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JFE GROUP 401(K) PLAN 401k Plan overview

Plan NameJFE GROUP 401(K) PLAN
Plan identification number 002

JFE GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JFE SHOJI AMERICA, LLC has sponsored the creation of one or more 401k plans.

Company Name:JFE SHOJI AMERICA, LLC
Employer identification number (EIN):132534695
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about JFE SHOJI AMERICA, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1965-05-24
Company Identification Number: 187573
Legal Registered Office Address: 45 BROADWAY
18TH FLR
NEW YORK
United States of America (USA)
10006

More information about JFE SHOJI AMERICA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JFE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01HIROSHI SAGAWA
0022016-01-01HIROSHI SAGAWA
0022015-01-01HITOSHI INO

Plan Statistics for JFE GROUP 401(K) PLAN

401k plan membership statisitcs for JFE GROUP 401(K) PLAN

Measure Date Value
2022: JFE GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01410
Total number of active participants reported on line 7a of the Form 55002022-01-01401
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01478
Number of participants with account balances2022-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: JFE GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01457
Total number of active participants reported on line 7a of the Form 55002021-01-01328
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01402
Number of participants with account balances2021-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: JFE GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01474
Total number of active participants reported on line 7a of the Form 55002020-01-01340
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01114
Total of all active and inactive participants2020-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01454
Number of participants with account balances2020-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: JFE GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01460
Total number of active participants reported on line 7a of the Form 55002019-01-01373
Number of retired or separated participants receiving benefits2019-01-0186
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01459
Number of participants with account balances2019-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: JFE GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01423
Total number of active participants reported on line 7a of the Form 55002018-01-01372
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01445
Number of participants with account balances2018-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: JFE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01395
Total number of active participants reported on line 7a of the Form 55002017-01-01343
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01412
Number of participants with account balances2017-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: JFE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01398
Total number of active participants reported on line 7a of the Form 55002016-01-01336
Number of retired or separated participants receiving benefits2016-01-0153
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01389
Number of participants with account balances2016-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: JFE GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01242
Total number of active participants reported on line 7a of the Form 55002015-01-01339
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01375
Number of participants with account balances2015-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110

Financial Data on JFE GROUP 401(K) PLAN

Measure Date Value
2022 : JFE GROUP 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-1,164,288
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,127,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,963,057
Expenses. Certain deemed distributions of participant loans2022-12-31$12,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,673,152
Value of total assets at end of year2022-12-31$30,926,553
Value of total assets at beginning of year2022-12-31$37,217,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$151,948
Total interest from all sources2022-12-31$28,284
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$2,935,277
Participant contributions at end of year2022-12-31$565,338
Participant contributions at beginning of year2022-12-31$644,714
Participant contributions at end of year2022-12-31$13,262
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$661,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,291,391
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,926,553
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,217,944
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$29,032,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,112,946
Interest on participant loans2022-12-31$28,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,309,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,460,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,865,724
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$1,076,311
Employer contributions (assets) at end of year2022-12-31$5,765
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,963,057
Contract administrator fees2022-12-31$151,948
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 name2022-12-31CDH CPA
Accountancy firm EIN2022-12-31364105119
2021 : JFE GROUP 401(K) 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$6,176,947
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,612,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,497,088
Expenses. Certain deemed distributions of participant loans2021-12-31$39,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,591,669
Value of total assets at end of year2021-12-31$37,217,944
Value of total assets at beginning of year2021-12-31$34,653,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,799
Total interest from all sources2021-12-31$50,925
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,714,723
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$1,714,723
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$1,907,573
Participant contributions at end of year2021-12-31$644,714
Participant contributions at beginning of year2021-12-31$594,640
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$71,602
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$2,564,261
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,217,944
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,653,683
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$35,112,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,291,373
Interest on participant loans2021-12-31$29,492
Interest earned on other investments2021-12-31$21,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,460,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,767,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,559,071
Net investment gain/loss from pooled separate accounts2021-12-31$260,559
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$612,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,497,088
Contract administrator fees2021-12-31$75,799
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 name2021-12-31CDH CPA
Accountancy firm EIN2021-12-31364105119
2020 : JFE GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,170,733
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,112,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,057,364
Expenses. Certain deemed distributions of participant loans2020-12-31$24,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,499,232
Value of total assets at end of year2020-12-31$34,653,683
Value of total assets at beginning of year2020-12-31$30,595,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,653
Total interest from all sources2020-12-31$92,182
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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
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$1,881,005
Participant contributions at end of year2020-12-31$594,640
Participant contributions at beginning of year2020-12-31$586,627
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,735
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$4,058,546
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,653,683
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,595,137
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$30,291,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,084,884
Interest on participant loans2020-12-31$32,439
Interest earned on other investments2020-12-31$59,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,767,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,923,626
Net investment gain/loss from pooled separate accounts2020-12-31$4,579,319
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$596,492
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,057,364
Contract administrator fees2020-12-31$30,653
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 name2020-12-31BORIS BENIC & ASSOCIATES LLP
Accountancy firm EIN2020-12-31542190047
2019 : JFE GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,778,694
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,408,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,371,186
Expenses. Certain deemed distributions of participant loans2019-12-31$5,010
Value of total corrective distributions2019-12-31$264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,843,702
Value of total assets at end of year2019-12-31$30,595,137
Value of total assets at beginning of year2019-12-31$24,224,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,646
Total interest from all sources2019-12-31$91,623
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,058,384
Participant contributions at end of year2019-12-31$586,627
Participant contributions at beginning of year2019-12-31$475,938
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,862
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$6,370,588
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,595,137
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,224,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,084,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,819,846
Interest on participant loans2019-12-31$27,660
Interest earned on other investments2019-12-31$63,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,923,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,928,765
Net investment gain/loss from pooled separate accounts2019-12-31$4,843,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$709,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,371,186
Contract administrator fees2019-12-31$31,646
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BORIS BENIC & ASSOCIATES LLP
Accountancy firm EIN2019-12-31542190047
2018 : JFE GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,255,520
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,136,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,081,658
Expenses. Certain deemed distributions of participant loans2018-12-31$21,483
Value of total corrective distributions2018-12-31$521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,687,917
Value of total assets at end of year2018-12-31$24,224,549
Value of total assets at beginning of year2018-12-31$25,106,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,315
Total interest from all sources2018-12-31$78,930
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,987,720
Participant contributions at end of year2018-12-31$475,938
Participant contributions at beginning of year2018-12-31$481,090
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$26,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-881,457
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,224,549
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,106,006
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$19,819,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,748,489
Interest on participant loans2018-12-31$23,267
Interest earned on other investments2018-12-31$55,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,928,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,876,427
Net investment gain/loss from pooled separate accounts2018-12-31$-1,511,327
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$673,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,081,658
Contract administrator fees2018-12-31$33,315
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 name2018-12-31BORIS BENIC & ASSOCIATES LLP
Accountancy firm EIN2018-12-31542190047
2017 : JFE GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,168,188
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,215,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,163,845
Expenses. Certain deemed distributions of participant loans2017-12-31$23,855
Value of total corrective distributions2017-12-31$4,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,153,415
Value of total assets at end of year2017-12-31$25,106,006
Value of total assets at beginning of year2017-12-31$21,152,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,429
Total interest from all sources2017-12-31$70,171
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,534,609
Participant contributions at end of year2017-12-31$481,090
Participant contributions at beginning of year2017-12-31$528,062
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$131,183
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$3,953,176
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,106,006
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,152,830
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$20,748,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,978,557
Interest on participant loans2017-12-31$22,710
Interest earned on other investments2017-12-31$47,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,876,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,646,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,944,602
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$487,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,163,845
Contract administrator fees2017-12-31$22,429
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 name2017-12-31CONDON O MEARA MCGINTY AND DONNELLY
Accountancy firm EIN2017-12-31133628255
2016 : JFE GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,403,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,370,951
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,160,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,131,480
Expenses. Certain deemed distributions of participant loans2016-12-31$15,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,985,740
Value of total assets at end of year2016-12-31$21,152,830
Value of total assets at beginning of year2016-12-31$17,539,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,553
Total interest from all sources2016-12-31$64,113
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,446,503
Participant contributions at end of year2016-12-31$528,062
Participant contributions at beginning of year2016-12-31$584,847
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$68,871
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$1,209,971
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,152,830
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,539,852
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$16,978,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,051,134
Interest on participant loans2016-12-31$25,176
Interest earned on other investments2016-12-31$38,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,646,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$903,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,321,098
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$470,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,131,480
Contract administrator fees2016-12-31$13,553
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 name2016-12-31CONDON O MEARA MCGINTY AND DONNELLY
Accountancy firm EIN2016-12-31133628255
2015 : JFE GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$16,478,523
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,956,193
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$894,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$826,578
Expenses. Certain deemed distributions of participant loans2015-12-31$29,133
Value of total corrective distributions2015-12-31$29,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,419,600
Value of total assets at end of year2015-12-31$17,539,852
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,565
Total interest from all sources2015-12-31$34,918
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000
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$1,628,593
Participant contributions at end of year2015-12-31$584,847
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$223,431
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$1,061,329
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,539,852
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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$16,051,134
Interest on participant loans2015-12-31$29,266
Interest earned on other investments2015-12-31$5,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$903,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-498,325
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$567,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$826,578
Contract administrator fees2015-12-31$9,565
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 name2015-12-31CONDON O MEARA MCGINTY AND DONNELLY
Accountancy firm EIN2015-12-31133628255

Form 5500 Responses for JFE GROUP 401(K) PLAN

2022: JFE GROUP 401(K) 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 - TrustYes
2021: JFE GROUP 401(K) 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 - TrustYes
2020: JFE GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JFE GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JFE GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JFE GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JFE GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JFE GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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 - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number511377-01
Policy instance 1
Insurance contract or identification number511377-01
Number of Individuals Covered244
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835741
Policy instance 1
Insurance contract or identification numberGA-835741
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $37,266
Total amount of fees paid to insurance companyUSD $6,253
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,266
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number511377-01
Policy instance 2
Insurance contract or identification number511377-01
Number of Individuals Covered402
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835741
Policy instance 1
Insurance contract or identification numberGA-835741
Number of Individuals Covered454
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $87,458
Total amount of fees paid to insurance companyUSD $14,644
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87,458
Insurance broker organization code?3
Amount paid for insurance broker fees14644
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835741
Policy instance 1
Insurance contract or identification numberGA-835741
Number of Individuals Covered459
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $60,708
Total amount of fees paid to insurance companyUSD $13,234
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,708
Insurance broker organization code?3
Amount paid for insurance broker fees13234
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835741
Policy instance 1
Insurance contract or identification numberGA-835741
Number of Individuals Covered403
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $73,910
Total amount of fees paid to insurance companyUSD $9,333
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73,910
Insurance broker organization code?3
Amount paid for insurance broker fees9333
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835741
Policy instance 1
Insurance contract or identification numberGA-835741
Number of Individuals Covered361
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $80,706
Total amount of fees paid to insurance companyUSD $13,865
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $80,706
Insurance broker organization code?3
Amount paid for insurance broker fees13865
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker nameTHE BENEFIT PRACTICE

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