Logo

AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameAMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN
Plan identification number 333

AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN Benefits

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

TRINET HR IV, LLC has sponsored the creation of one or more 401k plans.

Company Name:TRINET HR IV, LLC
Employer identification number (EIN):133867443
NAIC Classification:541219
NAIC Description:Other Accounting Services

Additional information about TRINET HR IV, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1146531

More information about TRINET HR IV, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332018-01-01
3332017-01-01BRADY MICKELSEN
3332016-01-01WILLIAM PORTER
3332015-01-01WILLIAM PORTER
3332014-01-01WILLIAM PORTER
3332013-01-01GREGORY HAMMOND
3332012-01-01ERIC FOODIM ERIC FOODIM2013-10-15
3332011-01-01ERIC FOODIM
3332009-01-01JOHN IORILLO
3332009-01-01JOHN IORILLO

Plan Statistics for AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN

Measure Date Value
2021: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0124,527
Total number of active participants reported on line 7a of the Form 55002021-01-0124,566
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-014,789
Total of all active and inactive participants2021-01-0129,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-0129,380
Number of participants with account balances2021-01-0122,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01104
2020: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0121,083
Total number of active participants reported on line 7a of the Form 55002020-01-0120,443
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-014,061
Total of all active and inactive participants2020-01-0124,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0124,527
Number of participants with account balances2020-01-0118,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0157
2019: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0119,252
Total number of active participants reported on line 7a of the Form 55002019-01-0117,450
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-013,613
Total of all active and inactive participants2019-01-0121,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0121,083
Number of participants with account balances2019-01-0116,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0171
2018: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119,194
Total number of active participants reported on line 7a of the Form 55002018-01-0115,935
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-013,315
Total of all active and inactive participants2018-01-0119,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0119,252
Number of participants with account balances2018-01-0114,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0183
2017: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0117,758
Total number of active participants reported on line 7a of the Form 55002017-01-0116,241
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-012,943
Total of all active and inactive participants2017-01-0119,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0119,194
Number of participants with account balances2017-01-0111,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0187
2016: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115,251
Total number of active participants reported on line 7a of the Form 55002016-01-0114,538
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-013,210
Total of all active and inactive participants2016-01-0117,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117,758
Number of participants with account balances2016-01-0111,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0198
2015: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,006
Total number of active participants reported on line 7a of the Form 55002015-01-0112,648
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-012,599
Total of all active and inactive participants2015-01-0115,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0115,251
Number of participants with account balances2015-01-019,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0199
2014: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,970
Total number of active participants reported on line 7a of the Form 55002014-01-0111,006
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-012,060
Total of all active and inactive participants2014-01-0113,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113,071
Number of participants with account balances2014-01-018,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0183
2013: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,379
Total number of active participants reported on line 7a of the Form 55002013-01-019,175
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-011,792
Total of all active and inactive participants2013-01-0110,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0110,970
Number of participants with account balances2013-01-017,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0173
2012: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,920
Total number of active participants reported on line 7a of the Form 55002012-01-017,706
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-011,671
Total of all active and inactive participants2012-01-019,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019,379
Number of participants with account balances2012-01-016,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01742
2011: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,162
Total number of active participants reported on line 7a of the Form 55002011-01-017,919
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017,920
Number of participants with account balances2011-01-016,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0184
2009: AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,035
Total number of active participants reported on line 7a of the Form 55002009-01-013,708
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012,151
Total of all active and inactive participants2009-01-015,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015,859
Number of participants with account balances2009-01-015,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01298

Financial Data on AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$26,653,242
Total transfer of assets from this plan2022-12-31$212,539,092
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$1,189,927
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$130,340,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$124,810,307
Expenses. Certain deemed distributions of participant loans2022-12-31$1,158,308
Value of total corrective distributions2022-12-31$737,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$371,976,536
Value of total assets at end of year2022-12-31$1,966,124,000
Value of total assets at beginning of year2022-12-31$2,281,160,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,633,621
Total interest from all sources2022-12-31$554,676
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,788,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$15,788,536
Administrative expenses professional fees incurred2022-12-31$52,281
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$218,968,921
Participant contributions at end of year2022-12-31$12,500,999
Participant contributions at beginning of year2022-12-31$10,433,672
Participant contributions at end of year2022-12-31$9,466,385
Participant contributions at beginning of year2022-12-31$7,911,644
Assets. Other investments not covered elsewhere at end of year2022-12-31$22,380,853
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$26,691,449
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,931,795
Administrative expenses (other) incurred2022-12-31$35,015
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$813,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-129,150,151
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,966,124,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,281,160,001
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
Investment advisory and management fees2022-12-31$2,851,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$459,247,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,512,016,005
Interest on participant loans2022-12-31$554,676
Value of interest in common/collective trusts at end of year2022-12-31$1,385,014,629
Value of interest in common/collective trusts at beginning of year2022-12-31$635,413,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$52,294,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$65,767,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-387,129,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$99,075,820
Employer contributions (assets) at end of year2022-12-31$25,218,643
Employer contributions (assets) at beginning of year2022-12-31$22,113,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$124,810,307
Contract administrator fees2022-12-31$694,825
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$119,382,367
Total transfer of assets from this plan2021-12-31$193,479,801
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$688,934,744
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$170,951,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$165,876,114
Expenses. Certain deemed distributions of participant loans2021-12-31$304,609
Value of total corrective distributions2021-12-31$895,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$381,730,283
Value of total assets at end of year2021-12-31$2,281,160,001
Value of total assets at beginning of year2021-12-31$1,837,274,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,875,105
Total interest from all sources2021-12-31$517,054
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$52,408,720
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$52,408,720
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$198,681,845
Participant contributions at end of year2021-12-31$10,433,672
Participant contributions at beginning of year2021-12-31$10,396,168
Participant contributions at end of year2021-12-31$7,911,644
Participant contributions at beginning of year2021-12-31$9,132,752
Assets. Other investments not covered elsewhere at end of year2021-12-31$26,691,449
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$19,009,560
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$81,696,264
Administrative expenses (other) incurred2021-12-31$12,627
Total non interest bearing cash at end of year2021-12-31$813,465
Total non interest bearing cash at beginning of year2021-12-31$472,451
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$517,983,004
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,281,160,001
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,837,274,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,664,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,512,016,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,200,495,027
Interest on participant loans2021-12-31$517,054
Value of interest in common/collective trusts at end of year2021-12-31$635,413,433
Value of interest in common/collective trusts at beginning of year2021-12-31$491,393,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$65,767,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$101,883,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$254,278,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$101,352,174
Employer contributions (assets) at end of year2021-12-31$22,113,019
Employer contributions (assets) at beginning of year2021-12-31$4,491,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$165,876,114
Contract administrator fees2021-12-31$197,519
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$33,876,434
Total transfer of assets from this plan2020-12-31$76,268,207
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$535,937,773
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$113,854,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$109,820,282
Expenses. Certain deemed distributions of participant loans2020-12-31$212,540
Value of total corrective distributions2020-12-31$1,018,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$279,060,364
Value of total assets at end of year2020-12-31$1,837,274,431
Value of total assets at beginning of year2020-12-31$1,457,582,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,803,139
Total interest from all sources2020-12-31$515,005
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$30,729,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$30,729,391
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$162,150,351
Participant contributions at end of year2020-12-31$10,396,168
Participant contributions at beginning of year2020-12-31$8,740,953
Participant contributions at end of year2020-12-31$9,132,752
Participant contributions at beginning of year2020-12-31$8,343,030
Assets. Other investments not covered elsewhere at end of year2020-12-31$19,009,560
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$12,962,659
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$61,725,133
Administrative expenses (other) incurred2020-12-31$3,347
Total non interest bearing cash at end of year2020-12-31$472,451
Total non interest bearing cash at beginning of year2020-12-31$315,742
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$422,083,575
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,837,274,431
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,457,582,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,683,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,200,495,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,078,333,103
Interest on participant loans2020-12-31$515,005
Value of interest in common/collective trusts at end of year2020-12-31$491,393,412
Value of interest in common/collective trusts at beginning of year2020-12-31$247,111,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$101,883,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$82,594,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$225,633,013
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$55,184,880
Employer contributions (assets) at end of year2020-12-31$4,491,941
Employer contributions (assets) at beginning of year2020-12-31$19,180,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$109,820,282
Contract administrator fees2020-12-31$116,170
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$56,344,518
Total transfer of assets to this plan2019-12-31$56,344,518
Total transfer of assets from this plan2019-12-31$143,106,032
Total transfer of assets from this plan2019-12-31$143,106,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$536,486,548
Total income from all sources (including contributions)2019-12-31$536,486,548
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$119,475,222
Total of all expenses incurred2019-12-31$119,475,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$114,982,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$114,982,646
Expenses. Certain deemed distributions of participant loans2019-12-31$308,084
Expenses. Certain deemed distributions of participant loans2019-12-31$308,084
Value of total corrective distributions2019-12-31$1,242,431
Value of total corrective distributions2019-12-31$1,242,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$266,379,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$266,379,750
Value of total assets at end of year2019-12-31$1,457,582,629
Value of total assets at end of year2019-12-31$1,457,582,629
Value of total assets at beginning of year2019-12-31$1,127,332,817
Value of total assets at beginning of year2019-12-31$1,127,332,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,942,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,942,061
Total interest from all sources2019-12-31$479,986
Total interest from all sources2019-12-31$479,986
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,504,421
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,504,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$29,504,421
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$29,504,421
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$141,746,827
Contributions received from participants2019-12-31$141,746,827
Participant contributions at end of year2019-12-31$8,740,953
Participant contributions at end of year2019-12-31$8,740,953
Participant contributions at beginning of year2019-12-31$8,175,753
Participant contributions at end of year2019-12-31$8,343,030
Participant contributions at end of year2019-12-31$8,343,030
Participant contributions at beginning of year2019-12-31$7,451,462
Participant contributions at beginning of year2019-12-31$7,451,462
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,962,659
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,962,659
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,312,365
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,312,365
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,373,913
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,373,913
Administrative expenses (other) incurred2019-12-31$525
Total non interest bearing cash at end of year2019-12-31$315,742
Total non interest bearing cash at end of year2019-12-31$315,742
Total non interest bearing cash at beginning of year2019-12-31$157,266
Total non interest bearing cash at beginning of year2019-12-31$157,266
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$417,011,326
Value of net income/loss2019-12-31$417,011,326
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,457,582,629
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,457,582,629
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,127,332,817
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,127,332,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,529,393
Investment advisory and management fees2019-12-31$2,529,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,078,333,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,078,333,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$819,812,846
Interest on participant loans2019-12-31$479,986
Interest on participant loans2019-12-31$479,986
Value of interest in common/collective trusts at end of year2019-12-31$247,111,426
Value of interest in common/collective trusts at end of year2019-12-31$247,111,426
Value of interest in common/collective trusts at beginning of year2019-12-31$189,168,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$82,594,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$82,594,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$76,548,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$76,548,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$240,122,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$240,122,391
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
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$62,259,010
Contributions received in cash from employer2019-12-31$62,259,010
Employer contributions (assets) at end of year2019-12-31$19,180,821
Employer contributions (assets) at end of year2019-12-31$19,180,821
Employer contributions (assets) at beginning of year2019-12-31$17,705,805
Employer contributions (assets) at beginning of year2019-12-31$17,705,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$114,982,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$114,982,646
Contract administrator fees2019-12-31$412,143
Contract administrator fees2019-12-31$412,143
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 name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$85,050,041
Total transfer of assets from this plan2018-12-31$50,788,999
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$151,115,097
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$82,295,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$79,376,328
Expenses. Certain deemed distributions of participant loans2018-12-31$310,866
Value of total corrective distributions2018-12-31$649,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$212,721,926
Value of total assets at end of year2018-12-31$1,127,332,817
Value of total assets at beginning of year2018-12-31$1,024,252,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,959,009
Total interest from all sources2018-12-31$387,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$27,753,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$27,753,713
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$119,708,247
Participant contributions at end of year2018-12-31$8,175,753
Participant contributions at beginning of year2018-12-31$6,704,308
Participant contributions at end of year2018-12-31$7,451,462
Participant contributions at beginning of year2018-12-31$6,459,305
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,312,365
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,826,097
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,118,502
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$375
Total non interest bearing cash at end of year2018-12-31$157,266
Total non interest bearing cash at beginning of year2018-12-31$116,573
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$68,819,728
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,127,332,817
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,024,252,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,703,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$819,812,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$743,294,789
Interest on participant loans2018-12-31$387,056
Value of interest in common/collective trusts at end of year2018-12-31$189,168,912
Value of interest in common/collective trusts at beginning of year2018-12-31$178,514,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$76,548,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$65,236,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-92,111,755
Net investment gain or loss from common/collective trusts2018-12-31$2,364,157
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$49,895,177
Employer contributions (assets) at end of year2018-12-31$17,705,805
Employer contributions (assets) at beginning of year2018-12-31$16,100,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$79,376,328
Contract administrator fees2018-12-31$254,696
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 name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$34,233,971
Total transfer of assets from this plan2017-12-31$72,279,521
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$374,857
Total income from all sources (including contributions)2017-12-31$331,465,209
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$69,456,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$65,833,150
Expenses. Certain deemed distributions of participant loans2017-12-31$275,555
Value of total corrective distributions2017-12-31$451,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$182,866,802
Value of total assets at end of year2017-12-31$1,024,252,047
Value of total assets at beginning of year2017-12-31$800,663,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,895,758
Total interest from all sources2017-12-31$265,699
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,830,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$28,830,608
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$101,097,614
Participant contributions at end of year2017-12-31$6,704,308
Participant contributions at beginning of year2017-12-31$5,955,119
Participant contributions at end of year2017-12-31$6,459,305
Participant contributions at beginning of year2017-12-31$7,576,011
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,826,097
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,961,443
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$34,183,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$374,857
Administrative expenses (other) incurred2017-12-31$30,075
Total non interest bearing cash at end of year2017-12-31$116,573
Total non interest bearing cash at beginning of year2017-12-31$86,429
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$262,009,064
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,024,252,047
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$800,288,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,387,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$743,294,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$713,679,733
Interest on participant loans2017-12-31$265,699
Value of interest in common/collective trusts at end of year2017-12-31$178,514,395
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$65,236,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$58,728,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$119,309,321
Net investment gain or loss from common/collective trusts2017-12-31$192,779
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$47,585,213
Employer contributions (assets) at end of year2017-12-31$16,100,338
Employer contributions (assets) at beginning of year2017-12-31$11,675,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$65,833,150
Contract administrator fees2017-12-31$478,348
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 name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$16,566,330
Total transfer of assets from this plan2016-12-31$16,416,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$374,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$404,979
Total income from all sources (including contributions)2016-12-31$220,392,640
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$46,557,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$43,750,145
Expenses. Certain deemed distributions of participant loans2016-12-31$181,713
Value of total corrective distributions2016-12-31$69,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$159,182,954
Value of total assets at end of year2016-12-31$800,663,390
Value of total assets at beginning of year2016-12-31$626,707,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,556,001
Total interest from all sources2016-12-31$251,666
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$23,654,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$23,654,245
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$90,430,570
Participant contributions at end of year2016-12-31$5,955,119
Participant contributions at beginning of year2016-12-31$6,110,116
Participant contributions at end of year2016-12-31$7,576,011
Participant contributions at beginning of year2016-12-31$1,039,683
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,961,443
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,051,448
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,635,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$374,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$404,979
Administrative expenses (other) incurred2016-12-31$250
Total non interest bearing cash at end of year2016-12-31$86,429
Total non interest bearing cash at beginning of year2016-12-31$292,776
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$173,835,555
Value of net assets at end of year (total assets less liabilities)2016-12-31$800,288,533
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$626,302,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,463,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$713,679,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$573,236,229
Interest on participant loans2016-12-31$251,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$58,728,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$43,723,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$37,303,775
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$46,116,836
Employer contributions (assets) at end of year2016-12-31$11,675,762
Employer contributions (assets) at beginning of year2016-12-31$254,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$43,750,145
Contract administrator fees2016-12-31$92,741
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 name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$33,496,350
Total transfer of assets from this plan2015-12-31$29,288,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$404,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$346,297
Total income from all sources (including contributions)2015-12-31$130,407,044
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$42,546,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$40,172,886
Expenses. Certain deemed distributions of participant loans2015-12-31$167,155
Value of total corrective distributions2015-12-31$128,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$135,197,308
Value of total assets at end of year2015-12-31$626,707,792
Value of total assets at beginning of year2015-12-31$534,581,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,078,522
Total interest from all sources2015-12-31$234,203
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$25,816,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$25,816,830
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$78,612,506
Participant contributions at end of year2015-12-31$6,110,116
Participant contributions at beginning of year2015-12-31$4,928,772
Participant contributions at end of year2015-12-31$1,039,683
Participant contributions at beginning of year2015-12-31$17,242
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,051,448
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,447,187
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$24,539,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$404,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$346,297
Administrative expenses (other) incurred2015-12-31$22,434
Total non interest bearing cash at end of year2015-12-31$292,776
Total non interest bearing cash at beginning of year2015-12-31$269,732
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$87,860,137
Value of net assets at end of year (total assets less liabilities)2015-12-31$626,302,813
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$534,234,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,991,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$573,236,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$496,467,535
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$234,203
Interest earned on other investments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$43,723,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$31,331,078
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-30,841,297
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$32,045,419
Employer contributions (assets) at end of year2015-12-31$254,090
Employer contributions (assets) at beginning of year2015-12-31$119,585
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$40,172,886
Contract administrator fees2015-12-31$64,522
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 name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$28,188,179
Total transfer of assets from this plan2014-12-31$11,521,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$346,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$345,743
Total income from all sources (including contributions)2014-12-31$139,871,845
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$38,626,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,625,425
Expenses. Certain deemed distributions of participant loans2014-12-31$79,626
Value of total corrective distributions2014-12-31$437,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$107,700,669
Value of total assets at end of year2014-12-31$534,581,131
Value of total assets at beginning of year2014-12-31$416,668,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,483,723
Total interest from all sources2014-12-31$199,750
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$26,403,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$26,403,228
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$64,347,840
Participant contributions at end of year2014-12-31$4,928,772
Participant contributions at beginning of year2014-12-31$4,499,412
Participant contributions at end of year2014-12-31$17,242
Participant contributions at beginning of year2014-12-31$4,298,192
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,447,187
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$826,795
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,334,892
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$346,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$345,743
Administrative expenses (other) incurred2014-12-31$10,904
Total non interest bearing cash at end of year2014-12-31$269,732
Total non interest bearing cash at beginning of year2014-12-31$91,934
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$101,245,130
Value of net assets at end of year (total assets less liabilities)2014-12-31$534,234,834
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$416,322,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,412,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$496,467,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$380,209,963
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$199,750
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,331,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$25,531,018
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,568,198
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$26,017,937
Employer contributions (assets) at end of year2014-12-31$119,585
Employer contributions (assets) at beginning of year2014-12-31$1,211,379
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,625,425
Contract administrator fees2014-12-31$60,391
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31COHN REZNICK
Accountancy firm EIN2014-12-31221478099
2013 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$12,423,646
Total transfer of assets from this plan2013-12-31$22,030,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$345,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$358,358
Total income from all sources (including contributions)2013-12-31$154,773,250
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$32,002,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$30,095,307
Expenses. Certain deemed distributions of participant loans2013-12-31$16,342
Value of total corrective distributions2013-12-31$567,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$91,736,551
Value of total assets at end of year2013-12-31$416,668,693
Value of total assets at beginning of year2013-12-31$303,516,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,323,249
Total interest from all sources2013-12-31$713,400
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$14,916,240
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$14,916,240
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$53,425,490
Participant contributions at end of year2013-12-31$4,499,412
Participant contributions at beginning of year2013-12-31$3,164,494
Participant contributions at end of year2013-12-31$4,298,192
Participant contributions at beginning of year2013-12-31$4,140,517
Assets. Other investments not covered elsewhere at end of year2013-12-31$826,795
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$744,332
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,806,209
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$345,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$358,358
Other income not declared elsewhere2013-12-31$66,876
Administrative expenses (other) incurred2013-12-31$5,325
Total non interest bearing cash at end of year2013-12-31$91,934
Total non interest bearing cash at beginning of year2013-12-31$28,201
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$122,771,222
Value of net assets at end of year (total assets less liabilities)2013-12-31$416,322,950
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$303,158,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,266,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$380,209,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$273,906,456
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$159,285
Interest earned on other investments2013-12-31$554,115
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$25,531,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,598,968
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$47,340,183
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$20,504,852
Employer contributions (assets) at end of year2013-12-31$1,211,379
Employer contributions (assets) at beginning of year2013-12-31$933,647
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$30,095,307
Contract administrator fees2013-12-31$51,740
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 name2013-12-31COHN REZNICK
Accountancy firm EIN2013-12-31221478099
2012 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$14,221,851
Total transfer of assets from this plan2012-12-31$16,278,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$358,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$75,625
Total income from all sources (including contributions)2012-12-31$106,946,157
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$21,951,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,636,238
Expenses. Certain deemed distributions of participant loans2012-12-31$19,114
Value of total corrective distributions2012-12-31$200,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$75,305,910
Value of total assets at end of year2012-12-31$303,516,615
Value of total assets at beginning of year2012-12-31$220,295,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,095,577
Total interest from all sources2012-12-31$116,646
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,467,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,467,100
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$46,322,810
Participant contributions at end of year2012-12-31$3,164,494
Participant contributions at beginning of year2012-12-31$2,037,783
Participant contributions at end of year2012-12-31$4,140,517
Participant contributions at beginning of year2012-12-31$3,005,900
Assets. Other investments not covered elsewhere at end of year2012-12-31$744,332
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$714,103
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,889,908
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$75,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$358,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$75,625
Other income not declared elsewhere2012-12-31$561,029
Administrative expenses (other) incurred2012-12-31$138
Total non interest bearing cash at end of year2012-12-31$28,201
Total non interest bearing cash at beginning of year2012-12-31$93,967
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$84,994,598
Value of net assets at end of year (total assets less liabilities)2012-12-31$303,158,257
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$220,220,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,046,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$273,906,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$197,890,311
Interest on participant loans2012-12-31$116,646
Interest earned on other investments2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,598,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,695,334
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,495,472
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$16,093,192
Employer contributions (assets) at end of year2012-12-31$933,647
Employer contributions (assets) at beginning of year2012-12-31$858,456
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,560,812
Contract administrator fees2012-12-31$49,226
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31COHNREZNICK
Accountancy firm EIN2012-12-31221478099
2011 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$7,390,226
Total transfer of assets from this plan2011-12-31$22,713,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$75,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$171,942
Total income from all sources (including contributions)2011-12-31$53,250,213
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,063,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,257,656
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$60,042,396
Value of total assets at end of year2011-12-31$220,295,854
Value of total assets at beginning of year2011-12-31$198,529,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$806,079
Total interest from all sources2011-12-31$-7,960,077
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,776,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,776,444
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$39,974,150
Participant contributions at end of year2011-12-31$2,037,783
Participant contributions at beginning of year2011-12-31$1,572,348
Participant contributions at end of year2011-12-31$3,005,900
Participant contributions at beginning of year2011-12-31$2,915,937
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,935,310
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$41,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$75,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$171,942
Other income not declared elsewhere2011-12-31$692,694
Administrative expenses (other) incurred2011-12-31$762,950
Total non interest bearing cash at end of year2011-12-31$93,967
Total non interest bearing cash at beginning of year2011-12-31$164,223
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$37,186,478
Value of net assets at end of year (total assets less liabilities)2011-12-31$220,220,229
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$198,357,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$198,604,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$193,239,965
Interest on participant loans2011-12-31$82,146
Interest earned on other investments2011-12-31$-8,042,223
Value of interest in common/collective trusts at end of year2011-12-31$15,695,334
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,333,049
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$31,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$14,132,936
Employer contributions (assets) at end of year2011-12-31$858,456
Employer contributions (assets) at beginning of year2011-12-31$594,947
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,257,656
Contract administrator fees2011-12-31$43,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31COHN REZNICK LLP
Accountancy firm EIN2011-12-31221478099
2010 : AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$6,436,561
Total transfer of assets from this plan2010-12-31$10,712,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$171,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$273,036
Total income from all sources (including contributions)2010-12-31$68,418,619
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$21,715,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,778,314
Expenses. Certain deemed distributions of participant loans2010-12-31$91,360
Value of total corrective distributions2010-12-31$175,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$46,784,910
Value of total assets at end of year2010-12-31$198,529,407
Value of total assets at beginning of year2010-12-31$156,203,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$670,465
Total interest from all sources2010-12-31$65,271
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$33,056,039
Participant contributions at end of year2010-12-31$1,572,348
Participant contributions at beginning of year2010-12-31$1,430,786
Participant contributions at end of year2010-12-31$2,915,937
Participant contributions at beginning of year2010-12-31$2,230,998
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,555,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$41,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$32,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$171,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$273,036
Other income not declared elsewhere2010-12-31$567,708
Administrative expenses (other) incurred2010-12-31$169,970
Total non interest bearing cash at end of year2010-12-31$164,223
Total non interest bearing cash at beginning of year2010-12-31$226,289
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$46,703,102
Value of net assets at end of year (total assets less liabilities)2010-12-31$198,357,465
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$155,930,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$193,239,965
Value of interest in pooled separate accounts at beginning of year2010-12-31$150,762,548
Interest on participant loans2010-12-31$65,271
Net investment gain/loss from pooled separate accounts2010-12-31$21,000,730
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$9,173,627
Employer contributions (assets) at end of year2010-12-31$594,947
Employer contributions (assets) at beginning of year2010-12-31$1,520,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$20,778,314
Contract administrator fees2010-12-31$500,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JH COHN LLP
Accountancy firm EIN2010-12-31221478099

Form 5500 Responses for AMBROSE MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number899339
Policy instance 1
Insurance contract or identification number899339
Number of Individuals Covered1112
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 numberMR 60770
Policy instance 1
Insurance contract or identification numberMR 60770
Number of Individuals Covered24193
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 60770
Policy instance 1
Insurance contract or identification numberMR 60770
Number of Individuals Covered24527
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 60770
Policy instance 1
Insurance contract or identification numberMR 60770
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 60770
Policy instance 1
Insurance contract or identification numberMR 60770
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 60770
Policy instance 1
Insurance contract or identification numberMR 60770
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 numberMR 60770
Policy instance 1
Insurance contract or identification numberMR 60770
Number of Individuals Covered14087
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 numberMR 60770
Policy instance 1
Insurance contract or identification numberMR 60770
Number of Individuals Covered13071
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 numberMR 60770
Policy instance 1
Insurance contract or identification numberMR 60770
Number of Individuals Covered10970
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 numberMR 60770
Policy instance 1
Insurance contract or identification numberMR 60770
Number of Individuals Covered9379
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 numberMR 60770
Policy instance 1
Insurance contract or identification numberMR 60770
Number of Individuals Covered7920
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number602874
Policy instance 1
Insurance contract or identification number602874
Number of Individuals Covered6679
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1