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ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan NameITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN
Plan identification number 334

ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ITASCA CONSTRUCTION ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ITASCA CONSTRUCTION ASSOCIATES, INC.
Employer identification number (EIN):363263077
NAIC Classification:236200

Additional information about ITASCA CONSTRUCTION ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-11-28
Company Identification Number: G72387
Legal Registered Office Address: 6420 CONGRESS AVENUE

BOCA RATON

33487

More information about ITASCA CONSTRUCTION ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3342023-01-01PATRICIA GRAYBILL2024-04-11 PATRICIA GRAYBILL2024-04-11
3342022-01-01PATRICIA GRAYBILL2023-04-19 PATRICIA GRAYBILL2023-04-19
3342021-01-01PATRICIA GRAYBILL2022-05-04 PATRICIA GRAYBILL2022-05-04
3342020-01-01PATRICIA GRAYBILL2021-04-26 PATRICIA GRAYBILL2021-04-26
3342019-01-01PATRICIA GRAYBILL2020-05-04 PATRICIA GRAYBILL2020-05-04
3342018-01-01
3342017-01-01
3342016-01-01
3342015-01-01

Plan Statistics for ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0147
Total number of active participants reported on line 7a of the Form 55002023-01-0133
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0121
Total of all active and inactive participants2023-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0154
Number of participants with account balances2023-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0146
Total number of active participants reported on line 7a of the Form 55002022-01-0128
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0146
Number of participants with account balances2022-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0148
Total number of active participants reported on line 7a of the Form 55002021-01-0134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0147
Number of participants with account balances2021-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0153
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0148
Number of participants with account balances2020-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0151
Total number of active participants reported on line 7a of the Form 55002019-01-0133
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0152
Number of participants with account balances2019-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0154
Total number of active participants reported on line 7a of the Form 55002018-01-0130
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0148
Number of participants with account balances2018-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0149
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0151
Number of participants with account balances2017-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0145
Total number of active participants reported on line 7a of the Form 55002016-01-0125
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0143
Number of participants with account balances2016-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0153
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0141
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$3,078,430
Expenses. Total of all expenses incurred2023-12-31$443,586
Benefits paid (including direct rollovers)2023-12-31$428,532
Total plan assets at end of year2023-12-31$19,686,834
Total plan assets at beginning of year2023-12-31$17,051,990
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$309,671
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$2,209,941
Net income (gross income less expenses)2023-12-31$2,634,844
Net plan assets at end of year (total assets less liabilities)2023-12-31$19,686,834
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$17,051,990
Total contributions received or receivable from employer(s)2023-12-31$558,818
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$15,054
2022 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,435,311
Expenses. Total of all expenses incurred2022-12-31$537,423
Benefits paid (including direct rollovers)2022-12-31$520,592
Total plan assets at end of year2022-12-31$17,051,990
Total plan assets at beginning of year2022-12-31$19,024,724
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$237,410
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,188,174
Net income (gross income less expenses)2022-12-31$-1,972,734
Net plan assets at end of year (total assets less liabilities)2022-12-31$17,051,990
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$19,024,724
Total contributions received or receivable from employer(s)2022-12-31$515,453
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$16,831
2021 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,708,953
Expenses. Total of all expenses incurred2021-12-31$2,241,387
Benefits paid (including direct rollovers)2021-12-31$2,223,703
Total plan assets at end of year2021-12-31$19,024,724
Total plan assets at beginning of year2021-12-31$18,557,158
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$270,920
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,933,745
Net income (gross income less expenses)2021-12-31$467,566
Net plan assets at end of year (total assets less liabilities)2021-12-31$19,024,724
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$18,557,158
Total contributions received or receivable from employer(s)2021-12-31$504,288
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$17,684
2020 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,490,213
Expenses. Total of all expenses incurred2020-12-31$987,446
Benefits paid (including direct rollovers)2020-12-31$972,616
Total plan assets at end of year2020-12-31$18,557,158
Total plan assets at beginning of year2020-12-31$17,054,391
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$309,418
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,632,198
Net income (gross income less expenses)2020-12-31$1,502,767
Net plan assets at end of year (total assets less liabilities)2020-12-31$18,557,158
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$17,054,391
Total contributions received or receivable from employer(s)2020-12-31$548,597
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$14,830
2019 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,928,643
Expenses. Total of all expenses incurred2019-12-31$386,225
Benefits paid (including direct rollovers)2019-12-31$370,275
Total plan assets at end of year2019-12-31$17,054,391
Total plan assets at beginning of year2019-12-31$14,511,973
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$303,692
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,126,534
Net income (gross income less expenses)2019-12-31$2,542,418
Net plan assets at end of year (total assets less liabilities)2019-12-31$17,054,391
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$14,511,973
Total contributions received or receivable from employer(s)2019-12-31$498,417
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$15,950
2018 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$426,203
Expenses. Total of all expenses incurred2018-12-31$305,325
Benefits paid (including direct rollovers)2018-12-31$298,725
Total plan assets at end of year2018-12-31$14,511,973
Total plan assets at beginning of year2018-12-31$14,391,095
Value of fidelity bond covering the plan2018-12-31$1,451,197
Total contributions received or receivable from participants2018-12-31$269,849
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-337,784
Net income (gross income less expenses)2018-12-31$120,878
Net plan assets at end of year (total assets less liabilities)2018-12-31$14,511,973
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$14,391,095
Total contributions received or receivable from employer(s)2018-12-31$494,138
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,600
2017 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,154,512
Expenses. Total of all expenses incurred2017-12-31$1,939,739
Benefits paid (including direct rollovers)2017-12-31$1,934,639
Total plan assets at end of year2017-12-31$14,391,095
Total plan assets at beginning of year2017-12-31$14,176,322
Value of fidelity bond covering the plan2017-12-31$1,439,109
Total contributions received or receivable from participants2017-12-31$233,761
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,448,058
Net income (gross income less expenses)2017-12-31$214,773
Net plan assets at end of year (total assets less liabilities)2017-12-31$14,391,095
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$14,176,322
Total contributions received or receivable from employer(s)2017-12-31$472,693
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,100
2016 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,357,515
Expenses. Total of all expenses incurred2016-12-31$133,542
Benefits paid (including direct rollovers)2016-12-31$125,142
Total plan assets at end of year2016-12-31$14,176,322
Total plan assets at beginning of year2016-12-31$12,952,349
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$118,518
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$925,789
Net income (gross income less expenses)2016-12-31$1,223,973
Net plan assets at end of year (total assets less liabilities)2016-12-31$14,176,322
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$12,952,349
Total contributions received or receivable from employer(s)2016-12-31$313,208
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,400
2015 : ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$664,364
Expenses. Total of all expenses incurred2015-12-31$8,127,732
Benefits paid (including direct rollovers)2015-12-31$8,104,728
Total plan assets at end of year2015-12-31$12,952,349
Total plan assets at beginning of year2015-12-31$20,415,717
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$127,226
Expenses. Other expenses not covered elsewhere2015-12-31$8,380
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$223,135
Net income (gross income less expenses)2015-12-31$-7,463,368
Net plan assets at end of year (total assets less liabilities)2015-12-31$12,952,349
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$20,415,717
Total contributions received or receivable from employer(s)2015-12-31$314,003
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14,624

Form 5500 Responses for ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN

2023: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple 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: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: ITASCA CONSTRUCTION ASSOCIATES, INC. PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904119
Policy instance 3
Insurance contract or identification number904119
Number of Individuals Covered1200
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number902993
Policy instance 1
Insurance contract or identification number902993
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number902993
Policy instance 3
Insurance contract or identification number902993
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904119
Policy instance 2
Insurance contract or identification number904119
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $117
Insurance broker organization code?3
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $117
Insurance broker organization code?3
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number902993
Policy instance 2
Insurance contract or identification number902993
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904119
Policy instance 3
Insurance contract or identification number904119
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number902993
Policy instance 3
Insurance contract or identification number902993
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $117
Insurance broker organization code?3
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904119
Policy instance 1
Insurance contract or identification number904119
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904119
Policy instance 3
Insurance contract or identification number904119
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $117
Insurance broker organization code?3
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number902993
Policy instance 1
Insurance contract or identification number902993
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904119
Policy instance 3
Insurance contract or identification number904119
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number902993
Policy instance 2
Insurance contract or identification number902993
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $117
Amount paid for insurance broker fees0
Insurance broker organization code?3
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number902993
Policy instance 1
Insurance contract or identification number902993
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $117
Insurance broker organization code?3
Insurance broker nameBENJAMIN WOZNIAK
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904119
Policy instance 3
Insurance contract or identification number904119
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number904119
Policy instance 3
Insurance contract or identification number904119
Number of Individuals Covered1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $117
Insurance broker organization code?3
Insurance broker nameBENJAMIN WOZNIAK
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number902993
Policy instance 1
Insurance contract or identification number902993
Number of Individuals Covered4
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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