Logo

CG POWER USA INC. 401(K) PLAN 401k Plan overview

Plan NameCG POWER USA INC. 401(K) PLAN
Plan identification number 003

CG POWER USA INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

WEG TRANSFORMERS USA, LLC has sponsored the creation of one or more 401k plans.

Company Name:WEG TRANSFORMERS USA, LLC
Employer identification number (EIN):141799233
NAIC Classification:335310

Additional information about WEG TRANSFORMERS USA, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5213747

More information about WEG TRANSFORMERS USA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CG POWER USA INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01SCHIERMEIER, STACY SCHIERMEIER, STACY2018-10-12
0032016-01-01STACY SCHIERMEIER STACY SCHIERMEIER2017-12-07
0032015-01-01LINNETT E POZEFSKY LINNETT E POZEFSKY2016-10-13
0032014-01-01LINNETT POZEFSKY LINNETT POZEFSKY2015-10-14
0032014-01-01LINNETT POZEFSKY LINNETT POZEFSKY2015-10-13

Plan Statistics for CG POWER USA INC. 401(K) PLAN

401k plan membership statisitcs for CG POWER USA INC. 401(K) PLAN

Measure Date Value
2023: CG POWER USA INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01220
Total number of active participants reported on line 7a of the Form 55002023-01-01162
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0170
Total of all active and inactive participants2023-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01233
Number of participants with account balances2023-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CG POWER USA INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01223
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01219
Number of participants with account balances2022-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CG POWER USA INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01223
Number of participants with account balances2021-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: CG POWER USA INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01217
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01203
Number of participants with account balances2020-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: CG POWER USA INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01242
Total number of active participants reported on line 7a of the Form 55002019-01-01142
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01215
Number of participants with account balances2019-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: CG POWER USA INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01253
Total number of active participants reported on line 7a of the Form 55002018-01-01137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01237
Number of participants with account balances2018-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CG POWER USA INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01285
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01114
Total of all active and inactive participants2017-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01257
Number of participants with account balances2017-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: CG POWER USA INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01304
Total number of active participants reported on line 7a of the Form 55002016-01-01185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01280
Number of participants with account balances2016-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CG POWER USA INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01125
Total number of active participants reported on line 7a of the Form 55002015-01-01202
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01292
Number of participants with account balances2015-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CG POWER USA INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01254
Total number of active participants reported on line 7a of the Form 55002014-01-01176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01226
Number of participants with account balances2014-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111

Financial Data on CG POWER USA INC. 401(K) PLAN

Measure Date Value
2023 : CG POWER USA INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,284,536
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$494,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$437,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,444,148
Value of total assets at end of year2023-12-31$14,686,310
Value of total assets at beginning of year2023-12-31$11,896,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$56,663
Total interest from all sources2023-12-31$10,039
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$88,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$88,857
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$971,167
Participant contributions at end of year2023-12-31$130,553
Participant contributions at beginning of year2023-12-31$92,315
Participant contributions at end of year2023-12-31$127
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$23,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,790,025
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,686,310
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,896,285
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,626,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,393,536
Value of interest in pooled separate accounts at end of year2023-12-31$462,680
Value of interest in pooled separate accounts at beginning of year2023-12-31$518,478
Interest on participant loans2023-12-31$7,490
Interest earned on other investments2023-12-31$2,549
Value of interest in common/collective trusts at end of year2023-12-31$9,466,371
Value of interest in common/collective trusts at beginning of year2023-12-31$7,891,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$491,129
Net investment gain/loss from pooled separate accounts2023-12-31$44,350
Net investment gain or loss from common/collective trusts2023-12-31$1,206,013
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$449,701
Employer contributions (assets) at end of year2023-12-31$112
Employer contributions (assets) at beginning of year2023-12-31$772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$437,848
Contract administrator fees2023-12-31$56,663
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 name2023-12-31SIKICH CPA LLP
Accountancy firm EIN2023-12-31541172176
2022 : CG POWER USA INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,126
Total income from all sources (including contributions)2022-12-31$-600,160
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,386,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,334,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,408,355
Value of total assets at end of year2022-12-31$11,896,285
Value of total assets at beginning of year2022-12-31$13,892,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,914
Total interest from all sources2022-12-31$3,967
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$56,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$56,743
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$904,092
Participant contributions at end of year2022-12-31$92,315
Participant contributions at beginning of year2022-12-31$56,621
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$94,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$9,126
Other income not declared elsewhere2022-12-31$107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,986,730
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,896,285
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,883,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,393,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,104,648
Value of interest in pooled separate accounts at end of year2022-12-31$518,478
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,196,787
Interest on participant loans2022-12-31$3,967
Value of interest in common/collective trusts at end of year2022-12-31$7,891,184
Value of interest in common/collective trusts at beginning of year2022-12-31$9,534,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-502,398
Net investment gain/loss from pooled separate accounts2022-12-31$-229,374
Net investment gain or loss from common/collective trusts2022-12-31$-1,337,560
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$410,237
Employer contributions (assets) at end of year2022-12-31$772
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,334,656
Contract administrator fees2022-12-31$51,914
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 name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : CG POWER USA INC. 401(K) PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,246,704
Total of all expenses incurred2021-12-31$715,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$679,995
Value of total corrective distributions2021-12-31$4,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,635,555
Value of total assets at end of year2021-12-31$13,892,141
Value of total assets at beginning of year2021-12-31$11,351,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,129
Total interest from all sources2021-12-31$3,564
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$47,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$47,969
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$833,408
Participant contributions at end of year2021-12-31$56,621
Participant contributions at beginning of year2021-12-31$75,039
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$484,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$9,126
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,531,486
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,883,015
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,351,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,104,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,774,316
Value of interest in pooled separate accounts at end of year2021-12-31$1,196,787
Value of interest in pooled separate accounts at beginning of year2021-12-31$984,241
Interest on participant loans2021-12-31$3,564
Interest earned on other investments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$9,534,085
Value of interest in common/collective trusts at beginning of year2021-12-31$7,517,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$343,499
Net investment gain/loss from pooled separate accounts2021-12-31$259,930
Net investment gain or loss from common/collective trusts2021-12-31$956,187
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$317,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$679,995
Contract administrator fees2021-12-31$31,129
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 name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : CG POWER USA INC. 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$150
Total income from all sources (including contributions)2020-12-31$2,207,556
Total of all expenses incurred2020-12-31$2,148,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,124,113
Value of total corrective distributions2020-12-31$21,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,003,262
Value of total assets at end of year2020-12-31$11,351,529
Value of total assets at beginning of year2020-12-31$11,292,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,647
Total interest from all sources2020-12-31$3,997
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$35,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$35,610
Administrative expenses professional fees incurred2020-12-31$0
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$719,595
Participant contributions at end of year2020-12-31$75,039
Participant contributions at beginning of year2020-12-31$115,069
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,789
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$150
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$59,368
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,351,529
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,292,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,774,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,923,504
Value of interest in pooled separate accounts at end of year2020-12-31$984,241
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,250,521
Interest on participant loans2020-12-31$3,997
Value of interest in common/collective trusts at end of year2020-12-31$7,517,933
Value of interest in common/collective trusts at beginning of year2020-12-31$7,003,217
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$172,634
Net investment gain/loss from pooled separate accounts2020-12-31$143,810
Net investment gain or loss from common/collective trusts2020-12-31$848,243
Net gain/loss from 103.12 investment entities2020-12-31$0
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$281,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,124,113
Contract administrator fees2020-12-31$2,647
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 name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : CG POWER USA INC. 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,879,451
Total income from all sources (including contributions)2019-12-31$2,879,451
Total of all expenses incurred2019-12-31$1,134,048
Total of all expenses incurred2019-12-31$1,134,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,121,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,121,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$931,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$931,251
Value of total assets at end of year2019-12-31$11,292,311
Value of total assets at end of year2019-12-31$11,292,311
Value of total assets at beginning of year2019-12-31$9,546,758
Value of total assets at beginning of year2019-12-31$9,546,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,641
Total interest from all sources2019-12-31$6,037
Total interest from all sources2019-12-31$6,037
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$39,465
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$39,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$39,465
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$39,465
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$639,405
Contributions received from participants2019-12-31$639,405
Participant contributions at end of year2019-12-31$115,069
Participant contributions at end of year2019-12-31$115,069
Participant contributions at beginning of year2019-12-31$148,663
Participant contributions at beginning of year2019-12-31$148,663
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$6,002
Participant contributions at beginning of year2019-12-31$6,002
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,052
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$223
Other income not declared elsewhere2019-12-31$223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,745,403
Value of net income/loss2019-12-31$1,745,403
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,292,161
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,292,161
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,546,758
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,546,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,923,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,923,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,148,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,148,691
Value of interest in pooled separate accounts at end of year2019-12-31$1,250,521
Value of interest in pooled separate accounts at end of year2019-12-31$1,250,521
Value of interest in pooled separate accounts at beginning of year2019-12-31$892,915
Value of interest in pooled separate accounts at beginning of year2019-12-31$892,915
Interest on participant loans2019-12-31$6,037
Interest on participant loans2019-12-31$6,037
Value of interest in common/collective trusts at end of year2019-12-31$7,003,217
Value of interest in common/collective trusts at end of year2019-12-31$7,003,217
Value of interest in common/collective trusts at beginning of year2019-12-31$6,350,123
Value of interest in common/collective trusts at beginning of year2019-12-31$6,350,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$535,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$535,430
Net investment gain/loss from pooled separate accounts2019-12-31$266,540
Net investment gain/loss from pooled separate accounts2019-12-31$266,540
Net investment gain or loss from common/collective trusts2019-12-31$1,100,505
Net investment gain or loss from common/collective trusts2019-12-31$1,100,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$249,794
Contributions received in cash from employer2019-12-31$249,794
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$364
Employer contributions (assets) at beginning of year2019-12-31$364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,121,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,121,407
Contract administrator fees2019-12-31$12,641
Contract administrator fees2019-12-31$12,641
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOCHSCHILD BLOOM & COMPANY LLP
Accountancy firm name2019-12-31HOCHSCHILD BLOOM & COMPANY LLP
Accountancy firm EIN2019-12-31430673920
Accountancy firm EIN2019-12-31430673920
2018 : CG POWER USA INC. 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,690
Total income from all sources (including contributions)2018-12-31$632,181
Total of all expenses incurred2018-12-31$1,229,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,205,195
Value of total corrective distributions2018-12-31$7,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,262,766
Value of total assets at end of year2018-12-31$9,546,758
Value of total assets at beginning of year2018-12-31$10,153,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,046
Total interest from all sources2018-12-31$6,717
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$39,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$39,202
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$608,949
Participant contributions at end of year2018-12-31$148,663
Participant contributions at beginning of year2018-12-31$95,521
Participant contributions at end of year2018-12-31$6,002
Participant contributions at beginning of year2018-12-31$4,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$412,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,690
Other income not declared elsewhere2018-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-597,053
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,546,758
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,143,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,148,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,169,243
Value of interest in pooled separate accounts at end of year2018-12-31$892,915
Value of interest in pooled separate accounts at beginning of year2018-12-31$979,464
Interest on participant loans2018-12-31$6,717
Value of interest in common/collective trusts at end of year2018-12-31$6,350,123
Value of interest in common/collective trusts at beginning of year2018-12-31$6,905,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-172,984
Net investment gain/loss from pooled separate accounts2018-12-31$-57,366
Net investment gain or loss from common/collective trusts2018-12-31$-446,193
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$241,559
Employer contributions (assets) at end of year2018-12-31$364
Employer contributions (assets) at beginning of year2018-12-31$-2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,205,195
Contract administrator fees2018-12-31$16,046
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 name2018-12-31HOCHSCHILD BLOOM & COMPANY LLP
Accountancy firm EIN2018-12-31430673920
2017 : CG POWER USA INC. 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$366,672
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,488
Total income from all sources (including contributions)2017-12-31$2,698,064
Total of all expenses incurred2017-12-31$1,470,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,443,230
Value of total corrective distributions2017-12-31$1,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,293,860
Value of total assets at end of year2017-12-31$10,153,501
Value of total assets at beginning of year2017-12-31$9,292,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,157
Total interest from all sources2017-12-31$6,418
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$33,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$33,921
Administrative expenses professional fees incurred2017-12-31$9,690
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
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$683,976
Participant contributions at end of year2017-12-31$95,521
Participant contributions at beginning of year2017-12-31$122,466
Participant contributions at end of year2017-12-31$4,000
Participant contributions at beginning of year2017-12-31$19,795
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$357,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,488
Other income not declared elsewhere2017-12-31$12,899
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,228,042
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,143,811
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,282,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,169,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,084,811
Value of interest in pooled separate accounts at end of year2017-12-31$979,464
Value of interest in pooled separate accounts at beginning of year2017-12-31$878,563
Interest on participant loans2017-12-31$6,418
Value of interest in common/collective trusts at end of year2017-12-31$6,905,275
Value of interest in common/collective trusts at beginning of year2017-12-31$6,178,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$333,120
Net investment gain/loss from pooled separate accounts2017-12-31$166,486
Net investment gain or loss from common/collective trusts2017-12-31$851,360
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$252,393
Employer contributions (assets) at end of year2017-12-31$-2
Employer contributions (assets) at beginning of year2017-12-31$8,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,443,230
Contract administrator fees2017-12-31$15,467
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 name2017-12-31HOCHSCHILD BLOOM & COMPANY LLP
Accountancy firm EIN2017-12-31430673920
2016 : CG POWER USA INC. 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,888
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,075,617
Total of all expenses incurred2016-12-31$1,439,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,407,826
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$16,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,359,340
Value of total assets at end of year2016-12-31$9,292,929
Value of total assets at beginning of year2016-12-31$8,659,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,773
Total interest from all sources2016-12-31$4,797
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$36,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$36,243
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$882,138
Participant contributions at end of year2016-12-31$122,466
Participant contributions at beginning of year2016-12-31$101,027
Participant contributions at end of year2016-12-31$19,795
Participant contributions at beginning of year2016-12-31$28,345
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$154,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$12,888
Other income not declared elsewhere2016-12-31$2,855
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$635,631
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,282,441
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,646,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,084,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,740,299
Value of interest in pooled separate accounts at end of year2016-12-31$878,563
Value of interest in pooled separate accounts at beginning of year2016-12-31$732,980
Interest on participant loans2016-12-31$4,797
Value of interest in common/collective trusts at end of year2016-12-31$6,178,687
Value of interest in common/collective trusts at beginning of year2016-12-31$6,048,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$158,723
Net investment gain/loss from pooled separate accounts2016-12-31$114,293
Net investment gain or loss from common/collective trusts2016-12-31$399,366
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$322,831
Employer contributions (assets) at end of year2016-12-31$8,607
Employer contributions (assets) at beginning of year2016-12-31$8,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,407,826
Contract administrator fees2016-12-31$15,773
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 name2016-12-31HOCHSCHILD BLOOM & COMPANY LLP
Accountancy firm EIN2016-12-31430673920
2015 : CG POWER USA INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$5,125,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,888
Total income from all sources (including contributions)2015-12-31$1,210,683
Total of all expenses incurred2015-12-31$1,404,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,374,795
Expenses. Certain deemed distributions of participant loans2015-12-31$18,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,428,975
Value of total assets at end of year2015-12-31$8,659,698
Value of total assets at beginning of year2015-12-31$3,714,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,994
Total interest from all sources2015-12-31$3,226
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$24,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$24,838
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
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$979,175
Participant contributions at end of year2015-12-31$101,027
Participant contributions at beginning of year2015-12-31$58,032
Participant contributions at end of year2015-12-31$28,345
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$118,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$12,888
Other income not declared elsewhere2015-12-31$-1,609
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-193,612
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,646,810
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,714,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,740,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$621,943
Value of interest in pooled separate accounts at end of year2015-12-31$732,980
Value of interest in pooled separate accounts at beginning of year2015-12-31$303,063
Interest on participant loans2015-12-31$3,226
Value of interest in common/collective trusts at end of year2015-12-31$6,048,812
Value of interest in common/collective trusts at beginning of year2015-12-31$2,731,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-95,973
Net investment gain/loss from pooled separate accounts2015-12-31$-12,118
Net investment gain or loss from common/collective trusts2015-12-31$-136,656
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$331,541
Employer contributions (assets) at end of year2015-12-31$8,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,374,795
Contract administrator fees2015-12-31$10,994
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 name2015-12-31HOCHSCHILD BLOOM & COMPANY LLP
Accountancy firm EIN2015-12-31430673920
2014 : CG POWER USA INC. 401(K) 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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
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$1,027,006
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,080,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,073,053
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$810,618
Value of total assets at end of year2014-12-31$3,714,559
Value of total assets at beginning of year2014-12-31$3,767,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,136
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$1,921
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,812
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$7,812
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$443,802
Participant contributions at end of year2014-12-31$58,032
Participant contributions at beginning of year2014-12-31$52,889
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$246,551
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-1,160
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$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$0
Value of net income/loss2014-12-31$-53,306
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,714,559
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,767,865
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$621,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,714,976
Value of interest in pooled separate accounts at end of year2014-12-31$303,063
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$1,921
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
Value of interest in common/collective trusts at end of year2014-12-31$2,731,521
Value of interest in common/collective trusts at beginning of year2014-12-31$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$14,782
Net investment gain/loss from pooled separate accounts2014-12-31$9,303
Net investment gain or loss from common/collective trusts2014-12-31$183,730
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$120,265
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
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$1,073,053
Contract administrator fees2014-12-31$7,136
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$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 name2014-12-31CMJ LLP
Accountancy firm EIN2014-12-31141710385

Form 5500 Responses for CG POWER USA INC. 401(K) PLAN

2023: CG POWER USA INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CG POWER USA INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CG POWER USA INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CG POWER USA INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CG POWER USA INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CG POWER USA INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CG POWER USA INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CG POWER USA INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CG POWER USA INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CG POWER USA INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460454
Policy instance 1
Insurance contract or identification number460454
Number of Individuals Covered238
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $967
Total amount of fees paid to insurance companyUSD $269
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460454
Policy instance 1
Insurance contract or identification number460454
Number of Individuals Covered222
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,889
Total amount of fees paid to insurance companyUSD $525
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,889
Insurance broker organization code?3
Amount paid for insurance broker fees525
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460454
Policy instance 1
Insurance contract or identification number460454
Number of Individuals Covered225
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,027
Total amount of fees paid to insurance companyUSD $524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,027
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460454
Policy instance 1
Insurance contract or identification number460454
Number of Individuals Covered202
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,802
Total amount of fees paid to insurance companyUSD $450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,802
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL / SERVICES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460454
Policy instance 1
Insurance contract or identification number460454
Number of Individuals Covered212
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,960
Total amount of fees paid to insurance companyUSD $521
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,960
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460454
Policy instance 1
Insurance contract or identification number460454
Number of Individuals Covered235
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,966
Total amount of fees paid to insurance companyUSD $494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $527
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460454
Policy instance 1
Insurance contract or identification number460454
Number of Individuals Covered241
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,897
Total amount of fees paid to insurance companyUSD $869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,897
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameMERRILL LYNCH PIERCE FENNER & SMITH

Potentially related plans

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

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

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

See full terms and conditions

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