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INTERNATIONAL GREETINGS USA, INC. 401K PLAN 401k Plan overview

Plan NameINTERNATIONAL GREETINGS USA, INC. 401K PLAN
Plan identification number 001

INTERNATIONAL GREETINGS USA, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DG AMERICAS INC. has sponsored the creation of one or more 401k plans.

Company Name:DG AMERICAS INC.
Employer identification number (EIN):042953448
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL GREETINGS USA, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01LEAH EVANOSKI2022-01-14
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01DARCY DUVALL
0012016-01-01DEME CHRISTIAN
0012015-01-01DEME CHRISTIAN
0012015-01-01DEME CHRISTIAN
0012014-01-01DEME CHRISTIAN DEME CHRISTIAN2015-10-14
0012013-01-01WAIN YARBER WAIN YARBER2014-10-14
0012012-01-01NORMA POPE NORMA POPE2013-08-13
0012011-01-01NORMA POPE NORMA POPE2012-07-17
0012010-01-01NORMA POPE NORMA POPE2011-07-28
0012009-01-01NORMA POPE NORMA POPE2010-10-14

Plan Statistics for INTERNATIONAL GREETINGS USA, INC. 401K PLAN

401k plan membership statisitcs for INTERNATIONAL GREETINGS USA, INC. 401K PLAN

Measure Date Value
2021: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01734
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01746
Total number of active participants reported on line 7a of the Form 55002020-01-01779
Number of retired or separated participants receiving benefits2020-01-0131
Number of other retired or separated participants entitled to future benefits2020-01-0198
Total of all active and inactive participants2020-01-01908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01908
Number of participants with account balances2020-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0142
2019: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01428
Total number of active participants reported on line 7a of the Form 55002019-01-01634
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01126
Total of all active and inactive participants2019-01-01764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01764
Number of participants with account balances2019-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01388
Total number of active participants reported on line 7a of the Form 55002018-01-01282
Number of retired or separated participants receiving benefits2018-01-0125
Number of other retired or separated participants entitled to future benefits2018-01-01111
Total of all active and inactive participants2018-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01418
Number of participants with account balances2018-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0152
2017: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01298
Total number of active participants reported on line 7a of the Form 55002017-01-01234
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01266
Number of participants with account balances2017-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01261
Total number of active participants reported on line 7a of the Form 55002016-01-01255
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01289
Number of participants with account balances2016-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01252
Total number of active participants reported on line 7a of the Form 55002015-01-01220
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01254
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01251
Total number of active participants reported on line 7a of the Form 55002014-01-01225
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01254
Number of participants with account balances2014-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01238
Total number of active participants reported on line 7a of the Form 55002013-01-01220
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01250
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01224
Total number of active participants reported on line 7a of the Form 55002012-01-01212
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01238
Number of participants with account balances2012-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01201
Total number of active participants reported on line 7a of the Form 55002011-01-01200
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01228
Number of participants with account balances2011-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01221
Total number of active participants reported on line 7a of the Form 55002010-01-01175
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01202
Number of participants with account balances2010-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01313
Total number of active participants reported on line 7a of the Form 55002009-01-01194
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01227
Number of participants with account balances2009-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on INTERNATIONAL GREETINGS USA, INC. 401K PLAN

Measure Date Value
2021 : INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-15$0
Total transfer of assets from this plan2021-03-15$43,586,077
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-15$0
Total income from all sources (including contributions)2021-03-15$2,333,404
Total loss/gain on sale of assets2021-03-15$0
Total of all expenses incurred2021-03-15$729,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-15$690,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-15$612,811
Value of total assets at end of year2021-03-15$0
Value of total assets at beginning of year2021-03-15$41,982,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-15$39,736
Total interest from all sources2021-03-15$224,561
Total dividends received (eg from common stock, registered investment company shares)2021-03-15$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-15Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-03-15$0
Was this plan covered by a fidelity bond2021-03-15Yes
Value of fidelity bond cover2021-03-15$1,000,000
If this is an individual account plan, was there a blackout period2021-03-15Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-15$0
Were there any nonexempt tranactions with any party-in-interest2021-03-15No
Contributions received from participants2021-03-15$298,535
Participant contributions at end of year2021-03-15$0
Participant contributions at beginning of year2021-03-15$429,840
Assets. Other investments not covered elsewhere at end of year2021-03-15$0
Assets. Other investments not covered elsewhere at beginning of year2021-03-15$520,423
Income. Received or receivable in cash from other sources (including rollovers)2021-03-15$314,276
Other income not declared elsewhere2021-03-15$96,369
Administrative expenses (other) incurred2021-03-15$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-15No
Value of net income/loss2021-03-15$1,603,621
Value of net assets at end of year (total assets less liabilities)2021-03-15$0
Value of net assets at beginning of year (total assets less liabilities)2021-03-15$41,982,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-15No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-15No
Were any leases to which the plan was party in default or uncollectible2021-03-15No
Investment advisory and management fees2021-03-15$35,112
Value of interest in pooled separate accounts at end of year2021-03-15$0
Value of interest in pooled separate accounts at beginning of year2021-03-15$34,719,568
Interest on participant loans2021-03-15$4,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-15$220,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-15$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-15$6,312,625
Net investment gain/loss from pooled separate accounts2021-03-15$1,399,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-15No
Was there a failure to transmit to the plan any participant contributions2021-03-15No
Has the plan failed to provide any benefit when due under the plan2021-03-15No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-15$690,047
Contract administrator fees2021-03-15$3,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-15Yes
Did the plan have assets held for investment2021-03-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-15Yes
Opinion of an independent qualified public accountant for this plan2021-03-15Unqualified
Accountancy firm name2021-03-15HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2021-03-15580662558
2020 : INTERNATIONAL GREETINGS USA, INC. 401K 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$8,927,605
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,950,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,872,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,927,057
Value of total assets at end of year2020-12-31$41,982,456
Value of total assets at beginning of year2020-12-31$37,004,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,196
Total interest from all sources2020-12-31$181,193
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$23,450
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$23,450
Administrative expenses professional fees incurred2020-12-31$12,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$2,200,538
Participant contributions at end of year2020-12-31$429,840
Participant contributions at beginning of year2020-12-31$537,447
Assets. Other investments not covered elsewhere at end of year2020-12-31$520,423
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$211,963
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$304,390
Other income not declared elsewhere2020-12-31$151,110
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$4,977,491
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,982,456
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,004,965
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$53,670
Value of interest in pooled separate accounts at end of year2020-12-31$34,719,568
Value of interest in pooled separate accounts at beginning of year2020-12-31$29,512,243
Interest on participant loans2020-12-31$28,341
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$5,195,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$152,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,312,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,548,243
Net investment gain/loss from pooled separate accounts2020-12-31$5,644,795
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$422,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,872,918
Contract administrator fees2020-12-31$11,026
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2020-12-31580662558
2019 : INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$18,610,595
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$8,504,628
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,707,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,664,009
Value of total corrective distributions2019-12-31$26,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,162,384
Value of total assets at end of year2019-12-31$37,004,965
Value of total assets at beginning of year2019-12-31$14,596,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,596
Total interest from all sources2019-12-31$74,976
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,855,014
Participant contributions at end of year2019-12-31$537,447
Participant contributions at beginning of year2019-12-31$249,275
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$710
Assets. Other investments not covered elsewhere at end of year2019-12-31$211,963
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$284,494
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,551,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$34,543
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$8
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$3,797,621
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,004,965
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,596,749
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$3,837
Value of interest in pooled separate accounts at end of year2019-12-31$29,512,243
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,867,269
Interest on participant loans2019-12-31$19,688
Value of interest in common/collective trusts at end of year2019-12-31$5,195,069
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$37,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$37,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$55,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,548,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,155,955
Net investment gain/loss from pooled separate accounts2019-12-31$4,232,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$755,814
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,664,009
Contract administrator fees2019-12-31$12,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2019-12-31580662558
2018 : INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$5,192,216
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$1,305
Total income from all sources (including contributions)2018-12-31$1,096,621
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,863,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,846,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,603,126
Value of total assets at end of year2018-12-31$14,596,798
Value of total assets at beginning of year2018-12-31$10,173,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,169
Total interest from all sources2018-12-31$15,930
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,133,874
Participant contributions at end of year2018-12-31$249,275
Participant contributions at beginning of year2018-12-31$331,338
Participant contributions at end of year2018-12-31$759
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$284,494
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$70,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,305
Other income not declared elsewhere2018-12-31$55,374
Total non interest bearing cash at end of year2018-12-31$8
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-767,309
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,596,798
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,171,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$11,867,269
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,187,744
Interest on participant loans2018-12-31$15,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$37,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,155,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,654,114
Net investment gain/loss from pooled separate accounts2018-12-31$-577,809
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$398,635
Employer contributions (assets) at end of year2018-12-31$1,586
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,846,761
Contract administrator fees2018-12-31$17,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2018-12-31580662558
2017 : INTERNATIONAL GREETINGS USA, INC. 401K 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$1,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,838
Total income from all sources (including contributions)2017-12-31$2,808,541
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$749,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$728,976
Expenses. Certain deemed distributions of participant loans2017-12-31$1,558
Value of total corrective distributions2017-12-31$231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,301,842
Value of total assets at end of year2017-12-31$10,173,196
Value of total assets at beginning of year2017-12-31$8,121,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,856
Total interest from all sources2017-12-31$65,393
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$659,952
Participant contributions at end of year2017-12-31$331,338
Participant contributions at beginning of year2017-12-31$275,058
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$4,461
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$351,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,838
Other income not declared elsewhere2017-12-31$1,055
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,058,920
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,171,891
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,112,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,187,744
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,131,822
Interest on participant loans2017-12-31$13,210
Interest earned on other investments2017-12-31$52,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,654,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,699,603
Net investment gain/loss from pooled separate accounts2017-12-31$1,440,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$290,679
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$10,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$728,976
Contract administrator fees2017-12-31$18,856
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2017-12-31580662558
2016 : INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,838
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,948
Total income from all sources (including contributions)2016-12-31$1,231,712
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$641,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$611,636
Expenses. Certain deemed distributions of participant loans2016-12-31$9,918
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$849,695
Value of total assets at end of year2016-12-31$8,121,809
Value of total assets at beginning of year2016-12-31$7,540,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,317
Total interest from all sources2016-12-31$62,486
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$545,543
Participant contributions at end of year2016-12-31$275,058
Participant contributions at beginning of year2016-12-31$318,982
Participant contributions at end of year2016-12-31$4,461
Participant contributions at beginning of year2016-12-31$18,829
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$59,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$15,751
Other income not declared elsewhere2016-12-31$1,286
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$1,197
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$589,841
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,112,971
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,523,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,131,822
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,648,248
Interest on participant loans2016-12-31$12,627
Interest earned on other investments2016-12-31$49,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,699,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,539,543
Net investment gain/loss from pooled separate accounts2016-12-31$318,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$244,515
Employer contributions (assets) at end of year2016-12-31$10,865
Employer contributions (assets) at beginning of year2016-12-31$14,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$611,636
Contract administrator fees2016-12-31$20,317
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2016-12-31580662558
2015 : INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,487
Total income from all sources (including contributions)2015-12-31$750,989
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$743,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$721,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$696,819
Value of total assets at end of year2015-12-31$7,540,078
Value of total assets at beginning of year2015-12-31$7,547,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,322
Total interest from all sources2015-12-31$58,448
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$471,306
Participant contributions at end of year2015-12-31$318,982
Participant contributions at beginning of year2015-12-31$282,147
Participant contributions at end of year2015-12-31$18,829
Participant contributions at beginning of year2015-12-31$13,653
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$15,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$31,280
Liabilities. Value of operating payables at end of year2015-12-31$1,197
Liabilities. Value of operating payables at beginning of year2015-12-31$1,207
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$7,786
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,523,130
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,515,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,648,248
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,693,010
Interest on participant loans2015-12-31$12,089
Interest earned on other investments2015-12-31$46,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,539,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,551,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,278
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$223,389
Employer contributions (assets) at end of year2015-12-31$14,476
Employer contributions (assets) at beginning of year2015-12-31$7,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$721,881
Contract administrator fees2015-12-31$21,322
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KRT, CPAS P.C.
Accountancy firm EIN2015-12-31581202894
2014 : INTERNATIONAL GREETINGS USA, INC. 401K 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$32,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$34,823
Total income from all sources (including contributions)2014-12-31$967,362
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$154,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$135,571
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$663,250
Value of total assets at end of year2014-12-31$7,547,831
Value of total assets at beginning of year2014-12-31$6,737,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,895
Total interest from all sources2014-12-31$55,980
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$419,177
Participant contributions at end of year2014-12-31$282,147
Participant contributions at beginning of year2014-12-31$275,418
Participant contributions at end of year2014-12-31$13,653
Participant contributions at beginning of year2014-12-31$33
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$31,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$33,747
Liabilities. Value of operating payables at end of year2014-12-31$1,207
Liabilities. Value of operating payables at beginning of year2014-12-31$1,076
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$812,896
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,515,344
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,702,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,693,010
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,037,504
Interest on participant loans2014-12-31$11,697
Interest earned on other investments2014-12-31$44,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,551,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,424,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$248,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$204,548
Employer contributions (assets) at end of year2014-12-31$7,795
Employer contributions (assets) at beginning of year2014-12-31$75
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$135,571
Contract administrator fees2014-12-31$18,895
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KRT, CPAS P.C.
Accountancy firm EIN2014-12-31581202894
2013 : INTERNATIONAL GREETINGS USA, INC. 401K 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$34,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,504
Total income from all sources (including contributions)2013-12-31$1,726,449
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$507,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$441,144
Value of total corrective distributions2013-12-31$44,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$797,422
Value of total assets at end of year2013-12-31$6,737,271
Value of total assets at beginning of year2013-12-31$5,484,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,500
Total interest from all sources2013-12-31$49,591
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$447,014
Participant contributions at end of year2013-12-31$275,418
Participant contributions at beginning of year2013-12-31$216,885
Participant contributions at end of year2013-12-31$33
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$145,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$33,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$188
Other income not declared elsewhere2013-12-31$-523
Liabilities. Value of operating payables at end of year2013-12-31$1,076
Liabilities. Value of operating payables at beginning of year2013-12-31$1,316
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$1,219,237
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,702,448
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,483,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,037,504
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,035,914
Interest on participant loans2013-12-31$10,112
Interest earned on other investments2013-12-31$39,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,424,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,231,916
Net investment gain/loss from pooled separate accounts2013-12-31$879,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$205,043
Employer contributions (assets) at end of year2013-12-31$75
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$441,144
Contract administrator fees2013-12-31$21,500
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KRT, CPAS P.C.
Accountancy firm EIN2013-12-31581202894
2012 : INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,450
Total income from all sources (including contributions)2012-12-31$1,228,679
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$328,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$298,423
Value of total corrective distributions2012-12-31$6,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$661,848
Value of total assets at end of year2012-12-31$5,484,715
Value of total assets at beginning of year2012-12-31$4,584,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,143
Total interest from all sources2012-12-31$41,429
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$460,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$443,997
Participant contributions at end of year2012-12-31$216,885
Participant contributions at beginning of year2012-12-31$216,370
Participant contributions at beginning of year2012-12-31$11,830
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$188
Other income not declared elsewhere2012-12-31$2,937
Liabilities. Value of operating payables at end of year2012-12-31$1,316
Liabilities. Value of operating payables at beginning of year2012-12-31$1,450
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$900,341
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,483,211
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,582,870
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$17,613
Value of interest in pooled separate accounts at end of year2012-12-31$4,035,914
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,341,856
Interest on participant loans2012-12-31$9,974
Interest earned on other investments2012-12-31$31,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,231,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,008,299
Net investment gain/loss from pooled separate accounts2012-12-31$522,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$212,157
Employer contributions (assets) at beginning of year2012-12-31$5,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$298,423
Contract administrator fees2012-12-31$5,530
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 name2012-12-31KARP, RONNING & TINDOL
Accountancy firm EIN2012-12-31581202894
2011 : INTERNATIONAL GREETINGS USA, INC. 401K 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$1,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,629
Total income from all sources (including contributions)2011-12-31$531,113
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$224,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$175,366
Value of total corrective distributions2011-12-31$23,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$589,157
Value of total assets at end of year2011-12-31$4,584,320
Value of total assets at beginning of year2011-12-31$4,277,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,462
Total interest from all sources2011-12-31$34,801
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$430,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$389,762
Participant contributions at end of year2011-12-31$216,370
Participant contributions at beginning of year2011-12-31$157,997
Participant contributions at end of year2011-12-31$11,830
Participant contributions at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,839
Liabilities. Value of operating payables at end of year2011-12-31$1,450
Liabilities. Value of operating payables at beginning of year2011-12-31$1,629
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$306,603
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,582,870
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,276,267
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$25,462
Value of interest in pooled separate accounts at end of year2011-12-31$3,341,856
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,290,017
Interest on participant loans2011-12-31$9,510
Interest earned on other investments2011-12-31$25,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,008,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$827,043
Net investment gain/loss from pooled separate accounts2011-12-31$-92,845
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
Contributions received in cash from employer2011-12-31$199,395
Employer contributions (assets) at end of year2011-12-31$5,965
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$175,366
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 name2011-12-31KARP, RONNING & TINDOL
Accountancy firm EIN2011-12-31581202894
2010 : INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,629
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$1,128,287
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$674,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$635,258
Value of total corrective distributions2010-12-31$9,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$616,784
Value of total assets at end of year2010-12-31$4,277,896
Value of total assets at beginning of year2010-12-31$3,822,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,939
Total interest from all sources2010-12-31$25,511
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
Administrative expenses professional fees incurred2010-12-31$5,683
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$390,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$374,710
Participant contributions at end of year2010-12-31$157,997
Participant contributions at beginning of year2010-12-31$170,055
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$9,680
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$49,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,839
Liabilities. Value of operating payables at end of year2010-12-31$1,629
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$453,618
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,276,267
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,822,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,290,017
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,176,464
Interest on participant loans2010-12-31$7,213
Interest earned on other investments2010-12-31$18,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$827,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$460,507
Net investment gain/loss from pooled separate accounts2010-12-31$485,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$192,956
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$5,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$635,258
Contract administrator fees2010-12-31$24,256
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 name2010-12-31KARP, RONNING & TINDOL, P.C.
Accountancy firm EIN2010-12-31581202894

Form 5500 Responses for INTERNATIONAL GREETINGS USA, INC. 401K PLAN

2021: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL GREETINGS USA, INC. 401K 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: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL GREETINGS USA, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – 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 numberRM 83586-2
Policy instance 2
Insurance contract or identification numberRM 83586-2
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-03-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberRM 83586-1
Policy instance 1
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-03-15
Total amount of commissions paid to insurance brokerUSD $10,147
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,417
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-1
Policy instance 2
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered218
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $56,840
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,281
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-2
Policy instance 1
Insurance contract or identification numberRM 83586-2
Number of Individuals Covered399
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $201
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $201
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-1
Policy instance 2
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered222
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $48,280
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,007
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-2
Policy instance 1
Insurance contract or identification numberRM 83586-2
Number of Individuals Covered344
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,363
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,252
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-1
Policy instance 3
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered286
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $23,027
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,065
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-2
Policy instance 2
Insurance contract or identification numberRM 83586-2
Number of Individuals Covered86
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,773
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,590
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number33705-01
Policy instance 1
Insurance contract or identification number33705-01
Number of Individuals Covered62
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,705
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,705
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-1
Policy instance 1
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered266
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,146
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-1
Policy instance 1
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered167
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,921
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 $15,659
Insurance broker organization code?3
Insurance broker nameSTANLEY R DOMINEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-1
Policy instance 1
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered143
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,943
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 $14,805
Insurance broker organization code?3
Insurance broker nameSTANLEY R DOMINEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-1
Policy instance 1
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered135
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,282
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 $14,225
Insurance broker organization code?3
Insurance broker nameSTANLEY R DOMINEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-1
Policy instance 1
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered129
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,822
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 $13,806
Insurance broker organization code?3
Insurance broker nameSTANLEY R DOMINEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-1
Policy instance 1
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered129
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,019
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83586-1
Policy instance 1
Insurance contract or identification numberRM 83586-1
Number of Individuals Covered202
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,099
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,701
Insurance broker organization code?3
Insurance broker nameSTANLEY R DOMINEY

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