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FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameFUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN
Plan identification number 001

FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

FUSION EMPLOYER SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:FUSION EMPLOYER SERVICES, LLC
Employer identification number (EIN):134337327
NAIC Classification:541214
NAIC Description:Payroll Services

Additional information about FUSION EMPLOYER SERVICES, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0400130586

More information about FUSION EMPLOYER SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRACY MONAGHAN
0012016-01-01TRACY MONAGHAN
0012015-01-01ATHAYAPARAN
0012014-01-01ATHAYAPARAN
0012013-01-01PARWINDER VIRK2016-03-18
0012012-01-01AMUTHA THAYAPARAN
0012012-01-01AMUTHA THAYAPARAN
0012011-01-01AMUTHA THAYAPARAN
0012010-01-01DAN SURTZ
0012009-01-01DAN SURTZ
0012009-01-012010-10-14

Plan Statistics for FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN

Measure Date Value
2023: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,232
Total number of active participants reported on line 7a of the Form 55002023-01-012,130
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-01317
Total of all active and inactive participants2023-01-012,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-012,453
Number of participants with account balances2023-01-011,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0123
2022: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,707
Total number of active participants reported on line 7a of the Form 55002022-01-011,888
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01262
Total of all active and inactive participants2022-01-012,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-012,158
Number of participants with account balances2022-01-011,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,517
Total number of active participants reported on line 7a of the Form 55002021-01-011,379
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01177
Total of all active and inactive participants2021-01-011,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,562
Number of participants with account balances2021-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,630
Total number of active participants reported on line 7a of the Form 55002020-01-011,310
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01178
Total of all active and inactive participants2020-01-011,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,491
Number of participants with account balances2020-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,748
Total number of active participants reported on line 7a of the Form 55002019-01-011,450
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01143
Total of all active and inactive participants2019-01-011,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,599
Number of participants with account balances2019-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,629
Total number of active participants reported on line 7a of the Form 55002018-01-011,571
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01139
Total of all active and inactive participants2018-01-011,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,715
Number of participants with account balances2018-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,701
Total number of active participants reported on line 7a of the Form 55002017-01-011,499
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01100
Total of all active and inactive participants2017-01-011,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,603
Number of participants with account balances2017-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,009
Total number of active participants reported on line 7a of the Form 55002016-01-0126
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01676
Total of all active and inactive participants2016-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01704
Number of participants with account balances2016-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,229
Total number of active participants reported on line 7a of the Form 55002015-01-011,009
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-011,122
Total participants2015-01-011,122
Number of participants with account balances2015-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,056
Total number of active participants reported on line 7a of the Form 55002014-01-01840
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01278
Total of all active and inactive participants2014-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,118
Number of participants with account balances2014-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2012: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01584
Total number of active participants reported on line 7a of the Form 55002012-01-01477
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01208
Total of all active and inactive participants2012-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01685
Number of participants with account balances2012-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01442
Total number of active participants reported on line 7a of the Form 55002011-01-01474
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0189
Total of all active and inactive participants2011-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01564
Number of participants with account balances2011-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01381
Total number of active participants reported on line 7a of the Form 55002010-01-01376
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0158
Total of all active and inactive participants2010-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01435
Number of participants with account balances2010-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01376
Total number of active participants reported on line 7a of the Form 55002009-01-01331
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01374
Number of participants with account balances2009-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2023 401k financial data
Total transfer of assets to this plan2023-12-31$6,630,467
Total transfer of assets from this plan2023-12-31$735,010
Total income from all sources (including contributions)2023-12-31$19,711,240
Total of all expenses incurred2023-12-31$6,974,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,664,796
Value of total corrective distributions2023-12-31$23,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$9,675,948
Value of total assets at end of year2023-12-31$76,961,421
Value of total assets at beginning of year2023-12-31$58,329,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$285,858
Total interest from all sources2023-12-31$145,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$6,527,043
Participant contributions at end of year2023-12-31$1,003,522
Participant contributions at beginning of year2023-12-31$1,015,253
Participant contributions at end of year2023-12-31$315,433
Participant contributions at beginning of year2023-12-31$9,035
Assets. Other investments not covered elsewhere at end of year2023-12-31$309,448
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$386,914
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,081,845
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$6,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$4,657
Other income not declared elsewhere2023-12-31$109,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$12,736,699
Value of net assets at end of year (total assets less liabilities)2023-12-31$76,961,421
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$58,329,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$225,245
Value of interest in pooled separate accounts at end of year2023-12-31$70,529,418
Value of interest in pooled separate accounts at beginning of year2023-12-31$52,062,023
Interest on participant loans2023-12-31$55,339
Interest earned on other investments2023-12-31$90,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,700,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$4,391,243
Net investment gain/loss from pooled separate accounts2023-12-31$9,779,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,067,060
Employer contributions (assets) at end of year2023-12-31$97,073
Employer contributions (assets) at beginning of year2023-12-31$460,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,664,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WISS & COMPANY, LLP
Accountancy firm EIN2023-12-31221732349
2022 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$3,284,249
Total transfer of assets from this plan2022-12-31$2,495,071
Total income from all sources (including contributions)2022-12-31$-2,062,786
Total of all expenses incurred2022-12-31$3,572,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,307,606
Expenses. Certain deemed distributions of participant loans2022-12-31$708
Value of total corrective distributions2022-12-31$20,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,779,931
Value of total assets at end of year2022-12-31$58,329,265
Value of total assets at beginning of year2022-12-31$63,175,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$243,224
Total interest from all sources2022-12-31$103,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$25,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,201,095
Participant contributions at end of year2022-12-31$1,015,253
Participant contributions at beginning of year2022-12-31$862,993
Participant contributions at end of year2022-12-31$9,035
Participant contributions at beginning of year2022-12-31$53,787
Assets. Other investments not covered elsewhere at end of year2022-12-31$386,914
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$693,387
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$351,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,657
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,610
Other income not declared elsewhere2022-12-31$-254,815
Administrative expenses (other) incurred2022-12-31$20,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,635,238
Value of net assets at end of year (total assets less liabilities)2022-12-31$58,329,265
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$63,175,325
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$197,786
Value of interest in pooled separate accounts at end of year2022-12-31$52,062,023
Value of interest in pooled separate accounts at beginning of year2022-12-31$58,139,075
Interest on participant loans2022-12-31$44,886
Interest earned on other investments2022-12-31$58,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,391,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,122,359
Net investment gain/loss from pooled separate accounts2022-12-31$-9,691,452
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$2,227,695
Employer contributions (assets) at end of year2022-12-31$460,140
Employer contributions (assets) at beginning of year2022-12-31$302,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,307,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
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 name2022-12-31WISS & COMPANY, LLP
Accountancy firm EIN2022-12-31221732349
2021 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$2,996,853
Total transfer of assets from this plan2021-12-31$2,455,629
Total income from all sources (including contributions)2021-12-31$14,073,343
Total of all expenses incurred2021-12-31$4,638,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,381,977
Value of total corrective distributions2021-12-31$1,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,024,772
Value of total assets at end of year2021-12-31$63,175,325
Value of total assets at beginning of year2021-12-31$53,199,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$254,549
Total interest from all sources2021-12-31$94,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$15,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,577,552
Participant contributions at end of year2021-12-31$862,993
Participant contributions at beginning of year2021-12-31$934,387
Participant contributions at end of year2021-12-31$53,787
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$693,387
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$429,774
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$721,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,843
Other income not declared elsewhere2021-12-31$69,060
Administrative expenses (other) incurred2021-12-31$26,911
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$9,434,938
Value of net assets at end of year (total assets less liabilities)2021-12-31$63,175,325
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,199,163
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$212,138
Value of interest in pooled separate accounts at end of year2021-12-31$58,139,075
Value of interest in pooled separate accounts at beginning of year2021-12-31$48,309,868
Interest on participant loans2021-12-31$44,508
Interest earned on other investments2021-12-31$49,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,122,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,287,440
Net investment gain/loss from pooled separate accounts2021-12-31$6,885,010
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$1,726,044
Employer contributions (assets) at end of year2021-12-31$302,114
Employer contributions (assets) at beginning of year2021-12-31$232,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,381,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WISS & COMPANY, LLP
Accountancy firm EIN2021-12-31221732349
2020 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$1,304,862
Total transfer of assets from this plan2020-12-31$1,462,532
Total income from all sources (including contributions)2020-12-31$12,629,082
Total of all expenses incurred2020-12-31$3,943,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,707,685
Value of total corrective distributions2020-12-31$56,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,288,386
Value of total assets at end of year2020-12-31$53,199,163
Value of total assets at beginning of year2020-12-31$44,671,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$179,472
Total interest from all sources2020-12-31$108,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$15,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,812,394
Participant contributions at end of year2020-12-31$934,387
Participant contributions at beginning of year2020-12-31$1,078,554
Assets. Other investments not covered elsewhere at end of year2020-12-31$429,774
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$86,499
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$894,201
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,682
Other income not declared elsewhere2020-12-31$91,226
Administrative expenses (other) incurred2020-12-31$16,131
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$8,685,424
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,199,163
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,671,409
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$148,341
Value of interest in pooled separate accounts at end of year2020-12-31$48,309,868
Value of interest in pooled separate accounts at beginning of year2020-12-31$40,135,269
Interest on participant loans2020-12-31$56,456
Interest earned on other investments2020-12-31$52,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,287,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,369,405
Net investment gain/loss from pooled separate accounts2020-12-31$6,140,651
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$1,581,791
Employer contributions (assets) at end of year2020-12-31$232,851
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,707,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WISS & COMPANY, LLP
Accountancy firm EIN2020-12-31221732349
2019 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$5,500,787
Total transfer of assets from this plan2019-12-31$303,747
Total income from all sources (including contributions)2019-12-31$11,503,121
Total of all expenses incurred2019-12-31$3,054,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,871,776
Expenses. Certain deemed distributions of participant loans2019-12-31$543
Value of total corrective distributions2019-12-31$35,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,845,965
Value of total assets at end of year2019-12-31$44,671,409
Value of total assets at beginning of year2019-12-31$31,025,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$146,390
Total interest from all sources2019-12-31$102,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,551,987
Participant contributions at end of year2019-12-31$1,078,554
Participant contributions at beginning of year2019-12-31$789,396
Assets. Other investments not covered elsewhere at end of year2019-12-31$86,499
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$61,801
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$95,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$600
Other income not declared elsewhere2019-12-31$24,697
Administrative expenses (other) incurred2019-12-31$15,953
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$8,448,571
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,671,409
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,025,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$130,437
Value of interest in pooled separate accounts at end of year2019-12-31$40,135,269
Value of interest in pooled separate accounts at beginning of year2019-12-31$27,110,249
Interest on participant loans2019-12-31$48,736
Interest earned on other investments2019-12-31$53,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,369,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,920,252
Net investment gain/loss from pooled separate accounts2019-12-31$6,530,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,198,181
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$143,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,871,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WISS & COMPANY, LLP
Accountancy firm EIN2019-12-31221732349
2018 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$4,265,469
Total income from all sources (including contributions)2018-12-31$2,276,853
Total of all expenses incurred2018-12-31$2,134,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,991,059
Value of total corrective distributions2018-12-31$20,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,137,645
Value of total assets at end of year2018-12-31$31,025,798
Value of total assets at beginning of year2018-12-31$26,618,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$122,774
Total interest from all sources2018-12-31$72,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,689,515
Participant contributions at end of year2018-12-31$789,396
Participant contributions at beginning of year2018-12-31$813,911
Assets. Other investments not covered elsewhere at end of year2018-12-31$61,801
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$466,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$11,383
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$142,324
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,025,798
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,618,005
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$111,391
Value of interest in pooled separate accounts at end of year2018-12-31$27,110,249
Value of interest in pooled separate accounts at beginning of year2018-12-31$23,565,284
Interest on participant loans2018-12-31$42,021
Interest earned on other investments2018-12-31$30,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,920,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,238,810
Net investment gain/loss from pooled separate accounts2018-12-31$-1,933,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$981,482
Employer contributions (assets) at end of year2018-12-31$143,500
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,991,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SANSIVERI, KIMBALL & CO
Accountancy firm EIN2018-12-31050255779
2017 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$1,772,317
Total income from all sources (including contributions)2017-12-31$6,488,466
Total of all expenses incurred2017-12-31$2,061,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,953,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,184,470
Value of total assets at end of year2017-12-31$26,618,005
Value of total assets at beginning of year2017-12-31$23,963,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$108,357
Total interest from all sources2017-12-31$62,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
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$2,063,432
Participant contributions at end of year2017-12-31$813,911
Participant contributions at beginning of year2017-12-31$732,705
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$364,082
Administrative expenses (other) incurred2017-12-31$14,123
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$4,426,934
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,618,005
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,963,388
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$94,234
Value of interest in pooled separate accounts at end of year2017-12-31$23,565,284
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,740,846
Interest on participant loans2017-12-31$31,762
Interest earned on other investments2017-12-31$30,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,238,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,489,837
Net investment gain/loss from pooled separate accounts2017-12-31$3,241,784
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$756,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,953,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SANSIVERI, KIMBALL & CO
Accountancy firm EIN2017-12-31050255779
2016 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$4,326,563
Total income from all sources (including contributions)2016-12-31$5,219,559
Total of all expenses incurred2016-12-31$1,275,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,142,245
Value of total corrective distributions2016-12-31$23,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,773,695
Value of total assets at end of year2016-12-31$23,963,388
Value of total assets at beginning of year2016-12-31$24,345,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$109,779
Total interest from all sources2016-12-31$57,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
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$2,237,826
Participant contributions at end of year2016-12-31$732,705
Participant contributions at beginning of year2016-12-31$661,552
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$853,349
Administrative expenses (other) incurred2016-12-31$109,779
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$3,944,158
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,963,388
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,345,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$20,740,846
Value of interest in pooled separate accounts at beginning of year2016-12-31$21,990,293
Interest on participant loans2016-12-31$29,050
Income. Interest from loans (other than to participants)2016-12-31$28,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,489,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,693,948
Net investment gain/loss from pooled separate accounts2016-12-31$1,388,593
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$682,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,142,245
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SANSIVERI, KIMBALL & CO
Accountancy firm EIN2016-12-31050255779
2015 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$3,329,182
Total transfer of assets from this plan2015-12-31$193,156
Total income from all sources (including contributions)2015-12-31$3,161,994
Total of all expenses incurred2015-12-31$2,018,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,884,932
Value of total corrective distributions2015-12-31$12,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,459,933
Value of total assets at end of year2015-12-31$24,345,793
Value of total assets at beginning of year2015-12-31$20,066,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$121,029
Total interest from all sources2015-12-31$27,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
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$2,493,930
Participant contributions at end of year2015-12-31$661,552
Participant contributions at beginning of year2015-12-31$694,216
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$302,050
Other income not declared elsewhere2015-12-31$21,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,143,337
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,345,793
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,066,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$21,990,293
Value of interest in pooled separate accounts at beginning of year2015-12-31$19,247,123
Interest on participant loans2015-12-31$27,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,693,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$125,091
Net investment gain/loss from pooled separate accounts2015-12-31$-346,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$663,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,884,932
Contract administrator fees2015-12-31$121,029
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 name2015-12-31SANSIVERI, KIMBALL & CO
Accountancy firm EIN2015-12-31050255779
2014 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$2,599,944
Total transfer of assets from this plan2014-12-31$1,344,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$30,263
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,521,795
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,596,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,511,408
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$-30,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,377,331
Value of total assets at end of year2014-12-31$20,066,430
Value of total assets at beginning of year2014-12-31$16,915,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$115,530
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$27,438
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,732,745
Participant contributions at end of year2014-12-31$694,216
Participant contributions at beginning of year2014-12-31$561,333
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$165,129
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 beginning of year2014-12-31$30,263
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,925,120
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,066,430
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,885,422
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$0
Value of interest in pooled separate accounts at end of year2014-12-31$19,372,214
Value of interest in pooled separate accounts at beginning of year2014-12-31$16,344,012
Interest on participant loans2014-12-31$27,438
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
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$0
Net investment gain/loss from pooled separate accounts2014-12-31$1,117,026
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$479,457
Employer contributions (assets) at beginning of year2014-12-31$10,340
Income. Dividends from preferred stock2014-12-31$0
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$1,511,408
Contract administrator fees2014-12-31$115,530
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
Aggregate proceeds on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SANSIVERI, KIMBALL & CO.
Accountancy firm EIN2014-12-31050255779
2013 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$2,539,549
Total transfer of assets from this plan2013-12-31$463,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,810
Total income from all sources (including contributions)2013-12-31$4,483,997
Total of all expenses incurred2013-12-31$1,303,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,209,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,470,046
Value of total assets at end of year2013-12-31$16,915,685
Value of total assets at beginning of year2013-12-31$11,641,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$93,529
Total interest from all sources2013-12-31$23,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$41,735
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,690,631
Participant contributions at end of year2013-12-31$561,333
Participant contributions at beginning of year2013-12-31$536,080
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$286,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$30,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$13,810
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$3,180,882
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,885,422
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,628,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$16,344,012
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,105,812
Interest on participant loans2013-12-31$23,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$1,990,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$492,817
Employer contributions (assets) at end of year2013-12-31$10,340
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,209,586
Contract administrator fees2013-12-31$51,794
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 name2013-12-31SANSIVERI, KIMBALL & CO, LLP
Accountancy firm EIN2013-12-31050255779
2012 : FUSION EMPLOYER SERVICES 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$245,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,869
Total income from all sources (including contributions)2012-12-31$2,493,269
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,290,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,214,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,465,785
Value of total assets at end of year2012-12-31$11,641,892
Value of total assets at beginning of year2012-12-31$10,182,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$75,974
Total interest from all sources2012-12-31$24,263
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$951,745
Participant contributions at end of year2012-12-31$536,080
Participant contributions at beginning of year2012-12-31$513,457
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$21,396
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$181,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$13,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,202,862
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,628,082
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,179,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$11,105,812
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,641,767
Interest on participant loans2012-12-31$24,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$1,003,221
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$332,258
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$5,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,214,433
Contract administrator fees2012-12-31$75,974
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRIEDMAN LLP
Accountancy firm EIN2012-12-31131610809
2011 : FUSION EMPLOYER SERVICES 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$2,609,923
Total transfer of assets from this plan2011-12-31$535,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,387
Total income from all sources (including contributions)2011-12-31$805,560
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$442,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$374,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$941,113
Value of total assets at end of year2011-12-31$10,155,224
Value of total assets at beginning of year2011-12-31$7,733,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,317
Total interest from all sources2011-12-31$18,256
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$711,035
Participant contributions at end of year2011-12-31$513,457
Participant contributions at beginning of year2011-12-31$368,668
Participant contributions at end of year2011-12-31$21,396
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$23,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$16,387
Other income not declared elsewhere2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$363,403
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,155,224
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,717,420
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
Value of interest in pooled separate accounts at end of year2011-12-31$9,641,767
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,365,139
Interest on participant loans2011-12-31$18,256
Net investment gain/loss from pooled separate accounts2011-12-31$-153,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$206,630
Employer contributions (assets) at end of year2011-12-31$5,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$374,840
Contract administrator fees2011-12-31$67,317
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRIEDMAN LLP
Accountancy firm EIN2011-12-31131610809
2010 : FUSION EMPLOYER SERVICES 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$2,201,069
Total transfer of assets from this plan2010-12-31$98,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,348
Total income from all sources (including contributions)2010-12-31$1,394,200
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$500,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$437,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$788,496
Value of total assets at end of year2010-12-31$7,733,807
Value of total assets at beginning of year2010-12-31$4,734,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$63,763
Total interest from all sources2010-12-31$16,158
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$522,325
Participant contributions at end of year2010-12-31$368,668
Participant contributions at beginning of year2010-12-31$342,078
Participant contributions at beginning of year2010-12-31$8,665
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$117,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$16,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,348
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$893,204
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,717,420
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,721,622
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$7,365,139
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,382,136
Interest on participant loans2010-12-31$16,158
Net investment gain/loss from pooled separate accounts2010-12-31$589,546
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$148,412
Employer contributions (assets) at beginning of year2010-12-31$2,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$437,233
Contract administrator fees2010-12-31$63,763
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FRIEDMAN LLP
Accountancy firm EIN2010-12-31131610809
2009 : FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN

2023: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
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: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2012: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
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: FUSION EMPLOYER SERVICES 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
2010: FUSION EMPLOYER SERVICES RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FUSION EMPLOYER SERVICES 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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Number of Individuals Covered1279
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Number of Individuals Covered1129
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Number of Individuals Covered835
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Number of Individuals Covered788
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Number of Individuals Covered764
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Number of Individuals Covered649
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Number of Individuals Covered501
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153-000
Policy instance 1
Insurance contract or identification number932153-000
Number of Individuals Covered689
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Number of Individuals Covered722
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $41,964
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $32,725
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932153
Policy instance 1
Insurance contract or identification number932153
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $31,997
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
Commission paid to Insurance BrokerUSD $16,004
Insurance broker organization code?3
Insurance broker nameSIGNATOR INSURANCE AGENCY INC

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