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EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 401k Plan overview

Plan NameEMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT
Plan identification number 003

EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT Benefits

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

401k Sponsoring company profile

EMPLOYER SERVICES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYER SERVICES CORPORATION
Employer identification number (EIN):161479373
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about EMPLOYER SERVICES CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1995-04-14
Company Identification Number: 1913208
Legal Registered Office Address: 20 PINEVIEW DR
Erie
AMHERST
United States of America (USA)
14228

More information about EMPLOYER SERVICES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GREG BAUER
0032016-01-01GREG BAUER GREG BAUER2017-10-16
0032016-01-01 GREG BAUER2017-10-16
0032015-01-01GREG BAUER GREG BAUER2016-10-14
0032015-01-01GREG BAUER GREG BAUER2016-10-14
0032014-01-01GREG BAUER LINDSAY JONES2015-10-12
0032013-01-01GREG BAUER LINDSAY JONES2014-10-14
0032012-01-01GREGORY BAUER GREGORY BAUER2013-10-10
0032011-01-01LINDSAY JONES
0032010-01-01GREGORY BAUER2011-09-12

Plan Statistics for EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT

401k plan membership statisitcs for EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT

Measure Date Value
2022: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2022 401k membership
Total participants, beginning-of-year2022-01-012,983
Total number of active participants reported on line 7a of the Form 55002022-01-013,139
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01530
Total of all active and inactive participants2022-01-013,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,670
Number of participants with account balances2022-01-012,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2021 401k membership
Total participants, beginning-of-year2021-01-013,028
Total number of active participants reported on line 7a of the Form 55002021-01-012,536
Number of retired or separated participants receiving benefits2021-01-0121
Number of other retired or separated participants entitled to future benefits2021-01-01472
Total of all active and inactive participants2021-01-013,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,029
Number of participants with account balances2021-01-012,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0145
2020: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2020 401k membership
Total participants, beginning-of-year2020-01-012,683
Total number of active participants reported on line 7a of the Form 55002020-01-012,218
Number of retired or separated participants receiving benefits2020-01-0137
Number of other retired or separated participants entitled to future benefits2020-01-01517
Total of all active and inactive participants2020-01-012,772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,772
Number of participants with account balances2020-01-012,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0155
2019: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2019 401k membership
Total participants, beginning-of-year2019-01-012,371
Total number of active participants reported on line 7a of the Form 55002019-01-012,143
Number of retired or separated participants receiving benefits2019-01-0170
Number of other retired or separated participants entitled to future benefits2019-01-01369
Total of all active and inactive participants2019-01-012,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,582
Number of participants with account balances2019-01-011,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2018: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2018 401k membership
Total participants, beginning-of-year2018-01-011,996
Total number of active participants reported on line 7a of the Form 55002018-01-011,915
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01249
Total of all active and inactive participants2018-01-012,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,168
Number of participants with account balances2018-01-011,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2017 401k membership
Total participants, beginning-of-year2017-01-012,394
Total number of active participants reported on line 7a of the Form 55002017-01-012,405
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01104
Total of all active and inactive participants2017-01-012,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,510
Number of participants with account balances2017-01-011,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2016 401k membership
Total participants, beginning-of-year2016-01-012,057
Total number of active participants reported on line 7a of the Form 55002016-01-012,262
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-012,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,340
Number of participants with account balances2016-01-011,209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2015 401k membership
Total participants, beginning-of-year2015-01-011,796
Total number of active participants reported on line 7a of the Form 55002015-01-011,971
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-012,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,018
Number of participants with account balances2015-01-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2014 401k membership
Total participants, beginning-of-year2014-01-011,603
Total number of active participants reported on line 7a of the Form 55002014-01-011,729
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-011,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,761
Number of participants with account balances2014-01-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2013 401k membership
Total participants, beginning-of-year2013-01-011,340
Total number of active participants reported on line 7a of the Form 55002013-01-011,565
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-011,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,603
Number of participants with account balances2013-01-01883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01894
Total number of active participants reported on line 7a of the Form 55002012-01-011,318
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-011,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,340
Number of participants with account balances2012-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01169
2011: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2011 401k membership
Total participants, beginning-of-year2011-01-01820
Total number of active participants reported on line 7a of the Form 55002011-01-01884
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01894
Number of participants with account balances2011-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01170

Financial Data on EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT

Measure Date Value
2022 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$853,183
Total transfer of assets from this plan2022-12-31$24,418,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$53,041
Total income from all sources (including contributions)2022-12-31$-10,704,810
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,655,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,063,805
Expenses. Certain deemed distributions of participant loans2022-12-31$26,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,640,396
Value of total assets at end of year2022-12-31$105,388,136
Value of total assets at beginning of year2022-12-31$148,356,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$564,877
Total interest from all sources2022-12-31$57,380
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,323,817
Participant contributions at end of year2022-12-31$999,956
Participant contributions at beginning of year2022-12-31$1,121,949
Participant contributions at end of year2022-12-31$153,036
Participant contributions at beginning of year2022-12-31$263,917
Assets. Other investments not covered elsewhere at end of year2022-12-31$603,024
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$703,083
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,144,604
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$141,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$99,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$73,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$10,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$53,041
Other income not declared elsewhere2022-12-31$33,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,360,120
Value of net assets at end of year (total assets less liabilities)2022-12-31$105,377,788
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$148,302,964
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$97,463,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$138,771,172
Interest on participant loans2022-12-31$57,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,135,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,357,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,436,151
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$3,171,975
Employer contributions (assets) at end of year2022-12-31$932,833
Employer contributions (assets) at beginning of year2022-12-31$1,065,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,922,108
Contract administrator fees2022-12-31$564,877
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 name2022-12-31TRONCONI, SEGARRA & ASSOCIATES
Accountancy firm EIN2022-12-31043728817
2021 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$6,922,508
Total transfer of assets from this plan2021-12-31$3,911,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$53,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$60,550
Total income from all sources (including contributions)2021-12-31$34,146,595
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,891,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,837,271
Expenses. Certain deemed distributions of participant loans2021-12-31$14,457
Value of total corrective distributions2021-12-31$42,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,340,140
Value of total assets at end of year2021-12-31$148,356,005
Value of total assets at beginning of year2021-12-31$123,097,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$997,402
Total interest from all sources2021-12-31$44,197
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,048,531
Participant contributions at end of year2021-12-31$1,121,949
Participant contributions at beginning of year2021-12-31$773,651
Participant contributions at end of year2021-12-31$263,917
Participant contributions at beginning of year2021-12-31$170,552
Assets. Other investments not covered elsewhere at end of year2021-12-31$703,083
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$470,002
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,112,098
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$3,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$73,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$30,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$53,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$60,550
Other income not declared elsewhere2021-12-31$353,560
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$22,254,772
Value of net assets at end of year (total assets less liabilities)2021-12-31$148,302,964
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,037,300
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$138,771,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$111,751,954
Interest on participant loans2021-12-31$44,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,357,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,024,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,408,698
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$3,179,511
Employer contributions (assets) at end of year2021-12-31$1,065,477
Employer contributions (assets) at beginning of year2021-12-31$876,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,833,908
Contract administrator fees2021-12-31$997,402
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 name2021-12-31TRONCONI, SEGARRA & ASSOCIATES
Accountancy firm EIN2021-12-31043727881
2020 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$23,759,349
Total transfer of assets from this plan2020-12-31$10,100,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$60,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$94,828
Total income from all sources (including contributions)2020-12-31$35,009,709
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,067,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,514,006
Expenses. Certain deemed distributions of participant loans2020-12-31$3,153
Value of total corrective distributions2020-12-31$64,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,006,779
Value of total assets at end of year2020-12-31$123,097,850
Value of total assets at beginning of year2020-12-31$85,530,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$484,950
Total interest from all sources2020-12-31$45,841
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,369,746
Participant contributions at end of year2020-12-31$773,651
Participant contributions at beginning of year2020-12-31$830,699
Participant contributions at end of year2020-12-31$170,552
Participant contributions at beginning of year2020-12-31$322,941
Assets. Other investments not covered elsewhere at end of year2020-12-31$470,002
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$204,475
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,617,334
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$26,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$30,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$60,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$94,828
Other income not declared elsewhere2020-12-31$262,719
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$23,942,666
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,037,300
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$85,436,034
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$111,751,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$79,443,486
Interest on participant loans2020-12-31$45,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,024,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,193,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,694,370
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$3,019,699
Employer contributions (assets) at end of year2020-12-31$876,578
Employer contributions (assets) at beginning of year2020-12-31$532,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,487,716
Contract administrator fees2020-12-31$484,950
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 name2020-12-31TRONCONI, SEGARRA & ASSOCIATES
Accountancy firm EIN2020-12-31043727881
2019 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$4,275,645
Total transfer of assets to this plan2019-12-31$4,275,645
Total transfer of assets from this plan2019-12-31$7,021,974
Total transfer of assets from this plan2019-12-31$7,021,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$94,828
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$94,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$120,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$120,688
Total income from all sources (including contributions)2019-12-31$26,737,421
Total income from all sources (including contributions)2019-12-31$26,737,421
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,143,953
Total of all expenses incurred2019-12-31$8,143,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,633,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,633,260
Expenses. Certain deemed distributions of participant loans2019-12-31$53,257
Expenses. Certain deemed distributions of participant loans2019-12-31$53,257
Value of total corrective distributions2019-12-31$87,193
Value of total corrective distributions2019-12-31$87,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,275,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,275,080
Value of total assets at end of year2019-12-31$85,530,862
Value of total assets at end of year2019-12-31$85,530,862
Value of total assets at beginning of year2019-12-31$69,709,583
Value of total assets at beginning of year2019-12-31$69,709,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$370,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$370,243
Total interest from all sources2019-12-31$58,065
Total interest from all sources2019-12-31$58,065
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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$5,937,056
Contributions received from participants2019-12-31$5,937,056
Participant contributions at end of year2019-12-31$830,699
Participant contributions at end of year2019-12-31$830,699
Participant contributions at beginning of year2019-12-31$1,176,193
Participant contributions at beginning of year2019-12-31$1,176,193
Participant contributions at end of year2019-12-31$322,941
Participant contributions at end of year2019-12-31$322,941
Participant contributions at beginning of year2019-12-31$271,505
Participant contributions at beginning of year2019-12-31$271,505
Assets. Other investments not covered elsewhere at end of year2019-12-31$204,475
Assets. Other investments not covered elsewhere at end of year2019-12-31$204,475
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$254,586
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$254,586
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,133,717
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,133,717
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$705,583
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$705,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$94,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$94,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$120,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$120,688
Other income not declared elsewhere2019-12-31$703,343
Other income not declared elsewhere2019-12-31$703,343
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$18,593,468
Value of net income/loss2019-12-31$18,593,468
Value of net assets at end of year (total assets less liabilities)2019-12-31$85,436,034
Value of net assets at end of year (total assets less liabilities)2019-12-31$85,436,034
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,588,895
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,588,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$370,243
Investment advisory and management fees2019-12-31$370,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$79,443,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$79,443,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,810,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$62,810,503
Interest on participant loans2019-12-31$58,065
Interest on participant loans2019-12-31$58,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,193,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,193,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,863,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,863,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,700,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,700,933
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$2,204,307
Contributions received in cash from employer2019-12-31$2,204,307
Employer contributions (assets) at end of year2019-12-31$532,582
Employer contributions (assets) at end of year2019-12-31$532,582
Employer contributions (assets) at beginning of year2019-12-31$332,757
Employer contributions (assets) at beginning of year2019-12-31$332,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,927,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,927,677
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 name2019-12-31TRONCONI, SEGARRA & ASSOCIATES
Accountancy firm name2019-12-31TRONCONI, SEGARRA & ASSOCIATES
Accountancy firm EIN2019-12-31043727881
Accountancy firm EIN2019-12-31043727881
2018 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$19,484,882
Total transfer of assets from this plan2018-12-31$1,844,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$120,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,759,831
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,852,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,258,009
Value of total corrective distributions2018-12-31$120,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,596,101
Value of total assets at end of year2018-12-31$69,709,583
Value of total assets at beginning of year2018-12-31$58,041,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$473,386
Total interest from all sources2018-12-31$114,332
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,258,206
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,258,206
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,281,580
Participant contributions at end of year2018-12-31$1,176,193
Participant contributions at beginning of year2018-12-31$748,489
Participant contributions at end of year2018-12-31$271,505
Assets. Other investments not covered elsewhere at end of year2018-12-31$254,586
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$356,592
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,404,412
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$120,688
Other income not declared elsewhere2018-12-31$202,792
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,092,252
Value of net assets at end of year (total assets less liabilities)2018-12-31$69,588,895
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,041,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$447,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$62,810,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,888,112
Interest on participant loans2018-12-31$51,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$62,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,863,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,047,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,411,600
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$1,910,109
Employer contributions (assets) at end of year2018-12-31$332,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,258,009
Contract administrator fees2018-12-31$25,839
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 name2018-12-31TRONCONI, SEGARRA & ASSOICATES
Accountancy firm EIN2018-12-31043727881
2017 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,319,095
Total transfer of assets from this plan2017-12-31$1,271,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$14,819,988
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,780,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,548,477
Expenses. Certain deemed distributions of participant loans2017-12-31$4,119
Value of total corrective distributions2017-12-31$101,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,690,824
Value of total assets at end of year2017-12-31$58,041,060
Value of total assets at beginning of year2017-12-31$46,954,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$127,025
Total interest from all sources2017-12-31$96,650
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,137,128
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$3,137,128
Administrative expenses professional fees incurred2017-12-31$12,323
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,166,796
Participant contributions at end of year2017-12-31$748,489
Participant contributions at beginning of year2017-12-31$705,979
Assets. Other investments not covered elsewhere at end of year2017-12-31$356,592
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$305,811
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,129,052
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,039,338
Value of net assets at end of year (total assets less liabilities)2017-12-31$58,041,060
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,954,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$96,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,888,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$41,322,301
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$36,259
Interest earned on other investments2017-12-31$60,391
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,047,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,620,523
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,895,386
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,394,976
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,548,477
Contract administrator fees2017-12-31$17,932
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 name2017-12-31TRONCONI, SEGARRA, & ASSOICATES
Accountancy firm EIN2017-12-31043727881
2016 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$4,630,783
Total transfer of assets from this plan2016-12-31$1,340,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,295,929
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,802,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,599,700
Expenses. Certain deemed distributions of participant loans2016-12-31$14,715
Value of total corrective distributions2016-12-31$105,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,586,392
Value of total assets at end of year2016-12-31$46,954,614
Value of total assets at beginning of year2016-12-31$38,170,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,990
Total interest from all sources2016-12-31$74,082
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,781,071
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$1,781,071
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,784,040
Participant contributions at end of year2016-12-31$705,979
Participant contributions at beginning of year2016-12-31$776,538
Assets. Other investments not covered elsewhere at end of year2016-12-31$305,811
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$232,974
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$545,103
Administrative expenses (other) incurred2016-12-31$10
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$5,493,681
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,954,614
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,170,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$67,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$41,322,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,930,179
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$32,401
Interest earned on other investments2016-12-31$41,681
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,620,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,231,104
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$854,384
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,257,249
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,599,700
Contract administrator fees2016-12-31$14,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TRONCONI, SEGARRA, & ASSOCIATES
Accountancy firm EIN2016-12-31043728817
2015 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$4,045,338
Total transfer of assets from this plan2015-12-31$116,575
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,110,900
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,922,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,726,547
Expenses. Certain deemed distributions of participant loans2015-12-31$4,480
Value of total corrective distributions2015-12-31$118,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,622,505
Value of total assets at end of year2015-12-31$38,170,793
Value of total assets at beginning of year2015-12-31$34,053,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,529
Total interest from all sources2015-12-31$69,734
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,203,580
Participant contributions at end of year2015-12-31$776,538
Participant contributions at beginning of year2015-12-31$702,748
Assets. Other investments not covered elsewhere at end of year2015-12-31$232,974
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$250,912
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$403,670
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$40
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$188,619
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,170,793
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,053,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$59,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,930,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,884,161
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$33,542
Interest earned on other investments2015-12-31$36,192
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,231,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,215,590
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-581,339
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,015,255
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,726,547
Contract administrator fees2015-12-31$13,447
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 name2015-12-31TRONCONI SEGARRA & ASSOCIATES
Accountancy firm EIN2015-12-31043728817
2014 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$735,305
Total transfer of assets from this plan2014-12-31$4,010,404
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
Total income from all sources (including contributions)2014-12-31$5,518,940
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,425,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,170,577
Expenses. Certain deemed distributions of participant loans2014-12-31$86,753
Value of total corrective distributions2014-12-31$106,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,474,050
Value of total assets at end of year2014-12-31$34,053,411
Value of total assets at beginning of year2014-12-31$35,235,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,242
Total interest from all sources2014-12-31$65,015
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$2,674,053
Participant contributions at end of year2014-12-31$702,748
Participant contributions at beginning of year2014-12-31$986,912
Assets. Other investments not covered elsewhere at end of year2014-12-31$250,912
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$29,951
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$118,599
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$145
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$2,093,354
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,053,411
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,235,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$51,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,884,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,386,212
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$32,586
Interest earned on other investments2014-12-31$32,429
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,215,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,832,081
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$1,979,875
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$681,398
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$3,170,577
Contract administrator fees2014-12-31$10,265
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 name2014-12-31TRONCONI SEGARRA & ASSOCIATES
Accountancy firm EIN2014-12-31043728817
2013 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$7,576,732
Total transfer of assets from this plan2013-12-31$2,207,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,405,223
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,155,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,015,349
Expenses. Certain deemed distributions of participant loans2013-12-31$13,020
Value of total corrective distributions2013-12-31$68,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,275,757
Value of total assets at end of year2013-12-31$35,235,156
Value of total assets at beginning of year2013-12-31$22,615,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58,501
Total interest from all sources2013-12-31$54,281
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$2,517,319
Participant contributions at end of year2013-12-31$986,912
Participant contributions at beginning of year2013-12-31$537,472
Assets. Other investments not covered elsewhere at end of year2013-12-31$29,951
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$14,144
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,162,610
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$70
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$7,250,097
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,235,156
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,615,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$48,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,386,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,994,545
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$32,110
Interest earned on other investments2013-12-31$22,171
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,832,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,069,473
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,075,185
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$595,828
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,015,349
Contract administrator fees2013-12-31$10,171
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 name2013-12-31TRONCONI SEGARRA & ASSOCIATES
Accountancy firm EIN2013-12-31043728817
2012 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$4,771,982
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$4,785,343
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,139,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,067,042
Expenses. Certain deemed distributions of participant loans2012-12-31$3,710
Value of total corrective distributions2012-12-31$10,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,809,290
Value of total assets at end of year2012-12-31$22,615,634
Value of total assets at beginning of year2012-12-31$14,198,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$58,436
Total interest from all sources2012-12-31$61,413
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
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,895,489
Participant contributions at end of year2012-12-31$537,472
Participant contributions at beginning of year2012-12-31$460,704
Assets. Other investments not covered elsewhere at end of year2012-12-31$14,144
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$15,535
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$472,768
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$20
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$3,645,596
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,615,634
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,198,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$51,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,994,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,696,685
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$25,223
Interest earned on other investments2012-12-31$36,190
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,069,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,025,132
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,914,640
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$441,033
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,067,042
Contract administrator fees2012-12-31$6,426
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 name2012-12-31TRONCONI SEGARRA & ASSOICATES
Accountancy firm EIN2012-12-31043728817
2011 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$165,953
Total transfer of assets from this plan2011-12-31$38,330
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$1,387,643
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$893,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$767,673
Expenses. Certain deemed distributions of participant loans2011-12-31$2,466
Value of total corrective distributions2011-12-31$26,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,639,354
Value of total assets at end of year2011-12-31$14,198,056
Value of total assets at beginning of year2011-12-31$13,576,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$97,242
Total interest from all sources2011-12-31$59,486
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$281,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$281,395
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$1,181,570
Participant contributions at end of year2011-12-31$460,704
Participant contributions at beginning of year2011-12-31$234,705
Assets. Other investments not covered elsewhere at end of year2011-12-31$15,535
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$223,282
Other income not declared elsewhere2011-12-31$-25,381
Administrative expenses (other) incurred2011-12-31$155
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$493,997
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,198,056
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,576,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$91,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,696,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,237,670
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$18,829
Interest earned on other investments2011-12-31$40,657
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,025,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,104,061
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-567,211
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$234,502
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$767,673
Contract administrator fees2011-12-31$5,500
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 plan2011-12-31Qualified
Accountancy firm name2011-12-31TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2011-12-31043728817
2010 : EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2010 401k financial data
Transfers to/from the plan2010-12-31$12,811,217
Total income from all sources2010-12-31$799,329
Expenses. Total of all expenses incurred2010-12-31$34,798
Benefits paid (including direct rollovers)2010-12-31$32,757
Total plan assets at end of year2010-12-31$13,575,748
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$277,254
Contributions received from other sources (not participants or employers)2010-12-31$46,562
Other income received2010-12-31$442,886
Net income (gross income less expenses)2010-12-31$764,531
Net plan assets at end of year (total assets less liabilities)2010-12-31$13,575,748
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$32,627
Value of certain deemed distributions of participant loans2010-12-31$1,460
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$581
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT

2022: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
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: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575-1
Policy instance 2
Insurance contract or identification numberMR 60575-1
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number899258
Policy instance 1
Insurance contract or identification number899258
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575-1
Policy instance 1
Insurance contract or identification numberMR 60575-1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575-1
Policy instance 1
Insurance contract or identification numberMR 60575-1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575-1
Policy instance 1
Insurance contract or identification numberMR 60575-1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575-1
Policy instance 1
Insurance contract or identification numberMR 60575-1
Number of Individuals Covered1377
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575
Policy instance 1
Insurance contract or identification numberMR 60575
Number of Individuals Covered2510
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,055
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,055
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575
Policy instance 1
Insurance contract or identification numberMR 60575
Number of Individuals Covered2018
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,001
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,001
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575
Policy instance 1
Insurance contract or identification numberMR 60575
Number of Individuals Covered1761
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,862
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,862
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575
Policy instance 1
Insurance contract or identification numberMR 60575
Number of Individuals Covered1603
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,388
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,388
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575
Policy instance 1
Insurance contract or identification numberMR 60575
Number of Individuals Covered1340
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,028
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,028
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INS SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575
Policy instance 1
Insurance contract or identification numberMR 60575
Number of Individuals Covered894
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,406
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60575
Policy instance 1
Insurance contract or identification numberMR 60575
Number of Individuals Covered820
Insurance policy start date2010-11-23
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,241
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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