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HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 401k Plan overview

Plan NameHOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN
Plan identification number 001

HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

HOTEL GROUP OPPORTUNITY FUND II has sponsored the creation of one or more 401k plans.

Company Name:HOTEL GROUP OPPORTUNITY FUND II
Employer identification number (EIN):201122349
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01RANDY MEYER2019-09-26
0012017-01-01
0012016-01-01
0012015-01-01RANDY MEYER
0012015-01-01RANDY MEYER
0012014-01-01RANDY MEYER
0012013-01-01RANDY MEYER
0012012-01-01KAREN LUO
0012011-01-01SHANNON COTTERILL
0012009-01-01MEL FUENTES
0012009-01-01MEL FUENTES

Plan Statistics for HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN

401k plan membership statisitcs for HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN

Measure Date Value
2018: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01394
Total number of active participants reported on line 7a of the Form 55002018-01-01414
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01438
Number of participants with account balances2018-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01496
Total number of active participants reported on line 7a of the Form 55002017-01-01325
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01362
Number of participants with account balances2017-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01419
Total number of active participants reported on line 7a of the Form 55002016-01-01426
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01455
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01440
Total number of active participants reported on line 7a of the Form 55002015-01-01347
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01370
Number of participants with account balances2015-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01419
Total number of active participants reported on line 7a of the Form 55002014-01-01323
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01354
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01415
Total number of active participants reported on line 7a of the Form 55002013-01-01368
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01386
Number of participants with account balances2013-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01366
Total number of active participants reported on line 7a of the Form 55002012-01-01352
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01372
Number of participants with account balances2012-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01417
Total number of active participants reported on line 7a of the Form 55002011-01-01346
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01366
Number of participants with account balances2011-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01507
Total number of active participants reported on line 7a of the Form 55002009-01-01300
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01354
Number of participants with account balances2009-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN

Measure Date Value
2018 : HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$54,639
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$363,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$355,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$78,526
Value of total assets at end of year2018-12-31$843,322
Value of total assets at beginning of year2018-12-31$1,152,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,626
Total interest from all sources2018-12-31$1,148
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$82,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$82,232
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$78,526
Participant contributions at end of year2018-12-31$3,306
Participant contributions at beginning of year2018-12-31$4,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-309,218
Value of net assets at end of year (total assets less liabilities)2018-12-31$843,322
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,152,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$800,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,101,907
Interest on participant loans2018-12-31$152
Interest earned on other investments2018-12-31$996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$39,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$46,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-107,267
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$355,231
Contract administrator fees2018-12-31$8,626
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 name2018-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2018-12-31410746749
2017 : HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$260,844
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$139,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$129,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$73,884
Value of total assets at end of year2017-12-31$1,152,540
Value of total assets at beginning of year2017-12-31$1,030,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,768
Total interest from all sources2017-12-31$1,847
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$78,107
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$78,107
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$73,884
Participant contributions at end of year2017-12-31$4,499
Participant contributions at beginning of year2017-12-31$22,933
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$121,751
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,152,540
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,030,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,101,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$964,488
Interest on participant loans2017-12-31$854
Interest earned on other investments2017-12-31$993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$46,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$43,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$107,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$129,325
Contract administrator fees2017-12-31$9,768
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 name2017-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2017-12-31410746749
2016 : HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$212,950
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$126,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$115,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$142,079
Value of total assets at end of year2016-12-31$1,030,789
Value of total assets at beginning of year2016-12-31$943,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,955
Total interest from all sources2016-12-31$1,731
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$41,900
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$41,900
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$115,421
Participant contributions at end of year2016-12-31$22,933
Participant contributions at beginning of year2016-12-31$13,065
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,658
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$86,865
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,030,789
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$943,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$964,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$881,739
Interest on participant loans2016-12-31$617
Interest earned on other investments2016-12-31$1,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$43,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$49,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$27,240
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$115,130
Contract administrator fees2016-12-31$10,955
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 name2016-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2016-12-31410746749
2015 : HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$123,973
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$109,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$99,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$124,857
Value of total assets at end of year2015-12-31$943,924
Value of total assets at beginning of year2015-12-31$929,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,523
Total interest from all sources2015-12-31$1,518
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$73,027
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$73,027
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$124,857
Participant contributions at end of year2015-12-31$13,065
Participant contributions at beginning of year2015-12-31$17,038
Total non interest bearing cash at beginning of year2015-12-31$1,624
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$14,830
Value of net assets at end of year (total assets less liabilities)2015-12-31$943,924
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$929,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$881,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$874,256
Interest on participant loans2015-12-31$607
Interest earned on other investments2015-12-31$911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$49,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$36,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-75,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$99,620
Contract administrator fees2015-12-31$9,523
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 name2015-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2015-12-31410746749
2014 : HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$247,602
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$131,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$122,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$187,655
Value of total assets at end of year2014-12-31$929,094
Value of total assets at beginning of year2014-12-31$812,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,992
Total interest from all sources2014-12-31$1,629
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
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$122,915
Participant contributions at end of year2014-12-31$17,038
Participant contributions at beginning of year2014-12-31$28,011
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$64,740
Total non interest bearing cash at end of year2014-12-31$1,624
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$116,182
Value of net assets at end of year (total assets less liabilities)2014-12-31$929,094
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$812,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$874,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$754,630
Interest on participant loans2014-12-31$831
Interest earned on other investments2014-12-31$798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$36,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$58,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$122,428
Contract administrator fees2014-12-31$8,992
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 name2014-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2014-12-31410746749
2013 : HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$259,726
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$95,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$88,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$109,387
Value of total assets at end of year2013-12-31$812,912
Value of total assets at beginning of year2013-12-31$649,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,415
Total interest from all sources2013-12-31$1,963
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
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$109,387
Participant contributions at end of year2013-12-31$28,011
Participant contributions at beginning of year2013-12-31$11,200
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$725
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$163,881
Value of net assets at end of year (total assets less liabilities)2013-12-31$812,912
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$649,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$754,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$604,317
Interest on participant loans2013-12-31$1,244
Interest earned on other investments2013-12-31$719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$32,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$148,376
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$88,430
Contract administrator fees2013-12-31$7,415
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 name2013-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$177,141
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$92,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$86,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$104,633
Value of total assets at end of year2012-12-31$649,031
Value of total assets at beginning of year2012-12-31$564,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,680
Total interest from all sources2012-12-31$573
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$16,265
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$16,265
Administrative expenses professional fees incurred2012-12-31$5,680
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$97,911
Participant contributions at end of year2012-12-31$11,200
Participant contributions at beginning of year2012-12-31$12,536
Participant contributions at end of year2012-12-31$725
Participant contributions at beginning of year2012-12-31$748
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$84,955
Value of net assets at end of year (total assets less liabilities)2012-12-31$649,031
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$564,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$604,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$522,432
Interest on participant loans2012-12-31$443
Interest earned on other investments2012-12-31$130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$28,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$28,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$32,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$55,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$86,506
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 name2012-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$76,650
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$112,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$106,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$77,166
Value of total assets at end of year2011-12-31$563,328
Value of total assets at beginning of year2011-12-31$599,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,426
Total interest from all sources2011-12-31$1,006
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$77,166
Participant contributions at end of year2011-12-31$12,536
Participant contributions at beginning of year2011-12-31$24,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-35,748
Value of net assets at end of year (total assets less liabilities)2011-12-31$563,328
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$599,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$522,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$544,819
Interest on participant loans2011-12-31$1,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$28,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$29,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$29,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,522
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$106,972
Contract administrator fees2011-12-31$5,426
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$148,233
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$77,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$70,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$78,914
Value of total assets at end of year2010-12-31$599,076
Value of total assets at beginning of year2010-12-31$528,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,000
Total interest from all sources2010-12-31$851
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$78,914
Participant contributions at end of year2010-12-31$24,380
Participant contributions at beginning of year2010-12-31$20,461
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$70,869
Value of net assets at end of year (total assets less liabilities)2010-12-31$599,076
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$528,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$544,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$477,838
Interest on participant loans2010-12-31$848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$29,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$29,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$29,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$68,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$70,364
Contract administrator fees2010-12-31$7,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON ALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN

2018: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HOTEL GROUP OPPORTUNITY FUND 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805484
Policy instance 1
Insurance contract or identification number805484
Number of Individuals Covered438
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805484
Policy instance 1
Insurance contract or identification number805484
Number of Individuals Covered362
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805484
Policy instance 1
Insurance contract or identification number805484
Number of Individuals Covered370
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805484
Policy instance 1
Insurance contract or identification number805484
Number of Individuals Covered354
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805484
Policy instance 1
Insurance contract or identification number805484
Number of Individuals Covered386
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number805484
Policy instance 1
Insurance contract or identification number805484
Number of Individuals Covered372
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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