015-09-30$291,027,088
Total of all expenses incurred2015-09-30$280,656,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$269,917,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$287,513,186
Value of total assets at end of year2015-09-30$243,690,333
Value of total assets at beginning of year2015-09-30$231,422,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$10,738,473
Total interest from all sources2015-09-30$571,869
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$4,186,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$4,186,702
Administrative expenses professional fees incurred2015-09-30$1,006,123
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$12,482,880
Assets. Other investments not covered elsewhere at end of year2015-09-30$2,404,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$2,544,436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$2,328,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$447,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$467,737
Other income not declared elsewhere2015-09-30$3,095,219
Administrative expenses (other) incurred2015-09-30$2,793,344
Liabilities. Value of operating payables at end of year2015-09-30$166,897
Liabilities. Value of operating payables at beginning of year2015-09-30$126,403
Total non interest bearing cash at end of year2015-09-30$-950,626
Total non interest bearing cash at beginning of year2015-09-30$-831,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$10,370,651
Value of net assets at end of year (total assets less liabilities)2015-09-30$227,981,947
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$217,611,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$52,589,203
Assets. partnership/joint venture interests at beginning of year2015-09-30$43,871,471
Investment advisory and management fees2015-09-30$522,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$124,320,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$123,716,573
Interest earned on other investments2015-09-30$562,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$7,317,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$10,390,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$10,390,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$9,558
Assets. Value of investments in 103.12 investment entities at end of year2015-09-30$31,371,983
Assets. Value of investments in 103.12 investment entities at beginning of year2015-09-30$29,495,940
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$171,816,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-3,902,253
Net gain/loss from 103.12 investment entities2015-09-30$-506,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$275,030,306
Employer contributions (assets) at end of year2015-09-30$24,092,806
Employer contributions (assets) at beginning of year2015-09-30$22,451,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$98,101,164
Contract administrator fees2015-09-30$6,416,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Liabilities. Value of benefit claims payable at end of year2015-09-30$15,094,200
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$13,217,400
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30LINDQUIST LLP
Accountancy firm EIN2015-09-30522385296
2014 : TEAMSTERS BENEFIT TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$453,915
Total unrealized appreciation/depreciation of assets2014-09-30$453,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$13,811,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$14,455,699
Total income from all sources (including contributions)2014-09-30$294,693,165
Total of all expenses incurred2014-09-30$259,739,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$250,576,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$274,431,848
Value of total assets at end of year2014-09-30$231,422,836
Value of total assets at beginning of year2014-09-30$197,112,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$9,162,126
Total interest from all sources2014-09-30$482,590
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$3,476,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$3,476,822
Administrative expenses professional fees incurred2014-09-30$810,272
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$13,795,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$2,328,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$2,169,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$467,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$259,900
Other income not declared elsewhere2014-09-30$4,211,687
Administrative expenses (other) incurred2014-09-30$2,077,068
Liabilities. Value of operating payables at end of year2014-09-30$126,403
Liabilities. Value of operating payables at beginning of year2014-09-30$182,299
Total non interest bearing cash at end of year2014-09-30$-831,109
Total non interest bearing cash at beginning of year2014-09-30$-356,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$34,954,147
Value of net assets at end of year (total assets less liabilities)2014-09-30$217,611,296
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$182,657,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$43,871,471
Assets. partnership/joint venture interests at beginning of year2014-09-30$6,593,636
Investment advisory and management fees2014-09-30$227,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$123,716,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$133,000,906
Interest earned on other investments2014-09-30$473,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$10,390,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$9,558,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$9,558,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$9,534
Assets. Value of investments in 103.12 investment entities at end of year2014-09-30$29,495,940
Assets. Value of investments in 103.12 investment entities at beginning of year2014-09-30$24,669,991
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$162,154,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$10,295,353
Net investment gain or loss from common/collective trusts2014-09-30$0
Net gain/loss from 103.12 investment entities2014-09-30$1,340,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$260,636,835
Employer contributions (assets) at end of year2014-09-30$22,451,571
Employer contributions (assets) at beginning of year2014-09-30$21,476,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$88,422,435
Contract administrator fees2014-09-30$6,046,970
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Liabilities. Value of benefit claims payable at end of year2014-09-30$13,217,400
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$14,013,500
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30LINDQUIST LLP
Accountancy firm EIN2014-09-30522385296
2013 : TEAMSTERS BENEFIT TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$162,203
Total unrealized appreciation/depreciation of assets2013-09-30$162,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$14,455,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$13,543,583
Total income from all sources (including contributions)2013-09-30$272,300,023
Total of all expenses incurred2013-09-30$244,631,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$235,761,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$259,368,770
Value of total assets at end of year2013-09-30$197,112,848
Value of total assets at beginning of year2013-09-30$168,532,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$8,870,111
Total interest from all sources2013-09-30$303,757
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$3,437,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$3,437,185
Administrative expenses professional fees incurred2013-09-30$915,251
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$14,610,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$2,169,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$2,052,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$259,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$539,362
Other income not declared elsewhere2013-09-30$3,561,996
Administrative expenses (other) incurred2013-09-30$1,948,704
Liabilities. Value of operating payables at end of year2013-09-30$182,299
Liabilities. Value of operating payables at beginning of year2013-09-30$114,621
Total non interest bearing cash at end of year2013-09-30$-356,627
Total non interest bearing cash at beginning of year2013-09-30$-852,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$27,668,258
Value of net assets at end of year (total assets less liabilities)2013-09-30$182,657,149
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$154,988,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$6,593,636
Assets. partnership/joint venture interests at beginning of year2013-09-30$6,130,352
Investment advisory and management fees2013-09-30$183,092
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$133,000,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$109,552,539
Interest earned on other investments2013-09-30$288,194
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$22,789,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$9,558,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$9,050,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$9,050,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$15,563
Assets. Value of investments in 103.12 investment entities at end of year2013-09-30$24,669,991
Assets. Value of investments in 103.12 investment entities at beginning of year2013-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$152,495,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$3,346,391
Net investment gain or loss from common/collective trusts2013-09-30$1,532,015
Net gain/loss from 103.12 investment entities2013-09-30$587,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$244,758,583
Employer contributions (assets) at end of year2013-09-30$21,476,568
Employer contributions (assets) at beginning of year2013-09-30$19,810,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$83,266,318
Contract administrator fees2013-09-30$5,823,064
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Liabilities. Value of benefit claims payable at end of year2013-09-30$14,013,500
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$12,889,600
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30LINDQUIST LLP
Accountancy firm EIN2013-09-30522385296
2012 : TEAMSTERS BENEFIT TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$156,761
Total unrealized appreciation/depreciation of assets2012-09-30$156,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$13,543,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$13,847,288
Total income from all sources (including contributions)2012-09-30$262,345,437
Total of all expenses incurred2012-09-30$245,161,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$236,327,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$243,088,444
Value of total assets at end of year2012-09-30$168,532,474
Value of total assets at beginning of year2012-09-30$151,652,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$8,834,782
Total interest from all sources2012-09-30$372,270
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$2,658,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$2,658,305
Administrative expenses professional fees incurred2012-09-30$845,723
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$15,912,955
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$2,052,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$2,442,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$539,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$698,190
Other income not declared elsewhere2012-09-30$2,385,704
Administrative expenses (other) incurred2012-09-30$2,027,184
Liabilities. Value of operating payables at end of year2012-09-30$114,621
Liabilities. Value of operating payables at beginning of year2012-09-30$95,098
Total non interest bearing cash at end of year2012-09-30$-852,222
Total non interest bearing cash at beginning of year2012-09-30$-926,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$17,183,596
Value of net assets at end of year (total assets less liabilities)2012-09-30$154,988,891
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$137,805,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$6,130,352
Assets. partnership/joint venture interests at beginning of year2012-09-30$5,608,310
Investment advisory and management fees2012-09-30$251,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$109,552,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$100,688,397
Interest earned on other investments2012-09-30$349,241
Value of interest in common/collective trusts at end of year2012-09-30$22,789,084
Value of interest in common/collective trusts at beginning of year2012-09-30$17,398,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$9,050,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$7,174,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$7,174,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$23,029
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$146,864,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$10,538,024
Net investment gain or loss from common/collective trusts2012-09-30$3,145,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$227,175,489
Employer contributions (assets) at end of year2012-09-30$19,810,019
Employer contributions (assets) at beginning of year2012-09-30$19,267,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$89,462,490
Contract administrator fees2012-09-30$5,709,945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Liabilities. Value of benefit claims payable at end of year2012-09-30$12,889,600
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$13,054,000
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30LINDQUIST LLP
Accountancy firm EIN2012-09-30522385296
2011 : TEAMSTERS BENEFIT TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-352,375
Total unrealized appreciation/depreciation of assets2011-09-30$-352,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$13,847,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$15,508,981
Total income from all sources (including contributions)2011-09-30$240,110,534
Total of all expenses incurred2011-09-30$232,856,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$224,119,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$232,609,696
Value of total assets at end of year2011-09-30$151,652,583
Value of total assets at beginning of year2011-09-30$146,060,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$8,737,500
Total interest from all sources2011-09-30$324,434
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$2,610,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$2,610,223
Administrative expenses professional fees incurred2011-09-30$897,227
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$16,904,083
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$2,442,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$3,236,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$698,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$687,981
Other income not declared elsewhere2011-09-30$2,651,968
Administrative expenses (other) incurred2011-09-30$1,626,074
Liabilities. Value of operating payables at end of year2011-09-30$95,098
Total non interest bearing cash at end of year2011-09-30$-926,613
Total non interest bearing cash at beginning of year2011-09-30$-978,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$7,253,549
Value of net assets at end of year (total assets less liabilities)2011-09-30$137,805,295
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$130,551,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$5,608,310
Assets. partnership/joint venture interests at beginning of year2011-09-30$5,363,583
Investment advisory and management fees2011-09-30$234,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$100,688,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$100,553,075
Interest earned on other investments2011-09-30$313,524
Value of interest in common/collective trusts at end of year2011-09-30$17,398,294
Value of interest in common/collective trusts at beginning of year2011-09-30$18,002,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$7,174,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$2,525,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$2,525,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$10,910
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$139,275,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$2,409,406
Net investment gain or loss from common/collective trusts2011-09-30$-142,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$215,705,613
Employer contributions (assets) at end of year2011-09-30$19,267,943
Employer contributions (assets) at beginning of year2011-09-30$17,359,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$84,843,795
Contract administrator fees2011-09-30$5,979,993
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Liabilities. Value of benefit claims payable at end of year2011-09-30$13,054,000
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$14,821,000
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30LINDQUIST LLP
Accountancy firm EIN2011-09-30522385296

Form 5500 Responses for TEAMSTERS BENEFIT TRUST

2021: TEAMSTERS BENEFIT TRUST 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS BENEFIT TRUST 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS BENEFIT TRUST 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS BENEFIT TRUST 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS BENEFIT TRUST 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS BENEFIT TRUST 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS BENEFIT TRUST 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS BENEFIT TRUST 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS BENEFIT TRUST 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS BENEFIT TRUST 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS BENEFIT TRUST 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS BENEFIT TRUST 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number46 ET-AL
Policy instance 3
Insurance contract or identification number46 ET-AL
Number of Individuals Covered19437
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $126,149,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract numberS5921
Policy instance 10
Insurance contract or identification numberS5921
Number of Individuals Covered224
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $70,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberL00748
Policy instance 1
Insurance contract or identification numberL00748
Number of Individuals Covered4109
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $34,316,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number57-ET AL
Policy instance 2
Insurance contract or identification number57-ET AL
Number of Individuals Covered27460
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?No
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 BenefitYes
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
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberCA017GRX
Policy instance 4
Insurance contract or identification numberCA017GRX
Number of Individuals Covered2826
Insurance policy start date2022-01-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $4,944,913
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP3061 ET-AL
Policy instance 5
Insurance contract or identification numberNP3061 ET-AL
Number of Individuals Covered1459
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,208,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-005
Policy instance 6
Insurance contract or identification number93876-005
Number of Individuals Covered10649
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $159,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10027/SL10511
Policy instance 7
Insurance contract or identification numberSL10027/SL10511
Number of Individuals Covered4406
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21,788
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $1,810,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,788
Insurance broker organization code?3
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number148150
Policy instance 8
Insurance contract or identification number148150
Number of Individuals Covered484
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $2,904,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number711882
Policy instance 9
Insurance contract or identification number711882
Number of Individuals Covered1153
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $876,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number46 ET-AL
Policy instance 3
Insurance contract or identification number46 ET-AL
Number of Individuals Covered18873
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $125,394,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number148145 ET-AL
Policy instance 2
Insurance contract or identification number148145 ET-AL
Number of Individuals Covered468
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,541,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10027
Policy instance 1
Insurance contract or identification numberSL10027
Number of Individuals Covered750
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $785,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberL00748
Policy instance 9
Insurance contract or identification numberL00748
Number of Individuals Covered4390
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,925,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-005
Policy instance 4
Insurance contract or identification number93876-005
Number of Individuals Covered10365
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $172,234
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP3061 ET-AL
Policy instance 5
Insurance contract or identification numberNP3061 ET-AL
Number of Individuals Covered1395
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,137,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number57-ET AL
Policy instance 6
Insurance contract or identification number57-ET AL
Number of Individuals Covered25720
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711882
Policy instance 7
Insurance contract or identification number0711882
Number of Individuals Covered1223
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $893,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract numberS5921
Policy instance 8
Insurance contract or identification numberS5921
Number of Individuals Covered255
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $463,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract numberS5921
Policy instance 8
Insurance contract or identification numberS5921
Number of Individuals Covered281
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $526,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711882
Policy instance 7
Insurance contract or identification number0711882
Number of Individuals Covered1335
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,018,163
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number57-ET AL
Policy instance 6
Insurance contract or identification number57-ET AL
Number of Individuals Covered26012
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP3061 ET-AL
Policy instance 5
Insurance contract or identification numberNP3061 ET-AL
Number of Individuals Covered1418
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,155,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-005
Policy instance 4
Insurance contract or identification number93876-005
Number of Individuals Covered10612
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $188,931
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number46 ET-AL
Policy instance 3
Insurance contract or identification number46 ET-AL
Number of Individuals Covered19631
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $126,830,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number148145 ET-AL
Policy instance 2
Insurance contract or identification number148145 ET-AL
Number of Individuals Covered1963
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,403,287
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10027
Policy instance 1
Insurance contract or identification numberSL10027
Number of Individuals Covered754
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $777,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number148145 ET-AL
Policy instance 2
Insurance contract or identification number148145 ET-AL
Number of Individuals Covered2019
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,572,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10027
Policy instance 1
Insurance contract or identification numberSL10027
Number of Individuals Covered759
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $859,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number46 ET-AL
Policy instance 3
Insurance contract or identification number46 ET-AL
Number of Individuals Covered19966
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $121,789,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-005
Policy instance 4
Insurance contract or identification number93876-005
Number of Individuals Covered17510
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $174,693
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP3061 ET-AL
Policy instance 5
Insurance contract or identification numberNP3061 ET-AL
Number of Individuals Covered1386
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,128,163
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MANAGED HEALTH NETWORK (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number8841/8842
Policy instance 6
Insurance contract or identification number8841/8842
Number of Individuals Covered1587
Insurance policy start date2018-10-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,528
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $130,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,528
Insurance broker organization code?3
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number57-ET AL
Policy instance 7
Insurance contract or identification number57-ET AL
Number of Individuals Covered29808
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711882
Policy instance 8
Insurance contract or identification number0711882
Number of Individuals Covered1384
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,046,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract numberS5921
Policy instance 9
Insurance contract or identification numberS5921
Number of Individuals Covered312
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $570,203
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number148145 ET-AL
Policy instance 2
Insurance contract or identification number148145 ET-AL
Number of Individuals Covered2057
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,296,164
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number46 ET-AL
Policy instance 3
Insurance contract or identification number46 ET-AL
Number of Individuals Covered19959
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $117,113,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-005
Policy instance 4
Insurance contract or identification number93876-005
Number of Individuals Covered10824
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $176,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP3061 ET-AL
Policy instance 5
Insurance contract or identification numberNP3061 ET-AL
Number of Individuals Covered1382
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,128,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MANAGED HEALTH NETWORK (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number8841/8842
Policy instance 6
Insurance contract or identification number8841/8842
Number of Individuals Covered1593
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $31,574
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $631,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number57-ET AL
Policy instance 7
Insurance contract or identification number57-ET AL
Number of Individuals Covered27993
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711882
Policy instance 8
Insurance contract or identification number0711882
Number of Individuals Covered1474
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,101,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract numberS5921
Policy instance 9
Insurance contract or identification numberS5921
Number of Individuals Covered352
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $584,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10027
Policy instance 1
Insurance contract or identification numberSL10027
Number of Individuals Covered726
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $840,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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