Logo

THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 401k Plan overview

Plan NameTHE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN
Plan identification number 001

THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ONESOURCE HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:ONESOURCE HOLDINGS, LLC
Employer identification number (EIN):132598740
NAIC Classification:561720
NAIC Description:Janitorial Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012020-01-01HARRY J. FISHER, III2021-10-01
0012019-01-01HARRY J. FISHER, III2020-10-02
0012018-01-01HARRY J. FISHER, III2019-09-20
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES JOYNER
0012011-01-01JAMES JOYNER
0012009-01-01JAMES JOYNER

Plan Statistics for THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN

401k plan membership statisitcs for THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN

Measure Date Value
2023: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01946
Total number of active participants reported on line 7a of the Form 55002023-01-017
Number of retired or separated participants receiving benefits2023-01-0153
Number of other retired or separated participants entitled to future benefits2023-01-01877
Total of all active and inactive participants2023-01-01937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01937
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-318,283,677
Acturial value of plan assets2022-12-318,283,677
Funding target for retired participants and beneficiaries receiving payment2022-12-311,495,776
Number of terminated vested participants2022-12-31780
Fundng target for terminated vested participants2022-12-314,627,658
Active participant vested funding target2022-12-31238,600
Number of active participants2022-12-3111
Total funding liabilities for active participants2022-12-31238,600
Total participant count2022-12-31851
Total funding target for all participants2022-12-316,362,034
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31761,997
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31761,997
Present value of excess contributions2022-12-316,904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-317,209
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31827,605
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3187,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01958
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01784
Total of all active and inactive participants2022-01-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01792
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-317,970,362
Acturial value of plan assets2021-12-317,970,362
Funding target for retired participants and beneficiaries receiving payment2021-12-311,660,595
Number of terminated vested participants2021-12-31781
Fundng target for terminated vested participants2021-12-314,570,498
Active participant vested funding target2021-12-31168,268
Number of active participants2021-12-3111
Total funding liabilities for active participants2021-12-31168,268
Total participant count2021-12-31857
Total funding target for all participants2021-12-316,399,361
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31690,152
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31690,152
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31761,997
Total employer contributions2021-12-317,066
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-316,904
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3183,772
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-316,904
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-317,884,263
Acturial value of plan assets2020-12-317,884,263
Funding target for retired participants and beneficiaries receiving payment2020-12-311,693,171
Number of terminated vested participants2020-12-31797
Fundng target for terminated vested participants2020-12-313,925,519
Active participant vested funding target2020-12-31138,969
Number of active participants2020-12-3112
Total funding liabilities for active participants2020-12-31138,969
Total participant count2020-12-31875
Total funding target for all participants2020-12-315,757,659
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31584,379
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31584,379
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31690,152
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3188,381
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01875
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-0165
Number of other retired or separated participants entitled to future benefits2020-01-01781
Total of all active and inactive participants2020-01-01857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-317,426,744
Acturial value of plan assets2019-12-317,426,744
Funding target for retired participants and beneficiaries receiving payment2019-12-311,613,883
Number of terminated vested participants2019-12-31827
Fundng target for terminated vested participants2019-12-313,979,178
Active participant vested funding target2019-12-31268,911
Number of active participants2019-12-3116
Total funding liabilities for active participants2019-12-31268,911
Total participant count2019-12-31910
Total funding target for all participants2019-12-315,861,972
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31615,784
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31615,784
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31584,379
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31117,824
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01910
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-0166
Number of other retired or separated participants entitled to future benefits2019-01-01797
Total of all active and inactive participants2019-01-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-318,334,021
Acturial value of plan assets2018-12-318,334,021
Funding target for retired participants and beneficiaries receiving payment2018-12-311,694,567
Number of terminated vested participants2018-12-31844
Fundng target for terminated vested participants2018-12-313,643,279
Active participant vested funding target2018-12-31311,156
Number of active participants2018-12-3117
Total funding liabilities for active participants2018-12-31311,156
Total participant count2018-12-31928
Total funding target for all participants2018-12-315,649,002
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31556,515
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31556,515
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31615,784
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31118,132
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01928
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-0167
Number of other retired or separated participants entitled to future benefits2018-01-01827
Total of all active and inactive participants2018-01-01910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-317,933,684
Acturial value of plan assets2017-12-317,933,684
Funding target for retired participants and beneficiaries receiving payment2017-12-311,640,410
Number of terminated vested participants2017-12-31847
Fundng target for terminated vested participants2017-12-313,301,999
Active participant vested funding target2017-12-31344,623
Number of active participants2017-12-3122
Total funding liabilities for active participants2017-12-31344,623
Total participant count2017-12-31938
Total funding target for all participants2017-12-315,287,032
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31534,289
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31534,289
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31556,515
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31124,647
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01938
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-0167
Number of other retired or separated participants entitled to future benefits2017-01-01844
Total of all active and inactive participants2017-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-318,168,813
Acturial value of plan assets2016-12-318,168,813
Funding target for retired participants and beneficiaries receiving payment2016-12-311,702,014
Number of terminated vested participants2016-12-31856
Fundng target for terminated vested participants2016-12-313,052,202
Active participant vested funding target2016-12-31369,375
Number of active participants2016-12-3126
Total funding liabilities for active participants2016-12-31369,375
Total participant count2016-12-31954
Total funding target for all participants2016-12-315,123,591
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31527,380
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31527,380
Present value of excess contributions2016-12-31904,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31957,768
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31534,289
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31145,768
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01954
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-0168
Number of other retired or separated participants entitled to future benefits2016-01-01847
Total of all active and inactive participants2016-01-01937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01968
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-0171
Number of other retired or separated participants entitled to future benefits2015-01-01856
Total of all active and inactive participants2015-01-01953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01996
Total number of active participants reported on line 7a of the Form 55002014-01-0131
Number of retired or separated participants receiving benefits2014-01-0174
Number of other retired or separated participants entitled to future benefits2014-01-01861
Total of all active and inactive participants2014-01-01966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,163
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-0178
Number of other retired or separated participants entitled to future benefits2013-01-01879
Total of all active and inactive participants2013-01-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,308
Total number of active participants reported on line 7a of the Form 55002012-01-0137
Number of retired or separated participants receiving benefits2012-01-0167
Number of other retired or separated participants entitled to future benefits2012-01-011,051
Total of all active and inactive participants2012-01-011,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-011,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,351
Total number of active participants reported on line 7a of the Form 55002011-01-0148
Number of retired or separated participants receiving benefits2011-01-0186
Number of other retired or separated participants entitled to future benefits2011-01-011,174
Total of all active and inactive participants2011-01-011,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,408
Total number of active participants reported on line 7a of the Form 55002009-01-0162
Number of retired or separated participants receiving benefits2009-01-0186
Number of other retired or separated participants entitled to future benefits2009-01-011,217
Total of all active and inactive participants2009-01-011,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-011,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN

Measure Date Value
2023 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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$646,861
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$478,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$246,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$6,342,932
Value of total assets at beginning of year2023-12-31$6,174,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$232,544
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$118,744
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$168,123
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,342,932
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,174,809
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$21,550
Value of interest in pooled separate accounts at end of year2023-12-31$6,342,932
Value of interest in pooled separate accounts at beginning of year2023-12-31$6,174,809
Net investment gain/loss from pooled separate accounts2023-12-31$646,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$246,194
Contract administrator fees2023-12-31$92,250
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 name2023-12-31FORVIS MAZARS LLP
Accountancy firm EIN2023-12-31440160260
2022 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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$0
Total income from all sources (including contributions)2022-12-31$-1,584,359
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$524,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$312,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$6,174,809
Value of total assets at beginning of year2022-12-31$8,283,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$211,707
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$29,725
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$85,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,108,868
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,174,809
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,283,677
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
Investment advisory and management fees2022-12-31$9,736
Value of interest in pooled separate accounts at end of year2022-12-31$6,174,809
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,283,677
Net investment gain/loss from pooled separate accounts2022-12-31$-1,584,359
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$312,802
Contract administrator fees2022-12-31$86,571
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 name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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$685,081
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$371,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$282,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,066
Value of total assets at end of year2021-12-31$8,283,677
Value of total assets at beginning of year2021-12-31$7,970,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,595
Total interest from all sources2021-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$59,863
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$59,863
Administrative expenses professional fees incurred2021-12-31$4,619
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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
Other income not declared elsewhere2021-12-31$9,727
Administrative expenses (other) incurred2021-12-31$84,796
Total non interest bearing cash at beginning of year2021-12-31$28,196
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$313,315
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,283,677
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,970,362
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
Investment advisory and management fees2021-12-31$180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,891,149
Value of interest in pooled separate accounts at end of year2021-12-31$8,283,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$51,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$51,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$396,761
Net investment gain/loss from pooled separate accounts2021-12-31$211,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$7,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$282,171
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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$3,304
Total income from all sources (including contributions)2020-12-31$784,892
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$698,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$615,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$7,970,362
Value of total assets at beginning of year2020-12-31$7,887,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,772
Total interest from all sources2020-12-31$271
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$234,683
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$234,683
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,304
Administrative expenses (other) incurred2020-12-31$83,332
Total non interest bearing cash at end of year2020-12-31$28,196
Total non interest bearing cash at beginning of year2020-12-31$33,481
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$86,099
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,970,362
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,884,263
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
Investment advisory and management fees2020-12-31$440
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,891,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,803,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$51,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$50,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$50,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$549,938
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$615,021
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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$3,304
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$1,273,022
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$815,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$727,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$7,887,567
Value of total assets at beginning of year2019-12-31$7,426,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$88,381
Total interest from all sources2019-12-31$3,325
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$261,690
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$261,690
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,304
Administrative expenses (other) incurred2019-12-31$83,200
Total non interest bearing cash at end of year2019-12-31$33,481
Total non interest bearing cash at beginning of year2019-12-31$151,355
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$457,519
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,884,263
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,426,744
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
Investment advisory and management fees2019-12-31$5,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,803,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,095,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$50,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$180,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$180,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,008,007
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$727,122
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 name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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$0
Total income from all sources (including contributions)2018-12-31$-412,085
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$495,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$377,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$7,426,744
Value of total assets at beginning of year2018-12-31$8,334,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$117,823
Total interest from all sources2018-12-31$5,266
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$281,046
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$281,046
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Administrative expenses (other) incurred2018-12-31$78,906
Total non interest bearing cash at end of year2018-12-31$151,355
Total non interest bearing cash at beginning of year2018-12-31$652,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-907,277
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,426,744
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,334,021
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$38,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,095,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,581,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$180,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$100,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$100,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-698,397
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$377,369
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 name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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$822,796
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$422,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$304,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$8,334,021
Value of total assets at beginning of year2017-12-31$7,933,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$118,132
Total interest from all sources2017-12-31$2,181
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$213,884
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$213,884
Administrative expenses professional fees incurred2017-12-31$6,784
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Other income not declared elsewhere2017-12-31$74
Administrative expenses (other) incurred2017-12-31$74,802
Total non interest bearing cash at end of year2017-12-31$652,102
Total non interest bearing cash at beginning of year2017-12-31$1,082,854
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$400,337
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,334,021
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,933,684
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$36,546
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,581,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,821,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$100,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$29,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$29,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$606,657
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$304,327
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-743,831
Total unrealized appreciation/depreciation of assets2016-12-31$-743,831
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$3,700
Total income from all sources (including contributions)2016-12-31$321,122
Total loss/gain on sale of assets2016-12-31$846,222
Total of all expenses incurred2016-12-31$573,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$439,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$7,933,684
Value of total assets at beginning of year2016-12-31$8,189,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$133,948
Total interest from all sources2016-12-31$322
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$167,315
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$121,351
Administrative expenses professional fees incurred2016-12-31$11,186
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,413
Administrative expenses (other) incurred2016-12-31$122,762
Liabilities. Value of operating payables at beginning of year2016-12-31$3,700
Total non interest bearing cash at end of year2016-12-31$1,082,854
Total non interest bearing cash at beginning of year2016-12-31$12,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-252,027
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,933,684
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,185,711
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$6,821,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,420,975
Income. Interest from corporate debt instruments2016-12-31$52
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$29,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,478,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,478,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$51,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Income. Dividends from common stock2016-12-31$45,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$439,201
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,242
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,254,133
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
Aggregate proceeds on sale of assets2016-12-31$17,302,842
Aggregate carrying amount (costs) on sale of assets2016-12-31$16,456,620
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-286,396
Total unrealized appreciation/depreciation of assets2015-12-31$-286,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,700
Total income from all sources (including contributions)2015-12-31$1,035,169
Total loss/gain on sale of assets2015-12-31$191,950
Total of all expenses incurred2015-12-31$665,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$518,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$931,767
Value of total assets at end of year2015-12-31$8,189,411
Value of total assets at beginning of year2015-12-31$7,819,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$146,031
Total interest from all sources2015-12-31$266
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$212,560
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$144,014
Administrative expenses professional fees incurred2015-12-31$14,659
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,891
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$17,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,079
Other income not declared elsewhere2015-12-31$21,103
Administrative expenses (other) incurred2015-12-31$131,372
Liabilities. Value of operating payables at end of year2015-12-31$3,700
Liabilities. Value of operating payables at beginning of year2015-12-31$3,700
Total non interest bearing cash at end of year2015-12-31$12,850
Total non interest bearing cash at beginning of year2015-12-31$12,921
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$370,155
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,185,711
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,815,556
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$3,420,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,499,569
Income. Interest from corporate debt instruments2015-12-31$71
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,478,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,080,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,080,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-36,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$931,767
Income. Dividends from common stock2015-12-31$68,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$518,983
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,242
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,520
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,254,133
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,203,649
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
Aggregate proceeds on sale of assets2015-12-31$1,284,903
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,092,953
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-174,213
Total unrealized appreciation/depreciation of assets2014-12-31$-174,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,500
Total income from all sources (including contributions)2014-12-31$1,146,268
Total loss/gain on sale of assets2014-12-31$261,196
Total of all expenses incurred2014-12-31$732,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$593,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$698,825
Value of total assets at end of year2014-12-31$7,819,256
Value of total assets at beginning of year2014-12-31$7,405,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$139,812
Total interest from all sources2014-12-31$239
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$192,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$129,088
Administrative expenses professional fees incurred2014-12-31$15,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$17,189
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$16,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,727
Other income not declared elsewhere2014-12-31$3,905
Administrative expenses (other) incurred2014-12-31$124,712
Liabilities. Value of operating payables at end of year2014-12-31$3,700
Liabilities. Value of operating payables at beginning of year2014-12-31$3,500
Total non interest bearing cash at end of year2014-12-31$12,921
Total non interest bearing cash at beginning of year2014-12-31$3,509
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$413,351
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,815,556
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,402,205
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$3,499,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,340,330
Income. Interest from corporate debt instruments2014-12-31$67
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,080,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,021,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,021,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$163,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$698,825
Income. Dividends from common stock2014-12-31$63,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$593,105
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,520
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,748
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,203,649
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,018,836
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
Aggregate proceeds on sale of assets2014-12-31$1,285,714
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,024,518
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 name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$351,799
Total unrealized appreciation/depreciation of assets2013-12-31$351,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,200
Total income from all sources (including contributions)2013-12-31$1,884,812
Total loss/gain on sale of assets2013-12-31$189,285
Total of all expenses incurred2013-12-31$1,336,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,211,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$931,767
Value of total assets at end of year2013-12-31$7,405,705
Value of total assets at beginning of year2013-12-31$6,857,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$125,549
Total interest from all sources2013-12-31$258
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$138,097
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$79,038
Administrative expenses professional fees incurred2013-12-31$13,998
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$16,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,495
Other income not declared elsewhere2013-12-31$3,362
Administrative expenses (other) incurred2013-12-31$111,551
Liabilities. Value of operating payables at end of year2013-12-31$3,500
Liabilities. Value of operating payables at beginning of year2013-12-31$3,200
Total non interest bearing cash at end of year2013-12-31$3,509
Total non interest bearing cash at beginning of year2013-12-31$7,221
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$547,855
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,402,205
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,854,350
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$3,340,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,681,320
Income. Interest from corporate debt instruments2013-12-31$77
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,021,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,802,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,802,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$270,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$931,767
Income. Dividends from common stock2013-12-31$59,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,211,408
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,748
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,868
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,018,836
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,361,293
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
Aggregate proceeds on sale of assets2013-12-31$979,330
Aggregate carrying amount (costs) on sale of assets2013-12-31$790,045
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 name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$242,071
Total unrealized appreciation/depreciation of assets2012-12-31$242,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,200
Total income from all sources (including contributions)2012-12-31$1,558,304
Total loss/gain on sale of assets2012-12-31$76,893
Total of all expenses incurred2012-12-31$658,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$538,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$931,767
Value of total assets at end of year2012-12-31$6,857,550
Value of total assets at beginning of year2012-12-31$5,957,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$120,357
Total interest from all sources2012-12-31$94
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$168,925
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$119,267
Administrative expenses professional fees incurred2012-12-31$12,746
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,027
Other income not declared elsewhere2012-12-31$3,479
Administrative expenses (other) incurred2012-12-31$107,611
Liabilities. Value of operating payables at end of year2012-12-31$3,200
Liabilities. Value of operating payables at beginning of year2012-12-31$3,200
Total non interest bearing cash at end of year2012-12-31$7,221
Total non interest bearing cash at beginning of year2012-12-31$11,074
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$899,551
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,854,350
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,954,799
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$2,681,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,358,948
Income. Interest from corporate debt instruments2012-12-31$89
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,802,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,406,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,406,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$135,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$931,767
Income. Dividends from common stock2012-12-31$49,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$538,396
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,868
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,770
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,361,293
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,175,894
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
Aggregate proceeds on sale of assets2012-12-31$1,122,896
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,046,003
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-224,140
Total unrealized appreciation/depreciation of assets2011-12-31$-224,140
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,800
Total income from all sources (including contributions)2011-12-31$934,533
Total loss/gain on sale of assets2011-12-31$111,603
Total of all expenses incurred2011-12-31$819,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$696,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$931,777
Value of total assets at end of year2011-12-31$5,957,999
Value of total assets at beginning of year2011-12-31$5,842,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$122,859
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$602
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$134,441
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$91,757
Administrative expenses professional fees incurred2011-12-31$12,850
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,953
Administrative expenses (other) incurred2011-12-31$110,009
Liabilities. Value of operating payables at end of year2011-12-31$3,200
Liabilities. Value of operating payables at beginning of year2011-12-31$2,800
Total non interest bearing cash at end of year2011-12-31$11,074
Total non interest bearing cash at beginning of year2011-12-31$9,473
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$114,708
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,954,799
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,840,091
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,358,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,431,867
Income. Interest from corporate debt instruments2011-12-31$569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,406,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,056,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,056,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-19,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$931,777
Income. Dividends from common stock2011-12-31$42,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$696,966
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,770
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,003
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,175,894
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,339,800
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$1,473,910
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,362,307
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 name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$213,076
Total unrealized appreciation/depreciation of assets2010-12-31$213,076
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,400
Total income from all sources (including contributions)2010-12-31$1,489,614
Total loss/gain on sale of assets2010-12-31$115,685
Total of all expenses incurred2010-12-31$556,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$443,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$931,767
Value of total assets at end of year2010-12-31$5,842,891
Value of total assets at beginning of year2010-12-31$4,909,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$113,628
Total interest from all sources2010-12-31$442
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$153,192
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$113,563
Administrative expenses professional fees incurred2010-12-31$11,838
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,360
Administrative expenses (other) incurred2010-12-31$101,790
Liabilities. Value of operating payables at end of year2010-12-31$2,800
Liabilities. Value of operating payables at beginning of year2010-12-31$2,400
Total non interest bearing cash at end of year2010-12-31$9,473
Total non interest bearing cash at beginning of year2010-12-31$13,116
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$932,846
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,840,091
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,907,245
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,431,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,165,541
Income. Interest from corporate debt instruments2010-12-31$107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,056,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$720,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$720,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$75,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$931,767
Income. Dividends from common stock2010-12-31$39,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$443,140
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,003
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,278
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,339,800
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,005,035
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$1,092,744
Aggregate carrying amount (costs) on sale of assets2010-12-31$977,059
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 name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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 THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN

2023: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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
2020: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE ONESOURCE EMPLOYEES' RETIREMENT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number472252
Policy instance 1
Insurance contract or identification number472252
Number of Individuals Covered938
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number472252
Policy instance 1
Insurance contract or identification number472252
Number of Individuals Covered894
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number472252
Policy instance 1
Insurance contract or identification number472252
Number of Individuals Covered977
Insurance policy start date2021-06-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1