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DARLING'S ET AL 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameDARLING'S ET AL 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 003

DARLING'S ET AL 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:DARLINGS
Employer identification number (EIN):010054865
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DARLING'S ET AL 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01TIMOTHY DOUGHERTY
0032017-01-01TIMOTHY DOUGHERTY
0032016-01-01TIMOTHY DOUGHERTY
0032015-01-01TIMOTHY DOUGHERTY
0032014-01-01TIMOTHY DOUGHERTY
0032013-01-01TIMOTHY DOUGHERTY
0032012-01-01TIMOTHY DOUGHERTY
0032011-01-01TIMOTHY R. DOUGHERTY, TREASURER
0032009-01-01TIMOTHY R. DOUGHERTY, TREASURER

Plan Statistics for DARLING'S ET AL 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for DARLING'S ET AL 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2018
Total participants, beginning-of-year2018-01-01494
Total number of active participants reported on line 7a of the Form 55002018-01-01416
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01479
Number of participants with account balances2018-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017
Total participants, beginning-of-year2017-01-01450
Total number of active participants reported on line 7a of the Form 55002017-01-01399
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01457
Number of participants with account balances2017-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016
Total participants, beginning-of-year2016-01-01425
Total number of active participants reported on line 7a of the Form 55002016-01-01352
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0174
Total of all active and inactive participants2016-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01431
Number of participants with account balances2016-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015
Total participants, beginning-of-year2015-01-01384
Total number of active participants reported on line 7a of the Form 55002015-01-01342
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01412
Number of participants with account balances2015-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014
Total participants, beginning-of-year2014-01-01388
Total number of active participants reported on line 7a of the Form 55002014-01-01317
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01379
Number of participants with account balances2014-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013
Total participants, beginning-of-year2013-01-01353
Total number of active participants reported on line 7a of the Form 55002013-01-01341
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01381
Number of participants with account balances2013-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012
Total participants, beginning-of-year2012-01-01312
Total number of active participants reported on line 7a of the Form 55002012-01-01309
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01340
Number of participants with account balances2012-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011
Total participants, beginning-of-year2011-01-01285
Total number of active participants reported on line 7a of the Form 55002011-01-01276
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01302
Number of participants with account balances2011-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009
Total participants, beginning-of-year2009-01-01261
Total number of active participants reported on line 7a of the Form 55002009-01-01255
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01298
Number of participants with account balances2009-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on DARLING'S ET AL 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2018
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$1,456,354
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,079,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,068,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,394,020
Value of total assets at end of year2018-12-31$24,420,137
Value of total assets at beginning of year2018-12-31$25,042,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,115
Total interest from all sources2018-12-31$69,363
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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
Contributions received from participants2018-12-31$1,355,451
Participant contributions at end of year2018-12-31$1,006,644
Participant contributions at beginning of year2018-12-31$862,738
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$280,244
Administrative expenses (other) incurred2018-12-31$11,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-622,773
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,420,137
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,042,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$20,459,025
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,418,784
Interest on participant loans2018-12-31$45,465
Interest earned on other investments2018-12-31$23,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$21,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$21,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,536,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,340,138
Net investment gain/loss from pooled separate accounts2018-12-31$-1,007,029
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$758,325
Employer contributions (assets) at end of year2018-12-31$400,000
Employer contributions (assets) at beginning of year2018-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,068,012
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TYLER, SIMMS & ST.SAUVEUR
Accountancy firm EIN2018-12-31020476956
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,607,032
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,408,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,397,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,062,740
Value of total assets at end of year2017-12-31$25,042,910
Value of total assets at beginning of year2017-12-31$21,844,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,975
Total interest from all sources2017-12-31$86,580
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,310,700
Participant contributions at end of year2017-12-31$862,738
Participant contributions at beginning of year2017-12-31$816,900
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$949
Administrative expenses (other) incurred2017-12-31$10,975
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$3,198,475
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,042,910
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,844,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$21,418,784
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,807,357
Interest on participant loans2017-12-31$40,639
Interest earned on other investments2017-12-31$45,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$21,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,340,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,820,178
Net investment gain/loss from pooled separate accounts2017-12-31$3,457,712
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$751,091
Employer contributions (assets) at end of year2017-12-31$400,000
Employer contributions (assets) at beginning of year2017-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,397,582
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TYLER, SIMMS & ST.SAUVEUR
Accountancy firm EIN2017-12-31020476956
2016
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$3,414,420
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$973,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$951,399
Value of total corrective distributions2016-12-31$13,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,927,928
Value of total assets at end of year2016-12-31$21,844,435
Value of total assets at beginning of year2016-12-31$19,403,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,150
Total interest from all sources2016-12-31$57,837
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,217,622
Participant contributions at end of year2016-12-31$816,900
Participant contributions at beginning of year2016-12-31$668,633
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,402
Administrative expenses (other) incurred2016-12-31$8,150
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$2,441,045
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,844,435
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,403,390
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
Value of interest in pooled separate accounts at end of year2016-12-31$17,807,357
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,898,474
Interest on participant loans2016-12-31$31,139
Interest earned on other investments2016-12-31$26,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,820,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,436,283
Net investment gain/loss from pooled separate accounts2016-12-31$1,428,655
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$708,904
Employer contributions (assets) at end of year2016-12-31$400,000
Employer contributions (assets) at beginning of year2016-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$951,399
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 name2016-12-31TYLER, SIMMS & ST.SAUVEUR
Accountancy firm EIN2016-12-31020476956
2015
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$2,245,084
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,871,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,839,818
Value of total corrective distributions2015-12-31$25,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,944,094
Value of total assets at end of year2015-12-31$19,403,390
Value of total assets at beginning of year2015-12-31$20,030,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,020
Total interest from all sources2015-12-31$25,957
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$39,096
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$39,096
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,186,052
Participant contributions at end of year2015-12-31$668,633
Participant contributions at beginning of year2015-12-31$617,057
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$66,136
Administrative expenses (other) incurred2015-12-31$7,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-626,791
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,403,390
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,030,181
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
Value of interest in pooled separate accounts at end of year2015-12-31$15,898,474
Value of interest in pooled separate accounts at beginning of year2015-12-31$16,331,197
Interest on participant loans2015-12-31$25,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,436,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,681,927
Net investment gain/loss from pooled separate accounts2015-12-31$235,937
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$691,906
Employer contributions (assets) at end of year2015-12-31$400,000
Employer contributions (assets) at beginning of year2015-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,839,818
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 name2015-12-31TYLER, SIMMS & ST.SAUVEUR
Accountancy firm EIN2015-12-31020476956
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,095,684
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,057,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,025,252
Value of total corrective distributions2014-12-31$23,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,853,110
Value of total assets at end of year2014-12-31$20,030,181
Value of total assets at beginning of year2014-12-31$17,991,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,761
Total interest from all sources2014-12-31$53,072
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$12,464
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,097,244
Participant contributions at end of year2014-12-31$617,057
Participant contributions at beginning of year2014-12-31$513,893
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$83,712
Other income not declared elsewhere2014-12-31$2,727
Administrative expenses (other) incurred2014-12-31$8,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,038,587
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,030,181
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,991,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$16,331,197
Value of interest in pooled separate accounts at beginning of year2014-12-31$14,343,722
Interest on participant loans2014-12-31$24,463
Interest earned on other investments2014-12-31$28,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,681,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,833,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,174,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$672,154
Employer contributions (assets) at end of year2014-12-31$400,000
Employer contributions (assets) at beginning of year2014-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,025,252
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TYLER, SIMMS & ST.SAUVEUR
Accountancy firm EIN2014-12-31020476956
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,612,128
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,458,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,449,569
Value of total corrective distributions2013-12-31$1,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,579,592
Value of total assets at end of year2013-12-31$17,991,594
Value of total assets at beginning of year2013-12-31$17,837,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,950
Total interest from all sources2013-12-31$53,605
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$989,561
Participant contributions at end of year2013-12-31$513,893
Participant contributions at beginning of year2013-12-31$317,373
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$33,010
Administrative expenses (other) incurred2013-12-31$6,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$153,955
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,991,594
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,837,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$14,343,722
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,410,741
Interest on participant loans2013-12-31$16,792
Interest earned on other investments2013-12-31$36,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,833,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,809,525
Net investment gain/loss from pooled separate accounts2013-12-31$2,978,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$557,021
Employer contributions (assets) at end of year2013-12-31$300,000
Employer contributions (assets) at beginning of year2013-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,449,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TYLER, SIMMS & ST.SAUVEUR
Accountancy firm EIN2013-12-31020476956
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,271,300
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,307,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,216,503
Value of total corrective distributions2012-12-31$21,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,523,763
Value of total assets at end of year2012-12-31$17,837,639
Value of total assets at beginning of year2012-12-31$15,873,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$69,705
Total interest from all sources2012-12-31$22,394
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$877,580
Participant contributions at end of year2012-12-31$317,373
Participant contributions at beginning of year2012-12-31$309,061
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$8,736
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$100,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,963,868
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,837,639
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,873,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,580,636
Value of interest in pooled separate accounts at end of year2012-12-31$13,410,741
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$13,316
Interest earned on other investments2012-12-31$9,072
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$2,524,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,131,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,131,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,809,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,397,445
Net investment gain/loss from pooled separate accounts2012-12-31$290,351
Net investment gain or loss from common/collective trusts2012-12-31$37,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$546,118
Employer contributions (assets) at end of year2012-12-31$300,000
Employer contributions (assets) at beginning of year2012-12-31$313,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,216,503
Contract administrator fees2012-12-31$69,705
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TYLER, SIMMS & ST.SAUVEUR
Accountancy firm EIN2012-12-31020476956
2011
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,451,491
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,126,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,042,119
Value of total corrective distributions2011-12-31$4,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,455,325
Value of total assets at end of year2011-12-31$15,873,771
Value of total assets at beginning of year2011-12-31$15,548,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$79,789
Total interest from all sources2011-12-31$13,905
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$414,259
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$414,259
Administrative expenses professional fees incurred2011-12-31$16,388
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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
Contributions received from participants2011-12-31$817,502
Participant contributions at end of year2011-12-31$309,061
Participant contributions at beginning of year2011-12-31$292,091
Participant contributions at end of year2011-12-31$8,736
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$107,804
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,883
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$325,288
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,873,771
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,548,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,580,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,965,232
Interest on participant loans2011-12-31$13,888
Value of interest in common/collective trusts at end of year2011-12-31$2,524,021
Value of interest in common/collective trusts at beginning of year2011-12-31$2,312,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,131,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$666,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$666,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-479,366
Net investment gain or loss from common/collective trusts2011-12-31$47,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$530,019
Employer contributions (assets) at end of year2011-12-31$313,291
Employer contributions (assets) at beginning of year2011-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,042,119
Contract administrator fees2011-12-31$63,401
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TYLER, SIMMS & ST.SAUVEUR
Accountancy firm EIN2011-12-31020476956
2010
Total unrealized appreciation/depreciation of assets2010-12-31$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$2,829,247
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,162,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,075,895
Value of total corrective distributions2010-12-31$18,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,212,900
Value of total assets at end of year2010-12-31$15,548,483
Value of total assets at beginning of year2010-12-31$13,882,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$68,315
Total interest from all sources2010-12-31$14,556
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$223,072
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$223,072
Administrative expenses professional fees incurred2010-12-31$68,315
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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
Contributions received from participants2010-12-31$748,610
Participant contributions at end of year2010-12-31$292,091
Participant contributions at beginning of year2010-12-31$218,125
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$6,736
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,666,319
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,548,483
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,882,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,965,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,139,321
Interest on participant loans2010-12-31$14,535
Value of interest in common/collective trusts at end of year2010-12-31$2,312,711
Value of interest in common/collective trusts at beginning of year2010-12-31$2,224,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$666,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$985,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$985,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,306,645
Net investment gain or loss from common/collective trusts2010-12-31$72,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$460,807
Employer contributions (assets) at end of year2010-12-31$300,000
Employer contributions (assets) at beginning of year2010-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,075,895
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TYLER, SIMMS & ST.SAUVEUR
Accountancy firm EIN2010-12-31020476956
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses

2018
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009
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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873835
Policy instance 1
Insurance contract or identification number873835
Number of Individuals Covered449
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 $12,086
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12086
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873835
Policy instance 1
Insurance contract or identification number873835
Number of Individuals Covered430
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $33,355
Total amount of fees paid to insurance companyUSD $10,979
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,355
Insurance broker organization code?3
Amount paid for insurance broker fees10979
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873835
Policy instance 1
Insurance contract or identification number873835
Number of Individuals Covered394
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37,474
Total amount of fees paid to insurance companyUSD $9,391
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,474
Insurance broker organization code?3
Amount paid for insurance broker fees9391
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873835
Policy instance 1
Insurance contract or identification number873835
Number of Individuals Covered363
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $35,796
Total amount of fees paid to insurance companyUSD $9,796
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,796
Insurance broker organization code?3
Amount paid for insurance broker fees9796
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker nameTHE ANGELL PENSION GROUP, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873835
Policy instance 1
Insurance contract or identification number873835
Number of Individuals Covered351
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,493
Total amount of fees paid to insurance companyUSD $44,970
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees44970
Additional information about fees paid to insurance brokerTPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $5,847
Insurance broker nameQUESTAR AGENCY INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873835
Policy instance 1
Insurance contract or identification number873835
Number of Individuals Covered313
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $85,344
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $85,344
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS, INC. CAREER

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