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THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 401k Plan overview

Plan NameTHE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN
Plan identification number 001

THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE BOSTON LAND COMPANY MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BOSTON LAND COMPANY MANAGEMENT SERVICES, INC.
Employer identification number (EIN):042610577
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01ROBERT KARGMAN2022-05-10 ROBERT KARGMAN2022-05-10
0012020-01-01ROBERT KARGMAN2021-09-15 ROBERT KARGMAN2021-09-15
0012019-01-01ROBERT KARGMAN2020-04-29 ROBERT KARGMAN2020-04-29
0012018-01-01ROBERT KARGMAN2019-10-04 ROBERT KARGMAN2019-10-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ELENA SUBATIS
0012013-01-01ELENA SUBATIS
0012012-01-01ELENA SUBATIS
0012011-01-01ELENA SUBATIS ROBERT KARGMAN2012-06-29
0012009-01-01ELENA SUBATIS ROBERT KARGMAN2010-09-15
0012009-01-01ELENA SUBATIS
0012007-01-01ELENA SUBATIS ROBERT KARGMAN2011-07-27

Plan Statistics for THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN

401k plan membership statisitcs for THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN

Measure Date Value
2021: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0192
Total number of active participants reported on line 7a of the Form 55002021-01-0184
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0194
Number of participants with account balances2021-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0192
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0188
Number of participants with account balances2020-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0188
Total number of active participants reported on line 7a of the Form 55002019-01-0187
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0194
Number of participants with account balances2019-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01102
Total number of active participants reported on line 7a of the Form 55002018-01-0182
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0188
Number of participants with account balances2018-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01101
Total number of active participants reported on line 7a of the Form 55002017-01-0187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01102
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-0176
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01101
Number of participants with account balances2016-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01104
Total number of active participants reported on line 7a of the Form 55002015-01-0179
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01111
Number of participants with account balances2015-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-0176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01104
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01124
Number of participants with account balances2013-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-0192
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 participants2012-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01119
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01124
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01114
Total number of active participants reported on line 7a of the Form 55002009-01-01104
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01122
Number of participants with account balances2009-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01119
Total number of active participants reported on line 7a of the Form 55002007-01-01104
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0116
Total of all active and inactive participants2007-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01120
Number of participants with account balances2007-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-015

Financial Data on THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN

Measure Date Value
2021 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,218,910
Expenses. Total of all expenses incurred2021-12-31$1,222,341
Benefits paid (including direct rollovers)2021-12-31$1,186,967
Total plan assets at end of year2021-12-31$7,107,613
Total plan assets at beginning of year2021-12-31$7,111,044
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$405,644
Expenses. Other expenses not covered elsewhere2021-12-31$35,374
Contributions received from other sources (not participants or employers)2021-12-31$10,916
Other income received2021-12-31$669,753
Net income (gross income less expenses)2021-12-31$-3,431
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,107,613
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,111,044
Assets. Value of participant loans2021-12-31$113,334
Total contributions received or receivable from employer(s)2021-12-31$132,597
2020 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$505,976
Expenses. Total of all expenses incurred2020-12-31$160,713
Benefits paid (including direct rollovers)2020-12-31$126,253
Total plan assets at end of year2020-12-31$7,111,044
Total plan assets at beginning of year2020-12-31$6,765,781
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$414,801
Expenses. Other expenses not covered elsewhere2020-12-31$34,460
Contributions received from other sources (not participants or employers)2020-12-31$52,681
Other income received2020-12-31$-87,354
Net income (gross income less expenses)2020-12-31$345,263
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,111,044
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,765,781
Assets. Value of participant loans2020-12-31$165,686
Total contributions received or receivable from employer(s)2020-12-31$125,848
2019 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,503,513
Expenses. Total of all expenses incurred2019-12-31$558,006
Benefits paid (including direct rollovers)2019-12-31$523,015
Total plan assets at end of year2019-12-31$6,765,781
Total plan assets at beginning of year2019-12-31$5,820,274
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$352,490
Expenses. Other expenses not covered elsewhere2019-12-31$34,991
Contributions received from other sources (not participants or employers)2019-12-31$394
Other income received2019-12-31$1,090,406
Net income (gross income less expenses)2019-12-31$945,507
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,765,781
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,820,274
Assets. Value of participant loans2019-12-31$124,225
Total contributions received or receivable from employer(s)2019-12-31$60,223
2018 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$135,617
Total of all expenses incurred2018-12-31$599,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$563,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$419,925
Value of total assets at end of year2018-12-31$5,821,485
Value of total assets at beginning of year2018-12-31$6,285,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,168
Total interest from all sources2018-12-31$6,321
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$29,052
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$29,052
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$357,909
Participant contributions at end of year2018-12-31$125,663
Participant contributions at beginning of year2018-12-31$117,827
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$11,658
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$7,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-464,296
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,821,485
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,285,781
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
Investment advisory and management fees2018-12-31$24,510
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,814,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,699,545
Interest on participant loans2018-12-31$6,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$881,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$460,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-319,681
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$62,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$563,745
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 name2018-12-31COHN REZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,106,164
Total of all expenses incurred2017-12-31$140,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$115,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$399,598
Value of total assets at end of year2017-12-31$6,285,781
Value of total assets at beginning of year2017-12-31$5,320,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,962
Total interest from all sources2017-12-31$5,758
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,694
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$28,694
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$336,469
Participant contributions at end of year2017-12-31$117,827
Participant contributions at beginning of year2017-12-31$135,776
Participant contributions at beginning of year2017-12-31$4,390
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$8,125
Total non interest bearing cash at end of year2017-12-31$7,799
Total non interest bearing cash at beginning of year2017-12-31$4,373,853
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$965,508
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,285,781
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,320,273
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
Investment advisory and management fees2017-12-31$16,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,699,545
Interest on participant loans2017-12-31$5,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$460,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$805,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$672,114
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$63,129
Employer contributions (assets) at beginning of year2017-12-31$861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$115,694
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 name2017-12-31COHRENZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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$659,609
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$254,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$250,335
Expenses. Certain deemed distributions of participant loans2016-12-31$1,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$294,958
Value of total assets at end of year2016-12-31$5,320,273
Value of total assets at beginning of year2016-12-31$4,915,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,859
Total interest from all sources2016-12-31$16,972
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$249,940
Participant contributions at end of year2016-12-31$135,776
Participant contributions at beginning of year2016-12-31$156,446
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$2,859
Total non interest bearing cash at end of year2016-12-31$4,373,853
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$405,026
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,320,273
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,915,247
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 pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,988,906
Interest on participant loans2016-12-31$7,845
Interest earned on other investments2016-12-31$9,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$805,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$769,895
Net investment gain/loss from pooled separate accounts2016-12-31$347,679
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$45,018
Employer contributions (assets) at end of year2016-12-31$861
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$250,335
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 name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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$250,035
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$164,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$146,457
Expenses. Certain deemed distributions of participant loans2015-12-31$15,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$294,944
Value of total assets at end of year2015-12-31$4,915,247
Value of total assets at beginning of year2015-12-31$4,830,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,326
Total interest from all sources2015-12-31$14,734
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$249,849
Participant contributions at end of year2015-12-31$156,446
Participant contributions at beginning of year2015-12-31$197,881
Administrative expenses (other) incurred2015-12-31$3,326
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$85,136
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,915,247
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,830,111
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 pooled separate accounts at end of year2015-12-31$3,988,906
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,116,666
Interest on participant loans2015-12-31$7,263
Interest earned on other investments2015-12-31$7,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$769,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$515,564
Net investment gain/loss from pooled separate accounts2015-12-31$-59,643
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$45,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$146,457
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 name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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$556,024
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$488,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$482,436
Expenses. Certain deemed distributions of participant loans2014-12-31$3,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$281,564
Value of total assets at end of year2014-12-31$4,830,111
Value of total assets at beginning of year2014-12-31$4,762,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,430
Total interest from all sources2014-12-31$15,240
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$234,841
Participant contributions at end of year2014-12-31$197,881
Participant contributions at beginning of year2014-12-31$189,985
Administrative expenses (other) incurred2014-12-31$2,430
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$67,201
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,830,111
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,762,910
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 pooled separate accounts at end of year2014-12-31$4,116,666
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,912,576
Interest on participant loans2014-12-31$7,730
Interest earned on other investments2014-12-31$7,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$515,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$660,349
Net investment gain/loss from pooled separate accounts2014-12-31$259,220
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$46,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$482,436
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 name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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$0
Total income from all sources (including contributions)2013-12-31$950,792
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$323,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$306,210
Expenses. Certain deemed distributions of participant loans2013-12-31$9,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$284,437
Value of total assets at end of year2013-12-31$4,762,910
Value of total assets at beginning of year2013-12-31$4,135,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,924
Total interest from all sources2013-12-31$13,457
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$236,762
Participant contributions at end of year2013-12-31$189,985
Participant contributions at beginning of year2013-12-31$161,324
Administrative expenses (other) incurred2013-12-31$7,924
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$626,927
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,762,910
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,135,983
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 pooled separate accounts at end of year2013-12-31$3,912,576
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,360,187
Interest on participant loans2013-12-31$6,531
Interest earned on other investments2013-12-31$6,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$660,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$614,472
Net investment gain/loss from pooled separate accounts2013-12-31$652,898
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$47,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$306,210
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 name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$705,052
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$234,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$226,425
Expenses. Certain deemed distributions of participant loans2012-12-31$5,565
Value of total corrective distributions2012-12-31$737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$293,484
Value of total assets at end of year2012-12-31$4,135,983
Value of total assets at beginning of year2012-12-31$3,665,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,549
Total interest from all sources2012-12-31$15,593
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$240,940
Participant contributions at end of year2012-12-31$161,324
Participant contributions at beginning of year2012-12-31$171,363
Administrative expenses (other) incurred2012-12-31$1,549
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
Value of net income/loss2012-12-31$470,776
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,135,983
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,665,207
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 pooled separate accounts at end of year2012-12-31$3,360,187
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,939,639
Interest on participant loans2012-12-31$7,187
Interest earned on other investments2012-12-31$8,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$614,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$554,205
Net investment gain/loss from pooled separate accounts2012-12-31$395,975
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$52,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$226,425
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 name2012-12-31ERCOLINI & COMPANY, LLP
Accountancy firm EIN2012-12-31042549813
2011 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$211,718
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$66,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$65,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$313,867
Value of total assets at end of year2011-12-31$3,665,207
Value of total assets at beginning of year2011-12-31$3,520,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,184
Total interest from all sources2011-12-31$14,934
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Contributions received from participants2011-12-31$249,960
Participant contributions at end of year2011-12-31$171,363
Participant contributions at beginning of year2011-12-31$140,231
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,516
Administrative expenses (other) incurred2011-12-31$1,184
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$145,015
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,665,207
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,520,192
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
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,939,639
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,128,398
Interest on participant loans2011-12-31$7,253
Interest earned on other investments2011-12-31$7,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$554,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$251,563
Net investment gain/loss from pooled separate accounts2011-12-31$-117,083
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$51,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$65,519
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
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 name2011-12-31ERCOLINI & COMPANY, LLP
Accountancy firm EIN2011-12-31042549813
2010 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$423,535
Total loss/gain on sale of assets2010-12-31$23,783
Total of all expenses incurred2010-12-31$197,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$172,754
Expenses. Certain deemed distributions of participant loans2010-12-31$11,612
Value of total corrective distributions2010-12-31$12,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$248,760
Value of total assets at end of year2010-12-31$2,721,587
Value of total assets at beginning of year2010-12-31$2,495,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$750
Total interest from all sources2010-12-31$6,691
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$183,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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
Contributions received from participants2010-12-31$206,055
Participant contributions at end of year2010-12-31$85,086
Participant contributions at beginning of year2010-12-31$71,276
Participant contributions at end of year2010-12-31$3,479
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,880
Administrative expenses (other) incurred2010-12-31$1,550
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$225,873
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,721,587
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,495,714
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
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$750
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,632,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,424,438
Value of interest in pooled separate accounts at end of year2010-12-31$3,128,398
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$6,691
Interest earned on other investments2010-12-31$7,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$251,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$291,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-39,249
Net investment gain/loss from pooled separate accounts2010-12-31$375,232
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$40,825
Employer contributions (assets) at end of year2010-12-31$784
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$183,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$172,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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$528,092
Aggregate carrying amount (costs) on sale of assets2010-12-31$504,309
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 name2010-12-31ERCOLINI & COMPANY LLP
Accountancy firm EIN2010-12-31042549813
2009 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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
2007 : THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total income from all sources (including contributions)2007-12-31$423,535
Total loss/gain on sale of assets2007-12-31$23,783
Total of all expenses incurred2007-12-31$197,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$172,754
Expenses. Certain deemed distributions of participant loans2007-12-31$11,612
Value of total corrective distributions2007-12-31$12,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$248,760
Value of total assets at end of year2007-12-31$2,721,587
Value of total assets at beginning of year2007-12-31$2,495,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$750
Total interest from all sources2007-12-31$6,691
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$183,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$500,000
If this is an individual account plan, was there a blackout period2007-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$206,055
Participant contributions at end of year2007-12-31$85,086
Participant contributions at beginning of year2007-12-31$71,276
Participant contributions at end of year2007-12-31$3,479
Participant contributions at beginning of year2007-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$1,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Income. Non cash contributions2007-12-31$0
Value of net income/loss2007-12-31$225,873
Value of net assets at end of year (total assets less liabilities)2007-12-31$2,721,587
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$2,495,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Investment advisory and management fees2007-12-31$750
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-12-31$2,632,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-12-31$2,424,438
Interest on participant loans2007-12-31$6,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-12-31$-39,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$40,825
Employer contributions (assets) at end of year2007-12-31$784
Employer contributions (assets) at beginning of year2007-12-31$0
Income. Dividends from preferred stock2007-12-31$183,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$172,754
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Aggregate proceeds on sale of assets2007-12-31$528,092
Aggregate carrying amount (costs) on sale of assets2007-12-31$504,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31ERCOLINI & COMPANY LLP
Accountancy firm EIN2007-12-31042549813

Form 5500 Responses for THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN

2021: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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 planNo
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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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 planNo
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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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 planNo
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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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 planNo
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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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 planNo
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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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 planNo
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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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 planNo
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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)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 planNo
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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 planNo
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: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: THE BOSTON LAND CO. MANAGEMENT SERVICES, INC. 401(K)RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1074427
Policy instance 1
Insurance contract or identification number1074427
Number of Individuals Covered69
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $5,172
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,743
Commission paid to Insurance BrokerUSD $5,172
Insurance broker organization code?3
Additional information about fees paid to insurance broker2709*BONUS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1074427
Policy instance 1
Insurance contract or identification number1074427
Number of Individuals Covered68
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $5,482
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,099
Commission paid to Insurance BrokerUSD $5,482
Insurance broker organization code?3
Additional information about fees paid to insurance broker2998*BONUS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941784-01
Policy instance 1
Insurance contract or identification number941784-01
Number of Individuals Covered0
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
Insurance broker organization code?3
Insurance broker nameTHOMAS LANAHAN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941784-01
Policy instance 1
Insurance contract or identification number941784-01
Number of Individuals Covered84
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,203
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 $7,203
Insurance broker organization code?3
Insurance broker nameTHOMAS LANAHAN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941784-01
Policy instance 1
Insurance contract or identification number941784-01
Number of Individuals Covered87
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,939
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 $6,939
Insurance broker organization code?3
Insurance broker nameTHOMAS LANAHAN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941784-01
Policy instance 1
Insurance contract or identification number941784-01
Number of Individuals Covered90
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,358
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 $6,358
Insurance broker organization code?3
Insurance broker nameTHOMAS LANAHAN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941784-01
Policy instance 1
Insurance contract or identification number941784-01
Number of Individuals Covered92
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,630
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 $4,167
Insurance broker organization code?3
Insurance broker nameTHOMAS LANAHAN
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941784-01
Policy instance 1
Insurance contract or identification number941784-01
Number of Individuals Covered93
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,663
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941784-01
Policy instance 1
Insurance contract or identification number941784-01
Number of Individuals Covered89
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,223
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 $2,223
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHOMAS LANAHAN

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