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PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NamePENSION TRANSFER TRUST PLAN
Plan identification number 001

PENSION TRANSFER TRUST 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.

401k Sponsoring company profile

PODIUM ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PODIUM ENTERPRISES, INC.
Employer identification number (EIN):270228882
NAIC Classification:451110
NAIC Description:Sporting Goods Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ERIN GORRELL
0012016-01-01ERIN GORRELL
0012015-01-01ERIN GORRELL
0012014-01-01ERIN GORRELL
0012013-01-01ERIN GORRELL
0012012-01-01ERIN GORRELL
0012011-01-01ERIN GORRELL

Plan Statistics for PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0123
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0118
Total number of active participants reported on line 7a of the Form 55002021-01-0120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0120
Number of participants with account balances2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0117
Total number of active participants reported on line 7a of the Form 55002020-01-0118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0118
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0117
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0118
Number of participants with account balances2018-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0117
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0130
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0125
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0120
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$1,376,136
Expenses. Total of all expenses incurred2022-12-31$91,862
Benefits paid (including direct rollovers)2022-12-31$91,566
Total plan assets at end of year2022-12-31$2,242,313
Total plan assets at beginning of year2022-12-31$958,039
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$54,401
Other income received2022-12-31$1,291,293
Net income (gross income less expenses)2022-12-31$1,284,274
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,242,313
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$958,039
Assets. Value of participant loans2022-12-31$81,139
Assets. Value of employer securities2022-12-31$1,759,449
Total contributions received or receivable from employer(s)2022-12-31$30,442
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$296
2021 : PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$218,933
Expenses. Total of all expenses incurred2021-12-31$18,686
Benefits paid (including direct rollovers)2021-12-31$18,325
Total plan assets at end of year2021-12-31$958,039
Total plan assets at beginning of year2021-12-31$757,792
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$52,837
Other income received2021-12-31$130,718
Net income (gross income less expenses)2021-12-31$200,247
Net plan assets at end of year (total assets less liabilities)2021-12-31$958,039
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$757,792
Assets. Value of participant loans2021-12-31$100,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$4,417
Assets. Value of employer securities2021-12-31$392,360
Total contributions received or receivable from employer(s)2021-12-31$35,378
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$361
2020 : PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$388,432
Expenses. Total of all expenses incurred2020-12-31$29,691
Benefits paid (including direct rollovers)2020-12-31$29,456
Total plan assets at end of year2020-12-31$757,792
Total plan assets at beginning of year2020-12-31$399,051
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$61,348
Other income received2020-12-31$297,758
Net income (gross income less expenses)2020-12-31$358,741
Net plan assets at end of year (total assets less liabilities)2020-12-31$757,792
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$399,051
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$2,536
Assets. Value of employer securities2020-12-31$339,276
Total contributions received or receivable from employer(s)2020-12-31$29,326
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$235
2019 : PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$104,154
Expenses. Total of all expenses incurred2019-12-31$12,882
Benefits paid (including direct rollovers)2019-12-31$12,703
Total plan assets at end of year2019-12-31$399,051
Total plan assets at beginning of year2019-12-31$307,779
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$52,085
Other income received2019-12-31$29,125
Net income (gross income less expenses)2019-12-31$91,272
Net plan assets at end of year (total assets less liabilities)2019-12-31$399,051
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$307,779
Assets. Value of employer securities2019-12-31$92,179
Total contributions received or receivable from employer(s)2019-12-31$22,944
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$179
2018 : PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$38,891
Expenses. Total of all expenses incurred2018-12-31$3,435
Benefits paid (including direct rollovers)2018-12-31$3,305
Total plan assets at end of year2018-12-31$307,779
Total plan assets at beginning of year2018-12-31$272,323
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$47,167
Other income received2018-12-31$-27,444
Net income (gross income less expenses)2018-12-31$35,456
Net plan assets at end of year (total assets less liabilities)2018-12-31$307,779
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$272,323
Assets. Value of employer securities2018-12-31$114,500
Total contributions received or receivable from employer(s)2018-12-31$19,168
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$130
2017 : PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$129,978
Expenses. Total of all expenses incurred2017-12-31$5,741
Benefits paid (including direct rollovers)2017-12-31$5,664
Total plan assets at end of year2017-12-31$272,323
Total plan assets at beginning of year2017-12-31$148,086
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$41,055
Other income received2017-12-31$75,968
Net income (gross income less expenses)2017-12-31$124,237
Net plan assets at end of year (total assets less liabilities)2017-12-31$272,323
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$148,086
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$17
Assets. Value of employer securities2017-12-31$123,480
Total contributions received or receivable from employer(s)2017-12-31$12,955
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$77
2016 : PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$72,452
Expenses. Total of all expenses incurred2016-12-31$32,338
Benefits paid (including direct rollovers)2016-12-31$32,281
Total plan assets at end of year2016-12-31$148,086
Total plan assets at beginning of year2016-12-31$107,972
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$23,837
Other income received2016-12-31$37,930
Net income (gross income less expenses)2016-12-31$40,114
Net plan assets at end of year (total assets less liabilities)2016-12-31$148,086
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$107,972
Assets. Value of employer securities2016-12-31$66,369
Total contributions received or receivable from employer(s)2016-12-31$10,685
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$57
2015 : PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$32,528
Expenses. Total of all expenses incurred2015-12-31$5,926
Benefits paid (including direct rollovers)2015-12-31$5,888
Total plan assets at end of year2015-12-31$107,972
Total plan assets at beginning of year2015-12-31$81,370
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$21,571
Expenses. Other expenses not covered elsewhere2015-12-31$38
Other income received2015-12-31$-1,498
Net income (gross income less expenses)2015-12-31$26,602
Net plan assets at end of year (total assets less liabilities)2015-12-31$107,972
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$81,370
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$1,783
Assets. Value of employer securities2015-12-31$36,714
Total contributions received or receivable from employer(s)2015-12-31$12,455
2014 : PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$19,473
Expenses. Total of all expenses incurred2014-12-31$19
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$81,370
Total plan assets at beginning of year2014-12-31$61,916
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$9,290
Expenses. Other expenses not covered elsewhere2014-12-31$0
Other income received2014-12-31$894
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$19,454
Net plan assets at end of year (total assets less liabilities)2014-12-31$81,370
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$61,916
Assets. Value of employer securities2014-12-31$35,589
Total contributions received or receivable from employer(s)2014-12-31$9,289
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$19
2013 : PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$37,789
Expenses. Total of all expenses incurred2013-12-31$25
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$61,916
Total plan assets at beginning of year2013-12-31$24,152
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$52,870
Other income received2013-12-31$-32,082
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$37,764
Net plan assets at end of year (total assets less liabilities)2013-12-31$61,916
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$24,152
Assets. Value of employer securities2013-12-31$34,735
Total contributions received or receivable from employer(s)2013-12-31$17,001
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$25
2012 : PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$-61,643
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$24,152
Total plan assets at beginning of year2012-12-31$85,795
Value of fidelity bond covering the plan2012-12-31$10,000
Other income received2012-12-31$-71,777
Net income (gross income less expenses)2012-12-31$-61,643
Net plan assets at end of year (total assets less liabilities)2012-12-31$24,152
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$85,795
Assets. Value of employer securities2012-12-31$14,018
Total contributions received or receivable from employer(s)2012-12-31$10,134
2011 : PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$11,091
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$85,795
Total plan assets at beginning of year2011-12-31$74,704
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$11,091
Net income (gross income less expenses)2011-12-31$11,091
Net plan assets at end of year (total assets less liabilities)2011-12-31$85,795
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$74,704
Assets. Value of employer securities2011-12-31$85,795

Form 5500 Responses for PENSION TRANSFER TRUST PLAN

2022: PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $786
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered236
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $556
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $420
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-26
Total amount of commissions paid to insurance brokerUSD $8,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,100
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 2
Insurance contract or identification number1260073-01
Number of Individuals Covered274
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $75
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.

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