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AICHE TAX DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameAICHE TAX DEFERRED SAVINGS PLAN
Plan identification number 003

AICHE TAX DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN INSTITUTE OF CHEMICAL ENGINEERS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN INSTITUTE OF CHEMICAL ENGINEERS
Employer identification number (EIN):131623892
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about AMERICAN INSTITUTE OF CHEMICAL ENGINEERS

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1910-12-14
Company Identification Number: 10702
Legal Registered Office Address: 3 PARK AVENUE
New York
NEW YORK
United States of America (USA)
100165901

More information about AMERICAN INSTITUTE OF CHEMICAL ENGINEERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AICHE TAX DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01CATHY DIANA
0032016-01-01CATHY DIANA
0032015-01-01CATHY DIANA
0032015-01-01CATHY DIANA
0032014-01-01CATHY DIANA2015-10-13
0032013-01-01CATHY DIANA2014-10-14
0032012-01-01CATHY DIANA2013-10-08
0032011-01-01CATHY DIANA2012-10-05
0032010-01-01CATHY DIANA2011-10-03
0032009-01-01CATHY DIANA

Plan Statistics for AICHE TAX DEFERRED SAVINGS PLAN

401k plan membership statisitcs for AICHE TAX DEFERRED SAVINGS PLAN

Measure Date Value
2022: AICHE TAX DEFERRED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01162
Total number of active participants reported on line 7a of the Form 55002022-01-01121
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01178
Number of participants with account balances2022-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: AICHE TAX DEFERRED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01163
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01162
Number of participants with account balances2021-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: AICHE TAX DEFERRED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01150
Total number of active participants reported on line 7a of the Form 55002020-01-01123
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01163
Number of participants with account balances2020-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AICHE TAX DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01147
Total number of active participants reported on line 7a of the Form 55002019-01-01112
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01150
Number of participants with account balances2019-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: AICHE TAX DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01147
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: AICHE TAX DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-01113
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01156
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AICHE TAX DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-0187
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AICHE TAX DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01121
Total number of active participants reported on line 7a of the Form 55002015-01-01122
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01127
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2009: AICHE TAX DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0191
Total number of active participants reported on line 7a of the Form 55002009-01-0180
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0186
Number of participants with account balances2009-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on AICHE TAX DEFERRED SAVINGS PLAN

Measure Date Value
2022 : AICHE TAX DEFERRED SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,111,712
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,066,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,992,040
Expenses. Certain deemed distributions of participant loans2022-12-31$60,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,757,482
Value of total assets at end of year2022-12-31$23,012,759
Value of total assets at beginning of year2022-12-31$23,967,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,909
Total interest from all sources2022-12-31$70,276
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$645,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$645,641
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$782,993
Participant contributions at end of year2022-12-31$116,853
Participant contributions at beginning of year2022-12-31$128,765
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,694,357
Other income not declared elsewhere2022-12-31$4,617
Administrative expenses (other) incurred2022-12-31$13,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-954,436
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,012,759
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,967,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,534,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,338,501
Interest on participant loans2022-12-31$6,580
Interest earned on other investments2022-12-31$63,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,361,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,499,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,366,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,280,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,992,040
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN CPA'S
Accountancy firm EIN2022-12-31431947695
2021 : AICHE TAX DEFERRED SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,096,844
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,966,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,959,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,196,200
Value of total assets at end of year2021-12-31$23,967,195
Value of total assets at beginning of year2021-12-31$21,837,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,180
Total interest from all sources2021-12-31$31,598
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,252,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,252,794
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$780,831
Participant contributions at end of year2021-12-31$128,765
Participant contributions at beginning of year2021-12-31$75,183
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$339,961
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$99,788
Other income not declared elsewhere2021-12-31$61,331
Administrative expenses (other) incurred2021-12-31$7,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,130,149
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,967,195
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,837,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,338,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,052,620
Interest on participant loans2021-12-31$8,674
Interest earned on other investments2021-12-31$22,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,499,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,369,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,554,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,315,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,959,515
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN CPA'S
Accountancy firm EIN2021-12-31431947695
2020 : AICHE TAX DEFERRED SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,789,586
Total of all expenses incurred2020-12-31$572,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$570,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,944,604
Value of total assets at end of year2020-12-31$21,837,046
Value of total assets at beginning of year2020-12-31$17,619,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,358
Total interest from all sources2020-12-31$41,105
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$487,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$487,930
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$710,217
Participant contributions at end of year2020-12-31$75,183
Participant contributions at beginning of year2020-12-31$62,082
Assets. Other investments not covered elsewhere at end of year2020-12-31$339,961
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$249,530
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,123
Other income not declared elsewhere2020-12-31$35,460
Administrative expenses (other) incurred2020-12-31$1,358
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$4,217,412
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,837,046
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,619,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,052,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,509,944
Interest on participant loans2020-12-31$898
Interest earned on other investments2020-12-31$40,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,369,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,798,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,280,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,233,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$570,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARKS PANETH LLP
Accountancy firm EIN2020-12-31113518842
2019 : AICHE TAX DEFERRED SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,791,710
Total income from all sources (including contributions)2019-12-31$4,791,710
Total of all expenses incurred2019-12-31$2,164,512
Total of all expenses incurred2019-12-31$2,164,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,120,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,120,598
Expenses. Certain deemed distributions of participant loans2019-12-31$40,757
Expenses. Certain deemed distributions of participant loans2019-12-31$40,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,918,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,918,031
Value of total assets at end of year2019-12-31$17,619,634
Value of total assets at end of year2019-12-31$17,619,634
Value of total assets at beginning of year2019-12-31$14,992,436
Value of total assets at beginning of year2019-12-31$14,992,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,157
Total interest from all sources2019-12-31$41,494
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$257,058
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$257,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$257,058
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$257,058
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$676,786
Contributions received from participants2019-12-31$676,786
Participant contributions at end of year2019-12-31$62,082
Participant contributions at end of year2019-12-31$62,082
Participant contributions at beginning of year2019-12-31$132,389
Participant contributions at beginning of year2019-12-31$132,389
Assets. Other investments not covered elsewhere at end of year2019-12-31$249,530
Assets. Other investments not covered elsewhere at end of year2019-12-31$249,530
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$176,505
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$176,505
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$113,628
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$113,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,585
Other income not declared elsewhere2019-12-31$38,510
Other income not declared elsewhere2019-12-31$38,510
Administrative expenses (other) incurred2019-12-31$3,107
Administrative expenses (other) incurred2019-12-31$3,107
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,627,198
Value of net income/loss2019-12-31$2,627,198
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,619,634
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,992,436
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,992,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$50
Investment advisory and management fees2019-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,509,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,509,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,869,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,869,430
Interest on participant loans2019-12-31$2,541
Interest on participant loans2019-12-31$2,541
Interest earned on other investments2019-12-31$38,953
Interest earned on other investments2019-12-31$38,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,798,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,798,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,812,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,812,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,536,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,536,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,127,617
Contributions received in cash from employer2019-12-31$1,127,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,120,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,120,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARKS PANETH LLP
Accountancy firm name2019-12-31MARKS PANETH LLP
Accountancy firm EIN2019-12-31113518842
Accountancy firm EIN2019-12-31113518842
2018 : AICHE TAX DEFERRED SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$929,071
Total of all expenses incurred2018-12-31$767,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$748,402
Expenses. Certain deemed distributions of participant loans2018-12-31$18,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,826,545
Value of total assets at end of year2018-12-31$14,992,436
Value of total assets at beginning of year2018-12-31$14,831,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$350
Total interest from all sources2018-12-31$35,116
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$352,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$352,320
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 period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$706,040
Participant contributions at end of year2018-12-31$132,389
Participant contributions at beginning of year2018-12-31$110,140
Assets. Other investments not covered elsewhere at end of year2018-12-31$176,505
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$175,018
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,071
Other income not declared elsewhere2018-12-31$-16,154
Administrative expenses (other) incurred2018-12-31$350
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$161,381
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,992,436
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,831,055
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$12,869,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,089,425
Interest on participant loans2018-12-31$1,723
Interest earned on other investments2018-12-31$33,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,812,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,455,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,268,756
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$1,110,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$748,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARKS PANETH LLP
Accountancy firm EIN2018-12-31113518842
2017 : AICHE TAX DEFERRED SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,289,941
Total of all expenses incurred2017-12-31$1,026,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,020,335
Expenses. Certain deemed distributions of participant loans2017-12-31$5,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,615,372
Value of total assets at end of year2017-12-31$14,831,055
Value of total assets at beginning of year2017-12-31$12,567,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$750
Total interest from all sources2017-12-31$29,541
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$198,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$198,039
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$641,148
Participant contributions at end of year2017-12-31$110,140
Participant contributions at beginning of year2017-12-31$116,616
Assets. Other investments not covered elsewhere at end of year2017-12-31$175,018
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$286,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$754
Other income not declared elsewhere2017-12-31$32,468
Administrative expenses (other) incurred2017-12-31$750
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$2,263,736
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,831,055
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,567,319
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$13,089,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,776,696
Interest on participant loans2017-12-31$820
Interest earned on other investments2017-12-31$28,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,455,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,386,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,414,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$974,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,020,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARKS PANETH LLP
Accountancy firm EIN2017-12-31113518842
2016 : AICHE TAX DEFERRED SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,308,972
Total of all expenses incurred2016-12-31$141,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$133,497
Expenses. Certain deemed distributions of participant loans2016-12-31$7,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,545,970
Value of total assets at end of year2016-12-31$12,567,319
Value of total assets at beginning of year2016-12-31$10,399,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$390
Total interest from all sources2016-12-31$27,360
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$149,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$149,376
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$585,127
Participant contributions at end of year2016-12-31$116,616
Participant contributions at beginning of year2016-12-31$121,984
Assets. Other investments not covered elsewhere at end of year2016-12-31$286,737
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$142,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$528
Other income not declared elsewhere2016-12-31$24,024
Administrative expenses (other) incurred2016-12-31$390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,167,332
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,567,319
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,399,987
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$10,776,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,998,175
Interest on participant loans2016-12-31$732
Interest earned on other investments2016-12-31$26,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,386,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,137,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$562,242
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$960,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$133,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARKS PANETH LLP
Accountancy firm EIN2016-12-31113518842
2015 : AICHE TAX DEFERRED SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,310,715
Total of all expenses incurred2015-12-31$740,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$739,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,342,937
Value of total assets at end of year2015-12-31$10,399,987
Value of total assets at beginning of year2015-12-31$9,829,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,010
Total interest from all sources2015-12-31$23,670
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$112,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$112,575
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
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$532,903
Participant contributions at end of year2015-12-31$121,984
Participant contributions at beginning of year2015-12-31$122,450
Assets. Other investments not covered elsewhere at end of year2015-12-31$142,090
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$110,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$464
Other income not declared elsewhere2015-12-31$-4,277
Administrative expenses (other) incurred2015-12-31$1,010
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$570,690
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,399,987
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,829,297
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$8,998,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,625,139
Interest on participant loans2015-12-31$366
Interest earned on other investments2015-12-31$23,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,137,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$971,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-164,190
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$810,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$739,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAKS PANETH
Accountancy firm EIN2015-12-31113518842
2009 : AICHE TAX DEFERRED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AICHE TAX DEFERRED SAVINGS PLAN

2022: AICHE TAX DEFERRED SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AICHE TAX DEFERRED SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AICHE TAX DEFERRED SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: AICHE TAX DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: AICHE TAX DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: AICHE TAX DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: AICHE TAX DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: AICHE TAX DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2009: AICHE TAX DEFERRED SAVINGS 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408109
Policy instance 1
Insurance contract or identification number408109
Number of Individuals Covered175
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408109
Policy instance 1
Insurance contract or identification number408109
Number of Individuals Covered54
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069028
Policy instance 2
Insurance contract or identification numberTA069028
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-08-25
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069028
Policy instance 1
Insurance contract or identification numberTA069028
Number of Individuals Covered163
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069028
Policy instance 1
Insurance contract or identification numberTA069028
Number of Individuals Covered147
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069028
Policy instance 1
Insurance contract or identification numberTA069028
Number of Individuals Covered147
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069028
Policy instance 1
Insurance contract or identification numberTA069028
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069028
Policy instance 1
Insurance contract or identification numberTA069028
Number of Individuals Covered127
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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