EXHIBIT 19 

ANNUAL RETURN EXCERPTS

307






Schedule MB, line 3  Contributions

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

Unless otherwise noted, contributions (other than withdrawal liability payments) are paid in substantially 

equal monthly installments pursuant to collective bargaining agreements. The interest credited to the 

Funding Standard Account is therefore assumed to be equivalent to a December 1 contribution date.

The source of contributions for the Plan Year ending May 31, 2017, was a draft of the Fund auditors 

report.

314
Schedule MB, line 4a  Illustration Supporting Actuarial Certification of Status

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

315
Schedule MB, line 4a  Illustration Supporting Actuarial Certification of Status (contd)

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

316
Schedule MB, line 4a  Illustration Supporting Actuarial Certification of Status (contd)

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

317
Schedule MB, line 4a  Illustration Supporting Actuarial Certification of Status (contd)

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

318
Schedule MB, line 4a  Illustration Supporting Actuarial Certification of Status (contd)

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

319
Schedule MB, line 4a  Illustration Supporting Actuarial Certification of Status (contd)

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

320
Schedule MB, line 4a  Illustration Supporting Actuarial Certification of Status (contd)

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

321
Schedule MB, line 4a  Illustration Supporting Actuarial Certification of Status (contd)

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension FundEIN/PN: 13-6043977/001Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

322
Schedule MB, line 4c  Documentation Regarding Progress Under Funding 

Improvement or Rehabilitation Plan

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

The pension fund was certified to be in endangered status for the June 1, 2016, plan year. Prior to June 1, 

2016, the pension fund was neither in endangered status, critical status nor critical-and-declining status. 

A funding improvement plan was adopted April 26, 2017, with a funding improvement period beginning 

June 1, 2019.

The funding improvement plan is expected to (1) avoid having a funding deficiency for each year of the 

funding improvement period and (2) increase the funds funded percentage to 86.23% by the end of the 

funding improvement period.

323
Schedule MB, line 6  Statement of Actuarial Assumptions/Methods

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

Actuarial Assumptions

Interest Rates Valuation 7.50% per annum

RPA 94 Current Liability 3.20% per annum

Mortality The RP2000 mortality table set forward three years projected with scale AA on a fully 

generational basis for healthy participants. For disabled participants the mortality 

assumption is to follow the RP2000 disabled mortality table. The tables specified in 

IRC Section 431(C)(6)(D)(iv)&(v) were employed to develop Current Liability.

Retirement 

Rates

For those eligible to retire, the retirement rates are as follows:

Age Rate Age Rate

40-44 5% 62 50%

45-49 15 63-69 75

50-59 50 70 and over 100

60-61 45

Termination 

Rates

The termination rates are assumed to follow the published T-6 table. Sample rates are 

as follows:

Age Rate Age Rate

20 7.94% 50 3.62%

30 7.40 60 and over 0.13

40 6.11

Disability

Rates

Sample rates are as follows:

Age Rate Age Rate

25 0.05% 45 0.18%

30 0.05 50 0.40

35 0.06 55 0.85

40 0.09 60 1.74

Administrative 

Expenses

$600,000 payable at the beginning of the year.

New Entrants No new entrants or rehired employees are assumed in the future.

Maximum 

Benefits

It is assumed that the maximum benefit limitation under the IRC will not increase in 

the future.

Marriage 80% of participants are assumed to be married. Husbands are assumed to be three 

years older than wives.

Form of 

Payment

Participants are assumed to elect the normal form for married and single participants.

Benefits Not 

Included in the 

Valuation

None.

324
Schedule MB, line 6  Statement of Actuarial Assumptions/Methods (contd)

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

Actuarial Methods

Cost Method The Entry Age Normal Cost Method is employed in this valuation. Under this method, 

the normal cost is the annual level dollar contribution that would have been required 

from the age of plan entry in order to fund the participants retirement, termination and 

ancillary benefits if the current plan provisions had always been in effect. The 

actuarial accrued liability is the present value of all future benefits for inactive 

participants and is the excess of the present value of all future benefits over the present 

value of future normal costs for active participants. The present value of all future 

benefits is determined by discounting to the valuation date, the total future expected 

cash flow from the plan using the aforementioned actuarial assumptions. The present 

value of future normal costs is determined by discounting to the valuation date, all of 

the normal costs anticipated to result from future valuations using the aforementioned 

actuarial assumptions. The normal cost and actuarial accrued liability for the entire 

plan are the sums of the individually computed normal costs and actuarial accrued 

liabilities for all current plan participants.

Asset Method The Five-Year Weighted Average of Asset Gains/Losses Method is used in this 

valuation. The actuarial value of assets is determined by adjusting the market value of 

assets to reflect the asset gains and losses (the difference between expected investment 

return and actual investment return) during each of the last 5 years at the rate of 20% 

per year (10% per year for ten years for the 2008 net investment loss). The actuarial 

value is subject to a restriction that it not be less than 80% or more than 120% of 

market value.

Changes in Assumptions and Methods Since the Prior Actuarial Valuation

There were no changes in the actuarial assumptions or methods since the prior actuarial valuation.

325
Schedule MB, line 6  Summary of Plan Provisions

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

Effective Date January 1, 1975

Plan Year 12-month period beginning on a June 1st

Participation An employee of a contributing employer becomes a Participant of the Plan upon the 

completion of 960 hours of service.

Vesting 

Service

A full or partial year of Vesting Service is granted for each 12-month period in 

accordance with the following schedule:

Vesting 

Service 

Granted

Hours of Service 

Completed in 

12-Month Period

Vesting 

Service 

Granted

Hours of Service 

Completed in 

12-Month Period

0.0 0-119 0.4 480-599

0.1 120-239 0.5 600-999

0.2 240-359 1.0 1,000 or more

0.3 360-479

Pension 

Credits

One Pension Credit is granted for each month a Participant works at least 120 hours. 

Hours may be banked for months when less than 120 hours were worked and one 

Pension Credit is awarded when banked hours total at least 120 hours. However, no 

Participant shall accrue more than 12 Pension Credits in any 12 consecutive month 

period. 

A Participant who is an employee of YRC Worldwide Inc. (YRC) will earn 1⁄4 of a 

Pension Credit for each 120-hour month worked after May 31, 2011.

Accrued 

Benefit

For retirement on or after June 1, 2007, a monthly Accrued Benefit is equal to the sum 

of:

- $29.17 times Pension Credits earned prior to October 1, 2003;

- $22.92 times Pension Credits earned after September 30, 2003, but before July 1, 

2009;

- $11.46 times Pension Credits earned after June 30, 2009.

For employees of Crown Beer and Shore Point Distributors, a monthly Accrued 

Benefit is equal to the sum of:

- $29.17 times Pension Credits earned prior to March 1, 2003;

- $18.75 times Pension Credits earned after February 28, 2003, but before March 

1, 2004; 

- $14.58 times Pension Credits earned after February 29, 2004, but before April 1, 

2005; 

- $16.67 times Pension Credits earned after March 31, 2005, but before April 1, 

2008;

- $19.17 times Pension Credits earned after March 31, 2008, but before July 1, 

2009;

- $9.58 times Pension Credits earned after June 30, 2009.

326
Schedule MB, line 6  Summary of Plan Provisions (contd)

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

Accrued 

Benefit

(contd)

For employees of Southern Wine Spirits New Jersey, a monthly Accrued Benefit is 

equal to the sum of:

- $23.75 times Pension Credits earned prior to June 1, 2007;

- $18.75 times Pension Credits earned after May 31, 2007, but before July 1, 2009;

- $9.38 times Pension Credits earned after June 30, 2009.

For employees of ASCO, a monthly Accrued Benefit is equal to the sum of:

- $14.00 times Pension Credits earned prior to June 1, 2007;

- $11.00 times Pension Credits earned after May 31, 2007, but before July 1, 2009;

- $5.50 times Pension Credits earned after June 30, 2009.

For employees of Yellow Roadway Corporation (YRC), a monthly Accrued Benefit is 

equal to the sum of:

- $29.17 times Pension Credits earned prior to October 1, 2003;

- $22.92 times Pension Credits earned after September 30, 2003, but before July 1, 

2009;

- $0.46 times Pension Credits earned after June 30, 2009, but before September 1, 

2009;

- $11.46 times Pension Credits earned after May 31, 2011.

Regular 

Retirement 

Benefit

Eligibility: Age 60 and at least 60 Pension Credits.

Amount: Accrued Benefit.

Early 

Retirement 

Benefit

Eligibility: Age 50 and at least 120 Pension Credits.

Amount: Accrued Benefit reduced by 6/10 of 1% for each of the first 60 months and 

1/3 of 1% for each of the next 60 months by which the early retirement 

date precedes the attainment of age 60.

Service 

Retirement 

Benefit

Eligibility: For those hired prior to January 1, 2006, any age with at least 240 Pension 

Credits. For those hired on or after January 1, 2006, any age with at least 

300 Pension Credits.

Amount: Accrued Benefit.

Disability 

Retirement 

Benefit

Eligibility: At least 120 Pension Credits with total and permanent disability.

Amount: Accrued Benefit reduced for early retirement as if a Participant attained age 

53 (or current age if past age 53) payable on the seventh month following 

the onset of disability.

Deferred 

Vested Benefit

Eligibility: 5 years of Vesting Service.

Amount: Accrued Benefit payable at age 60 or Early Retirement Benefit payable at 

Early Retirement Date, if eligible.

327
Schedule MB, line 6  Summary of Plan Provisions (contd)

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

PreRetirement 

Death Benefit

Eligibility: 5 years of Vesting Service.

Amount: An annuity with a payment of 100% of Regular, Early or Service 

Retirement Benefit payable to a surviving spouse when a Participant would 

have been eligible for Regular, Early or Service pension shall a married 

Participant die, reduced appropriately for difference in age of participant 

and spouse. For unmarried Participants, 60 monthly payments equal to 

Regular, Early or Service Retirement Benefit a Participant would have 

received if he were alive, payable immediately. In addition, an active 

Participants beneficiary shall receive $15,000 upon the Participants death 

or $30,000 if the death is accidental.

PostRetirement 

Death Benefit

Amount: A lump sum of $15,000 for disabled participants, and $10,000 for all 

others. 

Beneficiaries 

Life Insurance

Beneficiaries of deceased participants are eligible for $2,500 life insurance. 

Normal Form 

of Benefit

Unreduced 100% Joint and Survivor Annuity for married Participants, and Life 

Annuity with 60 payments guaranteed for non-married Participants.

Changes in Plan Provisions Since the Prior Actuarial Valuation

There were no changes in the plan provisions since the prior actuarial valuation.

328
Schedule MB, line 8b(1)  Summary of Projection of Expected Benefit Payments

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

Plan Year Expected Benefit Payments

2016 $33,461,406

2017 33,262,856

2018 32,952,059

2019 32,480,866

2020 31,856,242

2021 31,100,717

2022 30,409,185

2023 29,691,084

2024 29,176,323

2025 28,414,332

329
Schedule MB, line 8b(2)  Schedule of Active Participant Data

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension FundEIN/PN: 13-6043977/001Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

Age

Years of Credited Service

Under 1 1 to 4 5 to 9 10 to 14 15 to 19 20 to 24 25 to 29 30 to 34 35 to 39 40 and up Total

Under 25 4 425 to 29 2 1 1 430 to 34 5 20 7 3 3535 to 39 2 1 9 12 1 2540 to 44 5 4 9 18 4 1 4145 to 49 8 4 5 21 2 1 4150 to 54 2 5 7 18 3 3555 to 59 5 8 4 16 9 2 1 4560 to 64 6 4 9 2 1 2265 to 69 1 1 270 & upTotal 31 50 47 99 21 4 1 1 254

330
Schedule MB, lines 9c and 9h  Schedule of Funding Standard Account Bases

Plan Name: Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

EIN/PN: 13-6043977/001

Plan Sponsor: Board of Trustees Mid-Jersey Trucking Industry and Local No. 701 Pension Fund

Date of

First Charge

or Credit

Remaining

Period

(years)

Outstanding

Balance

(beginning of 

year)

Amortization

Charge

or Credit

1. Amortization charges

(a) Assumptions change 6/1/1997 11.00 $8,826,422 $1,122,372

(b) Other 6/1/1997 1.00 3,838,898 3,838,898

(c) Plan amendment 6/1/1997 11.00 3,867,394 491,780

(d) Plan amendment 6/1/1998 12.00 14,112,727 1,697,176

(e) Plan amendment 6/1/1999 13.00 41,313,852 4,729,540

(f) Plan amendment 6/1/2000 14.00 16,620,862 1,821,297

(g) Plan amendment 6/1/2001 15.00 3,052,832 321,718

(h) Actuarial loss 6/1/2002 1.00 820,354 820,354

(i) Plan amendment 6/1/2002 16.00 11,734,364 1,194,079

(j) Actuarial loss 6/1/2003 2.00 4,264,050 2,209,087

(k) Actuarial loss 6/1/2004 3.00 1,909,784 683,147

(l) Plan amendment 6/1/2005 19.00 326,016 30,452

(m) Actuarial loss 6/1/2006 5.00 633,029 145,546

(n) Plan amendment 6/1/2008 7.00 819,880 143,994

(o) Actuarial loss 6/1/2009 8.00 28,493,865 4,525,278

(p) Actuarial loss 6/1/2010 9.00 4,286,740 625,136

(q) Actuarial loss 6/1/2011 10.00 5,237,567 709,804

(r) Actuarial loss 6/1/2012 11.00 11,930,805 1,517,127

(s) Actuarial loss 6/1/2014 13.00 570,715 65,335

(t) Actuarial loss 6/1/2015 14.00 363,681 39,852

(u) Actuarial loss 6/1/2016 15.00 14,194,306 1,495,845

Total $177,218,143 $28,227,817

2. Amortization Credits

(a) Combined Credits 6/1/2013 2.63 $30,072,614 $12,122,468

Total $30,072,614 $12,122,468

3. Total Charges minus Credits: (1)  (2) $147,145,529 $16,105,349

N:\Fact\Local 701\Government forms\2016\Sch MB\Local 701 Sch MB attachments v2018 02 23 v01.docx

331
SCHEDULE R

(Form 5500)

Department of the Treasury

Internal Revenue Service

Department of Labor

Employee Benefits Security Administration

Pension Benefit Guaranty Corporation

Retirement Plan Information

This schedule is required to be filed under sections 104 and 4065 of the 

Employee Retirement Income Security Act of 1974 (ERISA) and section 

6058(a) of the Internal Revenue Code (the Code).

4 File as an attachment to Form 5500.

OMB No. 1210-0110

2016

This Form is Open to Public 

Inspection.

For calendar plan year 2016 or fiscal plan year beginning and ending 

A Name of plan B Three-digit

plan number 

(PN) 4

C Plan sponsors name as shown on line 2a of Form 5500 D Employer Identification Number (EIN)

Part I Distributions

1 Total value of distributions paid in property other than in cash or the forms of property specified in the 

instructions ................................................................................................................................................................

1

Part II Funding Information (If the plan is not subject to the minimum funding requirements of section of 412 of the Internal Revenue Code or 

ERISA section 302, skip this Part.)

If you completed line 5, complete lines 3, 9, and 10 of Schedule MB and do not complete the remainder of this schedule.

If you completed line 6c, skip lines 8 and 9.

7 Will the minimum funding amount reported on line 6c be met by the funding deadline?................................................................

 Yes No N/A 

8 If a change in actuarial cost method was made for this plan year pursuant to a revenue procedure or other 

authority providing automatic approval for the change or a class ruling letter, does the plan sponsor or plan 

administrator agree with the change? ................................................................................................................................

Yes No N/A 

Part III Amendments

9 If this is a defined benefit pension plan, were any amendments adopted during this plan 

year that increased or decreased the value of benefits? If yes, check the appropriate 

box. If no, check the No box.................................................................................................

Increase Decrease Both No

Part IV ESOPs (see instructions). If this is not a plan described under Section 409(a) or 4975(e)(7) of the Internal Revenue Code, skip this Part.

10 Were unallocated employer securities or proceeds from the sale of unallocated securities used to repay any exempt loan? ...................... Yes No 

11 a Does the ESOP hold any preferred stock?................................................................................................................................. Yes No

b If the ESOP has an outstanding exempt loan with the employer as lender, is such loan part of a back-to-back loan? 

(See instructions for definition of back-to-back loan.)...............................................................................................................

Yes No

12 Does the ESOP hold any stock that is not readily tradable on an established securities market?....................................................... Yes No

For Paperwork Reduction Act Notice, see the Instructions for Form 5500. Schedule R (Form 5500) 2016

v. 160205

All references to distributions relate only to payments of benefits during the plan year.

2 Enter the EIN(s) of payor(s) who paid benefits on behalf of the plan to participants or beneficiaries during the year (if more than two, enter EINs of the two 

payors who paid the greatest dollar amounts of benefits):

EIN(s): _______________________________ _______________________________

Profit-sharing plans, ESOPs, and stock bonus plans, skip line 3.

3 Number of participants (living or deceased) whose benefits were distributed in a single sum, during the plan 

year ................................................................................................................................................................................................

3

4 Is the plan administrator making an election under Code section 412(d)(2) or ERISA section 302(d)(2)? ................................ Yes No N/A 

If the plan is a defined benefit plan, go to line 8.

5 If a waiver of the minimum funding standard for a prior year is being amortized in this 

plan year, see instructions and enter the date of the ruling letter granting the waiver. Date: Month _________ Day _________ Year _________

6 a Enter the minimum required contribution for this plan year (include any prior year accumulated funding 

deficiency not waived).........................................................................................................................................................

6a

b Enter the amount contributed by the employer to the plan for this plan year................................................................ 6b

c Subtract the amount in line 6b from the amount in line 6a. Enter the result

 (enter a minus sign to the left of a negative amount) ..............................................................................................6c

PENSION PLAN OF THE WELFARE & PENSION FUND MID-JERSEY TRUCKING

001

1

06/01/2016

MID-JERSEY TRUCKING INDUSTRY LOCAL 701 PENSION TRUST

X

13-6043977

X

05/31/2017

332
 Schedule R (Form 5500) 2016 Page 2 - 1- x

Part V Additional Information for Multiemployer Defined Benefit Pension Plans

13 Enter the following information for each employer that contributed more than 5% of total contributions to the plan during the plan year (measured in 

dollars). See instructions. Complete as many entries as needed to report all applicable employers.

a Name of contributing employer 

b EIN c Dollar amount contributed by employer 

d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box X 

and see instructions regarding required attachment. Otherwise, enter the applicable date.) Month _______ Day _______ Year _______ 

e Contribution rate information (If more than one rate applies, check this box X and see instructions regarding required attachment. Otherwise, 

complete lines 13e(1) and 13e(2).)

(1) Contribution rate (in dollars and cents) _____________ 

(2) Base unit measure: X Hourly X Weekly X Unit of production X Other (specify): 

a Name of contributing employer 

b EIN c Dollar amount contributed by employer

d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box X 

and see instructions regarding required attachment. Otherwise, enter the applicable date.) Month _______ Day _______ Year _______ 

e Contribution rate information (If more than one rate applies, check this box X and see instructions regarding required attachment. Otherwise, 

complete lines 13e(1) and 13e(2).)

(1) Contribution rate (in dollars and cents) _____________ 

(2) Base unit measure: X Hourly X Weekly X Unit of production X Other (specify): _______________________________ 

a Name of contributing employer 

b EIN c Dollar amount contributed by employer

d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box X 

and see instructions regarding required attachment. Otherwise, enter the applicable date.) Month _______ Day _______ Year _______ 

e Contribution rate information (If more than one rate applies, check this box X and see instructions regarding required attachment. Otherwise, 

complete lines 13e(1) and 13e(2).)

(1) Contribution rate (in dollars and cents) _____________ 

(2) Base unit measure: X Hourly X Weekly X Unit of production X Other (specify): _______________________________ 

a Name of contributing employer

b EIN c Dollar amount contributed by employer

d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box X 

and see instructions regarding required attachment. Otherwise, enter the applicable date.) Month _______ Day _______ Year _______ 

e Contribution rate information (If more than one rate applies, check this box X and see instructions regarding required attachment. Otherwise, 

complete lines 13e(1) and 13e(2).)

(1) Contribution rate (in dollars and cents) _____________ 

(2) Base unit measure: X Hourly X Weekly X Unit of production X Other (specify): _______________________________ 

a Name of contributing employer

b EIN c Dollar amount contributed by employer

d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box X 

and see instructions regarding required attachment. Otherwise, enter the applicable date.) Month _______ Day _______ Year _______ 

e Contribution rate information (If more than one rate applies, check this box X and see instructions regarding required attachment. Otherwise, 

complete lines 13e(1) and 13e(2).)

(1) Contribution rate (in dollars and cents) _____________ 

(2) Base unit measure: X Hourly X Weekly X Unit of production X Other (specify): _______________________________ 

a Name of contributing employer

b EIN c Dollar amount contributed by employer

d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box X 

and see instructions regarding required attachment. Otherwise, enter the applicable date.) Month _______ Day _______ Year _______ 

e Contribution rate information (If more than one rate applies, check this box X and see instructions regarding required attachment. Otherwise, 

complete lines 13e(1) and 13e(2).)

(1) Contribution rate (in dollars and cents) _____________ 

(2) Base unit measure: X Hourly X Weekly X Unit of production X Other (specify): _______________________________ 

X

X

X

X

03

2020

1

2019

2021

2018

05

12

03

03

8.55

6.50

71-0249444

11-1949280

34-0492670

20-2313553

21-0611286

11.42

11.42

1.71

X

SHORE POINT DISTRIBUTION CO.

SWSNJ WAREHOUSING, INC.

31

ARKANSAS BEST FREIGHT SYSTEM

31

31

YRC FREIGHT

31

BUNZL DISTRIBUTION NORTHEAST, LLC

01

235813

210131

182973

1168975

332251

2017

333
Schedule R (Form 5500) 2016 Page 3

14 Enter the number of participants on whose behalf no contributions were made by an employer as an employer 

of the participant for:

a The current year................................................................................................................................................

123456789012345

14a

b The plan year immediately preceding the current plan year.............................................................................. 14b 123456789012345

c The second preceding plan year ...................................................................................................................... 14c 123456789012345

15 Enter the ratio of the number of participants under the plan on whose behalf no employer had an obligation to make an 

employer contribution during the current plan year to:

a The corresponding number for the plan year immediately preceding the current plan year............................... 15a 123456789012345

b The corresponding number for the second preceding plan year ....................................................................... 15b 123456789012345

16 Information with respect to any employers who withdrew from the plan during the preceding plan year:

a Enter the number of employers who withdrew during the preceding plan year ............................................... 16a 123456789012345

b If line 16a is greater than 0, enter the aggregate amount of withdrawal liability assessed or estimated to be 

assessed against such withdrawn employers...................................................................................................

16b 123456789012345

17 If assets and liabilities from another plan have been transferred to or merged with this plan during the plan year, check box and see instructions regarding 

supplemental information to be included as an attachment. ....................................................................................................................... X

Part VI Additional Information for Single-Employer and Multiemployer Defined Benefit Pension Plans

18 If any liabilities to participants or their beneficiaries under the plan as of the end of the plan year consist (in whole or in part) of liabilities to such participants 

and beneficiaries under two or more pension plans as of immediately before such plan year, check box and see instructions regarding supplemental 

information to be included as an attachment .......................................................................................................................................................................X

19 If the total number of participants is 1,000 or more, complete lines (a) through (c)

a Enter the percentage of plan assets held as: 

Stock: _____% Investment-Grade Debt: _____% High-Yield Debt: _____% Real Estate: _____% Other: _____%

b Provide the average duration of the combined investment-grade and high-yield debt: 

 X 0-3 years X 3-6 years X 6-9 years X 9-12 years X 12-15 years X 15-18 years X 18-21 years X 21 years or more 

c What duration measure was used to calculate line 19(b)?

X Effective duration X Macaulay duration X Modified duration X Other (specify):

Part VII IRS Compliance Questions

20a Is the plan a 401(k) plan? If No, skip b ..................................................................................................... X Yes X No

20b How did the plan satisfy the nondiscrimination requirements for employee deferrals under section

401(k)(3) for the plan year? Check all that apply: ......................................................................................

X

Design-based 

safe harbor X

Prior year 

ADP test

X

Current year 

ADP test X N/A

21a What testing method was used to satisfy the coverage requirements under section 410(b) for the plan 

year? Check all that apply: ........................................................................................................................ X

Ratio 

percentage 

test

X

Average 

benefit test X N/A

21b Did the plan satisfy the coverage and nondiscrimination requirements of sections 410(b) and 401(a)(4) 

for the plan year by combining this plan with any other plan under the permissive aggregation rules? .......

X Yes X No

22a If the plan is a master and prototype plan (M&P) or volume submitter plan that received a favorable IRS opinion letter or advisory letter, enter the date of 

the letter _____/_____/_____ and the serial number ______________.

22b If the plan is an individually-designed plan that received a favorable determination letter from the IRS, enter the date of the most recent determination 

letter _____/_____/______.

25.0 14.0

1377

1304

0

1280

95.00

56.0 4.0 1.0

102.00

334