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GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 401k Plan overview

Plan NameGEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN
Plan identification number 001

GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND 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.

401k Sponsoring company profile

GEORGE E. DELALLO CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:GEORGE E. DELALLO CO., INC.
Employer identification number (EIN):251127339
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JACKIE DOVER
0012016-01-01ROBERTA GRIFFITH ROBERTA GRIFFITH2017-09-07
0012015-01-01ROBERTA GRIFFITH ROBERTA GRIFFITH2016-07-27
0012014-01-01ROBERTA GRIFFITH
0012013-01-01ROBERTA GRIFFITH
0012012-01-01ROBERTA GRIFFITH
0012011-01-01CHRISTINE VITALE
0012010-01-01LESLIE S. SAMILA LESLIE S. SAMILA2011-08-17
0012009-01-01LESLIE SAMILA LESLIE SAMILA2010-09-28
0012009-01-01LESLIE SAMILA LESLIE SAMILA2010-09-27

Plan Statistics for GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN

401k plan membership statisitcs for GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN

Measure Date Value
2023: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01341
Total number of active participants reported on line 7a of the Form 55002023-01-01296
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0138
Total of all active and inactive participants2023-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01336
Number of participants with account balances2023-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01363
Total number of active participants reported on line 7a of the Form 55002022-01-01297
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01338
Number of participants with account balances2022-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01346
Total number of active participants reported on line 7a of the Form 55002021-01-01312
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01353
Number of participants with account balances2021-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01327
Total number of active participants reported on line 7a of the Form 55002020-01-01295
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0142
Total of all active and inactive participants2020-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01338
Number of participants with account balances2020-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01317
Total number of active participants reported on line 7a of the Form 55002019-01-01292
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01320
Number of participants with account balances2019-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01331
Total number of active participants reported on line 7a of the Form 55002018-01-01281
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01311
Number of participants with account balances2018-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01361
Total number of active participants reported on line 7a of the Form 55002017-01-01297
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01325
Number of participants with account balances2017-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01343
Total number of active participants reported on line 7a of the Form 55002016-01-01303
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01342
Number of participants with account balances2016-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01308
Total number of active participants reported on line 7a of the Form 55002015-01-01302
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01338
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01319
Total number of active participants reported on line 7a of the Form 55002014-01-01270
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01302
Number of participants with account balances2014-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01267
Total number of active participants reported on line 7a of the Form 55002013-01-01294
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01319
Number of participants with account balances2013-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01258
Total number of active participants reported on line 7a of the Form 55002012-01-01250
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01267
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01258
Total number of active participants reported on line 7a of the Form 55002011-01-01244
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01258
Number of participants with account balances2011-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01251
Total number of active participants reported on line 7a of the Form 55002010-01-01227
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01258
Number of participants with account balances2010-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01170
Total number of active participants reported on line 7a of the Form 55002009-01-01243
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01251
Number of participants with account balances2009-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN

Measure Date Value
2023 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,335,533
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,808,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,689,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,955,579
Value of total assets at end of year2023-12-31$20,654,596
Value of total assets at beginning of year2023-12-31$18,127,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$118,943
Total interest from all sources2023-12-31$170,460
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,947
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,231,348
Participant contributions at end of year2023-12-31$195,870
Participant contributions at beginning of year2023-12-31$79,708
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$284,567
Other income not declared elsewhere2023-12-31$47,569
Administrative expenses (other) incurred2023-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,527,362
Value of net assets at end of year (total assets less liabilities)2023-12-31$20,654,596
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$18,127,234
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$47,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$152,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$136,522
Value of interest in pooled separate accounts at end of year2023-12-31$11,918,039
Value of interest in pooled separate accounts at beginning of year2023-12-31$9,604,520
Interest on participant loans2023-12-31$10,334
Interest earned on other investments2023-12-31$160,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$8,388,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$8,306,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,648
Net investment gain/loss from pooled separate accounts2023-12-31$2,150,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$439,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,689,228
Contract administrator fees2023-12-31$71,170
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 plan2023-12-31Disclaimer
Accountancy firm name2023-12-31JAMES A. BAUCCIO, CPA & ASSOC., LLC
Accountancy firm EIN2023-12-31251780267
2022 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-1,020,735
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,545,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,427,901
Value of total corrective distributions2022-12-31$13,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,550,832
Value of total assets at end of year2022-12-31$18,127,234
Value of total assets at beginning of year2022-12-31$20,693,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$103,943
Total interest from all sources2022-12-31$133,574
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,079
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$5,079
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,109,813
Participant contributions at end of year2022-12-31$79,708
Participant contributions at beginning of year2022-12-31$126,429
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$50,250
Other income not declared elsewhere2022-12-31$53,271
Administrative expenses (other) incurred2022-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,566,048
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,127,234
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,693,282
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$52,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$136,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$126,887
Value of interest in pooled separate accounts at end of year2022-12-31$9,604,520
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,164,260
Interest on participant loans2022-12-31$5,012
Interest earned on other investments2022-12-31$128,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,306,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,275,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,447
Net investment gain/loss from pooled separate accounts2022-12-31$-2,739,044
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$390,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,427,901
Contract administrator fees2022-12-31$51,039
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31JAMES A. BAUCCIO, CPA & ASSOC., LLC
Accountancy firm EIN2022-12-31251780267
2021 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING 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$3,595,752
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,459,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,451,621
Expenses. Certain deemed distributions of participant loans2021-12-31$2,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,499,399
Value of total assets at end of year2021-12-31$20,693,282
Value of total assets at beginning of year2021-12-31$18,557,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,292
Total interest from all sources2021-12-31$99,552
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,174
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$4,174
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,117,427
Participant contributions at end of year2021-12-31$126,429
Participant contributions at beginning of year2021-12-31$85,988
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$18,474
Administrative expenses (other) incurred2021-12-31$5,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,135,939
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,693,282
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,557,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$126,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$309,476
Value of interest in pooled separate accounts at end of year2021-12-31$13,164,260
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,089,780
Interest on participant loans2021-12-31$5,394
Interest earned on other investments2021-12-31$94,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,275,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,072,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-3,058
Net investment gain/loss from pooled separate accounts2021-12-31$1,995,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$363,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,451,621
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JAMES A. BAUCCIO, CPA & ASSOC., LLC
Accountancy firm EIN2021-12-31251780267
2020 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,082,667
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$541,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$538,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,380,929
Value of total assets at end of year2020-12-31$18,557,343
Value of total assets at beginning of year2020-12-31$16,016,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,114
Total interest from all sources2020-12-31$109,435
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,646
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$3,646
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$1,001,679
Participant contributions at end of year2020-12-31$85,988
Participant contributions at beginning of year2020-12-31$153,861
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,093
Administrative expenses (other) incurred2020-12-31$3,114
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$2,541,315
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,557,343
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,016,028
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$309,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,068
Value of interest in pooled separate accounts at end of year2020-12-31$11,089,780
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,000,267
Interest on participant loans2020-12-31$7,177
Interest earned on other investments2020-12-31$102,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,072,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,802,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,101
Net investment gain/loss from pooled separate accounts2020-12-31$1,583,556
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$356,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$538,238
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 name2020-12-31JAMES A. BAUCCIO, CPA & ASSOC., LLC
Accountancy firm EIN2020-12-31251780267
2019 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,558,314
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,188,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,185,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,318,836
Value of total assets at end of year2019-12-31$16,016,028
Value of total assets at beginning of year2019-12-31$13,646,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,095
Total interest from all sources2019-12-31$115,062
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,031
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$4,031
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$910,136
Participant contributions at end of year2019-12-31$153,861
Participant contributions at beginning of year2019-12-31$125,367
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$90,578
Administrative expenses (other) incurred2019-12-31$3,095
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$2,369,708
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,016,028
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,646,320
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$59,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$60,271
Value of interest in pooled separate accounts at end of year2019-12-31$10,000,267
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,082,815
Interest on participant loans2019-12-31$8,696
Interest earned on other investments2019-12-31$106,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,802,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,377,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,885
Net investment gain/loss from pooled separate accounts2019-12-31$2,114,500
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$318,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,185,511
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 name2019-12-31JAMES A. BAUCCIO, CPA & ASSOC., LLC
Accountancy firm EIN2019-12-31251780267
2018 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING 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$607,036
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$773,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$769,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,245,932
Value of total assets at end of year2018-12-31$13,646,320
Value of total assets at beginning of year2018-12-31$13,813,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,976
Total interest from all sources2018-12-31$98,353
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,094
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$1,094
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$903,046
Participant contributions at end of year2018-12-31$125,367
Participant contributions at beginning of year2018-12-31$121,281
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$40,248
Administrative expenses (other) incurred2018-12-31$3,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-166,750
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,646,320
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,813,070
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$60,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,766
Value of interest in pooled separate accounts at end of year2018-12-31$8,082,815
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,388,978
Interest on participant loans2018-12-31$6,885
Interest earned on other investments2018-12-31$91,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,377,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,289,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,532
Net investment gain/loss from pooled separate accounts2018-12-31$-736,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$302,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$769,810
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 name2018-12-31JAMES A. BAUCCIO, CPA & ASSOC., LLC
Accountancy firm EIN2018-12-31251780267
2017 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING 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$2,691,168
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$645,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$620,122
Expenses. Certain deemed distributions of participant loans2017-12-31$332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,148,936
Value of total assets at end of year2017-12-31$13,813,070
Value of total assets at beginning of year2017-12-31$11,767,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,791
Total interest from all sources2017-12-31$82,896
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$232
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$232
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$809,872
Participant contributions at end of year2017-12-31$121,281
Participant contributions at beginning of year2017-12-31$165,200
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$59,118
Other income not declared elsewhere2017-12-31$22,223
Administrative expenses (other) incurred2017-12-31$24,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,045,923
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,813,070
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,767,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$8,388,978
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,934,474
Interest on participant loans2017-12-31$7,875
Interest earned on other investments2017-12-31$75,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,289,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,667,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$210
Net investment gain/loss from pooled separate accounts2017-12-31$1,436,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$279,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$620,122
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 name2017-12-31JAMES A. BAUCCIO, CPA & ASSOC., LLC
Accountancy firm EIN2017-12-31251780267
2016 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,539,411
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$517,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$515,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,063,863
Value of total assets at end of year2016-12-31$11,767,147
Value of total assets at beginning of year2016-12-31$10,745,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,374
Total interest from all sources2016-12-31$78,247
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5
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$5
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$811,824
Participant contributions at end of year2016-12-31$165,200
Participant contributions at beginning of year2016-12-31$112,696
Administrative expenses (other) incurred2016-12-31$2,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,021,522
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,767,147
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,745,625
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$251
Value of interest in pooled separate accounts at end of year2016-12-31$6,934,474
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,342,358
Interest on participant loans2016-12-31$8,952
Interest earned on other investments2016-12-31$69,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,667,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,290,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$57
Net investment gain/loss from pooled separate accounts2016-12-31$397,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$252,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$515,515
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JAMES A. BAUCCIO, CPA & ASSOCIATES,
Accountancy firm EIN2016-12-31251780267
2015 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$849,617
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$788,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$786,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$856,592
Value of total assets at end of year2015-12-31$10,745,625
Value of total assets at beginning of year2015-12-31$10,684,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,889
Total interest from all sources2015-12-31$73,693
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$700,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$606,181
Participant contributions at end of year2015-12-31$112,696
Participant contributions at beginning of year2015-12-31$142,614
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$30,332
Other income not declared elsewhere2015-12-31$967
Administrative expenses (other) incurred2015-12-31$1,889
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$60,982
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,745,625
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,684,643
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$251
Value of interest in pooled separate accounts at end of year2015-12-31$6,342,358
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,533,946
Interest on participant loans2015-12-31$9,027
Interest earned on other investments2015-12-31$64,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,290,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,008,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4
Net investment gain/loss from pooled separate accounts2015-12-31$-81,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$220,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$786,746
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JAMES A BAUCCIO & ASSOCIATES LLC
Accountancy firm EIN2015-12-31251780267
2014 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,301,871
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$353,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$350,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$906,223
Value of total assets at end of year2014-12-31$10,684,643
Value of total assets at beginning of year2014-12-31$9,735,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,130
Total interest from all sources2014-12-31$69,107
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$700,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$671,116
Participant contributions at end of year2014-12-31$142,614
Participant contributions at beginning of year2014-12-31$179,455
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,279
Administrative expenses (other) incurred2014-12-31$2,130
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$948,857
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,684,643
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,735,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,533,946
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,638,689
Interest on participant loans2014-12-31$12,828
Interest earned on other investments2014-12-31$56,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,008,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,917,642
Net investment gain/loss from pooled separate accounts2014-12-31$326,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$232,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$350,884
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JAMES A BAUCCIO & ASSOCIATES LLC
Accountancy firm EIN2014-12-31251780267
2013 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,057,979
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$186,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$185,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$903,969
Value of total assets at end of year2013-12-31$9,735,786
Value of total assets at beginning of year2013-12-31$7,864,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,650
Total interest from all sources2013-12-31$75,371
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$700,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$533,728
Participant contributions at end of year2013-12-31$179,455
Participant contributions at beginning of year2013-12-31$188,111
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$183,039
Other income not declared elsewhere2013-12-31$-49
Administrative expenses (other) incurred2013-12-31$1,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,870,998
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,735,786
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,864,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,638,689
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,047,632
Interest on participant loans2013-12-31$14,660
Interest earned on other investments2013-12-31$60,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,917,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,629,045
Net investment gain/loss from pooled separate accounts2013-12-31$1,078,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$187,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$185,331
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JAMES A BAUCCIO & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31251780267
2012 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,382,296
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$392,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$390,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$800,779
Value of total assets at end of year2012-12-31$7,864,788
Value of total assets at beginning of year2012-12-31$6,875,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,962
Total interest from all sources2012-12-31$77,682
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$700,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$522,906
Participant contributions at end of year2012-12-31$188,111
Participant contributions at beginning of year2012-12-31$129,987
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$94,320
Administrative expenses (other) incurred2012-12-31$1,962
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$989,355
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,864,788
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,875,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,047,632
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,465,341
Interest on participant loans2012-12-31$12,423
Interest earned on other investments2012-12-31$65,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,629,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,280,105
Net investment gain/loss from pooled separate accounts2012-12-31$503,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$183,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$390,979
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JAMES A BAUCCIO & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31251780267
2011 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$576,112
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$414,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$412,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$592,842
Value of total assets at end of year2011-12-31$6,875,433
Value of total assets at beginning of year2011-12-31$6,713,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,791
Total interest from all sources2011-12-31$83,602
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$700,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$469,865
Participant contributions at end of year2011-12-31$129,987
Participant contributions at beginning of year2011-12-31$152,892
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$203
Other income not declared elsewhere2011-12-31$721
Administrative expenses (other) incurred2011-12-31$1,791
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$161,440
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,875,433
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,713,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,465,341
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,482,038
Interest on participant loans2011-12-31$10,607
Interest earned on other investments2011-12-31$72,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,280,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,079,063
Net investment gain/loss from pooled separate accounts2011-12-31$-101,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$122,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$412,881
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JAMES A. BAUCCIO & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31251780267
2010 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,152,674
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$477,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$473,098
Expenses. Certain deemed distributions of participant loans2010-12-31$206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$651,469
Value of total assets at end of year2010-12-31$6,713,993
Value of total assets at beginning of year2010-12-31$6,039,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,468
Total interest from all sources2010-12-31$85,751
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$675,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$474,421
Participant contributions at end of year2010-12-31$152,892
Participant contributions at beginning of year2010-12-31$132,249
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,376
Other income not declared elsewhere2010-12-31$1,748
Administrative expenses (other) incurred2010-12-31$4,468
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$674,902
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,713,993
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,039,091
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 pooled separate accounts at end of year2010-12-31$3,482,038
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,891,929
Interest on participant loans2010-12-31$9,339
Interest earned on other investments2010-12-31$76,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,079,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,014,913
Net investment gain/loss from pooled separate accounts2010-12-31$413,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$175,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$473,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
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 name2010-12-31JAMES A. BAUCCIO & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31251780267
2009 : GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING 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 GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN

2023: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND 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
2017: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GEORGE E. DELALLO CO. , INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036167
Policy instance 1
Insurance contract or identification number036167
Number of Individuals Covered336
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036167
Policy instance 1
Insurance contract or identification number036167
Number of Individuals Covered338
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
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036167
Policy instance 1
Insurance contract or identification number036167
Number of Individuals Covered353
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036167
Policy instance 1
Insurance contract or identification number036167
Number of Individuals Covered338
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036167
Policy instance 1
Insurance contract or identification number036167
Number of Individuals Covered320
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036167
Policy instance 1
Insurance contract or identification number036167
Number of Individuals Covered311
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036167
Policy instance 1
Insurance contract or identification number036167
Number of Individuals Covered325
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,398
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10398
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36167-001
Policy instance 1
Insurance contract or identification number36167-001
Number of Individuals Covered338
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $36,888
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees36888
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36167-001
Policy instance 1
Insurance contract or identification number36167-001
Number of Individuals Covered302
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50,353
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees50353
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36167-001
Policy instance 1
Insurance contract or identification number36167-001
Number of Individuals Covered319
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,814
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9814
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameBABB INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36167-001
Policy instance 1
Insurance contract or identification number36167-001
Number of Individuals Covered267
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $36,024
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees36024
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameBABB INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36167-001
Policy instance 1
Insurance contract or identification number36167-001
Number of Individuals Covered258
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33,951
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36167-001
Policy instance 1
Insurance contract or identification number36167-001
Number of Individuals Covered258
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30,565
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30565
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameBABB INC

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