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ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 401k Plan overview

Plan NameST. CHRISTOPHER S INC. PENSION BENEFIT PLAN
Plan identification number 001

ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

ST. CHRISTOPHER S INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. CHRISTOPHER S INC.
Employer identification number (EIN):131740485
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRACY POTKAY TRACY POTKAY2018-10-11
0012016-01-01TRACY POTKAY TRACY POTKAY2017-10-13
0012015-01-01TRACY POTKAY TRACY POTKAY2016-10-07
0012014-01-01TRACY POTKAY TRACY POTKAY2015-10-14
0012013-01-01TRACY POTKAY TRACY POTKAY2014-10-14
0012012-01-01TRACY CLAYTON TRACY CLAYTON2013-10-08
0012011-01-01BERNHARD MEYER BERNHARD MEYER2012-10-11

Plan Statistics for ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN

401k plan membership statisitcs for ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN

Measure Date Value
2022: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01238
Total number of active participants reported on line 7a of the Form 55002022-01-01234
Total of all active and inactive participants2022-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01234
Number of participants with account balances2022-01-01234
2021: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01239
Total number of active participants reported on line 7a of the Form 55002021-01-01238
Total of all active and inactive participants2021-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01238
Number of participants with account balances2021-01-01238
2020: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01237
Total number of active participants reported on line 7a of the Form 55002020-01-01235
Total of all active and inactive participants2020-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01235
Number of participants with account balances2020-01-01235
2019: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01234
Total number of active participants reported on line 7a of the Form 55002019-01-01235
Total of all active and inactive participants2019-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01236
Number of participants with account balances2019-01-01236
2018: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01236
Total number of active participants reported on line 7a of the Form 55002018-01-01233
Total of all active and inactive participants2018-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01233
Number of participants with account balances2018-01-01233
2017: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01227
Total number of active participants reported on line 7a of the Form 55002017-01-01235
Total of all active and inactive participants2017-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01236
Number of participants with account balances2017-01-01235
2016: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01239
Total number of active participants reported on line 7a of the Form 55002016-01-01227
Total of all active and inactive participants2016-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01229
Number of participants with account balances2016-01-01227
2015: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01241
Total number of active participants reported on line 7a of the Form 55002015-01-01239
Total of all active and inactive participants2015-01-01239
Total participants2015-01-01239
Number of participants with account balances2015-01-01239
2014: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01235
Total number of active participants reported on line 7a of the Form 55002014-01-01241
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01241
Number of participants with account balances2014-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01235
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01235
Number of participants with account balances2013-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01252
Total number of active participants reported on line 7a of the Form 55002012-01-01222
Total of all active and inactive participants2012-01-01222
Total participants2012-01-01222
Number of participants with account balances2012-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01256
Total number of active participants reported on line 7a of the Form 55002011-01-01252
Total of all active and inactive participants2011-01-01252
Total participants2011-01-01252
Number of participants with account balances2011-01-01252

Financial Data on ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN

Measure Date Value
2022 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-374,805
Total of all expenses incurred2022-12-31$710,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$701,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$646,870
Value of total assets at end of year2022-12-31$11,770,278
Value of total assets at beginning of year2022-12-31$12,855,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,749
Total interest from all sources2022-12-31$179,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$411,583
Participant contributions at end of year2022-12-31$282,803
Participant contributions at beginning of year2022-12-31$242,583
Participant contributions at end of year2022-12-31$10,119
Participant contributions at beginning of year2022-12-31$10,172
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,085,699
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,770,278
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,855,977
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$4,911,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,564,477
Interest on participant loans2022-12-31$12,409
Interest earned on other investments2022-12-31$166,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,565,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,038,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,200,917
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$228,223
Employer contributions (assets) at end of year2022-12-31$422
Employer contributions (assets) at beginning of year2022-12-31$380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$701,145
Contract administrator fees2022-12-31$9,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Accountancy firm name2022-12-31SEE ATTACHED
2021 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,043,845
Total of all expenses incurred2021-12-31$1,418,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,405,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$936,712
Value of total assets at end of year2021-12-31$12,855,977
Value of total assets at beginning of year2021-12-31$12,230,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,897
Total interest from all sources2021-12-31$170,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$458,331
Participant contributions at end of year2021-12-31$242,583
Participant contributions at beginning of year2021-12-31$291,061
Participant contributions at end of year2021-12-31$10,172
Participant contributions at beginning of year2021-12-31$17,312
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$213,818
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$625,450
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,855,977
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,230,527
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$6,564,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,017,831
Interest on participant loans2021-12-31$14,273
Interest earned on other investments2021-12-31$156,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,038,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,894,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$936,193
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$264,563
Employer contributions (assets) at end of year2021-12-31$380
Employer contributions (assets) at beginning of year2021-12-31$9,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,405,498
Contract administrator fees2021-12-31$12,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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
Accountancy firm name2021-12-31NO ATTACHMENT
2020 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,988,137
Total of all expenses incurred2020-12-31$1,270,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,254,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$971,123
Value of total assets at end of year2020-12-31$12,230,527
Value of total assets at beginning of year2020-12-31$11,512,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,677
Total interest from all sources2020-12-31$173,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$516,164
Participant contributions at end of year2020-12-31$291,061
Participant contributions at beginning of year2020-12-31$368,421
Participant contributions at end of year2020-12-31$17,312
Participant contributions at beginning of year2020-12-31$22,904
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$182,640
Other income not declared elsewhere2020-12-31$181,346
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$717,668
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,230,527
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,512,859
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$6,017,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,661,814
Interest on participant loans2020-12-31$19,774
Interest earned on other investments2020-12-31$153,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,894,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,448,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$662,291
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$272,319
Employer contributions (assets) at end of year2020-12-31$9,837
Employer contributions (assets) at beginning of year2020-12-31$10,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,254,792
Contract administrator fees2020-12-31$15,677
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 name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,084,551
Total income from all sources (including contributions)2019-12-31$2,084,551
Total of all expenses incurred2019-12-31$2,049,261
Total of all expenses incurred2019-12-31$2,049,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,034,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,034,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$877,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$877,472
Value of total assets at end of year2019-12-31$11,512,859
Value of total assets at end of year2019-12-31$11,512,859
Value of total assets at beginning of year2019-12-31$11,477,569
Value of total assets at beginning of year2019-12-31$11,477,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,253
Total interest from all sources2019-12-31$189,396
Total interest from all sources2019-12-31$189,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
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$538,603
Contributions received from participants2019-12-31$538,603
Participant contributions at end of year2019-12-31$368,421
Participant contributions at end of year2019-12-31$368,421
Participant contributions at beginning of year2019-12-31$339,190
Participant contributions at beginning of year2019-12-31$339,190
Participant contributions at end of year2019-12-31$22,904
Participant contributions at end of year2019-12-31$22,904
Participant contributions at beginning of year2019-12-31$16,404
Participant contributions at beginning of year2019-12-31$16,404
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,095
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,095
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$35,290
Value of net income/loss2019-12-31$35,290
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,512,859
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,512,859
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,477,569
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,661,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,661,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,398,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,398,960
Interest on participant loans2019-12-31$20,633
Interest on participant loans2019-12-31$20,633
Interest earned on other investments2019-12-31$168,763
Interest earned on other investments2019-12-31$168,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,448,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,711,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,711,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,017,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,017,683
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$303,774
Contributions received in cash from employer2019-12-31$303,774
Employer contributions (assets) at end of year2019-12-31$10,788
Employer contributions (assets) at end of year2019-12-31$10,788
Employer contributions (assets) at beginning of year2019-12-31$11,197
Employer contributions (assets) at beginning of year2019-12-31$11,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,034,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,034,008
Contract administrator fees2019-12-31$15,253
Contract administrator fees2019-12-31$15,253
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 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 name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$661,904
Total of all expenses incurred2018-12-31$1,084,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,070,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$842,079
Value of total assets at end of year2018-12-31$11,477,569
Value of total assets at beginning of year2018-12-31$11,900,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,002
Total interest from all sources2018-12-31$195,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$519,692
Participant contributions at end of year2018-12-31$339,190
Participant contributions at beginning of year2018-12-31$314,806
Participant contributions at end of year2018-12-31$16,404
Participant contributions at beginning of year2018-12-31$20,914
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-422,856
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,477,569
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,900,425
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$4,398,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,403,100
Interest on participant loans2018-12-31$15,280
Interest earned on other investments2018-12-31$180,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,711,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,149,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-376,167
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$301,592
Employer contributions (assets) at end of year2018-12-31$11,197
Employer contributions (assets) at beginning of year2018-12-31$11,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,070,758
Contract administrator fees2018-12-31$14,002
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 name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,832,341
Total of all expenses incurred2017-12-31$639,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$625,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$945,884
Value of total assets at end of year2017-12-31$11,900,425
Value of total assets at beginning of year2017-12-31$10,707,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,584
Total interest from all sources2017-12-31$183,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$532,628
Participant contributions at end of year2017-12-31$314,806
Participant contributions at beginning of year2017-12-31$317,985
Participant contributions at end of year2017-12-31$20,914
Participant contributions at beginning of year2017-12-31$19,677
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$97,333
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$1,192,993
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,900,425
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,707,432
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$5,403,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,205,668
Interest on participant loans2017-12-31$16,178
Interest earned on other investments2017-12-31$166,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,149,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,151,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$703,417
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$315,923
Employer contributions (assets) at end of year2017-12-31$11,908
Employer contributions (assets) at beginning of year2017-12-31$12,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$625,764
Contract administrator fees2017-12-31$13,584
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 name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$428,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$428,781
Total income from all sources (including contributions)2016-12-31$1,393,316
Total of all expenses incurred2016-12-31$584,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$569,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$900,903
Value of total assets at end of year2016-12-31$10,707,432
Value of total assets at beginning of year2016-12-31$9,898,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,318
Total interest from all sources2016-12-31$184,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$557,179
Participant contributions at end of year2016-12-31$317,985
Participant contributions at beginning of year2016-12-31$341,894
Participant contributions at end of year2016-12-31$19,677
Participant contributions at beginning of year2016-12-31$19,797
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,515
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$808,480
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,707,432
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,470,171
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$4,205,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,611,301
Interest on participant loans2016-12-31$16,420
Interest earned on other investments2016-12-31$168,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,151,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,913,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$307,936
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$338,209
Employer contributions (assets) at end of year2016-12-31$12,416
Employer contributions (assets) at beginning of year2016-12-31$12,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$569,518
Contract administrator fees2016-12-31$15,318
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
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$428,781
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 name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$428,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$504,238
Total income from all sources (including contributions)2015-12-31$1,106,060
Total of all expenses incurred2015-12-31$407,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$274,861
Expenses. Certain deemed distributions of participant loans2015-12-31$22,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$991,994
Value of total assets at end of year2015-12-31$9,898,952
Value of total assets at beginning of year2015-12-31$9,275,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$109,889
Total interest from all sources2015-12-31$14,183
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$160,526
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$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$573,559
Participant contributions at end of year2015-12-31$341,894
Participant contributions at beginning of year2015-12-31$292,513
Participant contributions at end of year2015-12-31$19,797
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$54,419
Other income not declared elsewhere2015-12-31$-60,643
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$698,523
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,470,171
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,771,648
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$3,611,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,550,658
Interest on participant loans2015-12-31$14,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,913,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,432,715
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$364,016
Employer contributions (assets) at end of year2015-12-31$12,687
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$160,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$274,861
Contract administrator fees2015-12-31$109,889
Liabilities. Value of benefit claims payable at end of year2015-12-31$428,781
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$504,238
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 name2015-12-31BRAD ROSENBERG, CPA PC
Accountancy firm EIN2015-12-31113358788
2014 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$504,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$359,262
Total income from all sources (including contributions)2014-12-31$1,280,170
Total of all expenses incurred2014-12-31$648,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$348,045
Expenses. Certain deemed distributions of participant loans2014-12-31$71,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$967,463
Value of total assets at end of year2014-12-31$9,275,886
Value of total assets at beginning of year2014-12-31$8,498,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$228,841
Total interest from all sources2014-12-31$168,873
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$300,000
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$585,642
Participant contributions at end of year2014-12-31$292,513
Participant contributions at beginning of year2014-12-31$370,869
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$105,173
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$632,088
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,771,648
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,139,560
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$3,550,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,953,831
Interest on participant loans2014-12-31$17,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$151,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,432,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,174,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$143,834
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$381,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$348,045
Contract administrator fees2014-12-31$123,668
Liabilities. Value of benefit claims payable at end of year2014-12-31$504,238
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$359,262
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 name2014-12-31BRAD ROSENBERG, CPA PC
Accountancy firm EIN2014-12-31113358788
2013 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$359,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$431,899
Total income from all sources (including contributions)2013-12-31$1,593,185
Total of all expenses incurred2013-12-31$399,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$294,659
Expenses. Certain deemed distributions of participant loans2013-12-31$13,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$995,313
Value of total assets at end of year2013-12-31$8,498,822
Value of total assets at beginning of year2013-12-31$7,377,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$91,610
Total interest from all sources2013-12-31$15,131
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$147,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$147,314
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$553,556
Participant contributions at end of year2013-12-31$370,869
Participant contributions at beginning of year2013-12-31$244,982
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$84,529
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$20,167
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$1,193,596
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,139,560
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,945,964
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$2,953,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,151,124
Interest on participant loans2013-12-31$15,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,174,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,981,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$435,427
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$357,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$274,492
Contract administrator fees2013-12-31$91,610
Liabilities. Value of benefit claims payable at end of year2013-12-31$359,262
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$431,899
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 name2013-12-31BRAD ROSENBERG, CPA PC
Accountancy firm EIN2013-12-31113358788
2012 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$307,492
Total unrealized appreciation/depreciation of assets2012-12-31$307,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$431,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$379,280
Total income from all sources (including contributions)2012-12-31$1,458,358
Total of all expenses incurred2012-12-31$406,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$300,564
Expenses. Certain deemed distributions of participant loans2012-12-31$15,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$973,461
Value of total assets at end of year2012-12-31$7,377,863
Value of total assets at beginning of year2012-12-31$6,273,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$90,055
Total interest from all sources2012-12-31$11,943
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$137,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$90,055
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$551,596
Participant contributions at end of year2012-12-31$244,982
Participant contributions at beginning of year2012-12-31$201,410
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$61,097
Other income not declared elsewhere2012-12-31$27,843
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$1,052,009
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,945,964
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,893,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,151,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,660,839
Interest on participant loans2012-12-31$11,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,981,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,410,364
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$360,768
Income. Dividends from common stock2012-12-31$137,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$300,564
Liabilities. Value of benefit claims payable at end of year2012-12-31$431,899
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$379,280
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRAD ROSENBERG, CPA PC
Accountancy firm EIN2012-12-31113358788
2011 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-157,289
Total unrealized appreciation/depreciation of assets2011-12-31$-157,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$379,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$286,979
Total income from all sources (including contributions)2011-12-31$1,461,078
Total of all expenses incurred2011-12-31$375,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$297,117
Expenses. Certain deemed distributions of participant loans2011-12-31$22,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,570,130
Value of total assets at end of year2011-12-31$6,273,235
Value of total assets at beginning of year2011-12-31$5,095,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,221
Total interest from all sources2011-12-31$8,576
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$300,000
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$544,601
Participant contributions at end of year2011-12-31$201,410
Participant contributions at beginning of year2011-12-31$144,070
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$692,361
Other income not declared elsewhere2011-12-31$104,802
Administrative expenses (other) incurred2011-12-31$3,843
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$1,085,149
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,893,955
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,808,806
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$45,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,660,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,549,675
Interest on participant loans2011-12-31$8,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,410,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,395,246
Net investment gain/loss from pooled separate accounts2011-12-31$-65,141
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$333,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$297,117
Contract administrator fees2011-12-31$6,437
Liabilities. Value of benefit claims payable at end of year2011-12-31$379,280
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$286,979
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRAD ROSENBERG, CPA PC
Accountancy firm EIN2011-12-31113358788
2010 : ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-377,982
Total unrealized appreciation/depreciation of assets2010-12-31$-377,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$286,979
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$815,206
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$449,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$334,972
Expenses. Certain deemed distributions of participant loans2010-12-31$66,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$840,088
Value of total assets at end of year2010-12-31$5,095,785
Value of total assets at beginning of year2010-12-31$4,442,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$47,552
Total interest from all sources2010-12-31$105,263
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
Was this plan covered by a fidelity bond2010-12-31No
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$508,571
Participant contributions at end of year2010-12-31$144,070
Participant contributions at beginning of year2010-12-31$142,728
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$38,833
Other income not declared elsewhere2010-12-31$96,241
Administrative expenses (other) incurred2010-12-31$8,955
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$366,063
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,808,806
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,442,743
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 default2010-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$100
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$32,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,549,675
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,088,975
Interest on participant loans2010-12-31$9,022
Interest earned on other investments2010-12-31$96,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,395,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,203,758
Net investment gain/loss from pooled separate accounts2010-12-31$151,596
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$292,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$334,972
Contract administrator fees2010-12-31$6,533
Liabilities. Value of benefit claims payable at end of year2010-12-31$286,979
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 name2010-12-31BRAD ROSENBERG, CPA PC
Accountancy firm EIN2010-12-31113358788

Form 5500 Responses for ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN

2022: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: ST. CHRISTOPHER S INC. PENSION BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: ST. CHRISTOPHER S INC. PENSION BENEFIT 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: ST. CHRISTOPHER S INC. PENSION BENEFIT 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: ST. CHRISTOPHER S INC. PENSION BENEFIT 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: ST. CHRISTOPHER S INC. PENSION BENEFIT 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: ST. CHRISTOPHER S INC. PENSION BENEFIT 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: ST. CHRISTOPHER S INC. PENSION BENEFIT 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: ST. CHRISTOPHER S INC. PENSION BENEFIT 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: ST. CHRISTOPHER S INC. PENSION BENEFIT 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: ST. CHRISTOPHER S INC. PENSION BENEFIT 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: ST. CHRISTOPHER S INC. PENSION BENEFIT 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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered234
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $26,342
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,403
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered238
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $25,750
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,845
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered235
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $26,681
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,217
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered236
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $26,405
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,697
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered233
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $26,234
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,308
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered235
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $32,203
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,349
Insurance broker organization code?3
Insurance broker nameD. WURF
AXA/EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered239
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,145
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,145
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLEONARD LINDROS
AXA/EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $26,245
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $26,245
Insurance broker organization code?3
Insurance broker nameLEONARD LINDROS
AXA/EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered235
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $27,185
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27,185
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLEONARD LINDROS
AXA/EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered222
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $35,189
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $35,189
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLEONARD LINDROS
AXA/EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered233
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $49,723
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
AXA/EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number008431 001
Policy instance 1
Insurance contract or identification number008431 001
Number of Individuals Covered227
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,380
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27,380
Insurance broker organization code?3
Insurance broker nameLEONARD LINDROS

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