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THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE UNITED COMPANIES 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PLANTGISTIX HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:PLANTGISTIX HOLDINGS, LLC
Employer identification number (EIN):742176078
NAIC Classification:493100

Additional information about PLANTGISTIX HOLDINGS, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1981-05-05
Company Identification Number: 0056083400
Legal Registered Office Address: 9900 CORPORATE CAMPUS DR STE 3200

LOUISVILLE
United States of America (USA)
40223

More information about PLANTGISTIX HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01BRENDA BARNHART2022-10-14
0012020-01-01BRENDA BARNHART2021-10-14
0012019-01-01TIFFANI SPELLER2020-10-13
0012019-01-01TIFFANI SPELLER2020-12-21
0012018-01-01TIFFANI SPELLER2020-01-31
0012013-01-01JESSICA KIEFER JESSICA KIEFER2014-10-13
0012012-01-01PERRY FREEMAN
0012011-01-01PERRY FREEMAN
0012010-01-01PERRY FREEMAN
0012009-01-01ERIC KLENK

Plan Statistics for THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01290
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01213
Total number of active participants reported on line 7a of the Form 55002020-01-01252
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01290
Number of participants with account balances2020-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01171
Total number of active participants reported on line 7a of the Form 55002019-01-01186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01208
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01160
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01175
Number of participants with account balances2018-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2013: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01216
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01179
Total number of active participants reported on line 7a of the Form 55002012-01-01209
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01216
Total participants2012-01-01216
Number of participants with account balances2012-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01224
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01179
Total participants2011-01-01179
Number of participants with account balances2011-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0152
2010: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01282
Total number of active participants reported on line 7a of the Form 55002010-01-01218
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01229
Number of participants with account balances2010-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01260
Total number of active participants reported on line 7a of the Form 55002009-01-01274
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01285
Number of participants with account balances2009-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$5,176,858
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$1,251,263
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$556,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$550,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$645,834
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$4,482,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,359
Total interest from all sources2021-12-31$7,476
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$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$361,768
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$162,872
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$8,343
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$42,615
Administrative expenses (other) incurred2021-12-31$3
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$694,682
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,482,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,080,801
Interest on participant loans2021-12-31$7,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$224,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$597,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$241,451
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$5,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$550,222
Contract administrator fees2021-12-31$6,356
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2021-12-31750786316
2020 : THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2020 401k financial data
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$469,358
Total income from all sources (including contributions)2020-12-31$1,307,191
Total of all expenses incurred2020-12-31$524,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$519,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$739,625
Value of total assets at end of year2020-12-31$4,482,176
Value of total assets at beginning of year2020-12-31$4,168,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,332
Total interest from all sources2020-12-31$9,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$402,846
Participant contributions at end of year2020-12-31$162,872
Participant contributions at beginning of year2020-12-31$182,956
Participant contributions at end of year2020-12-31$8,343
Participant contributions at beginning of year2020-12-31$4,316
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,310
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$782,673
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,482,176
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,699,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$4,080,801
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,960,692
Interest on participant loans2020-12-31$7,538
Interest earned on other investments2020-12-31$1,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$224,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$558,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$271,469
Employer contributions (assets) at end of year2020-12-31$5,592
Employer contributions (assets) at beginning of year2020-12-31$2,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$519,186
Contract administrator fees2020-12-31$5,332
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$469,358
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 name2020-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2020-12-31750786316
2019 : THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$469,358
Total income from all sources (including contributions)2019-12-31$1,145,503
Total income from all sources (including contributions)2019-12-31$1,145,503
Total of all expenses incurred2019-12-31$645,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$640,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$640,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$521,024
Value of total assets at end of year2019-12-31$3,692,996
Value of total assets at beginning of year2019-12-31$3,192,806
Value of total assets at beginning of year2019-12-31$3,192,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,840
Total interest from all sources2019-12-31$8,948
Total interest from all sources2019-12-31$8,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$328,642
Contributions received from participants2019-12-31$328,642
Participant contributions at end of year2019-12-31$182,956
Participant contributions at end of year2019-12-31$182,956
Participant contributions at beginning of year2019-12-31$192,001
Participant contributions at beginning of year2019-12-31$192,001
Participant contributions at end of year2019-12-31$4,316
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,072
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$500,190
Value of net income/loss2019-12-31$500,190
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,692,996
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,692,996
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,192,806
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,192,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,491,334
Value of interest in pooled separate accounts at end of year2019-12-31$3,491,334
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,952,302
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,952,302
Interest on participant loans2019-12-31$8,948
Interest on participant loans2019-12-31$8,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$48,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$48,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$615,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$615,531
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$165,310
Employer contributions (assets) at end of year2019-12-31$2,191
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$640,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$640,473
Contract administrator fees2019-12-31$4,840
Contract administrator fees2019-12-31$4,840
Liabilities. Value of benefit claims payable at end of year2019-12-31$469,358
Did the plan have assets held for investment2019-12-31Yes
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
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 name2019-12-31WEAVER & TIDWELL LLP
Accountancy firm name2019-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2019-12-31750786316
Accountancy firm EIN2019-12-31750786316
2018 : THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$317,726
Total of all expenses incurred2018-12-31$261,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$259,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$457,780
Value of total assets at end of year2018-12-31$3,192,806
Value of total assets at beginning of year2018-12-31$3,136,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,045
Total interest from all sources2018-12-31$8,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$277,747
Participant contributions at end of year2018-12-31$192,001
Participant contributions at beginning of year2018-12-31$185,539
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,956
Other income not declared elsewhere2018-12-31$12,375
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$55,826
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,192,806
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,136,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,952,302
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,922,525
Interest on participant loans2018-12-31$8,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$48,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$28,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-161,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$177,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$259,855
Contract administrator fees2018-12-31$2,045
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 name2018-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2018-12-31750786316
2013 : THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total transfer of assets from this plan2013-12-31$2,605,749
Total income from all sources (including contributions)2013-12-31$841,499
Total of all expenses incurred2013-12-31$645,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$627,699
Expenses. Certain deemed distributions of participant loans2013-12-31$6,153
Value of total corrective distributions2013-12-31$8,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$453,208
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$2,409,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,102
Total interest from all sources2013-12-31$5,236
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$59,737
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$59,737
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$241,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$310,485
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$149,611
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,901
Administrative expenses (other) incurred2013-12-31$3,102
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$195,879
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,409,870
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,149,127
Interest on participant loans2013-12-31$5,236
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$111,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$292,687
Net investment gain or loss from common/collective trusts2013-12-31$30,631
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$140,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$627,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
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 PBGC2013-12-31Yes
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 name2013-12-31SPAIN PRICE READER & THOMPSON
Accountancy firm EIN2013-12-31741663570
2012 : THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$849,028
Total of all expenses incurred2012-12-31$838,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$823,188
Value of total corrective distributions2012-12-31$12,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$571,702
Value of total assets at end of year2012-12-31$2,409,870
Value of total assets at beginning of year2012-12-31$2,399,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,823
Total interest from all sources2012-12-31$4,747
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$38,407
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$38,407
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$240,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$336,790
Participant contributions at end of year2012-12-31$149,611
Participant contributions at beginning of year2012-12-31$77,513
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$94,114
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$10,153
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,409,870
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,399,717
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$2,149,127
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,311,444
Interest on participant loans2012-12-31$4,747
Value of interest in common/collective trusts at end of year2012-12-31$111,132
Value of interest in common/collective trusts at beginning of year2012-12-31$10,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,378
Net investment gain/loss from pooled separate accounts2012-12-31$224,410
Net investment gain or loss from common/collective trusts2012-12-31$384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$140,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$823,188
Contract administrator fees2012-12-31$2,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31SPAIN, PRICE, READER, & THOMPSON
Accountancy firm EIN2012-12-31741663570
2011 : THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$350,158
Total of all expenses incurred2011-12-31$288,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$242,779
Value of total corrective distributions2011-12-31$44,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$382,737
Value of total assets at end of year2011-12-31$2,399,717
Value of total assets at beginning of year2011-12-31$2,338,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,346
Total interest from all sources2011-12-31$3,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$274,924
Participant contributions at end of year2011-12-31$77,513
Participant contributions at beginning of year2011-12-31$70,518
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$4,850
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$61,409
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,399,717
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,338,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,311,444
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,255,252
Interest on participant loans2011-12-31$3,551
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$10,760
Value of interest in common/collective trusts at beginning of year2011-12-31$5,488
Net investment gain/loss from pooled separate accounts2011-12-31$-36,384
Net investment gain or loss from common/collective trusts2011-12-31$254
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$107,813
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$2,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$242,779
Contract administrator fees2011-12-31$1,346
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31SPAIN, PRICE, READER & THOMPSON P.C
Accountancy firm EIN2011-12-31741663570
2010 : THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$833,023
Total of all expenses incurred2010-12-31$83,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$67,707
Value of total corrective distributions2010-12-31$13,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$597,857
Value of total assets at end of year2010-12-31$2,338,306
Value of total assets at beginning of year2010-12-31$1,589,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,230
Total interest from all sources2010-12-31$2,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$286,075
Participant contributions at end of year2010-12-31$70,518
Participant contributions at beginning of year2010-12-31$13,738
Participant contributions at end of year2010-12-31$4,850
Participant contributions at beginning of year2010-12-31$2,915
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$192,930
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$749,176
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,338,306
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,589,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,255,252
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,564,819
Interest on participant loans2010-12-31$2,563
Interest earned on other investments2010-12-31$134
Value of interest in common/collective trusts at end of year2010-12-31$5,488
Value of interest in common/collective trusts at beginning of year2010-12-31$1,206
Net investment gain/loss from pooled separate accounts2010-12-31$232,286
Net investment gain or loss from common/collective trusts2010-12-31$183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$118,852
Employer contributions (assets) at end of year2010-12-31$2,198
Employer contributions (assets) at beginning of year2010-12-31$6,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$67,707
Contract administrator fees2010-12-31$2,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31SPAIN, PRICE, READER & THOMPSON P.C
Accountancy firm EIN2010-12-31741663570
2009 : THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN

2021: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingYes
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: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2013: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE UNITED COMPANIES 401(K) PROFIT SHARING 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: THE UNITED COMPANIES 401(K) PROFIT SHARING 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
2010: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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 numberGA-841899
Policy instance 1
Insurance contract or identification numberGA-841899
Number of Individuals Covered0
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 $2,700
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2700
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-841899
Policy instance 1
Insurance contract or identification numberGA-841899
Number of Individuals Covered144
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,780
Total amount of fees paid to insurance companyUSD $1,822
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,780
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees1822
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-841899
Policy instance 1
Insurance contract or identification numberGA-841899
Number of Individuals Covered108
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,030
Total amount of fees paid to insurance companyUSD $1,672
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,030
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees1672
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-841899
Policy instance 1
Insurance contract or identification numberGA-841899
Number of Individuals Covered96
Total amount of commissions paid to insurance brokerUSD $10,798
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,798
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3

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