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VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 401k Plan overview

Plan NameVANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN
Plan identification number 001

VANASSE HANGEN BRUSTLIN, INC. RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Life insurance

401k Sponsoring company profile

VANASSE HANGEN BRUSTLIN, INC. has sponsored the creation of one or more 401k plans.

Company Name:VANASSE HANGEN BRUSTLIN, INC.
Employer identification number (EIN):042931679
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about VANASSE HANGEN BRUSTLIN, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-08-28
Company Identification Number: 0800700731
Legal Registered Office Address: 101 WALNUT ST

WATERTOWN
United States of America (USA)
02472

More information about VANASSE HANGEN BRUSTLIN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN KENNEDY JOHN KENNEDY2018-10-10
0012016-01-01JOHN J. KENNEDY JOHN J. KENNEDY2017-09-20
0012015-01-01JOHN KENNEDY JOHN KENNEDY2016-10-04
0012014-01-01JOHN KENNEDY JOHN KENNEDY2015-10-06
0012013-01-01JOHN KENNEDY JOHN KENNEDY2014-10-03
0012012-01-01JOHN KENNEDY JOHN KENNEDY2013-09-20
0012011-01-01JOHN J. KENNEDY JOHN J. KENNEDY2012-10-05
0012010-01-01JOHN J. KENNEDY JOHN J. KENNEDY2011-12-23
0012009-01-01JOHN J. KENNEDY
0012009-01-01JOHN J. KENNEDY

Plan Statistics for VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN

401k plan membership statisitcs for VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN

Measure Date Value
2022: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,271
Total number of active participants reported on line 7a of the Form 55002022-01-011,844
Number of retired or separated participants receiving benefits2022-01-0136
Number of other retired or separated participants entitled to future benefits2022-01-01805
Total of all active and inactive participants2022-01-012,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-012,689
Number of participants with account balances2022-01-012,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0133
2021: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,099
Total number of active participants reported on line 7a of the Form 55002021-01-011,667
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-01559
Total of all active and inactive participants2021-01-012,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,252
Number of participants with account balances2021-01-012,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,088
Total number of active participants reported on line 7a of the Form 55002020-01-011,494
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-01580
Total of all active and inactive participants2020-01-012,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,097
Number of participants with account balances2020-01-012,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0163
2019: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,954
Total number of active participants reported on line 7a of the Form 55002019-01-011,585
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01470
Total of all active and inactive participants2019-01-012,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,078
Number of participants with account balances2019-01-012,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,796
Total number of active participants reported on line 7a of the Form 55002018-01-011,487
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01429
Total of all active and inactive participants2018-01-011,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,927
Number of participants with account balances2018-01-011,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,673
Total number of active participants reported on line 7a of the Form 55002017-01-011,351
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01417
Total of all active and inactive participants2017-01-011,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,783
Number of participants with account balances2017-01-011,741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0147
2016: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,560
Total number of active participants reported on line 7a of the Form 55002016-01-011,264
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-01382
Total of all active and inactive participants2016-01-011,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,660
Number of participants with account balances2016-01-011,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,417
Total number of active participants reported on line 7a of the Form 55002015-01-011,158
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-01370
Total of all active and inactive participants2015-01-011,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,537
Number of participants with account balances2015-01-011,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0140
2014: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,356
Total number of active participants reported on line 7a of the Form 55002014-01-011,044
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-01356
Total of all active and inactive participants2014-01-011,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,413
Number of participants with account balances2014-01-011,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,273
Total number of active participants reported on line 7a of the Form 55002013-01-01990
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-01351
Total of all active and inactive participants2013-01-011,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,356
Number of participants with account balances2013-01-011,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,236
Total number of active participants reported on line 7a of the Form 55002012-01-01899
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01360
Total of all active and inactive participants2012-01-011,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,273
Number of participants with account balances2012-01-011,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0191
2011: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,188
Total number of active participants reported on line 7a of the Form 55002011-01-01918
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01308
Total of all active and inactive participants2011-01-011,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,236
Number of participants with account balances2011-01-011,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0197
2010: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,041
Total number of active participants reported on line 7a of the Form 55002010-01-01913
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-01268
Total of all active and inactive participants2010-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,188
Number of participants with account balances2010-01-011,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0160
2009: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,127
Total number of active participants reported on line 7a of the Form 55002009-01-01769
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01268
Total of all active and inactive participants2009-01-011,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,041
Number of participants with account balances2009-01-011,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01117

Financial Data on VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN

Measure Date Value
2022 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-40,362,857
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$24,326,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$24,078,666
Expenses. Certain deemed distributions of participant loans2022-12-31$19,841
Value of total corrective distributions2022-12-31$2,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$29,337,982
Value of total assets at end of year2022-12-31$340,984,401
Value of total assets at beginning of year2022-12-31$405,673,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$225,437
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$707,073
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,244,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,244,268
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$11,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$18,245,203
Participant contributions at end of year2022-12-31$1,935,626
Participant contributions at beginning of year2022-12-31$1,899,114
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,138,214
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$22,009
Administrative expenses (other) incurred2022-12-31$6,496
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-64,689,027
Value of net assets at end of year (total assets less liabilities)2022-12-31$340,984,401
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$405,673,428
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$161,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,944,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,573,158
Value of interest in pooled separate accounts at end of year2022-12-31$235,712,344
Value of interest in pooled separate accounts at beginning of year2022-12-31$288,402,651
Interest on participant loans2022-12-31$113,192
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$593,881
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$59,391,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$58,798,505
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,956,453
Net investment gain/loss from pooled separate accounts2022-12-31$-59,717,736
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$6,954,565
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$24,078,666
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$46,374
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PFK O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$77,456,552
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,478,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,073,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$28,947,111
Value of total assets at end of year2021-12-31$405,673,428
Value of total assets at beginning of year2021-12-31$349,695,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$405,118
Total interest from all sources2021-12-31$2,029,368
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,892,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,892,812
Administrative expenses professional fees incurred2021-12-31$30,307
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$16,047,098
Participant contributions at end of year2021-12-31$1,899,114
Participant contributions at beginning of year2021-12-31$1,881,320
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,016,227
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$55,977,775
Value of net assets at end of year (total assets less liabilities)2021-12-31$405,673,428
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$349,695,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$245,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$344,975,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$286,677,811
Interest on participant loans2021-12-31$113,155
Interest earned on other investments2021-12-31$1,916,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$58,798,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$61,136,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,376,442
Net investment gain/loss from pooled separate accounts2021-12-31$35,210,819
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$8,883,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,073,659
Contract administrator fees2021-12-31$129,796
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 name2021-12-31PFK O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$71,420,218
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,708,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,311,877
Value of total corrective distributions2020-12-31$8,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,130,256
Value of total assets at end of year2020-12-31$349,695,653
Value of total assets at beginning of year2020-12-31$293,983,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$387,782
Total interest from all sources2020-12-31$2,291,261
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$185,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$185,983
Administrative expenses professional fees incurred2020-12-31$20,056
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$14,342,735
Participant contributions at end of year2020-12-31$1,881,320
Participant contributions at beginning of year2020-12-31$2,080,712
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,494,365
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$55,712,168
Value of net assets at end of year (total assets less liabilities)2020-12-31$349,695,653
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$293,983,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$209,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$286,677,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$240,092,610
Interest on participant loans2020-12-31$125,633
Interest earned on other investments2020-12-31$2,165,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$61,136,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$51,810,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,001,246
Net investment gain/loss from pooled separate accounts2020-12-31$42,811,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,293,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,311,877
Contract administrator fees2020-12-31$157,976
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DICICCIO, GULMAN & COMPANY LLP
Accountancy firm EIN2020-12-31043296226
2019 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$75,349,239
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,150,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,807,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,119,318
Value of total assets at end of year2019-12-31$293,983,485
Value of total assets at beginning of year2019-12-31$229,784,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$342,352
Total interest from all sources2019-12-31$2,181,504
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$362,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$362,459
Administrative expenses professional fees incurred2019-12-31$14,477
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$14,088,147
Participant contributions at end of year2019-12-31$2,080,712
Participant contributions at beginning of year2019-12-31$2,061,004
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,431,870
Administrative expenses (other) incurred2019-12-31$75
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$64,199,181
Value of net assets at end of year (total assets less liabilities)2019-12-31$293,983,485
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$229,784,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$185,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$240,092,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$180,491,642
Interest on participant loans2019-12-31$128,577
Interest earned on other investments2019-12-31$2,052,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$51,810,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$47,231,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,295,535
Net investment gain/loss from pooled separate accounts2019-12-31$40,390,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,599,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,807,706
Contract administrator fees2019-12-31$142,300
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 name2019-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2019-12-31043296226
2018 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$9,949,577
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,997,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,858,291
Value of total corrective distributions2018-12-31$1,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,304,196
Value of total assets at end of year2018-12-31$229,784,304
Value of total assets at beginning of year2018-12-31$228,832,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$137,693
Total interest from all sources2018-12-31$1,974,362
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$194,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$194,497
Administrative expenses professional fees incurred2018-12-31$30,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$12,170,587
Participant contributions at end of year2018-12-31$2,061,004
Participant contributions at beginning of year2018-12-31$1,853,824
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,883,942
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$951,974
Value of net assets at end of year (total assets less liabilities)2018-12-31$229,784,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$228,832,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$89,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$180,491,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$187,771,261
Interest on participant loans2018-12-31$118,544
Interest earned on other investments2018-12-31$1,855,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$47,231,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$39,207,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-884,592
Net investment gain/loss from pooled separate accounts2018-12-31$-10,638,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,249,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,858,291
Contract administrator fees2018-12-31$18,021
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 name2018-12-31DICICCO, GULMAN AND COMPANY, LLP
Accountancy firm EIN2018-12-31043296226
2017 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$52,227,498
Total loss/gain on sale of assets2017-12-31$699,086
Total of all expenses incurred2017-12-31$10,473,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,337,937
Value of total corrective distributions2017-12-31$1,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,809,178
Value of total assets at end of year2017-12-31$228,832,330
Value of total assets at beginning of year2017-12-31$187,078,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$134,767
Total interest from all sources2017-12-31$1,623,906
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$244,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$244,985
Administrative expenses professional fees incurred2017-12-31$18,676
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$10,371,883
Participant contributions at end of year2017-12-31$1,853,824
Participant contributions at beginning of year2017-12-31$1,679,180
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,251,438
Total non interest bearing cash at beginning of year2017-12-31$-3,215
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$41,753,741
Value of net assets at end of year (total assets less liabilities)2017-12-31$228,832,330
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$187,078,589
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
Investment advisory and management fees2017-12-31$99,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$187,771,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$148,585,549
Interest on participant loans2017-12-31$101,880
Interest earned on other investments2017-12-31$1,522,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$39,207,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$36,817,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-169,289
Net investment gain/loss from pooled separate accounts2017-12-31$31,019,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,185,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,337,937
Contract administrator fees2017-12-31$16,890
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$6,778,484
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,079,398
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 name2017-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2017-12-31043296226
2016 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,742
Total unrealized appreciation/depreciation of assets2016-12-31$1,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$26,829,343
Total loss/gain on sale of assets2016-12-31$16,637
Total of all expenses incurred2016-12-31$6,489,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,357,077
Expenses. Certain deemed distributions of participant loans2016-12-31$3,963
Value of total corrective distributions2016-12-31$143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,835,893
Value of total assets at end of year2016-12-31$187,078,589
Value of total assets at beginning of year2016-12-31$166,738,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$128,075
Total interest from all sources2016-12-31$1,335,803
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$114,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$114,566
Administrative expenses professional fees incurred2016-12-31$17,500
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$8,815,627
Participant contributions at end of year2016-12-31$1,679,180
Participant contributions at beginning of year2016-12-31$1,748,263
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,206,836
Administrative expenses (other) incurred2016-12-31$250
Total non interest bearing cash at end of year2016-12-31$-3,215
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$20,340,085
Value of net assets at end of year (total assets less liabilities)2016-12-31$187,078,589
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$166,738,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$92,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$148,585,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$134,798,377
Interest on participant loans2016-12-31$91,126
Interest earned on other investments2016-12-31$1,244,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$36,817,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$30,191,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,524,702
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,813,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,357,077
Contract administrator fees2016-12-31$17,657
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
Aggregate proceeds on sale of assets2016-12-31$846,750
Aggregate carrying amount (costs) on sale of assets2016-12-31$830,113
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 name2016-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31043296226
2015 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$272
Total unrealized appreciation/depreciation of assets2015-12-31$272
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$15,863,206
Total loss/gain on sale of assets2015-12-31$-3,375
Total of all expenses incurred2015-12-31$8,430,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,397,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,436,215
Value of total assets at end of year2015-12-31$166,738,504
Value of total assets at beginning of year2015-12-31$159,305,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,951
Total interest from all sources2015-12-31$1,190,318
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$56,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$56,074
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$8,211,705
Participant contributions at end of year2015-12-31$1,748,263
Participant contributions at beginning of year2015-12-31$1,837,921
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,752,583
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$7,433,086
Value of net assets at end of year (total assets less liabilities)2015-12-31$166,738,504
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$159,305,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$17,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$134,798,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$129,066,502
Interest on participant loans2015-12-31$94,836
Interest earned on other investments2015-12-31$1,095,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$30,191,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$28,400,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,315
Net investment gain/loss from pooled separate accounts2015-12-31$1,253,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,471,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,397,169
Contract administrator fees2015-12-31$15,421
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
Aggregate proceeds on sale of assets2015-12-31$70,438
Aggregate carrying amount (costs) on sale of assets2015-12-31$73,813
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 name2015-12-31DICICCO, GULMAN & COMPANY, LLP
Accountancy firm EIN2015-12-31043296226
2014 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$20,419,890
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,781,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,767,559
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,120,547
Value of total assets at end of year2014-12-31$159,305,418
Value of total assets at beginning of year2014-12-31$145,667,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,243
Total interest from all sources2014-12-31$1,037,581
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
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
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$7,113,210
Participant contributions at end of year2014-12-31$1,837,921
Participant contributions at beginning of year2014-12-31$1,806,648
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$717,292
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,638,088
Value of net assets at end of year (total assets less liabilities)2014-12-31$159,305,418
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$145,667,330
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
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$129,066,502
Value of interest in pooled separate accounts at beginning of year2014-12-31$115,242,025
Interest on participant loans2014-12-31$100,870
Interest earned on other investments2014-12-31$936,711
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$28,400,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$28,618,657
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$9,261,762
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$2,290,045
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,767,559
Contract administrator fees2014-12-31$14,243
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DICICCO, GULMAN & COMPANY, LLC
Accountancy firm EIN2014-12-31043296226
2013 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$36,570,307
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,581,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,556,040
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$9,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,875,022
Value of total assets at end of year2013-12-31$145,667,330
Value of total assets at beginning of year2013-12-31$115,678,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,681
Total interest from all sources2013-12-31$1,104,916
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
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
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$6,759,729
Participant contributions at end of year2013-12-31$1,806,648
Participant contributions at beginning of year2013-12-31$1,447,837
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,625,571
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$240
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$29,988,540
Value of net assets at end of year (total assets less liabilities)2013-12-31$145,667,330
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$115,678,790
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
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$115,242,025
Value of interest in pooled separate accounts at beginning of year2013-12-31$84,424,924
Interest on participant loans2013-12-31$83,952
Interest earned on other investments2013-12-31$1,020,964
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$28,618,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,806,029
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$24,590,369
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,489,722
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,554,040
Contract administrator fees2013-12-31$16,441
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DICICCO,GULMAN AND COMPANY LLP
Accountancy firm EIN2013-12-31043296226
2012 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,266,962
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$20,427,513
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,848,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,831,169
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,778,286
Value of total assets at end of year2012-12-31$115,678,790
Value of total assets at beginning of year2012-12-31$98,832,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,498
Total interest from all sources2012-12-31$1,278,506
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
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$1,660
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,626,650
Participant contributions at end of year2012-12-31$1,447,837
Participant contributions at beginning of year2012-12-31$1,378,119
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$808,773
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,415
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$14,578,846
Value of net assets at end of year (total assets less liabilities)2012-12-31$115,678,790
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$98,832,982
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
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$84,424,924
Value of interest in pooled separate accounts at beginning of year2012-12-31$69,881,853
Interest on participant loans2012-12-31$76,277
Interest earned on other investments2012-12-31$1,202,229
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$29,806,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$27,573,010
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$11,370,721
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,342,863
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,827,919
Contract administrator fees2012-12-31$13,423
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 name2012-12-31DICICCO,GULMAN COMPANY,LLP
Accountancy firm EIN2012-12-31043296226
2011 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,725,230
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,638,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,616,049
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$5,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,776,085
Value of total assets at end of year2011-12-31$98,832,982
Value of total assets at beginning of year2011-12-31$95,746,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,135
Total interest from all sources2011-12-31$1,207,493
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,542,004
Participant contributions at end of year2011-12-31$1,378,119
Participant contributions at beginning of year2011-12-31$1,308,010
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,132,111
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$2,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,086,899
Value of net assets at end of year (total assets less liabilities)2011-12-31$98,832,982
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$95,746,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$69,881,853
Value of interest in pooled separate accounts at beginning of year2011-12-31$74,722,495
Interest on participant loans2011-12-31$70,058
Interest earned on other investments2011-12-31$1,137,435
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$27,573,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$19,715,578
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-1,258,348
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,101,970
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,613,049
Contract administrator fees2011-12-31$14,155
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DICICCO GULMAN AND COMPANY LLP
Accountancy firm EIN2011-12-31043296226
2010 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$10,396,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$17,976,788
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,126,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,093,744
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$6,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,726,033
Value of total assets at end of year2010-12-31$96,824,715
Value of total assets at beginning of year2010-12-31$71,578,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,766
Total interest from all sources2010-12-31$900,494
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$12,979
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,208,146
Participant contributions at end of year2010-12-31$1,308,010
Participant contributions at beginning of year2010-12-31$1,021,976
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$603,968
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,078,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,850,438
Value of net assets at end of year (total assets less liabilities)2010-12-31$96,824,715
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,578,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$74,722,495
Value of interest in pooled separate accounts at beginning of year2010-12-31$53,804,497
Interest on participant loans2010-12-31$71,218
Interest earned on other investments2010-12-31$829,276
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$19,715,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,751,719
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$10,350,261
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$913,919
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,093,744
Contract administrator fees2010-12-31$12,517
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31O'TOOLE & COMPANY, P.C.
Accountancy firm EIN2010-12-31200536247
2009 : VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN

2022: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT 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
2013-01-01Plan benefit arrangement - TrustYes
2012: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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
2011-01-01Plan benefit arrangement - TrustYes
2010: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number768091
Policy instance 1
Insurance contract or identification number768091
Number of Individuals Covered2585
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 1
Insurance contract or identification numberSF 7656
Number of Individuals Covered2252
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 1
Insurance contract or identification numberSF 7656
Number of Individuals Covered2097
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 1
Insurance contract or identification numberSF 7656
Number of Individuals Covered2078
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 1
Insurance contract or identification numberSF 7656
Number of Individuals Covered1927
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 1
Insurance contract or identification numberSF 7656
Number of Individuals Covered1783
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 1
Insurance contract or identification numberSF 7656
Number of Individuals Covered1537
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $72,224
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 $72,224
Insurance broker organization code?7
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 1
Insurance contract or identification numberSF 7656
Number of Individuals Covered1413
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $103,222
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 $103,222
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberH010000
Policy instance 2
Insurance contract or identification numberH010000
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 1
Insurance contract or identification numberSF 7656
Number of Individuals Covered1356
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $90,308
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 $90,308
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 1
Insurance contract or identification numberSF 7656
Number of Individuals Covered1273
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $90,985
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 $90,985
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberH010000
Policy instance 2
Insurance contract or identification numberH010000
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 2
Insurance contract or identification numberSF 7656
Number of Individuals Covered1236
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $98,035
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
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract numberH010000
Policy instance 1
Insurance contract or identification numberH010000
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7656
Policy instance 1
Insurance contract or identification numberSF 7656
Number of Individuals Covered1188
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $84,604
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

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