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B & M ROOFING OF COLORADO 401(K) PLAN 401k Plan overview

Plan NameB & M ROOFING OF COLORADO 401(K) PLAN
Plan identification number 001

B & M ROOFING OF COLORADO 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.
  • 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

B&M ROOFING OF COLORADO has sponsored the creation of one or more 401k plans.

Company Name:B&M ROOFING OF COLORADO
Employer identification number (EIN):840646744
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B & M ROOFING OF COLORADO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICK ROSENDAHL2018-10-05
0012016-01-01RICK ROSENDAHL
0012015-01-01RICK ROSENDAHL RICK ROSENDAHL2016-10-07
0012015-01-01RICK ROSENDAHL
0012015-01-01RICK ROSENDAHL RICK ROSENDAHL2016-10-07
0012014-01-01RICK ROSENDAHL2015-07-30 RICK ROSENDAHL2015-07-30
0012013-01-01RICK ROSENDAHL2014-05-27
0012012-01-01RICK ROSENDAHL2013-07-18
0012011-01-01RICK ROSENDAHL2012-07-26 RICK ROSENDAHL2012-07-26
0012010-01-01RICK ROSENDAHL
0012009-01-01RICK ROSENDAHL

Plan Statistics for B & M ROOFING OF COLORADO 401(K) PLAN

401k plan membership statisitcs for B & M ROOFING OF COLORADO 401(K) PLAN

Measure Date Value
2023: B & M ROOFING OF COLORADO 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01133
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: B & M ROOFING OF COLORADO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01140
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01128
Number of participants with account balances2022-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: B & M ROOFING OF COLORADO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01155
Total number of active participants reported on line 7a of the Form 55002021-01-01123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01137
Number of participants with account balances2021-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: B & M ROOFING OF COLORADO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01136
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01155
Number of participants with account balances2020-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: B & M ROOFING OF COLORADO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01113
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01136
Number of participants with account balances2019-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: B & M ROOFING OF COLORADO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01111
Number of participants with account balances2018-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2016: B & M ROOFING OF COLORADO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01110
Total number of active participants reported on line 7a of the Form 55002016-01-0180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0195
Number of participants with account balances2016-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: B & M ROOFING OF COLORADO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01134
Total number of active participants reported on line 7a of the Form 55002015-01-0189
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01101
Number of participants with account balances2015-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2010: B & M ROOFING OF COLORADO 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01105
Total number of active participants reported on line 7a of the Form 55002010-01-0195
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01102
Number of participants with account balances2010-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: B & M ROOFING OF COLORADO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01112
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01126
Number of participants with account balances2009-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on B & M ROOFING OF COLORADO 401(K) PLAN

Measure Date Value
2023 : B & M ROOFING OF COLORADO 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-24$0
Total transfer of assets from this plan2023-01-24$4,737,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-24$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-24$0
Total income from all sources (including contributions)2023-01-24$249,454
Total loss/gain on sale of assets2023-01-24$0
Total of all expenses incurred2023-01-24$13,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-24$13,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-24$17,810
Value of total assets at end of year2023-01-24$0
Value of total assets at beginning of year2023-01-24$4,501,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-24$422
Total interest from all sources2023-01-24$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-24Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-24$0
Total dividends received from registered investment company shares (eg mutual funds)2023-01-24$0
Was this plan covered by a fidelity bond2023-01-24Yes
Value of fidelity bond cover2023-01-24$500,000
If this is an individual account plan, was there a blackout period2023-01-24No
Were there any nonexempt tranactions with any party-in-interest2023-01-24No
Contributions received from participants2023-01-24$12,378
Other income not declared elsewhere2023-01-24$216
Administrative expenses (other) incurred2023-01-24$212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-24No
Value of net income/loss2023-01-24$235,684
Value of net assets at end of year (total assets less liabilities)2023-01-24$0
Value of net assets at beginning of year (total assets less liabilities)2023-01-24$4,501,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-24No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-24No
Were any leases to which the plan was party in default or uncollectible2023-01-24No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-24$4,381,531
Interest on participant loans2023-01-24$0
Income. Interest from loans (other than to participants)2023-01-24$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-24$119,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-24$231,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-24No
Was there a failure to transmit to the plan any participant contributions2023-01-24No
Has the plan failed to provide any benefit when due under the plan2023-01-24No
Contributions received in cash from employer2023-01-24$5,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-24$13,348
Contract administrator fees2023-01-24$210
Did the plan have assets held for investment2023-01-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-24Yes
Opinion of an independent qualified public accountant for this plan2023-01-24Unqualified
Accountancy firm name2023-01-24WIPFLI LLP
Accountancy firm EIN2023-01-24390758449
2022 : B & M ROOFING OF COLORADO 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-488,022
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$269,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$240,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$443,138
Value of total assets at end of year2022-12-31$4,501,491
Value of total assets at beginning of year2022-12-31$5,258,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,450
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$82,157
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$82,157
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$310,651
Other income not declared elsewhere2022-12-31$3,434
Administrative expenses (other) incurred2022-12-31$493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-757,099
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,501,491
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,258,590
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
Investment advisory and management fees2022-12-31$24,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,381,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,905,253
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$119,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$353,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,016,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$132,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$240,627
Contract administrator fees2022-12-31$3,509
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : B & M ROOFING OF COLORADO 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$1,143,923
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$378,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$358,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$440,839
Value of total assets at end of year2021-12-31$5,258,590
Value of total assets at beginning of year2021-12-31$4,493,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,476
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$72,798
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$72,798
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$304,345
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$15,180
Other income not declared elsewhere2021-12-31$6,387
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$765,590
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,258,590
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,493,000
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$18,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,905,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,183,129
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
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$42,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$353,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$250,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$623,486
Net investment gain or loss from common/collective trusts2021-12-31$413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$136,494
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$358,857
Contract administrator fees2021-12-31$920
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 name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : B & M ROOFING OF COLORADO 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$1,080,677
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$113,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$96,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$434,381
Value of total assets at end of year2020-12-31$4,493,000
Value of total assets at beginning of year2020-12-31$3,525,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,581
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$67,952
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$67,952
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$311,485
Participant contributions at end of year2020-12-31$15,180
Other income not declared elsewhere2020-12-31$3,198
Administrative expenses (other) incurred2020-12-31$160
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$967,540
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,493,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,525,460
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$14,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,183,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,428,323
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$42,637
Value of interest in common/collective trusts at beginning of year2020-12-31$42,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$250,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$54,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$574,618
Net investment gain or loss from common/collective trusts2020-12-31$528
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$122,896
Employer contributions (assets) at end of year2020-12-31$1,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$96,556
Contract administrator fees2020-12-31$2,370
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 name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : B & M ROOFING OF COLORADO 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$1,044,019
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$-2,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$423,528
Value of total assets at end of year2019-12-31$3,525,460
Value of total assets at beginning of year2019-12-31$2,493,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,189
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$70,217
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$70,217
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
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$304,198
Other income not declared elsewhere2019-12-31$204
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$1,031,901
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,525,460
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,493,559
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$11,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,428,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,421,972
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$42,533
Value of interest in common/collective trusts at beginning of year2019-12-31$71,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$548,558
Net investment gain or loss from common/collective trusts2019-12-31$1,512
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
Contributions received in cash from employer2019-12-31$119,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$-2,071
Contract administrator fees2019-12-31$2,740
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 name2019-12-31WIPFLI
Accountancy firm EIN2019-12-31390758449
2018 : B & M ROOFING OF COLORADO 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$242,083
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$212,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$198,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$392,631
Value of total assets at end of year2018-12-31$2,493,559
Value of total assets at beginning of year2018-12-31$2,464,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,659
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$57,208
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$57,208
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
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$245,606
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,766
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$29,395
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,493,559
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,464,164
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$10,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,421,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,409,367
Value of interest in common/collective trusts at end of year2018-12-31$71,587
Value of interest in common/collective trusts at beginning of year2018-12-31$54,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-208,815
Net investment gain or loss from common/collective trusts2018-12-31$1,059
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$145,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$198,029
Contract administrator fees2018-12-31$4,489
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WIPFLI
Accountancy firm EIN2018-12-31390758449
2016 : B & M ROOFING OF COLORADO 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$515,927
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$44,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$332,421
Value of total assets at end of year2016-12-31$2,521,695
Value of total assets at beginning of year2016-12-31$2,050,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,176
Total interest from all sources2016-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$38,290
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$38,290
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
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$213,788
Participant contributions at end of year2016-12-31$7,482
Participant contributions at beginning of year2016-12-31$6,111
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$471,428
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,521,695
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,050,267
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$8,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,881,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,937,991
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$590,908
Value of interest in common/collective trusts at beginning of year2016-12-31$106,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$16
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$140,461
Net investment gain or loss from common/collective trusts2016-12-31$4,739
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
Contributions received in cash from employer2016-12-31$118,633
Employer contributions (assets) at end of year2016-12-31$41,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,323
Contract administrator fees2016-12-31$5,460
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 name2016-12-31BAUERLE & COMPANY
Accountancy firm EIN2016-12-31840817888
2015 : B & M ROOFING OF COLORADO 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$190,655
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$161,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$148,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$232,101
Value of total assets at end of year2015-12-31$2,050,267
Value of total assets at beginning of year2015-12-31$2,021,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,050
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$36,581
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$36,581
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
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$178,807
Participant contributions at end of year2015-12-31$6,111
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$28,862
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,050,267
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,021,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,937,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,021,405
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$106,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-79,524
Net investment gain or loss from common/collective trusts2015-12-31$1,497
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
Contributions received in cash from employer2015-12-31$53,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$148,743
Contract administrator fees2015-12-31$4,715
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 name2015-12-31BAUERLE & COMPANY
Accountancy firm EIN2015-12-31840817888
2010 : B & M ROOFING OF COLORADO 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$265,699
Expenses. Total of all expenses incurred2010-12-31$163,130
Benefits paid (including direct rollovers)2010-12-31$161,672
Total plan assets at end of year2010-12-31$1,175,280
Total plan assets at beginning of year2010-12-31$1,072,711
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$116,177
Other income received2010-12-31$130,295
Net income (gross income less expenses)2010-12-31$102,569
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,175,280
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,072,711
Total contributions received or receivable from employer(s)2010-12-31$19,227
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,458
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : B & M ROOFING OF COLORADO 401(K) 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 B & M ROOFING OF COLORADO 401(K) PLAN

2023: B & M ROOFING OF COLORADO 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 filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: B & M ROOFING OF COLORADO 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: B & M ROOFING OF COLORADO 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: B & M ROOFING OF COLORADO 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: B & M ROOFING OF COLORADO 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: B & M ROOFING OF COLORADO 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2016: B & M ROOFING OF COLORADO 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: B & M ROOFING OF COLORADO 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2010: B & M ROOFING OF COLORADO 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: B & M ROOFING OF COLORADO 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813142
Policy instance 1
Insurance contract or identification number813142
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-01-24
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813142
Policy instance 1
Insurance contract or identification number813142
Number of Individuals Covered75
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number
Policy instance 1
Number of Individuals Covered65
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number
Policy instance 1
Number of Individuals Covered61
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number
Policy instance 1
Number of Individuals Covered56
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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