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TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TO-JO MUSHROOMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TO-JO MUSHROOMS, INC.
Employer identification number (EIN):232543450
NAIC Classification:111210
NAIC Description:Vegetable and Melon Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Plan Statistics for TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01292
Total number of active participants reported on line 7a of the Form 55002022-01-01243
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01293
Number of participants with account balances2022-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2020: TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01313
Total number of active participants reported on line 7a of the Form 55002020-01-01266
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01303
Number of participants with account balances2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01303
Total number of active participants reported on line 7a of the Form 55002019-01-01290
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01317
Number of participants with account balances2019-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01318
Total number of active participants reported on line 7a of the Form 55002018-01-01276
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01301
Number of participants with account balances2018-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-200,808
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$343,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$304,591
Expenses. Certain deemed distributions of participant loans2022-12-31$9,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$604,846
Value of total assets at end of year2022-12-31$4,988,557
Value of total assets at beginning of year2022-12-31$5,533,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,274
Total interest from all sources2022-12-31$9,281
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$110,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$110,975
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$383,911
Participant contributions at end of year2022-12-31$194,306
Participant contributions at beginning of year2022-12-31$171,854
Participant contributions at end of year2022-12-31$12,252
Participant contributions at beginning of year2022-12-31$19,773
Administrative expenses (other) incurred2022-12-31$29,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-544,502
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,988,557
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,533,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,274,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,795,141
Interest on participant loans2022-12-31$9,281
Value of interest in common/collective trusts at end of year2022-12-31$500,212
Value of interest in common/collective trusts at beginning of year2022-12-31$535,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-934,258
Net investment gain or loss from common/collective trusts2022-12-31$8,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$220,935
Employer contributions (assets) at end of year2022-12-31$6,827
Employer contributions (assets) at beginning of year2022-12-31$11,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$304,591
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 name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2020 : TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,061,402
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$857,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$830,136
Expenses. Certain deemed distributions of participant loans2020-12-31$679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$497,526
Value of total assets at end of year2020-12-31$5,671,402
Value of total assets at beginning of year2020-12-31$5,467,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,001
Total interest from all sources2020-12-31$13,225
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$97,952
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$97,952
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$301,198
Participant contributions at end of year2020-12-31$251,357
Participant contributions at beginning of year2020-12-31$274,363
Participant contributions at end of year2020-12-31$9,253
Participant contributions at beginning of year2020-12-31$9,614
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$189
Administrative expenses (other) incurred2020-12-31$27,001
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$203,586
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,671,402
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,467,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,773,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,668,809
Interest on participant loans2020-12-31$13,225
Value of interest in common/collective trusts at end of year2020-12-31$631,099
Value of interest in common/collective trusts at beginning of year2020-12-31$509,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$430,999
Net investment gain or loss from common/collective trusts2020-12-31$21,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$196,139
Employer contributions (assets) at end of year2020-12-31$5,836
Employer contributions (assets) at beginning of year2020-12-31$5,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$830,136
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31ALBERO, KUPFERMAN & ASSOCIATES,
Accountancy firm EIN2020-12-31260645306
2019 : TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,375,667
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$673,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$641,342
Expenses. Certain deemed distributions of participant loans2019-12-31$4,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$506,535
Value of total assets at end of year2019-12-31$5,467,816
Value of total assets at beginning of year2019-12-31$4,765,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,341
Total interest from all sources2019-12-31$15,135
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$122,545
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$122,545
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$300,004
Participant contributions at end of year2019-12-31$274,363
Participant contributions at beginning of year2019-12-31$284,940
Participant contributions at end of year2019-12-31$9,614
Participant contributions at beginning of year2019-12-31$10,335
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,623
Administrative expenses (other) incurred2019-12-31$27,341
Total non interest bearing cash at beginning of year2019-12-31$43
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$702,415
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,467,816
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,765,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,668,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,993,440
Interest on participant loans2019-12-31$15,135
Value of interest in common/collective trusts at end of year2019-12-31$509,086
Value of interest in common/collective trusts at beginning of year2019-12-31$469,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$719,341
Net investment gain or loss from common/collective trusts2019-12-31$12,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$193,908
Employer contributions (assets) at end of year2019-12-31$5,944
Employer contributions (assets) at beginning of year2019-12-31$7,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$641,342
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 name2019-12-31ALBERO, KUPFERMAN & ASSOCIATES,
Accountancy firm EIN2019-12-31260645306
2018 : TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$13,862
Total income from all sources (including contributions)2018-12-31$318,689
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$727,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$722,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$509,680
Value of total assets at end of year2018-12-31$4,765,401
Value of total assets at beginning of year2018-12-31$5,188,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,706
Total interest from all sources2018-12-31$13,204
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$122,522
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$122,522
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$256,477
Participant contributions at end of year2018-12-31$284,940
Participant contributions at beginning of year2018-12-31$220,917
Participant contributions at end of year2018-12-31$10,335
Participant contributions at beginning of year2018-12-31$7,690
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$80,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$13,862
Administrative expenses (other) incurred2018-12-31$5,706
Total non interest bearing cash at end of year2018-12-31$43
Total non interest bearing cash at beginning of year2018-12-31$171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-409,305
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,765,401
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,174,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,993,440
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,954,596
Interest on participant loans2018-12-31$13,204
Value of interest in common/collective trusts at end of year2018-12-31$469,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-327,340
Net investment gain or loss from common/collective trusts2018-12-31$623
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$172,794
Employer contributions (assets) at end of year2018-12-31$7,015
Employer contributions (assets) at beginning of year2018-12-31$5,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$722,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31ALBERO, KUPFERMAN & ASSOCIATES,
Accountancy firm EIN2018-12-31260645306

Form 5500 Responses for TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN

2022: TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2020: TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING 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: TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING 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: TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108230
Policy instance 1
Insurance contract or identification number108230
Number of Individuals Covered115
Insurance policy start date2018-01-01
Insurance policy end date2018-12-10
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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