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ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 401k Plan overview

Plan NameABILITIES FIRST, INC. UNION 401(K) P/S PLAN
Plan identification number 004

ABILITIES FIRST, INC. UNION 401(K) P/S 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.
  • 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.

401k Sponsoring company profile

ABILITIES FIRST INC has sponsored the creation of one or more 401k plans.

Company Name:ABILITIES FIRST INC
Employer identification number (EIN):141467427
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about ABILITIES FIRST INC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1962-12-10
Company Identification Number: 152626
Legal Registered Office Address: 70 OVEROCKER ROAD
Dutchess
POUGHKEEPSIE
United States of America (USA)
12603

More information about ABILITIES FIRST INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABILITIES FIRST, INC. UNION 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01KIM RYDER
0042016-01-01SUSAN J OWEN
0042015-01-01SUSAN OWEN
0042014-01-01SUSAN OWEN
0042013-01-01SUSAN OWEN
0042012-01-01SUSAN OWEN
0042011-01-01CHRISTINE THORBJORNSEN
0042010-01-01CHRISTINE THORBJORNSEN

Plan Statistics for ABILITIES FIRST, INC. UNION 401(K) P/S PLAN

401k plan membership statisitcs for ABILITIES FIRST, INC. UNION 401(K) P/S PLAN

Measure Date Value
2022: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01495
Total number of active participants reported on line 7a of the Form 55002022-01-01325
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01170
Total of all active and inactive participants2022-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01504
Number of participants with account balances2022-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01799
Total number of active participants reported on line 7a of the Form 55002021-01-01332
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01155
Total of all active and inactive participants2021-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01495
Number of participants with account balances2021-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01834
Total number of active participants reported on line 7a of the Form 55002020-01-01426
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01368
Total of all active and inactive participants2020-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01799
Number of participants with account balances2020-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01871
Total number of active participants reported on line 7a of the Form 55002019-01-01476
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-01345
Total of all active and inactive participants2019-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01834
Number of participants with account balances2019-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01848
Total number of active participants reported on line 7a of the Form 55002018-01-01538
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01322
Total of all active and inactive participants2018-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01871
Number of participants with account balances2018-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01760
Total number of active participants reported on line 7a of the Form 55002017-01-01515
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01317
Total of all active and inactive participants2017-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01841
Number of participants with account balances2017-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01763
Total number of active participants reported on line 7a of the Form 55002016-01-01459
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01301
Total of all active and inactive participants2016-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01760
Number of participants with account balances2016-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01657
Total number of active participants reported on line 7a of the Form 55002015-01-01465
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01298
Total of all active and inactive participants2015-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01763
Number of participants with account balances2015-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01614
Total number of active participants reported on line 7a of the Form 55002014-01-01428
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01229
Total of all active and inactive participants2014-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01657
Number of participants with account balances2014-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01632
Total number of active participants reported on line 7a of the Form 55002013-01-01390
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01224
Total of all active and inactive participants2013-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01614
Number of participants with account balances2013-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01523
Total number of active participants reported on line 7a of the Form 55002012-01-01430
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01199
Total of all active and inactive participants2012-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01632
Number of participants with account balances2012-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01603
Total number of active participants reported on line 7a of the Form 55002011-01-01523
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01523
Number of participants with account balances2011-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01539
Total number of active participants reported on line 7a of the Form 55002010-01-01432
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01171
Total of all active and inactive participants2010-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01603
Number of participants with account balances2010-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on ABILITIES FIRST, INC. UNION 401(K) P/S PLAN

Measure Date Value
2022 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-675,149
Total of all expenses incurred2022-12-31$361,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$344,871
Expenses. Certain deemed distributions of participant loans2022-12-31$10,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$422,572
Value of total assets at end of year2022-12-31$6,362,341
Value of total assets at beginning of year2022-12-31$7,398,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,218
Total interest from all sources2022-12-31$10,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$304,673
Participant contributions at end of year2022-12-31$86,996
Participant contributions at beginning of year2022-12-31$108,496
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$13,891
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$568
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$316
Administrative expenses (other) incurred2022-12-31$6,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,036,582
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,362,341
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,398,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$5,945,621
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,951,956
Interest on participant loans2022-12-31$5,404
Interest earned on other investments2022-12-31$5,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$329,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$324,264
Net investment gain/loss from pooled separate accounts2022-12-31$-1,108,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$117,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$344,871
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 name2022-12-31BONADIO & CO, LLP
Accountancy firm EIN2022-12-31161131146
2021 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,207,833
Total of all expenses incurred2021-12-31$636,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$628,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$421,046
Value of total assets at end of year2021-12-31$7,398,923
Value of total assets at beginning of year2021-12-31$6,827,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,080
Total interest from all sources2021-12-31$11,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$310,522
Participant contributions at end of year2021-12-31$108,496
Participant contributions at beginning of year2021-12-31$105,786
Participant contributions at end of year2021-12-31$13,891
Participant contributions at beginning of year2021-12-31$10,039
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$712
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$7,080
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$571,815
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,398,923
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,827,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$6,951,956
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,374,293
Interest on participant loans2021-12-31$6,879
Interest earned on other investments2021-12-31$4,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$324,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$336,990
Net investment gain/loss from pooled separate accounts2021-12-31$775,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$109,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$628,938
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 name2021-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2021-12-31141567343
2020 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,308,039
Total of all expenses incurred2020-12-31$318,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$305,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$491,092
Value of total assets at end of year2020-12-31$6,827,108
Value of total assets at beginning of year2020-12-31$5,837,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,632
Total interest from all sources2020-12-31$10,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$332,368
Participant contributions at end of year2020-12-31$105,786
Participant contributions at beginning of year2020-12-31$117,645
Participant contributions at end of year2020-12-31$10,039
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,622
Administrative expenses (other) incurred2020-12-31$12,632
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$989,703
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,827,108
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,837,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$6,374,293
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,368,453
Interest on participant loans2020-12-31$5,198
Interest earned on other investments2020-12-31$5,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$336,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$351,307
Net investment gain/loss from pooled separate accounts2020-12-31$806,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$155,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$305,704
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2020-12-31141567343
2019 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,504,705
Total of all expenses incurred2019-12-31$922,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$911,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$505,273
Value of total assets at end of year2019-12-31$5,837,405
Value of total assets at beginning of year2019-12-31$5,255,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,958
Total interest from all sources2019-12-31$10,493
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$1,000,000
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$352,422
Participant contributions at end of year2019-12-31$117,645
Participant contributions at beginning of year2019-12-31$92,691
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,364
Administrative expenses (other) incurred2019-12-31$10,958
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$582,243
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,837,405
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,255,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$5,368,453
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,830,218
Interest on participant loans2019-12-31$5,050
Interest earned on other investments2019-12-31$5,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$351,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$332,253
Net investment gain/loss from pooled separate accounts2019-12-31$988,939
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$138,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$911,504
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 name2019-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2019-12-31141567343
2018 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$2,193
Total income from all sources (including contributions)2018-12-31$156,634
Total of all expenses incurred2018-12-31$131,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$120,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$483,902
Value of total assets at end of year2018-12-31$5,255,162
Value of total assets at beginning of year2018-12-31$5,228,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,562
Total interest from all sources2018-12-31$8,212
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$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$313,644
Participant contributions at end of year2018-12-31$92,691
Participant contributions at beginning of year2018-12-31$89,829
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,397
Administrative expenses (other) incurred2018-12-31$11,562
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$24,788
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,255,162
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,228,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,830,218
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,838,222
Interest on participant loans2018-12-31$4,118
Interest earned on other investments2018-12-31$4,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$332,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$300,130
Net investment gain/loss from pooled separate accounts2018-12-31$-335,480
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$145,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$120,284
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 name2018-12-31MARVIN AND COMPANY, P.CO
Accountancy firm EIN2018-12-31141567343
2017 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,077,582
Total of all expenses incurred2017-12-31$145,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$133,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$431,977
Value of total assets at end of year2017-12-31$5,228,181
Value of total assets at beginning of year2017-12-31$4,295,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,233
Total interest from all sources2017-12-31$8,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$269,065
Participant contributions at end of year2017-12-31$89,829
Participant contributions at beginning of year2017-12-31$108,582
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,560
Administrative expenses (other) incurred2017-12-31$11,233
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$932,509
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,228,181
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,295,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,838,222
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,831,841
Interest on participant loans2017-12-31$4,139
Interest earned on other investments2017-12-31$4,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$300,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$355,249
Net investment gain/loss from pooled separate accounts2017-12-31$636,686
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$161,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$133,840
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 name2017-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2017-12-31141567343
2016 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$721,751
Total of all expenses incurred2016-12-31$358,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$346,373
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$425,475
Value of total assets at end of year2016-12-31$4,295,672
Value of total assets at beginning of year2016-12-31$3,932,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,475
Total interest from all sources2016-12-31$4,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$278,634
Participant contributions at end of year2016-12-31$108,582
Participant contributions at beginning of year2016-12-31$102,014
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,787
Other income not declared elsewhere2016-12-31$8,084
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$362,903
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,295,672
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,932,769
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$3,831,841
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,422,323
Interest on participant loans2016-12-31$4,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$355,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$408,432
Net investment gain/loss from pooled separate accounts2016-12-31$283,716
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$145,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$346,373
Contract administrator fees2016-12-31$12,475
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 name2016-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2016-12-31141567343
2015 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$190,143
Total of all expenses incurred2015-12-31$171,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$158,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$225,817
Value of total assets at end of year2015-12-31$3,932,769
Value of total assets at beginning of year2015-12-31$3,913,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,443
Total interest from all sources2015-12-31$4,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$225,817
Participant contributions at end of year2015-12-31$102,014
Participant contributions at beginning of year2015-12-31$96,592
Other income not declared elsewhere2015-12-31$6,348
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$19,098
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,932,769
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,913,671
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$3,422,323
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,255,979
Interest on participant loans2015-12-31$4,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$408,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$428,701
Net investment gain/loss from pooled separate accounts2015-12-31$-46,246
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$0
Employer contributions (assets) at beginning of year2015-12-31$132,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$158,602
Contract administrator fees2015-12-31$12,443
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 name2015-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2015-12-31141567343
2014 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$535,947
Total of all expenses incurred2014-12-31$507,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$493,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$330,556
Value of total assets at end of year2014-12-31$3,913,671
Value of total assets at beginning of year2014-12-31$3,885,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,572
Total interest from all sources2014-12-31$3,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$198,157
Participant contributions at end of year2014-12-31$96,592
Participant contributions at beginning of year2014-12-31$79,805
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$6,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$28,527
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,913,671
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,885,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,255,979
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,232,066
Interest on participant loans2014-12-31$3,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$428,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$453,851
Net investment gain/loss from pooled separate accounts2014-12-31$194,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$132,399
Employer contributions (assets) at end of year2014-12-31$132,399
Employer contributions (assets) at beginning of year2014-12-31$119,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$493,848
Contract administrator fees2014-12-31$13,572
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2014-12-31141567343
2013 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$931,714
Total of all expenses incurred2013-12-31$166,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$152,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$327,852
Value of total assets at end of year2013-12-31$3,885,144
Value of total assets at beginning of year2013-12-31$3,120,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,750
Total interest from all sources2013-12-31$3,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$201,984
Participant contributions at end of year2013-12-31$79,805
Participant contributions at beginning of year2013-12-31$68,132
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,440
Other income not declared elsewhere2013-12-31$7,995
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$764,728
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,885,144
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,120,416
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$3,232,066
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,408,750
Interest on participant loans2013-12-31$3,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$453,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$508,886
Net investment gain/loss from pooled separate accounts2013-12-31$592,481
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$120,428
Employer contributions (assets) at end of year2013-12-31$119,422
Employer contributions (assets) at beginning of year2013-12-31$134,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$152,236
Contract administrator fees2013-12-31$14,750
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 name2013-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2013-12-31141567343
2012 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$6,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$659,008
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$156,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$146,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$363,966
Value of total assets at end of year2012-12-31$3,120,416
Value of total assets at beginning of year2012-12-31$2,610,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,949
Total interest from all sources2012-12-31$2,549
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$220,612
Participant contributions at end of year2012-12-31$68,132
Participant contributions at beginning of year2012-12-31$66,999
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,076
Other income not declared elsewhere2012-12-31$10,322
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$502,654
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,120,416
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,610,846
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$2,408,750
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,886,564
Interest on participant loans2012-12-31$2,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$508,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$516,468
Net investment gain/loss from pooled separate accounts2012-12-31$282,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$130,278
Employer contributions (assets) at end of year2012-12-31$134,648
Employer contributions (assets) at beginning of year2012-12-31$140,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$146,405
Contract administrator fees2012-12-31$9,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARVIN AND COMPANY
Accountancy firm EIN2012-12-31141567343
2011 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$0
Total income from all sources (including contributions)2011-12-31$331,305
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$42,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$36,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$363,085
Value of total assets at end of year2011-12-31$2,610,846
Value of total assets at beginning of year2011-12-31$2,322,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,582
Total interest from all sources2011-12-31$2,414
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$250,000
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$221,376
Participant contributions at end of year2011-12-31$66,999
Participant contributions at beginning of year2011-12-31$52,334
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$894
Other income not declared elsewhere2011-12-31$13,784
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$288,325
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,610,846
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,322,521
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$1,886,564
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,626,736
Interest on participant loans2011-12-31$2,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$516,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$519,717
Net investment gain/loss from pooled separate accounts2011-12-31$-47,978
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$140,815
Employer contributions (assets) at end of year2011-12-31$140,815
Employer contributions (assets) at beginning of year2011-12-31$123,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$36,398
Contract administrator fees2011-12-31$6,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MARVIN AND COMPANY
Accountancy firm EIN2011-12-31141567343
2010 : ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$488,595
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$137,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$131,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$296,058
Value of total assets at end of year2010-12-31$2,322,521
Value of total assets at beginning of year2010-12-31$1,971,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,997
Total interest from all sources2010-12-31$2,755
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$250,000
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$162,898
Participant contributions at end of year2010-12-31$52,334
Participant contributions at beginning of year2010-12-31$55,923
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,426
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$351,246
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,322,521
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,971,275
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 registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,213,906
Value of interest in pooled separate accounts at end of year2010-12-31$1,626,736
Interest on participant loans2010-12-31$2,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$557,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$557,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$519,717
Net investment gain/loss from pooled separate accounts2010-12-31$189,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$123,734
Employer contributions (assets) at end of year2010-12-31$123,734
Employer contributions (assets) at beginning of year2010-12-31$144,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$131,352
Contract administrator fees2010-12-31$5,997
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2010-12-31141567343

Form 5500 Responses for ABILITIES FIRST, INC. UNION 401(K) P/S PLAN

2022: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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
2013: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ABILITIES FIRST, INC. UNION 401(K) P/S PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Number of Individuals Covered371
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $11,005
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,890
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Number of Individuals Covered351
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,232
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,232
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Number of Individuals Covered548
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,827
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,827
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Number of Individuals Covered578
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,442
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,442
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Number of Individuals Covered548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,010
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,247
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Number of Individuals Covered543
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,832
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,832
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Number of Individuals Covered496
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,516
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,516
Insurance broker organization code?3
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
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $54,212
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Number of Individuals Covered495
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,195
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,195
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,486
Commission paid to Insurance BrokerUSD $5,486
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,549
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,549
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,289
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number341719
Policy instance 1
Insurance contract or identification number341719
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,874
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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