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PEABODY OFFICE FURNITURE PLAN 401k Plan overview

Plan NamePEABODY OFFICE FURNITURE PLAN
Plan identification number 003

PEABODY OFFICE FURNITURE PLAN Benefits

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

401k Sponsoring company profile

PEABODY OFFICE FURNITURE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PEABODY OFFICE FURNITURE CORPORATION
Employer identification number (EIN):042456786
NAIC Classification:423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEABODY OFFICE FURNITURE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01JOSHUA ACEVEDO2020-05-08
0032019-01-01
0032018-01-01JOSHUA ACEVEDO2019-07-15 JOSHUA ACEVEDO2019-07-15
0032017-01-01DIANE R. THOMPSON2018-07-05 DIANE R. THOMPSON2018-07-05
0032016-01-01DIANE R. THOMPSON2017-07-03 DIANE R. THOMPSON2017-07-03
0032015-01-01DIANE R. THOMPSON2016-07-15 DIANE R. THOMPSON2016-07-15
0032014-01-01DIANE R. THOMPSON DIANE R. THOMPSON2015-06-25
0032013-01-01DIANE THOMPSON DIANE THOMPSON2014-07-07
0032012-01-01DIANE THOMPSON
0032011-01-01DIANE THOMPSON
0032010-01-01DIANE THOMPSON

Plan Statistics for PEABODY OFFICE FURNITURE PLAN

401k plan membership statisitcs for PEABODY OFFICE FURNITURE PLAN

Measure Date Value
2022: PEABODY OFFICE FURNITURE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0144
Total number of active participants reported on line 7a of the Form 55002022-01-0131
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0146
Number of participants with account balances2022-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PEABODY OFFICE FURNITURE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0149
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0144
Number of participants with account balances2021-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PEABODY OFFICE FURNITURE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0154
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0149
Number of participants with account balances2020-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PEABODY OFFICE FURNITURE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0163
Total number of active participants reported on line 7a of the Form 55002019-01-0142
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0154
Number of participants with account balances2019-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2014: PEABODY OFFICE FURNITURE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0161
Total number of active participants reported on line 7a of the Form 55002014-01-0138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0154
Number of participants with account balances2014-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: PEABODY OFFICE FURNITURE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0150
Number of participants with account balances2013-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PEABODY OFFICE FURNITURE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0141
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0141
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: PEABODY OFFICE FURNITURE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0147
Total number of active participants reported on line 7a of the Form 55002011-01-0125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0140
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PEABODY OFFICE FURNITURE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0145
Total number of active participants reported on line 7a of the Form 55002010-01-0129
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0142
Number of participants with account balances2010-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on PEABODY OFFICE FURNITURE PLAN

Measure Date Value
2022 : PEABODY OFFICE FURNITURE PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$394
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-371,140
Expenses. Total of all expenses incurred2022-12-31$187,969
Benefits paid (including direct rollovers)2022-12-31$163,708
Total plan assets at end of year2022-12-31$3,215,432
Total plan assets at beginning of year2022-12-31$3,774,147
Value of fidelity bond covering the plan2022-12-31$211,934
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$170,395
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$22,237
Other income received2022-12-31$-563,772
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-559,109
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,215,038
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,774,147
Assets. Value of participant loans2022-12-31$23,941
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$1,928
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$22,333
2021 : PEABODY OFFICE FURNITURE PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$2
Total income from all sources2021-12-31$646,002
Expenses. Total of all expenses incurred2021-12-31$308,647
Benefits paid (including direct rollovers)2021-12-31$282,374
Total plan assets at end of year2021-12-31$3,774,147
Total plan assets at beginning of year2021-12-31$3,436,794
Value of fidelity bond covering the plan2021-12-31$211,934
Total contributions received or receivable from participants2021-12-31$189,005
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$456,997
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$337,355
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,774,147
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,436,792
Assets. Value of participant loans2021-12-31$7,958
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$3,644
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$22,629
2020 : PEABODY OFFICE FURNITURE PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$2
Total plan liabilities at beginning of year2020-12-31$1
Total income from all sources2020-12-31$678,907
Expenses. Total of all expenses incurred2020-12-31$243,058
Benefits paid (including direct rollovers)2020-12-31$223,861
Total plan assets at end of year2020-12-31$3,436,794
Total plan assets at beginning of year2020-12-31$3,000,944
Value of fidelity bond covering the plan2020-12-31$211,934
Total contributions received or receivable from participants2020-12-31$213,354
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$465,553
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$435,849
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,436,792
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,000,943
Assets. Value of participant loans2020-12-31$8,795
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$19,197
2019 : PEABODY OFFICE FURNITURE PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$1
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$900,264
Expenses. Total of all expenses incurred2019-12-31$500,580
Benefits paid (including direct rollovers)2019-12-31$492,894
Total plan assets at end of year2019-12-31$3,000,944
Total plan assets at beginning of year2019-12-31$2,601,259
Value of fidelity bond covering the plan2019-12-31$211,934
Total contributions received or receivable from participants2019-12-31$204,555
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$77,510
Other income received2019-12-31$618,199
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$399,684
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,000,943
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,601,259
Assets. Value of participant loans2019-12-31$6,414
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,686
2014 : PEABODY OFFICE FURNITURE PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$345,908
Expenses. Total of all expenses incurred2014-12-31$423,543
Benefits paid (including direct rollovers)2014-12-31$412,871
Total plan assets at end of year2014-12-31$2,226,083
Total plan assets at beginning of year2014-12-31$2,303,718
Value of fidelity bond covering the plan2014-12-31$211,934
Total contributions received or receivable from participants2014-12-31$211,745
Expenses. Other expenses not covered elsewhere2014-12-31$149
Contributions received from other sources (not participants or employers)2014-12-31$35,835
Other income received2014-12-31$98,328
Net income (gross income less expenses)2014-12-31$-77,635
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,226,083
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,303,718
Assets. Value of participant loans2014-12-31$7,658
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$10,523
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : PEABODY OFFICE FURNITURE PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$7
Total income from all sources2013-12-31$522,641
Expenses. Total of all expenses incurred2013-12-31$266,534
Benefits paid (including direct rollovers)2013-12-31$258,805
Total plan assets at end of year2013-12-31$2,303,718
Total plan assets at beginning of year2013-12-31$2,047,604
Value of fidelity bond covering the plan2013-12-31$211,934
Total contributions received or receivable from participants2013-12-31$168,508
Expenses. Other expenses not covered elsewhere2013-12-31$74
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$354,133
Net income (gross income less expenses)2013-12-31$256,107
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,303,718
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,047,604
Assets. Value of participant loans2013-12-31$12,151
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$7,655
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : PEABODY OFFICE FURNITURE PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$390,448
Expenses. Total of all expenses incurred2012-12-31$369,123
Benefits paid (including direct rollovers)2012-12-31$365,788
Total plan assets at end of year2012-12-31$2,047,604
Total plan assets at beginning of year2012-12-31$2,026,279
Value of fidelity bond covering the plan2012-12-31$211,934
Total contributions received or receivable from participants2012-12-31$159,908
Expenses. Other expenses not covered elsewhere2012-12-31$167
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$230,540
Net income (gross income less expenses)2012-12-31$21,325
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,047,604
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,026,279
Assets. Value of participant loans2012-12-31$13,900
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$3,168
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : PEABODY OFFICE FURNITURE PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$122,723
Expenses. Total of all expenses incurred2011-12-31$78,778
Benefits paid (including direct rollovers)2011-12-31$78,685
Total plan assets at end of year2011-12-31$2,026,279
Total plan assets at beginning of year2011-12-31$1,982,334
Value of fidelity bond covering the plan2011-12-31$211,934
Total contributions received or receivable from participants2011-12-31$185,025
Expenses. Other expenses not covered elsewhere2011-12-31$93
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-62,302
Net income (gross income less expenses)2011-12-31$43,945
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,026,279
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,982,334
Assets. Value of participant loans2011-12-31$19,441
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : PEABODY OFFICE FURNITURE PLAN 2010 401k financial data
Total income from all sources2010-12-31$376,884
Expenses. Total of all expenses incurred2010-12-31$246,129
Benefits paid (including direct rollovers)2010-12-31$245,743
Total plan assets at end of year2010-12-31$1,982,334
Total plan assets at beginning of year2010-12-31$1,851,579
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$150,244
Expenses. Other expenses not covered elsewhere2010-12-31$386
Contributions received from other sources (not participants or employers)2010-12-31$48,779
Other income received2010-12-31$177,861
Net income (gross income less expenses)2010-12-31$130,755
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,982,334
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,851,579
Assets. Value of participant loans2010-12-31$11,827
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for PEABODY OFFICE FURNITURE PLAN

2022: PEABODY OFFICE FURNITURE 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: PEABODY OFFICE FURNITURE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
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: PEABODY OFFICE FURNITURE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
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: PEABODY OFFICE FURNITURE 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
2014: PEABODY OFFICE FURNITURE 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
2013: PEABODY OFFICE FURNITURE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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
2012: PEABODY OFFICE FURNITURE PLAN 2012 form 5500 responses
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
2011: PEABODY OFFICE FURNITURE PLAN 2011 form 5500 responses
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: PEABODY OFFICE FURNITURE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895809 087
Policy instance 1
Insurance contract or identification number895809 087
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895809 087
Policy instance 1
Insurance contract or identification number895809 087
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895809 087
Policy instance 1
Insurance contract or identification number895809 087
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895809 087
Policy instance 1
Insurance contract or identification number895809 087
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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 $0
Amount paid for insurance broker fees0
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822200
Policy instance 1
Insurance contract or identification numberGA-822200
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,435
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 $6,435
Insurance broker organization code?3
Insurance broker nameC E S INS AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822200
Policy instance 1
Insurance contract or identification numberGA-822200
Number of Individuals Covered37
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,202
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 $6,202
Insurance broker organization code?3
Insurance broker nameCES INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822200
Policy instance 1
Insurance contract or identification numberGA-822200
Number of Individuals Covered23
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,907
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 $5,907
Insurance broker organization code?3
Insurance broker nameCES INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822200
Policy instance 1
Insurance contract or identification numberGA-822200
Number of Individuals Covered40
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,590
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822200
Policy instance 1
Insurance contract or identification numberGA-822200
Number of Individuals Covered42
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,060
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 $18,060
Insurance broker organization code?3
Insurance broker nameCES INSURANCE AGENCY INC

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