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STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 401k Plan overview

Plan NameSTERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN
Plan identification number 001

STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STERLING MANAGEMENT, LTD. has sponsored the creation of one or more 401k plans.

Company Name:STERLING MANAGEMENT, LTD.
Employer identification number (EIN):351494125
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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
0012018-01-01
0012017-01-01PATRICIA CULP
0012016-01-01ROBERT H VOSS
0012015-01-01CARRIE KOOI
0012014-01-01EILEEN SHUE
0012013-01-01EILEEN SHUE
0012012-01-01EILEEN SHUE
0012011-01-01EILEEN SHUE
0012009-01-01EILEEN SHUE

Plan Statistics for STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN

401k plan membership statisitcs for STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN

Measure Date Value
2023: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01441
Total number of active participants reported on line 7a of the Form 55002023-01-01329
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0193
Total of all active and inactive participants2023-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01424
Number of participants with account balances2023-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01107
2022: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01403
Total number of active participants reported on line 7a of the Form 55002022-01-01311
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01428
Number of participants with account balances2022-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01134
2021: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01332
Total number of active participants reported on line 7a of the Form 55002021-01-01286
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0196
Total of all active and inactive participants2021-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01383
Number of participants with account balances2021-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01149
2020: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01329
Total number of active participants reported on line 7a of the Form 55002020-01-01256
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0197
Total of all active and inactive participants2020-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01356
Number of participants with account balances2020-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0197
2019: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01289
Total number of active participants reported on line 7a of the Form 55002019-01-01226
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0184
Total of all active and inactive participants2019-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01315
Number of participants with account balances2019-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01102
2018: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01276
Total number of active participants reported on line 7a of the Form 55002018-01-01216
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01271
Number of participants with account balances2018-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01314
Total number of active participants reported on line 7a of the Form 55002017-01-01191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01228
Number of participants with account balances2017-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0160
2016: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01284
Total number of active participants reported on line 7a of the Form 55002016-01-01186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01128
Total of all active and inactive participants2016-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01314
Number of participants with account balances2016-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0149
2015: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01286
Total number of active participants reported on line 7a of the Form 55002015-01-01165
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01284
Number of participants with account balances2015-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0162
2014: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01291
Total number of active participants reported on line 7a of the Form 55002014-01-01176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01110
Total of all active and inactive participants2014-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01286
Number of participants with account balances2014-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0189
2013: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01269
Total number of active participants reported on line 7a of the Form 55002013-01-01230
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01291
Number of participants with account balances2013-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0166
2012: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01277
Total number of active participants reported on line 7a of the Form 55002012-01-01239
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01269
Number of participants with account balances2012-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0166
2011: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01359
Total number of active participants reported on line 7a of the Form 55002011-01-01208
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01277
Number of participants with account balances2011-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0157
2009: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01222
Total number of active participants reported on line 7a of the Form 55002009-01-01218
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01274
Number of participants with account balances2009-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0162

Financial Data on STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN

Measure Date Value
2023 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$4,758,370
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$754,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$651,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,056,746
Value of total assets at end of year2023-12-31$16,070,215
Value of total assets at beginning of year2023-12-31$12,066,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$103,250
Total interest from all sources2023-12-31$4,651
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$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$1,538,841
Participant contributions at end of year2023-12-31$70,809
Participant contributions at beginning of year2023-12-31$99,102
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$169,938
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$33,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$7,211
Total non interest bearing cash at beginning of year2023-12-31$50
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$4,003,523
Value of net assets at end of year (total assets less liabilities)2023-12-31$16,070,215
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,066,692
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
Value of interest in pooled separate accounts at end of year2023-12-31$15,992,195
Value of interest in pooled separate accounts at beginning of year2023-12-31$11,967,540
Interest on participant loans2023-12-31$4,651
Net investment gain/loss from pooled separate accounts2023-12-31$2,696,973
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$347,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$617,853
Contract administrator fees2023-12-31$103,250
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2023-12-31205520612
2022 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$0
Total income from all sources (including contributions)2022-12-31$-1,054,833
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$701,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$583,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,689,508
Value of total assets at end of year2022-12-31$12,066,692
Value of total assets at beginning of year2022-12-31$13,822,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$117,790
Total interest from all sources2022-12-31$4,441
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$1,341,149
Participant contributions at end of year2022-12-31$99,102
Participant contributions at beginning of year2022-12-31$114,357
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$49,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$32,164
Total non interest bearing cash at end of year2022-12-31$50
Total non interest bearing cash at beginning of year2022-12-31$278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,756,102
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,066,692
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,822,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$11,967,540
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,708,159
Interest on participant loans2022-12-31$4,441
Net investment gain/loss from pooled separate accounts2022-12-31$-2,748,782
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$298,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$583,479
Contract administrator fees2022-12-31$85,626
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2022-12-31205520612
2021 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$3,348,234
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,434,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,299,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,570,246
Value of total assets at end of year2021-12-31$13,822,794
Value of total assets at beginning of year2021-12-31$11,909,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$135,235
Total interest from all sources2021-12-31$4,563
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$1,158,266
Participant contributions at end of year2021-12-31$114,357
Participant contributions at beginning of year2021-12-31$88,427
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$151,561
Other income not declared elsewhere2021-12-31$-48,112
Administrative expenses (other) incurred2021-12-31$38,707
Total non interest bearing cash at end of year2021-12-31$278
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,913,696
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,822,794
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,909,098
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 pooled separate accounts at end of year2021-12-31$13,708,159
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,820,671
Interest on participant loans2021-12-31$4,563
Net investment gain/loss from pooled separate accounts2021-12-31$1,821,537
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$260,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,299,303
Contract administrator fees2021-12-31$96,528
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK, LLP
Accountancy firm EIN2021-12-31221478099
2020 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$3,285,938
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$541,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$461,027
Expenses. Certain deemed distributions of participant loans2020-12-31$9,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,300,895
Value of total assets at end of year2020-12-31$11,909,098
Value of total assets at beginning of year2020-12-31$9,164,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,056
Total interest from all sources2020-12-31$4,379
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$942,612
Participant contributions at end of year2020-12-31$88,427
Participant contributions at beginning of year2020-12-31$72,888
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$141,223
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$16,340
Administrative expenses (other) incurred2020-12-31$7,214
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$2,744,363
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,909,098
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,164,735
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 pooled separate accounts at end of year2020-12-31$11,820,671
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,091,847
Interest on participant loans2020-12-31$4,379
Net investment gain/loss from pooled separate accounts2020-12-31$1,980,664
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$217,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$444,687
Contract administrator fees2020-12-31$63,842
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK, LLP
Accountancy firm EIN2020-12-31221478099
2019 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$2,809,466
Total income from all sources (including contributions)2019-12-31$2,809,466
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$751,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$688,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$688,563
Expenses. Certain deemed distributions of participant loans2019-12-31$1,488
Expenses. Certain deemed distributions of participant loans2019-12-31$1,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,022,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,022,062
Value of total assets at end of year2019-12-31$9,164,635
Value of total assets at end of year2019-12-31$9,164,635
Value of total assets at beginning of year2019-12-31$7,106,274
Value of total assets at beginning of year2019-12-31$7,106,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,054
Total interest from all sources2019-12-31$4,775
Total interest from all sources2019-12-31$4,775
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$803,337
Contributions received from participants2019-12-31$803,337
Participant contributions at end of year2019-12-31$72,888
Participant contributions at end of year2019-12-31$72,888
Participant contributions at beginning of year2019-12-31$94,411
Participant contributions at beginning of year2019-12-31$94,411
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,816
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,816
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$15,471
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$15,471
Administrative expenses (other) incurred2019-12-31$6,489
Administrative expenses (other) incurred2019-12-31$6,489
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
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$2,058,361
Value of net income/loss2019-12-31$2,058,361
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,164,635
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,164,635
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,106,274
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,106,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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 beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$9,091,747
Value of interest in pooled separate accounts at end of year2019-12-31$9,091,747
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,523,335
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,523,335
Income. Interest from loans (other than to participants)2019-12-31$4,775
Income. Interest from loans (other than to participants)2019-12-31$4,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$481,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$481,326
Net investment gain/loss from pooled separate accounts2019-12-31$1,782,629
Net investment gain/loss from pooled separate accounts2019-12-31$1,782,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$187,909
Contributions received in cash from employer2019-12-31$187,909
Employer contributions (assets) at beginning of year2019-12-31$358
Employer contributions (assets) at beginning of year2019-12-31$358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$673,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$673,092
Contract administrator fees2019-12-31$54,565
Contract administrator fees2019-12-31$54,565
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
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
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 name2019-12-31COHNREZNICK, LLP
Accountancy firm name2019-12-31COHNREZNICK, LLP
Accountancy firm EIN2019-12-31221478099
2018 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$930,053
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$599,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$561,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$979,129
Value of total assets at end of year2018-12-31$7,106,274
Value of total assets at beginning of year2018-12-31$6,775,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,924
Total interest from all sources2018-12-31$3,822
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$672,782
Participant contributions at end of year2018-12-31$94,411
Participant contributions at beginning of year2018-12-31$71,481
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$145,109
Administrative expenses (other) incurred2018-12-31$25,219
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$330,942
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,106,274
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,775,332
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,214,867
Value of interest in pooled separate accounts at end of year2018-12-31$6,523,335
Interest on participant loans2018-12-31$3,951
Interest earned on other investments2018-12-31$-129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$481,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$488,984
Net investment gain/loss from pooled separate accounts2018-12-31$-52,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$161,238
Employer contributions (assets) at end of year2018-12-31$358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$561,187
Contract administrator fees2018-12-31$12,705
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 name2018-12-31COHNREZNICK, LLP
Accountancy firm EIN2018-12-31221478099
2017 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$1,675,194
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$837,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$811,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$664,857
Value of total assets at end of year2017-12-31$6,775,332
Value of total assets at beginning of year2017-12-31$5,937,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,827
Total interest from all sources2017-12-31$14,376
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$553,718
Participant contributions at end of year2017-12-31$71,481
Participant contributions at beginning of year2017-12-31$58,106
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$31,799
Other income not declared elsewhere2017-12-31$60
Administrative expenses (other) incurred2017-12-31$25,827
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$838,125
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,775,332
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,937,207
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$6,214,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,407,884
Interest on participant loans2017-12-31$2,649
Interest earned on other investments2017-12-31$11,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$488,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$471,217
Net investment gain/loss from pooled separate accounts2017-12-31$995,901
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$79,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$811,242
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 name2017-12-31COHNREZNICK, LLP
Accountancy firm EIN2017-12-31221478099
2016 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$923,903
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$290,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$270,198
Value of total corrective distributions2016-12-31$2,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$640,692
Value of total assets at end of year2016-12-31$5,937,207
Value of total assets at beginning of year2016-12-31$5,303,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,951
Total interest from all sources2016-12-31$14,850
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$522,296
Participant contributions at end of year2016-12-31$58,106
Participant contributions at beginning of year2016-12-31$74,115
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,447
Other income not declared elsewhere2016-12-31$344
Administrative expenses (other) incurred2016-12-31$17,951
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$633,467
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,937,207
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,303,740
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$5,407,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,873,517
Interest on participant loans2016-12-31$3,004
Interest earned on other investments2016-12-31$11,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$471,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$356,108
Net investment gain/loss from pooled separate accounts2016-12-31$268,017
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$93,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$270,198
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK, LLP
Accountancy firm EIN2016-12-31221478099
2015 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$624,792
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$672,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$654,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$564,308
Value of total assets at end of year2015-12-31$5,303,740
Value of total assets at beginning of year2015-12-31$5,351,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,014
Total interest from all sources2015-12-31$14,125
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$479,194
Participant contributions at end of year2015-12-31$74,115
Participant contributions at beginning of year2015-12-31$116,332
Other income not declared elsewhere2015-12-31$1,140
Administrative expenses (other) incurred2015-12-31$18,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-48,062
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,303,740
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,351,802
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$4,873,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,867,629
Interest on participant loans2015-12-31$4,009
Interest earned on other investments2015-12-31$10,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$356,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$367,841
Net investment gain/loss from pooled separate accounts2015-12-31$45,219
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$85,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$654,840
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK, LLP
Accountancy firm EIN2015-12-31221478099
2014 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$1,074,187
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,391,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,373,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$695,188
Value of total assets at end of year2014-12-31$5,351,802
Value of total assets at beginning of year2014-12-31$5,669,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,355
Total interest from all sources2014-12-31$18,035
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$586,397
Participant contributions at end of year2014-12-31$116,332
Participant contributions at beginning of year2014-12-31$95,566
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$94
Other income not declared elsewhere2014-12-31$349
Administrative expenses (other) incurred2014-12-31$18,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-317,240
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,351,802
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,669,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,867,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,009,723
Interest on participant loans2014-12-31$5,317
Interest earned on other investments2014-12-31$12,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$367,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$563,753
Net investment gain/loss from pooled separate accounts2014-12-31$360,615
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$108,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,373,072
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK, LLP
Accountancy firm EIN2014-12-31221478099
2013 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$1,598,688
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$503,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$487,898
Value of total corrective distributions2013-12-31$584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$734,976
Value of total assets at end of year2013-12-31$5,669,042
Value of total assets at beginning of year2013-12-31$4,573,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,161
Total interest from all sources2013-12-31$18,326
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$527,223
Participant contributions at end of year2013-12-31$95,566
Participant contributions at beginning of year2013-12-31$69,162
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$102,201
Other income not declared elsewhere2013-12-31$73
Administrative expenses (other) incurred2013-12-31$15,161
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$1,095,045
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,669,042
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,573,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,009,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,635,648
Interest on participant loans2013-12-31$3,256
Interest earned on other investments2013-12-31$15,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$563,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$869,187
Net investment gain/loss from pooled separate accounts2013-12-31$845,313
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$105,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$487,898
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK, LLP
Accountancy firm EIN2013-12-31221478099
2012 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$1,049,467
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$258,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$246,991
Value of total corrective distributions2012-12-31$140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$554,231
Value of total assets at end of year2012-12-31$4,573,997
Value of total assets at beginning of year2012-12-31$3,783,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,832
Total interest from all sources2012-12-31$21,609
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
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$470,036
Participant contributions at end of year2012-12-31$69,162
Participant contributions at beginning of year2012-12-31$75,154
Other income not declared elsewhere2012-12-31$26
Administrative expenses (other) incurred2012-12-31$11,832
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$790,504
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,573,997
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,783,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,635,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,151,685
Interest on participant loans2012-12-31$3,667
Interest earned on other investments2012-12-31$17,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$869,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$556,654
Net investment gain/loss from pooled separate accounts2012-12-31$473,601
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$84,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$246,991
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 name2012-12-31COHNREZNICK, LLP
Accountancy firm EIN2012-12-31221478099
2011 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$485,025
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$449,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$438,259
Value of total corrective distributions2011-12-31$49
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$458,576
Value of total assets at end of year2011-12-31$3,783,493
Value of total assets at beginning of year2011-12-31$3,747,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,910
Total interest from all sources2011-12-31$17,916
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$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$387,201
Participant contributions at end of year2011-12-31$75,154
Participant contributions at beginning of year2011-12-31$84,923
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,645
Other income not declared elsewhere2011-12-31$1,695
Administrative expenses (other) incurred2011-12-31$10,910
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$35,807
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,783,493
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,747,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,151,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,190,388
Interest on participant loans2011-12-31$4,128
Interest earned on other investments2011-12-31$13,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$556,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$472,375
Net investment gain/loss from pooled separate accounts2011-12-31$6,838
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$68,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$438,259
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 name2011-12-31REZNICK GROUP
Accountancy firm EIN2011-12-31521088612
2010 : STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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$767,094
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$195,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$194,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$402,755
Value of total assets at end of year2010-12-31$3,747,686
Value of total assets at beginning of year2010-12-31$3,176,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,250
Total interest from all sources2010-12-31$22,872
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$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$329,745
Participant contributions at end of year2010-12-31$84,923
Participant contributions at beginning of year2010-12-31$35,412
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,182
Other income not declared elsewhere2010-12-31$22
Administrative expenses (other) incurred2010-12-31$1,250
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$571,520
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,747,686
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,176,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,190,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,414,617
Interest on participant loans2010-12-31$3,348
Interest earned on other investments2010-12-31$19,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$472,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$726,137
Net investment gain/loss from pooled separate accounts2010-12-31$341,445
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$64,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$194,324
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 name2010-12-31REZNICK GROUP
Accountancy firm EIN2010-12-31521088612

Form 5500 Responses for STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN

2023: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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 - TrustYes
2019: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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 - TrustYes
2018: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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 - TrustYes
2017: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT 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
2009: STERLING MANAGEMENT, LTD PROFIT SHARING AND THRIFT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136120
Policy instance 1
Insurance contract or identification number136120
Number of Individuals Covered540
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 $56,920
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136120
Policy instance 1
Insurance contract or identification number136120
Number of Individuals Covered520
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 $43,359
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees25257
Additional information about fees paid to insurance brokerTRUSTEE FEES
Insurance broker organization code?1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136120
Policy instance 1
Insurance contract or identification number136120
Number of Individuals Covered358
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 $49,502
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees25666
Additional information about fees paid to insurance brokerTRUSTEE FEES
Insurance broker organization code?1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered406
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 $35,195
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees23258
Additional information about fees paid to insurance brokerTRUSTEE FEES
Insurance broker organization code?1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered315
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 $38,703
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees19975
Additional information about fees paid to insurance brokerTRUSTEE FEES
Insurance broker organization code?1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered241
Insurance policy start date2018-10-17
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,699
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees19699
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9143
Policy instance 2
Insurance contract or identification numberZH9143
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-10-17
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9143
Policy instance 1
Insurance contract or identification numberZH9143
Number of Individuals Covered228
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9143
Policy instance 1
Insurance contract or identification numberZH9143
Number of Individuals Covered284
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9143
Policy instance 1
Insurance contract or identification numberZH9143
Number of Individuals Covered286
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9143
Policy instance 1
Insurance contract or identification numberZH9143
Number of Individuals Covered291
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9143
Policy instance 1
Insurance contract or identification numberZH9143
Number of Individuals Covered269
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9143
Policy instance 1
Insurance contract or identification numberZH9143
Number of Individuals Covered277
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9143
Policy instance 1
Insurance contract or identification numberZH9143
Number of Individuals Covered359
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,576
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,576
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC

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