Logo

BLUE BIRD 401(K) PLAN 401k Plan overview

Plan NameBLUE BIRD 401(K) PLAN
Plan identification number 004

BLUE BIRD 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

BLUE BIRD BODY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BLUE BIRD BODY COMPANY
Employer identification number (EIN):580813156
NAIC Classification:336100

Additional information about BLUE BIRD BODY COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5403756

More information about BLUE BIRD BODY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE BIRD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01PAUL YOUSIF PHILOMENA WASHINGTON2018-10-12
0042016-01-01PHILOMENA WASHINGTON
0042016-01-01
0042016-01-01
0042015-01-01MICHAEL MCCURDY MICHAEL MCCURDY2016-07-29
0042015-01-01MICHAEL MCCURDY MICHAEL MCCURDY2016-10-04
0042014-01-01MICHAEL MCCURDY
0042013-01-01MICHAEL MCCURDY
0042012-01-01MICHAEL MCCURDY
0042011-01-01MICHAEL MCCURDY
0042009-01-01MICHAEL MCCURDY

Plan Statistics for BLUE BIRD 401(K) PLAN

401k plan membership statisitcs for BLUE BIRD 401(K) PLAN

Measure Date Value
2023: BLUE BIRD 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,972
Total number of active participants reported on line 7a of the Form 55002023-01-011,670
Number of retired or separated participants receiving benefits2023-01-0137
Number of other retired or separated participants entitled to future benefits2023-01-01215
Total of all active and inactive participants2023-01-011,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-019
Total participants2023-01-011,931
Number of participants with account balances2023-01-011,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BLUE BIRD 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,130
Total number of active participants reported on line 7a of the Form 55002022-01-011,636
Number of retired or separated participants receiving benefits2022-01-0134
Number of other retired or separated participants entitled to future benefits2022-01-01287
Total of all active and inactive participants2022-01-011,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,962
Number of participants with account balances2022-01-011,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BLUE BIRD 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,310
Total number of active participants reported on line 7a of the Form 55002021-01-011,876
Number of retired or separated participants receiving benefits2021-01-0129
Number of other retired or separated participants entitled to future benefits2021-01-01224
Total of all active and inactive participants2021-01-012,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,130
Number of participants with account balances2021-01-011,536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BLUE BIRD 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,724
Total number of active participants reported on line 7a of the Form 55002020-01-012,089
Number of retired or separated participants receiving benefits2020-01-0126
Number of other retired or separated participants entitled to future benefits2020-01-01188
Total of all active and inactive participants2020-01-012,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,303
Number of participants with account balances2020-01-011,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BLUE BIRD 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,295
Total number of active participants reported on line 7a of the Form 55002019-01-012,556
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-01136
Total of all active and inactive participants2019-01-012,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,715
Number of participants with account balances2019-01-011,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BLUE BIRD 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,022
Total number of active participants reported on line 7a of the Form 55002018-01-012,131
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01149
Total of all active and inactive participants2018-01-012,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,288
Number of participants with account balances2018-01-011,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BLUE BIRD 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,684
Total number of active participants reported on line 7a of the Form 55002017-01-011,883
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01117
Total of all active and inactive participants2017-01-012,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,018
Number of participants with account balances2017-01-011,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BLUE BIRD 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,625
Total number of active participants reported on line 7a of the Form 55002016-01-011,553
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-011,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,677
Number of participants with account balances2016-01-011,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BLUE BIRD 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,506
Total number of active participants reported on line 7a of the Form 55002015-01-011,497
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01119
Total of all active and inactive participants2015-01-011,625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,625
Number of participants with account balances2015-01-011,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: BLUE BIRD 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,444
Total number of active participants reported on line 7a of the Form 55002014-01-011,395
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01101
Total of all active and inactive participants2014-01-011,506
Total participants2014-01-011,506
Number of participants with account balances2014-01-011,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: BLUE BIRD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,364
Total number of active participants reported on line 7a of the Form 55002013-01-011,319
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-01114
Total of all active and inactive participants2013-01-011,444
Total participants2013-01-011,444
Number of participants with account balances2013-01-011,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BLUE BIRD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,324
Total number of active participants reported on line 7a of the Form 55002012-01-011,236
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-01119
Total of all active and inactive participants2012-01-011,364
Total participants2012-01-011,364
Number of participants with account balances2012-01-011,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: BLUE BIRD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,259
Total number of active participants reported on line 7a of the Form 55002011-01-011,185
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01132
Total of all active and inactive participants2011-01-011,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,324
Number of participants with account balances2011-01-011,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0146
2009: BLUE BIRD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,056
Total number of active participants reported on line 7a of the Form 55002009-01-011,746
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0193
Total of all active and inactive participants2009-01-011,843
Total participants2009-01-011,843
Number of participants with account balances2009-01-011,802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01210

Financial Data on BLUE BIRD 401(K) PLAN

Measure Date Value
2023 : BLUE BIRD 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$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
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$25,910,370
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$16,511,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$16,394,426
Expenses. Certain deemed distributions of participant loans2023-12-31$7,968
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,303,710
Value of total assets at end of year2023-12-31$106,707,091
Value of total assets at beginning of year2023-12-31$97,307,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$108,674
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$870,945
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,902,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,902,211
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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$5,211,259
Participant contributions at end of year2023-12-31$3,667,817
Participant contributions at beginning of year2023-12-31$3,783,891
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,096,214
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$853,176
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$420,001
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
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
Other income not declared elsewhere2023-12-31$362,915
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$9,399,302
Value of net assets at end of year (total assets less liabilities)2023-12-31$106,707,091
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$97,307,789
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
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$84,819,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$72,386,362
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$220,125
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$650,820
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$17,123,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$20,284,360
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$13,470,589
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
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
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$1,672,450
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$16,394,426
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
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
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLH CPAS, LLC
Accountancy firm EIN2023-12-31843967180
2022 : BLUE BIRD 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-14,774,819
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$19,117,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,792,769
Expenses. Certain deemed distributions of participant loans2022-12-31$232,730
Value of total corrective distributions2022-12-31$2,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,185,451
Value of total assets at end of year2022-12-31$97,307,789
Value of total assets at beginning of year2022-12-31$131,200,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$89,974
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$975,335
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,324,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,324,706
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$5,053,334
Participant contributions at end of year2022-12-31$3,783,891
Participant contributions at beginning of year2022-12-31$4,349,070
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$853,176
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,156,053
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,162
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
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$0
Other income not declared elsewhere2022-12-31$-277,246
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-33,892,782
Value of net assets at end of year (total assets less liabilities)2022-12-31$97,307,789
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$131,200,571
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$72,386,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$104,235,039
Interest on participant loans2022-12-31$305,153
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$670,182
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,284,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$21,460,409
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,983,065
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,096,955
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,792,769
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$89,974
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLH CPAS, LLC
Accountancy firm EIN2022-12-31843967180
2021 : BLUE BIRD 401(K) 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$25,755,033
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$19,800,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,538,871
Expenses. Certain deemed distributions of participant loans2021-12-31$125,185
Value of total corrective distributions2021-12-31$23,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,067,213
Value of total assets at end of year2021-12-31$131,200,571
Value of total assets at beginning of year2021-12-31$125,245,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$112,996
Total interest from all sources2021-12-31$832,809
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,764,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,764,740
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$5,149,216
Participant contributions at end of year2021-12-31$4,349,070
Participant contributions at beginning of year2021-12-31$4,890,019
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,156,053
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$954,926
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$992,260
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$201,127
Administrative expenses (other) incurred2021-12-31$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$5,954,675
Value of net assets at end of year (total assets less liabilities)2021-12-31$131,200,571
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$125,245,896
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
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$104,235,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$95,979,339
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$210,255
Interest earned on other investments2021-12-31$622,554
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$21,460,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,421,612
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,889,144
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$925,737
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,538,871
Contract administrator fees2021-12-31$112,996
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 name2021-12-31CLIFTON, LIPFORD, HARDISON AND PAR
Accountancy firm EIN2021-12-31582253342
2020 : BLUE BIRD 401(K) 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$25,053,429
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,738,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,561,110
Expenses. Certain deemed distributions of participant loans2020-12-31$73,643
Value of total corrective distributions2020-12-31$4,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,730,405
Value of total assets at end of year2020-12-31$125,245,896
Value of total assets at beginning of year2020-12-31$115,931,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,639
Total interest from all sources2020-12-31$1,014,967
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,371,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,371,580
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,819,545
Participant contributions at end of year2020-12-31$4,890,019
Participant contributions at beginning of year2020-12-31$4,718,458
Assets. Other investments not covered elsewhere at end of year2020-12-31$954,926
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$709,038
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$302,887
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$245,888
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,314,792
Value of net assets at end of year (total assets less liabilities)2020-12-31$125,245,896
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$115,931,104
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
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$95,979,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$90,167,171
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$251,400
Interest earned on other investments2020-12-31$763,567
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,421,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,336,437
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,690,589
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,607,973
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,561,110
Contract administrator fees2020-12-31$99,639
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 name2020-12-31CLIFTON, LIPFORD, HUDSON, CPAS, LLC
Accountancy firm EIN2020-12-31843967180
2019 : BLUE BIRD 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$30,275,701
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,773,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,525,632
Expenses. Certain deemed distributions of participant loans2019-12-31$87,378
Value of total corrective distributions2019-12-31$38,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,094,362
Value of total assets at end of year2019-12-31$115,931,104
Value of total assets at beginning of year2019-12-31$100,429,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$122,396
Total interest from all sources2019-12-31$952,206
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,637,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,637,234
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,501,329
Participant contributions at end of year2019-12-31$4,718,458
Participant contributions at beginning of year2019-12-31$4,694,039
Assets. Other investments not covered elsewhere at end of year2019-12-31$709,038
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$49,250
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$320,701
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$62,176
Administrative expenses (other) incurred2019-12-31$1,225
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$15,502,010
Value of net assets at end of year (total assets less liabilities)2019-12-31$115,931,104
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$100,429,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$90,167,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,219,104
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$269,488
Interest earned on other investments2019-12-31$682,718
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,336,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,466,701
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,529,723
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$2,272,332
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,525,632
Contract administrator fees2019-12-31$121,171
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON, LIPFORD, HUDSON CPAS, LLC
Accountancy firm EIN2019-12-31843967180
2018 : BLUE BIRD 401(K) 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$3,827,998
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,423,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,211,807
Expenses. Certain deemed distributions of participant loans2018-12-31$105,021
Value of total corrective distributions2018-12-31$1,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,755,990
Value of total assets at end of year2018-12-31$100,429,094
Value of total assets at beginning of year2018-12-31$107,024,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$105,070
Total interest from all sources2018-12-31$996,345
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,713,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,713,814
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,738,915
Participant contributions at end of year2018-12-31$4,694,039
Participant contributions at beginning of year2018-12-31$4,599,663
Assets. Other investments not covered elsewhere at end of year2018-12-31$49,250
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$44,256
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$39,788
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$4,993
Administrative expenses (other) incurred2018-12-31$1,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,595,852
Value of net assets at end of year (total assets less liabilities)2018-12-31$100,429,094
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$107,024,946
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
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$76,219,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$84,522,758
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$241,242
Interest earned on other investments2018-12-31$755,103
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$19,466,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,858,269
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,643,144
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,977,287
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,211,807
Contract administrator fees2018-12-31$103,225
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 name2018-12-31CLIFTON, LIPFORD, HARDISON, AND PA
Accountancy firm EIN2018-12-31582253342
2017 : BLUE BIRD 401(K) 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$24,303,494
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,133,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,958,682
Expenses. Certain deemed distributions of participant loans2017-12-31$83,033
Value of total corrective distributions2017-12-31$405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,010,379
Value of total assets at end of year2017-12-31$107,024,946
Value of total assets at beginning of year2017-12-31$90,854,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$91,121
Total interest from all sources2017-12-31$849,704
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,084,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,084,800
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,806,255
Participant contributions at end of year2017-12-31$4,599,663
Participant contributions at beginning of year2017-12-31$4,267,682
Assets. Other investments not covered elsewhere at end of year2017-12-31$44,256
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$212,072
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$690
Administrative expenses (other) incurred2017-12-31$2,194
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$16,170,253
Value of net assets at end of year (total assets less liabilities)2017-12-31$107,024,946
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$90,854,693
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
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$84,522,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$68,800,096
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$196,287
Interest earned on other investments2017-12-31$653,417
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,858,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,786,915
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,357,921
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,992,052
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,958,682
Contract administrator fees2017-12-31$88,927
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 name2017-12-31CLIFTON, LIPFORD, HARDISON, AND PA
Accountancy firm EIN2017-12-31582253342
2016 : BLUE BIRD 401(K) 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$12,923,479
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,959,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,780,152
Expenses. Certain deemed distributions of participant loans2016-12-31$29,036
Value of total corrective distributions2016-12-31$77,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,015,112
Value of total assets at end of year2016-12-31$90,854,693
Value of total assets at beginning of year2016-12-31$85,890,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$71,930
Total interest from all sources2016-12-31$801,177
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,446,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,446,082
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,070,699
Participant contributions at end of year2016-12-31$4,267,682
Participant contributions at beginning of year2016-12-31$4,061,138
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$217,868
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$65
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$4,964,420
Value of net assets at end of year (total assets less liabilities)2016-12-31$90,854,693
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$85,890,273
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
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$68,800,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$64,936,889
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$170,789
Interest earned on other investments2016-12-31$630,388
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,786,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,892,246
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,661,108
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,726,545
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,780,152
Contract administrator fees2016-12-31$71,865
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 name2016-12-31CLIFTON, KIPFORD, HARDISON AND PAR
Accountancy firm EIN2016-12-31582253342
2015 : BLUE BIRD 401(K) 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$7,400,427
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,005,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,875,415
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$68,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,353,909
Value of total assets at end of year2015-12-31$85,890,273
Value of total assets at beginning of year2015-12-31$84,495,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,088
Total interest from all sources2015-12-31$834,924
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,393,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,393,516
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31No
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,708,306
Participant contributions at end of year2015-12-31$4,061,138
Participant contributions at beginning of year2015-12-31$3,790,610
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,402
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$125
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$1,394,632
Value of net assets at end of year (total assets less liabilities)2015-12-31$85,890,273
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$84,495,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31Yes
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
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$64,936,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$64,678,102
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$162,543
Interest earned on other investments2015-12-31$672,381
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,892,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,026,929
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,181,922
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,609,201
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,875,415
Contract administrator fees2015-12-31$61,963
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 name2015-12-31CLIFTON, LIPFORD, HARDISON AND PAR
Accountancy firm EIN2015-12-31582253342
2014 : BLUE BIRD 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$11,331,895
Total of all expenses incurred2014-12-31$4,814,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,732,683
Expenses. Certain deemed distributions of participant loans2014-12-31$25,332
Value of total corrective distributions2014-12-31$3,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,864,330
Value of total assets at end of year2014-12-31$84,495,641
Value of total assets at beginning of year2014-12-31$77,978,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,815
Total interest from all sources2014-12-31$764,428
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,278,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,278,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$4,215,147
Participant contributions at end of year2014-12-31$3,790,610
Participant contributions at beginning of year2014-12-31$3,576,568
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$174,657
Administrative expenses (other) incurred2014-12-31$225
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$6,517,052
Value of net assets at end of year (total assets less liabilities)2014-12-31$84,495,641
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$77,978,589
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$64,678,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$58,833,069
Interest on participant loans2014-12-31$155,948
Interest earned on other investments2014-12-31$608,480
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,026,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,568,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$424,487
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$1,474,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,732,683
Contract administrator fees2014-12-31$53,590
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON, LIPFORD, HARDISON & PARKER
Accountancy firm EIN2014-12-31582253342
2013 : BLUE BIRD 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$19,153,320
Total of all expenses incurred2013-12-31$4,723,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,641,487
Expenses. Certain deemed distributions of participant loans2013-12-31$20,858
Value of total corrective distributions2013-12-31$18,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,878,404
Value of total assets at end of year2013-12-31$77,978,589
Value of total assets at beginning of year2013-12-31$63,548,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,430
Total interest from all sources2013-12-31$771,749
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,656,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,656,637
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$3,574,930
Participant contributions at end of year2013-12-31$3,576,568
Participant contributions at beginning of year2013-12-31$3,384,733
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$151,040
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$14,430,296
Value of net assets at end of year (total assets less liabilities)2013-12-31$77,978,589
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,548,293
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$58,833,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,506,622
Interest on participant loans2013-12-31$145,028
Interest earned on other investments2013-12-31$626,721
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,568,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,656,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,846,530
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$1,152,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,641,487
Contract administrator fees2013-12-31$42,430
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 name2013-12-31CLIFTON, LIPFORD, HARDISON & PARKER
Accountancy firm EIN2013-12-31582253342
2012 : BLUE BIRD 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,827,147
Total of all expenses incurred2012-12-31$4,761,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,700,344
Expenses. Certain deemed distributions of participant loans2012-12-31$10,297
Value of total corrective distributions2012-12-31$19,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,679,377
Value of total assets at end of year2012-12-31$63,548,293
Value of total assets at beginning of year2012-12-31$57,482,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,370
Total interest from all sources2012-12-31$847,767
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,198,558
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$1,198,558
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,926,640
Participant contributions at end of year2012-12-31$3,384,733
Participant contributions at beginning of year2012-12-31$3,180,568
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$153,797
Administrative expenses (other) incurred2012-12-31$95
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$6,065,336
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,548,293
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,482,957
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$45,506,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$39,218,893
Interest on participant loans2012-12-31$138,258
Interest earned on other investments2012-12-31$709,509
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,656,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,083,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,101,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$598,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,700,344
Contract administrator fees2012-12-31$31,275
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 name2012-12-31CLIFTON, LIPFORD, HARDISON & PARKER
Accountancy firm EIN2012-12-31582253342
2011 : BLUE BIRD 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,050,810
Total of all expenses incurred2011-12-31$5,777,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,746,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,306,835
Value of total assets at end of year2011-12-31$57,482,957
Value of total assets at beginning of year2011-12-31$61,210,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,635
Total interest from all sources2011-12-31$907,190
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$698,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$698,472
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,880,046
Participant contributions at end of year2011-12-31$3,180,568
Participant contributions at beginning of year2011-12-31$2,800,800
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$65,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,727,189
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,482,957
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$61,210,146
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$39,218,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$44,770,422
Interest on participant loans2011-12-31$134,024
Interest earned on other investments2011-12-31$773,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,083,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,638,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,861,687
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$360,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,746,364
Contract administrator fees2011-12-31$31,635
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 name2011-12-31CLIFTON, LIPFORD, HARDISON & PARKER
Accountancy firm EIN2011-12-31582253342
2010 : BLUE BIRD 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$9,584,237
Total of all expenses incurred2010-12-31$8,325,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,208,465
Expenses. Certain deemed distributions of participant loans2010-12-31$40,191
Value of total corrective distributions2010-12-31$42,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,057,705
Value of total assets at end of year2010-12-31$61,210,146
Value of total assets at beginning of year2010-12-31$59,951,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,470
Total interest from all sources2010-12-31$901,613
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$461,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$461,880
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,859,220
Participant contributions at end of year2010-12-31$2,800,800
Participant contributions at beginning of year2010-12-31$3,223,583
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$198,485
Administrative expenses (other) incurred2010-12-31$120
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$1,259,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$61,210,146
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$59,951,146
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$44,770,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,386,918
Interest on participant loans2010-12-31$153,417
Interest earned on other investments2010-12-31$748,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,638,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,340,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,163,039
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,208,465
Contract administrator fees2010-12-31$34,350
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 name2010-12-31CLIFTON, LIPFORD, HARDISON & PARKER
Accountancy firm EIN2010-12-31582253342

Form 5500 Responses for BLUE BIRD 401(K) PLAN

2023: BLUE BIRD 401(K) 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: BLUE BIRD 401(K) 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: BLUE BIRD 401(K) 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: BLUE BIRD 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLUE BIRD 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BLUE BIRD 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BLUE BIRD 401(K) 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: BLUE BIRD 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: BLUE BIRD 401(K) 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: BLUE BIRD 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLUE BIRD 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: BLUE BIRD 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: BLUE BIRD 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: BLUE BIRD 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number762329-01
Policy instance 1
Insurance contract or identification number762329-01
Number of Individuals Covered307
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number762329-01
Policy instance 1
Insurance contract or identification number762329-01
Number of Individuals Covered1962
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered2130
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered2303
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered2715
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered2288
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered2018
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered1625
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered1506
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered1444
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered1364
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered1324
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60203
Policy instance 1
Insurance contract or identification numberMR 60203
Number of Individuals Covered1259
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1