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NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 401k Plan overview

Plan NameNEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN
Plan identification number 001

NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEW HAMPSHIRE PUBLIC DEFENDER OFFICE has sponsored the creation of one or more 401k plans.

Company Name:NEW HAMPSHIRE PUBLIC DEFENDER OFFICE
Employer identification number (EIN):020388924
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMY MAILHOT2024-10-10
0012022-01-01SARAH ROTHMAN2023-10-11
0012021-01-01SARAH ROTHMAN2022-10-06
0012020-01-01RANDY HAWKES2021-10-11
0012019-01-01RANDY HAWKES2020-10-08
0012018-01-01RANDY HAWKES2019-10-01
0012017-01-01
0012016-01-01RANDY HAWKES
0012015-01-01RANDY HAWKES
0012014-01-01KAREN ANDERSON
0012013-01-01KAREN ANDERSON
0012012-01-01KAREN ANDERSON
0012011-01-01KAREN ANDERSON KAREN ANDERSON2012-07-30
0012009-01-01KAREN M ANDERSON KAREN M ANDERSON2010-10-08

Plan Statistics for NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN

401k plan membership statisitcs for NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN

Measure Date Value
2023: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01338
Total number of active participants reported on line 7a of the Form 55002023-01-01254
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0188
Total of all active and inactive participants2023-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01342
Number of participants with account balances2023-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0112
2022: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01314
Total number of active participants reported on line 7a of the Form 55002022-01-01253
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01338
Number of participants with account balances2022-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01295
Total number of active participants reported on line 7a of the Form 55002021-01-01245
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0169
Total of all active and inactive participants2021-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01314
Number of participants with account balances2021-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01297
Total number of active participants reported on line 7a of the Form 55002020-01-01235
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01295
Number of participants with account balances2020-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01287
Total number of active participants reported on line 7a of the Form 55002019-01-01235
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01297
Number of participants with account balances2019-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01282
Total number of active participants reported on line 7a of the Form 55002018-01-01223
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01287
Number of participants with account balances2018-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01269
Total number of active participants reported on line 7a of the Form 55002017-01-01227
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01282
Number of participants with account balances2017-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01262
Total number of active participants reported on line 7a of the Form 55002016-01-01219
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01269
Number of participants with account balances2016-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01248
Total number of active participants reported on line 7a of the Form 55002015-01-01218
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01262
Number of participants with account balances2015-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01235
Total number of active participants reported on line 7a of the Form 55002014-01-01218
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01248
Number of participants with account balances2014-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01242
Total number of active participants reported on line 7a of the Form 55002013-01-01207
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01235
Number of participants with account balances2013-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01253
Total number of active participants reported on line 7a of the Form 55002012-01-01215
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01242
Number of participants with account balances2012-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01246
Total number of active participants reported on line 7a of the Form 55002011-01-01236
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01253
Number of participants with account balances2011-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01251
Total number of active participants reported on line 7a of the Form 55002009-01-01226
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01259
Number of participants with account balances2009-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN

Measure Date Value
2023 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,816,259
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,381,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,309,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,506,068
Value of total assets at end of year2023-12-31$22,829,578
Value of total assets at beginning of year2023-12-31$20,395,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$72,801
Total interest from all sources2023-12-31$42,160
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$677,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$677,182
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,201,867
Participant contributions at end of year2023-12-31$132,194
Participant contributions at beginning of year2023-12-31$159,897
Participant contributions at end of year2023-12-31$52,073
Participant contributions at beginning of year2023-12-31$43,034
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$10,591
Total non interest bearing cash at end of year2023-12-31$7
Total non interest bearing cash at beginning of year2023-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,434,327
Value of net assets at end of year (total assets less liabilities)2023-12-31$22,829,578
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$20,395,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$30,546
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$21,361,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,760,408
Interest on participant loans2023-12-31$6,592
Interest earned on other investments2023-12-31$35,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,271,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,421,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,590,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$293,610
Employer contributions (assets) at end of year2023-12-31$12,282
Employer contributions (assets) at beginning of year2023-12-31$10,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,309,131
Contract administrator fees2023-12-31$42,255
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DUGALE, LIVOLSI & WOOD, PC
Accountancy firm EIN2023-12-31020468305
2022 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,417,218
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,828,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,752,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,420,621
Value of total assets at end of year2022-12-31$20,395,251
Value of total assets at beginning of year2022-12-31$24,641,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,523
Total interest from all sources2022-12-31$35,722
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$550,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$550,488
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,133,246
Participant contributions at end of year2022-12-31$159,897
Participant contributions at beginning of year2022-12-31$142,651
Participant contributions at end of year2022-12-31$43,034
Participant contributions at beginning of year2022-12-31$39,859
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,823
Total non interest bearing cash at end of year2022-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,245,796
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,395,251
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,641,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,760,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,508,065
Interest on participant loans2022-12-31$5,224
Interest earned on other investments2022-12-31$30,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,421,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,940,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,424,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$284,552
Employer contributions (assets) at end of year2022-12-31$10,735
Employer contributions (assets) at beginning of year2022-12-31$10,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,752,055
Contract administrator fees2022-12-31$76,523
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DUGALE, LIVOLSI & WOOD, PC
Accountancy firm EIN2022-12-31020468305
2021 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,616,962
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,247,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,169,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,388,202
Value of total assets at end of year2021-12-31$24,641,047
Value of total assets at beginning of year2021-12-31$22,271,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$78,515
Total interest from all sources2021-12-31$49,639
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,946,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,946,051
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,089,951
Participant contributions at end of year2021-12-31$142,651
Participant contributions at beginning of year2021-12-31$237,594
Participant contributions at end of year2021-12-31$39,859
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,369,069
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,641,047
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,271,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,508,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,183,393
Interest on participant loans2021-12-31$8,424
Interest earned on other investments2021-12-31$41,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,940,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,850,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,233,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$278,310
Employer contributions (assets) at end of year2021-12-31$10,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,169,378
Contract administrator fees2021-12-31$78,515
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DUGALE, LIVOLSI & WOOD, PC
Accountancy firm EIN2021-12-31020468305
2020 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,023,305
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,342,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,239,122
Expenses. Certain deemed distributions of participant loans2020-12-31$27,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,188,332
Value of total assets at end of year2020-12-31$22,271,978
Value of total assets at beginning of year2020-12-31$20,591,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,745
Total interest from all sources2020-12-31$58,103
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$536,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$536,301
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$932,105
Participant contributions at end of year2020-12-31$237,594
Participant contributions at beginning of year2020-12-31$307,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,680,855
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,271,978
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,591,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,183,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,862,637
Interest on participant loans2020-12-31$12,486
Interest earned on other investments2020-12-31$45,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,850,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,420,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,240,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$256,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,239,122
Contract administrator fees2020-12-31$75,745
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DUGALE,LIVOLSI & WOOD, PC
Accountancy firm EIN2020-12-31020468305
2019 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,057,016
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,324,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,243,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,212,731
Value of total assets at end of year2019-12-31$20,591,123
Value of total assets at beginning of year2019-12-31$16,858,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,419
Total interest from all sources2019-12-31$49,249
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$464,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$464,780
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$916,977
Participant contributions at end of year2019-12-31$307,599
Participant contributions at beginning of year2019-12-31$297,725
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$45,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,732,219
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,591,123
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,858,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,862,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,458,644
Interest on participant loans2019-12-31$14,629
Interest earned on other investments2019-12-31$34,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,420,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,102,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,330,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$250,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,243,378
Contract administrator fees2019-12-31$81,419
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DUGDALE, LIVOLSI & WOOD, PC
Accountancy firm EIN2019-12-31020468305
2018 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$208,153
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,381,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,280,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,146,063
Value of total assets at end of year2018-12-31$16,858,904
Value of total assets at beginning of year2018-12-31$18,032,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,563
Total interest from all sources2018-12-31$36,563
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$512,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$512,747
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$885,875
Participant contributions at end of year2018-12-31$297,725
Participant contributions at beginning of year2018-12-31$290,307
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,173,208
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,858,904
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,032,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,458,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,879,128
Interest on participant loans2018-12-31$12,488
Interest earned on other investments2018-12-31$24,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,102,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$862,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,487,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$246,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,280,798
Contract administrator fees2018-12-31$100,563
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DUGDALE, LIVOLSI & WOOOD, PC
Accountancy firm EIN2018-12-31020468305
2017 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,127,794
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,655,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,563,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,490,416
Value of total assets at end of year2017-12-31$18,032,112
Value of total assets at beginning of year2017-12-31$15,559,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$91,695
Total interest from all sources2017-12-31$35,106
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$413,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$413,076
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$850,552
Participant contributions at end of year2017-12-31$290,307
Participant contributions at beginning of year2017-12-31$280,440
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$398,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,472,248
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,032,112
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,559,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,879,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,157,065
Interest on participant loans2017-12-31$9,596
Interest earned on other investments2017-12-31$25,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$862,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,122,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,189,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$241,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,563,851
Contract administrator fees2017-12-31$91,695
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DUGDALE, LIVOLSI & WOOOD, PC
Accountancy firm EIN2017-12-31020468305
2016 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,205,029
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$606,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$523,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,096,677
Value of total assets at end of year2016-12-31$15,559,864
Value of total assets at beginning of year2016-12-31$13,961,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$83,477
Total interest from all sources2016-12-31$33,512
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$381,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$381,976
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$862,561
Participant contributions at end of year2016-12-31$280,440
Participant contributions at beginning of year2016-12-31$355,509
Participant contributions at beginning of year2016-12-31$32,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,598,258
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,559,864
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,961,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,157,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,561,124
Interest on participant loans2016-12-31$10,737
Interest earned on other investments2016-12-31$22,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,122,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,003,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$692,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$234,116
Employer contributions (assets) at beginning of year2016-12-31$8,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$523,294
Contract administrator fees2016-12-31$83,477
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DUGDALE, LIVOLSI & WOOD PC
Accountancy firm EIN2016-12-31020468305
2015 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$981,961
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$469,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$382,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,096,816
Value of total assets at end of year2015-12-31$13,961,606
Value of total assets at beginning of year2015-12-31$13,448,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$86,285
Total interest from all sources2015-12-31$24,898
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$539,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$539,463
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$854,784
Participant contributions at end of year2015-12-31$355,509
Participant contributions at beginning of year2015-12-31$251,254
Participant contributions at end of year2015-12-31$32,352
Participant contributions at beginning of year2015-12-31$32,444
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,369
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$512,772
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,961,606
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,448,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,561,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,481,393
Interest on participant loans2015-12-31$9,112
Interest earned on other investments2015-12-31$15,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,003,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$674,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-679,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$238,663
Employer contributions (assets) at end of year2015-12-31$8,795
Employer contributions (assets) at beginning of year2015-12-31$9,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$382,904
Contract administrator fees2015-12-31$86,285
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DUGDALE, LIVOLSI & WOOD, PC
Accountancy firm EIN2015-12-31020468305
2014 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,961,452
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$406,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$323,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,096,270
Value of total assets at end of year2014-12-31$13,448,834
Value of total assets at beginning of year2014-12-31$11,894,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$83,000
Total interest from all sources2014-12-31$20,827
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$840,349
Participant contributions at end of year2014-12-31$251,254
Participant contributions at beginning of year2014-12-31$203,481
Participant contributions at end of year2014-12-31$32,444
Participant contributions at beginning of year2014-12-31$3,701
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,883
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$12,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,554,568
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,448,834
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,894,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,481,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,088,446
Interest on participant loans2014-12-31$6,752
Interest earned on other investments2014-12-31$14,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$674,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$586,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$844,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$247,038
Employer contributions (assets) at end of year2014-12-31$9,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$323,884
Contract administrator fees2014-12-31$83,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DUGDALE, LIVOLSI & WOOD, PC
Accountancy firm EIN2014-12-31020468305
2013 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$293
Total income from all sources (including contributions)2013-12-31$2,985,363
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$999,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$929,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,040,702
Value of total assets at end of year2013-12-31$11,894,266
Value of total assets at beginning of year2013-12-31$9,908,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,155
Total interest from all sources2013-12-31$20,599
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$276,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$276,991
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$728,647
Participant contributions at end of year2013-12-31$203,481
Participant contributions at beginning of year2013-12-31$250,798
Participant contributions at end of year2013-12-31$3,701
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$86,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$293
Total non interest bearing cash at end of year2013-12-31$12,027
Total non interest bearing cash at beginning of year2013-12-31$293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,986,276
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,894,266
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,907,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,088,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,029,851
Interest on participant loans2013-12-31$7,229
Interest earned on other investments2013-12-31$13,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$586,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$627,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,647,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$225,196
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$929,932
Contract administrator fees2013-12-31$69,155
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DUGDALE, LIVOLSI & WOOD, PC
Accountancy firm EIN2013-12-31020468305
2012 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,021
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,130,469
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$681,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$650,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,035,553
Value of total assets at end of year2012-12-31$9,908,283
Value of total assets at beginning of year2012-12-31$8,457,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,933
Total interest from all sources2012-12-31$7,122
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$231,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$231,623
Administrative expenses professional fees incurred2012-12-31$31,933
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$731,926
Participant contributions at end of year2012-12-31$250,798
Participant contributions at beginning of year2012-12-31$179,501
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$77,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$293
Other income not declared elsewhere2012-12-31$18,824
Total non interest bearing cash at end of year2012-12-31$293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,448,474
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,907,990
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,457,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,029,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,709,607
Interest on participant loans2012-12-31$7,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$627,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$568,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$837,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$226,527
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$650,062
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DUGDALE, LIVOLSI & WOOD, PC
Accountancy firm EIN2012-12-31020468305
2011 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$770,867
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$310,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$304,588
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$938,903
Value of total assets at end of year2011-12-31$8,457,495
Value of total assets at beginning of year2011-12-31$7,996,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,588
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$28,079
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$112,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$112,714
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$718,526
Participant contributions at end of year2011-12-31$179,501
Participant contributions at beginning of year2011-12-31$166,738
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$873
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$460,691
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,457,495
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,996,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,709,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,244,223
Interest on participant loans2011-12-31$7,967
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$20,112
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$568,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$585,843
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-308,829
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$219,504
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$304,588
Contract administrator fees2011-12-31$5,588
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DUGDALE, LIVOLSI & WOOD, PC
Accountancy firm EIN2011-12-31020468305
2010 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,001,173
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$395,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$383,960
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,074,760
Value of total assets at end of year2010-12-31$7,996,804
Value of total assets at beginning of year2010-12-31$6,391,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,838
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$23,627
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$99,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$99,660
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$691,529
Participant contributions at end of year2010-12-31$166,738
Participant contributions at beginning of year2010-12-31$72,796
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$175,047
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,605,375
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,996,804
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,391,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,244,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,759,441
Interest on participant loans2010-12-31$5,796
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$17,831
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$585,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$559,159
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$803,126
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$208,184
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$33
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$383,960
Contract administrator fees2010-12-31$11,838
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DUGDALE, LIVOLSI & WOOD, PC
Accountancy firm EIN2010-12-31020468305
2009 : NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN

2023: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NEW HAMPSHIRE PUBLIC DEFENDER OFFICE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered342
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered338
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered314
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered295
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
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered297
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
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered287
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
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered282
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
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered262
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered248
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered235
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 2
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $363
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $363
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICA INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808187
Policy instance 1
Insurance contract or identification number808187
Number of Individuals Covered242
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 2
Insurance contract or identification number441463
Number of Individuals Covered234
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,433
Total amount of fees paid to insurance companyUSD $1,546
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,433
Amount paid for insurance broker fees1546
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICA INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered253
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,486
Total amount of fees paid to insurance companyUSD $5,957
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered247
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,582
Total amount of fees paid to insurance companyUSD $7,599
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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