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MADISON SERVICES GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameMADISON SERVICES GROUP, LLC 401(K) PLAN
Plan identification number 101

MADISON SERVICES GROUP, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

MADISON SERVICES GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:MADISON SERVICES GROUP, LLC
Employer identification number (EIN):020625842
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about MADISON SERVICES GROUP, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 147161

More information about MADISON SERVICES GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MADISON SERVICES GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1012022-01-01
1012021-01-01
1012020-01-01
1012019-01-01
1012018-01-01
1012017-01-01PHIL TISUE
1012016-01-01PHIL TISUE
1012016-01-01
1012015-01-01PHIL TISUE
1012014-01-01PHIL TISUE
1012013-01-01PHIL TISUE
1012012-01-01PHIL TISUE

Plan Statistics for MADISON SERVICES GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for MADISON SERVICES GROUP, LLC 401(K) PLAN

Measure Date Value
2022: MADISON SERVICES GROUP, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,676
Total number of active participants reported on line 7a of the Form 55002022-01-012,536
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01191
Total of all active and inactive participants2022-01-012,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,741
Number of participants with account balances2022-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01103
2021: MADISON SERVICES GROUP, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,662
Total number of active participants reported on line 7a of the Form 55002021-01-012,393
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-01200
Total of all active and inactive participants2021-01-012,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,611
Number of participants with account balances2021-01-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01131
2020: MADISON SERVICES GROUP, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,814
Total number of active participants reported on line 7a of the Form 55002020-01-012,447
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01152
Total of all active and inactive participants2020-01-012,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,610
Number of participants with account balances2020-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01130
2019: MADISON SERVICES GROUP, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,168
Total number of active participants reported on line 7a of the Form 55002019-01-013,810
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-013,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,895
Number of participants with account balances2019-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: MADISON SERVICES GROUP, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,826
Total number of active participants reported on line 7a of the Form 55002018-01-011,970
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-012,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,075
Number of participants with account balances2018-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0156
2017: MADISON SERVICES GROUP, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,470
Total number of active participants reported on line 7a of the Form 55002017-01-011,728
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-011,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,810
Number of participants with account balances2017-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: MADISON SERVICES GROUP, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,223
Total number of active participants reported on line 7a of the Form 55002016-01-011,330
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-011,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,404
Number of participants with account balances2016-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0140
2015: MADISON SERVICES GROUP, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,104
Total number of active participants reported on line 7a of the Form 55002015-01-011,179
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-011,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,235
Number of participants with account balances2015-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: MADISON SERVICES GROUP, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01865
Total number of active participants reported on line 7a of the Form 55002014-01-011,066
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-011,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,104
Number of participants with account balances2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: MADISON SERVICES GROUP, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,021
Total number of active participants reported on line 7a of the Form 55002013-01-01826
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01865
Number of participants with account balances2013-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: MADISON SERVICES GROUP, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-01994
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,021
Number of participants with account balances2012-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111

Financial Data on MADISON SERVICES GROUP, LLC 401(K) PLAN

Measure Date Value
2022 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$127,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$174,933
Total income from all sources (including contributions)2022-12-31$595,129
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,298,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,160,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,670,769
Value of total assets at end of year2022-12-31$11,709,447
Value of total assets at beginning of year2022-12-31$12,459,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$137,486
Total interest from all sources2022-12-31$15,619
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,243,285
Participant contributions at end of year2022-12-31$263,684
Participant contributions at beginning of year2022-12-31$275,214
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$132,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$127,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$174,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-702,904
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,582,052
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,284,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$11,186,635
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,962,723
Interest on participant loans2022-12-31$11,096
Interest earned on other investments2022-12-31$4,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$257,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$221,952
Net investment gain/loss from pooled separate accounts2022-12-31$-2,091,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$294,775
Employer contributions (assets) at end of year2022-12-31$1,222
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,160,547
Contract administrator fees2022-12-31$137,486
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COULTER & JUSTUS
Accountancy firm EIN2022-12-31621532536
2021 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$174,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$117,334
Total income from all sources (including contributions)2021-12-31$3,861,373
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,157,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,045,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,439,061
Value of total assets at end of year2021-12-31$12,459,889
Value of total assets at beginning of year2021-12-31$9,698,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$111,290
Total interest from all sources2021-12-31$19,306
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,867,692
Participant contributions at end of year2021-12-31$275,214
Participant contributions at beginning of year2021-12-31$178,588
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$72,583
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$247,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$174,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$117,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,704,142
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,284,956
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,580,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$11,962,723
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,229,399
Interest on participant loans2021-12-31$15,944
Interest earned on other investments2021-12-31$3,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$221,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$201,516
Net investment gain/loss from pooled separate accounts2021-12-31$1,403,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$324,264
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$16,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,045,941
Contract administrator fees2021-12-31$111,290
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COULTER & JUSTUS
Accountancy firm EIN2021-12-31621532536
2020 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$117,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$63,303
Total income from all sources (including contributions)2020-12-31$3,829,969
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,013,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$946,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,428,972
Value of total assets at end of year2020-12-31$9,698,148
Value of total assets at beginning of year2020-12-31$6,827,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,400
Total interest from all sources2020-12-31$12,262
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,541,842
Participant contributions at end of year2020-12-31$178,588
Participant contributions at beginning of year2020-12-31$159,798
Participant contributions at end of year2020-12-31$72,583
Participant contributions at beginning of year2020-12-31$54,909
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$600,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$117,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$63,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,816,277
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,580,814
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,764,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$9,229,399
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,422,800
Interest on participant loans2020-12-31$9,034
Interest earned on other investments2020-12-31$3,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$201,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$177,279
Net investment gain/loss from pooled separate accounts2020-12-31$1,388,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$286,351
Employer contributions (assets) at end of year2020-12-31$16,062
Employer contributions (assets) at beginning of year2020-12-31$13,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$946,292
Contract administrator fees2020-12-31$67,400
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COULTER & JUSTUS
Accountancy firm EIN2020-12-31621532536
2019 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$63,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$86,577
Total income from all sources (including contributions)2019-12-31$2,941,421
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$567,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$508,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,853,888
Value of total assets at end of year2019-12-31$6,827,840
Value of total assets at beginning of year2019-12-31$4,477,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,868
Total interest from all sources2019-12-31$8,183
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$58,868
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,394,642
Participant contributions at end of year2019-12-31$159,798
Participant contributions at beginning of year2019-12-31$140,211
Participant contributions at end of year2019-12-31$54,909
Participant contributions at beginning of year2019-12-31$40,246
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$216,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$63,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$86,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,373,576
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,764,537
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,390,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,422,800
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,168,341
Interest on participant loans2019-12-31$5,863
Interest earned on other investments2019-12-31$2,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$177,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$120,945
Net investment gain/loss from pooled separate accounts2019-12-31$1,079,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$243,143
Employer contributions (assets) at end of year2019-12-31$13,054
Employer contributions (assets) at beginning of year2019-12-31$7,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$508,977
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COULTER & JUSTUS
Accountancy firm EIN2019-12-31621532536
2018 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$86,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$34,157
Total income from all sources (including contributions)2018-12-31$788,775
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$454,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$411,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,108,931
Value of total assets at end of year2018-12-31$4,477,538
Value of total assets at beginning of year2018-12-31$4,090,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,254
Total interest from all sources2018-12-31$5,917
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$892,193
Participant contributions at end of year2018-12-31$140,211
Participant contributions at beginning of year2018-12-31$125,301
Participant contributions at end of year2018-12-31$40,246
Participant contributions at beginning of year2018-12-31$28,448
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$61,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$86,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$34,157
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$334,444
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,390,961
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,056,517
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$4,168,341
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,836,616
Interest on participant loans2018-12-31$4,524
Interest earned on other investments2018-12-31$1,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$120,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$92,690
Net investment gain/loss from pooled separate accounts2018-12-31$-326,073
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$155,643
Employer contributions (assets) at end of year2018-12-31$7,795
Employer contributions (assets) at beginning of year2018-12-31$7,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$411,077
Contract administrator fees2018-12-31$43,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31COULTER & JUSTUS
Accountancy firm EIN2018-12-31621532536
2017 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35,516
Total income from all sources (including contributions)2017-12-31$1,424,699
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$696,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$655,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$866,422
Value of total assets at end of year2017-12-31$4,090,674
Value of total assets at beginning of year2017-12-31$3,363,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,756
Total interest from all sources2017-12-31$5,598
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$693,469
Participant contributions at end of year2017-12-31$125,301
Participant contributions at beginning of year2017-12-31$105,099
Participant contributions at end of year2017-12-31$28,448
Participant contributions at beginning of year2017-12-31$20,925
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$34,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$35,516
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$728,051
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,056,517
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,328,466
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$3,836,616
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,097,398
Interest on participant loans2017-12-31$4,296
Interest earned on other investments2017-12-31$1,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$92,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$133,702
Net investment gain/loss from pooled separate accounts2017-12-31$552,679
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$123,639
Employer contributions (assets) at end of year2017-12-31$7,619
Employer contributions (assets) at beginning of year2017-12-31$6,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$655,892
Contract administrator fees2017-12-31$40,756
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31COULTER & JUSTUS
Accountancy firm EIN2017-12-31621532536
2016 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$35,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,509
Total income from all sources (including contributions)2016-12-31$1,002,947
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$478,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$440,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$802,752
Value of total assets at end of year2016-12-31$3,363,982
Value of total assets at beginning of year2016-12-31$2,813,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,249
Total interest from all sources2016-12-31$5,043
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$646,715
Participant contributions at end of year2016-12-31$105,099
Participant contributions at beginning of year2016-12-31$79,823
Participant contributions at end of year2016-12-31$20,925
Participant contributions at beginning of year2016-12-31$22,018
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$45,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$35,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,509
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$524,215
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,328,466
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,804,251
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$3,097,398
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,591,007
Interest on participant loans2016-12-31$3,298
Interest earned on other investments2016-12-31$1,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$133,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$117,313
Net investment gain/loss from pooled separate accounts2016-12-31$195,152
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$110,273
Employer contributions (assets) at end of year2016-12-31$6,858
Employer contributions (assets) at beginning of year2016-12-31$3,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$440,483
Contract administrator fees2016-12-31$38,249
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31COULTER & JUSTUS
Accountancy firm EIN2016-12-31621532536
2015 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,856
Total income from all sources (including contributions)2015-12-31$761,671
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$178,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$143,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$763,292
Value of total assets at end of year2015-12-31$2,813,760
Value of total assets at beginning of year2015-12-31$2,233,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,240
Total interest from all sources2015-12-31$5,224
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$578,673
Participant contributions at end of year2015-12-31$79,823
Participant contributions at beginning of year2015-12-31$73,479
Participant contributions at end of year2015-12-31$22,018
Participant contributions at beginning of year2015-12-31$4,147
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$97,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$12,856
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$583,529
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,804,251
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,220,722
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$2,591,007
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,047,646
Interest on participant loans2015-12-31$3,524
Interest earned on other investments2015-12-31$1,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$117,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$107,752
Net investment gain/loss from pooled separate accounts2015-12-31$-6,845
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$87,039
Employer contributions (assets) at end of year2015-12-31$3,599
Employer contributions (assets) at beginning of year2015-12-31$554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$143,902
Contract administrator fees2015-12-31$34,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31COULTER & JUSTUS
Accountancy firm EIN2015-12-31621532536
2014 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2014 401k financial data
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$12,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,403
Total income from all sources (including contributions)2014-12-31$557,544
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$602,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$575,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$428,516
Value of total assets at end of year2014-12-31$2,233,578
Value of total assets at beginning of year2014-12-31$2,293,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,064
Total interest from all sources2014-12-31$4,761
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$378,937
Participant contributions at end of year2014-12-31$73,479
Participant contributions at beginning of year2014-12-31$63,296
Participant contributions at end of year2014-12-31$4,147
Participant contributions at beginning of year2014-12-31$10,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$12,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$28,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-44,678
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,220,722
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,265,400
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$2,047,646
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,028,790
Interest on participant loans2014-12-31$2,613
Interest earned on other investments2014-12-31$2,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$107,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$189,448
Net investment gain/loss from pooled separate accounts2014-12-31$124,267
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$49,579
Employer contributions (assets) at end of year2014-12-31$554
Employer contributions (assets) at beginning of year2014-12-31$1,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$575,158
Contract administrator fees2014-12-31$27,064
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 name2014-12-31COULTER & JUSTUS
Accountancy firm EIN2014-12-31621532536
2013 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2013 401k financial data
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$28,403
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$766,464
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$188,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$164,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$410,356
Value of total assets at end of year2013-12-31$2,293,803
Value of total assets at beginning of year2013-12-31$1,687,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,267
Total interest from all sources2013-12-31$5,108
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 period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$355,771
Participant contributions at end of year2013-12-31$63,296
Participant contributions at beginning of year2013-12-31$54,597
Participant contributions at end of year2013-12-31$10,324
Participant contributions at beginning of year2013-12-31$11,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$28,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$577,835
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,265,400
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,687,565
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$2,028,790
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,500,623
Interest on participant loans2013-12-31$2,468
Interest earned on other investments2013-12-31$2,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$189,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$118,372
Net investment gain/loss from pooled separate accounts2013-12-31$351,000
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$54,585
Employer contributions (assets) at end of year2013-12-31$1,945
Employer contributions (assets) at beginning of year2013-12-31$2,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$164,362
Contract administrator fees2013-12-31$24,267
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 name2013-12-31COULTER & JUSTUS
Accountancy firm EIN2013-12-31621532536
2012 : MADISON SERVICES GROUP, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,315,307
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$549,022
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$176,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$159,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$378,672
Value of total assets at end of year2012-12-31$1,687,565
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,161
Total interest from all sources2012-12-31$4,455
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 period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$323,350
Participant contributions at end of year2012-12-31$54,597
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$11,890
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$372,258
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,687,565
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
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 pooled separate accounts at end of year2012-12-31$1,500,623
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$1,865
Interest earned on other investments2012-12-31$2,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$118,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$165,895
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$55,322
Employer contributions (assets) at end of year2012-12-31$2,083
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$159,603
Contract administrator fees2012-12-31$17,161
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 name2012-12-31COULTER & JUSTUS
Accountancy firm EIN2012-12-31621532536

Form 5500 Responses for MADISON SERVICES GROUP, LLC 401(K) PLAN

2022: MADISON SERVICES GROUP, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MADISON SERVICES GROUP, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MADISON SERVICES GROUP, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MADISON SERVICES GROUP, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MADISON SERVICES GROUP, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MADISON SERVICES GROUP, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MADISON SERVICES GROUP, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MADISON SERVICES GROUP, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MADISON SERVICES GROUP, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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: MADISON SERVICES GROUP, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: MADISON SERVICES GROUP, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-00545
Policy instance 1
Insurance contract or identification number931061-00545
Number of Individuals Covered2741
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $45,022
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,022
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-00545
Policy instance 1
Insurance contract or identification number931061-00545
Number of Individuals Covered2611
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $42,610
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,610
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-00545
Policy instance 1
Insurance contract or identification number931061-00545
Number of Individuals Covered2610
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $29,612
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,612
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-545
Policy instance 1
Insurance contract or identification number931061-545
Number of Individuals Covered3895
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,718
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,718
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-545
Policy instance 1
Insurance contract or identification number931061-545
Number of Individuals Covered2075
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,716
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,716
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-545
Policy instance 1
Insurance contract or identification number931061-545
Number of Individuals Covered1810
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,521
Total amount of fees paid to insurance companyUSD $1,349
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 $13,521
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameTAG RESOURCES, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-545
Policy instance 1
Insurance contract or identification number931061-545
Number of Individuals Covered1235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,629
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 $9,629
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameTYNES HILDEBRAND
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-545
Policy instance 1
Insurance contract or identification number931061-545
Number of Individuals Covered1104
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,397
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 $8,397
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameTYNES HILDEBRAND
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-545
Policy instance 1
Insurance contract or identification number931061-545
Number of Individuals Covered865
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,551
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,551
Insurance broker organization code?3
Insurance broker nameTYNES HILDEBRAND
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-545
Policy instance 1
Insurance contract or identification number931061-545
Number of Individuals Covered1021
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,711
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,711
Insurance broker organization code?3
Insurance broker nameTYNES HILDEBRAND

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