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BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN
Plan identification number 001

BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRENT BROWN has sponsored the creation of one or more 401k plans.

Company Name:BRENT BROWN
Employer identification number (EIN):870672707
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01CATHY NIELSON CATHY NIELSON2018-09-27
0012016-01-01CATHY NIELSON2017-06-16 CATHY NIELSON2017-06-16
0012015-01-01CATHY NIELSON2016-04-14 CATHY NIELSON2016-04-14
0012014-01-01CATHY NIELSON2015-04-08 CATHY NIELSON2015-04-08
0012013-01-01CATHY NIELSON2014-04-16 CATHY NIELSON2014-04-16
0012012-01-01CATHY NIELSON2013-06-25 CATHY NIELSON2013-06-25
0012011-01-01CATHY NIELSON CATHY NIELSON2012-07-19
0012010-01-01CATHY NIELSON CATHY NIELSON2013-06-19
0012009-01-01CATHY NIELSON CATHY NIELSON2010-10-07
0012007-01-01PAMELA HITT

Plan Statistics for BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2019: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01128
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01127
Number of participants with account balances2018-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01130
Total number of active participants reported on line 7a of the Form 55002017-01-01112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01123
Number of participants with account balances2017-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2011: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01111
Total number of active participants reported on line 7a of the Form 55002011-01-0164
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0179
Number of participants with account balances2011-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01241
Total number of active participants reported on line 7a of the Form 55002010-01-0194
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01121
Number of participants with account balances2010-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01195
Total number of active participants reported on line 7a of the Form 55002009-01-01184
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01211
Number of participants with account balances2009-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017
2007: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01110
Total number of active participants reported on line 7a of the Form 55002007-01-01100
Number of other retired or separated participants entitled to future benefits2007-01-014
Total of all active and inactive participants2007-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-011
Total participants2007-01-01105
Number of participants with account balances2007-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-011

Financial Data on BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-19$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-19$0
Total unrealized appreciation/depreciation of assets2019-12-19$0
Total transfer of assets to this plan2019-12-19$0
Total transfer of assets from this plan2019-12-19$4,866,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-19$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-19$0
Total income from all sources (including contributions)2019-12-19$150,092
Total loss/gain on sale of assets2019-12-19$0
Total of all expenses incurred2019-12-19$733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-19$0
Expenses. Certain deemed distributions of participant loans2019-12-19$0
Value of total corrective distributions2019-12-19$697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-19$0
Value of total assets at end of year2019-12-19$0
Value of total assets at beginning of year2019-12-19$4,716,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-19$36
Total income from rents2019-12-19$0
Total interest from all sources2019-12-19$-276
Total dividends received (eg from common stock, registered investment company shares)2019-12-19$126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-19No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-19$126
Administrative expenses professional fees incurred2019-12-19$0
Was this plan covered by a fidelity bond2019-12-19Yes
Value of fidelity bond cover2019-12-19$500,000
If this is an individual account plan, was there a blackout period2019-12-19No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-19$0
Were there any nonexempt tranactions with any party-in-interest2019-12-19No
Amount of non-exempt transactions with any party-in-interest2019-12-19$0
Contributions received from participants2019-12-19$0
Participant contributions at end of year2019-12-19$0
Participant contributions at beginning of year2019-12-19$197,325
Participant contributions at end of year2019-12-19$0
Participant contributions at beginning of year2019-12-19$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-19$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-19$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-19$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-19$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-19$0
Other income not declared elsewhere2019-12-19$0
Administrative expenses (other) incurred2019-12-19$0
Liabilities. Value of operating payables at beginning of year2019-12-19$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-19No
Value of net income/loss2019-12-19$149,359
Value of net assets at end of year (total assets less liabilities)2019-12-19$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-19$4,716,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-19No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-19No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-19$0
Were any leases to which the plan was party in default or uncollectible2019-12-19No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-19$0
Investment advisory and management fees2019-12-19$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-19$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-19$1,211,068
Value of interest in pooled separate accounts at end of year2019-12-19$0
Value of interest in pooled separate accounts at beginning of year2019-12-19$2,468,271
Interest on participant loans2019-12-19$-276
Income. Interest from loans (other than to participants)2019-12-19$0
Interest earned on other investments2019-12-19$0
Income. Interest from US Government securities2019-12-19$0
Income. Interest from corporate debt instruments2019-12-19$0
Value of interest in common/collective trusts at end of year2019-12-19$0
Value of interest in common/collective trusts at beginning of year2019-12-19$840,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-19$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-19$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-19$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-19$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-19$43,032
Net investment gain/loss from pooled separate accounts2019-12-19$77,432
Net investment gain or loss from common/collective trusts2019-12-19$29,778
Net gain/loss from 103.12 investment entities2019-12-19$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-19No
Was there a failure to transmit to the plan any participant contributions2019-12-19No
Has the plan failed to provide any benefit when due under the plan2019-12-19No
Contributions received in cash from employer2019-12-19$0
Employer contributions (assets) at end of year2019-12-19$0
Employer contributions (assets) at beginning of year2019-12-19$0
Income. Dividends from preferred stock2019-12-19$0
Income. Dividends from common stock2019-12-19$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-19$0
Contract administrator fees2019-12-19$36
Liabilities. Value of benefit claims payable at beginning of year2019-12-19$0
Did the plan have assets held for investment2019-12-19No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-19No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-19Yes
Aggregate proceeds on sale of assets2019-12-19$0
Aggregate carrying amount (costs) on sale of assets2019-12-19$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-19$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-19Yes
Opinion of an independent qualified public accountant for this plan2019-12-19Disclaimer
Accountancy firm name2019-12-19MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-19431947695
2018 : BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$252,290
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$682,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$652,690
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$508,851
Value of total assets at end of year2018-12-31$4,716,835
Value of total assets at beginning of year2018-12-31$5,146,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,751
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$8,804
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,851
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$14,851
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$394,181
Participant contributions at end of year2018-12-31$197,325
Participant contributions at beginning of year2018-12-31$205,261
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-430,151
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,716,835
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,146,986
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,211,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$900,417
Value of interest in pooled separate accounts at end of year2018-12-31$2,468,271
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,917,496
Interest on participant loans2018-12-31$8,804
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$840,171
Value of interest in common/collective trusts at beginning of year2018-12-31$1,123,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-96,391
Net investment gain/loss from pooled separate accounts2018-12-31$-198,212
Net investment gain or loss from common/collective trusts2018-12-31$14,387
Net gain/loss from 103.12 investment entities2018-12-31$0
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$114,670
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$15
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$652,690
Contract administrator fees2018-12-31$29,751
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,185,317
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$204,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$177,597
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$526,753
Value of total assets at end of year2017-12-31$5,146,986
Value of total assets at beginning of year2017-12-31$4,166,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,946
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$6,944
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,484
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$450,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$413,013
Participant contributions at end of year2017-12-31$205,261
Participant contributions at beginning of year2017-12-31$147,345
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$980,774
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,146,986
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,166,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$900,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$426,368
Value of interest in pooled separate accounts at end of year2017-12-31$2,917,496
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,524,368
Interest on participant loans2017-12-31$6,944
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,123,797
Value of interest in common/collective trusts at beginning of year2017-12-31$1,068,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$148,527
Net investment gain/loss from pooled separate accounts2017-12-31$477,262
Net investment gain or loss from common/collective trusts2017-12-31$16,347
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$113,740
Employer contributions (assets) at end of year2017-12-31$15
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$177,597
Contract administrator fees2017-12-31$26,946
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SHAW & CO., P.C.
Accountancy firm EIN2017-12-31460952065
2011 : BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$184,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$240,805
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$985,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$972,207
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$9,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$193,910
Value of total assets at end of year2011-12-31$2,598,579
Value of total assets at beginning of year2011-12-31$3,527,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,451
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$5,427
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,345
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$126,279
Participant contributions at end of year2011-12-31$53,944
Participant contributions at beginning of year2011-12-31$64,022
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,739
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,101
Administrative expenses (other) incurred2011-12-31$104
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-744,271
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,598,579
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,527,194
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$273,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$458,998
Value of interest in pooled separate accounts at end of year2011-12-31$1,338,092
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,799,824
Interest on participant loans2011-12-31$2,174
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$3,253
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$769,238
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$164,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$204,350
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-10,219
Net investment gain/loss from pooled separate accounts2011-12-31$23,900
Net investment gain or loss from common/collective trusts2011-12-31$22,341
Net gain/loss from 103.12 investment entities2011-12-31$0
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$33,892
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$972,207
Contract administrator fees2011-12-31$3,347
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31SHAW MUMFORD & CO, P.C.
Accountancy firm EIN2011-12-31841420542
2010 : BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$779,933
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,192,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,180,122
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$2,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$356,220
Value of total assets at end of year2010-12-31$3,527,194
Value of total assets at beginning of year2010-12-31$3,939,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,645
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$8,304
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$14,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$14,043
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$216,345
Participant contributions at end of year2010-12-31$64,022
Participant contributions at beginning of year2010-12-31$116,851
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$76,458
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$4,087
Administrative expenses (other) incurred2010-12-31$519
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-412,177
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,527,194
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,939,371
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$458,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$668,096
Value of interest in pooled separate accounts at end of year2010-12-31$2,799,824
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,972,795
Interest on participant loans2010-12-31$4,191
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$4,113
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$204,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$181,629
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$102,996
Net investment gain/loss from pooled separate accounts2010-12-31$294,283
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$63,417
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,180,122
Contract administrator fees2010-12-31$9,126
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31SHAWMUMFORD AND CO. P.C.
Accountancy firm EIN2010-12-31841420542
2009 : BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS 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 BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN

2019: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2011: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 is a collectively bargained planNo
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: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: BRENT BROWN COMPANIES 401K RETIREMENT SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448879
Policy instance 1
Insurance contract or identification number448879
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-19
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448879
Policy instance 1
Insurance contract or identification number448879
Number of Individuals Covered127
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448879
Policy instance 1
Insurance contract or identification number448879
Number of Individuals Covered123
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448879
Policy instance 1
Insurance contract or identification number448879
Number of Individuals Covered79
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,725
Total amount of fees paid to insurance companyUSD $2,600
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number448879
Policy instance 1
Insurance contract or identification number448879
Number of Individuals Covered121
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,668
Total amount of fees paid to insurance companyUSD $1,843
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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

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