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MINDBODY, INC. 401-K PROFIT SHARING PLAN 401k Plan overview

Plan NameMINDBODY, INC. 401-K PROFIT SHARING PLAN
Plan identification number 001

MINDBODY, INC. 401-K PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

MINDBODY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MINDBODY, INC.
Employer identification number (EIN):201898451
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about MINDBODY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1980-06-05
Company Identification Number: 631641
Legal Registered Office Address: 50 MAPLE PL
Nassau
MANHASSET
United States of America (USA)
11030

More information about MINDBODY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINDBODY, INC. 401-K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANGELA BERLIN
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JUDY KINGMA PRACTICIONER NOT FIDUC.
0012011-01-01JUDY KINGMA
0012010-01-01JUDY KINGMA2011-08-23

Plan Statistics for MINDBODY, INC. 401-K PROFIT SHARING PLAN

401k plan membership statisitcs for MINDBODY, INC. 401-K PROFIT SHARING PLAN

Measure Date Value
2022: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,527
Total number of active participants reported on line 7a of the Form 55002022-01-011,047
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,110
Total of all active and inactive participants2022-01-012,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-012,161
Number of participants with account balances2022-01-012,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,572
Total number of active participants reported on line 7a of the Form 55002021-01-01971
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01554
Total of all active and inactive participants2021-01-011,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,527
Number of participants with account balances2021-01-011,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,767
Total number of active participants reported on line 7a of the Form 55002020-01-011,126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01445
Total of all active and inactive participants2020-01-011,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,572
Number of participants with account balances2020-01-011,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,849
Total number of active participants reported on line 7a of the Form 55002019-01-011,457
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01308
Total of all active and inactive participants2019-01-011,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,767
Number of participants with account balances2019-01-011,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,420
Total number of active participants reported on line 7a of the Form 55002018-01-011,628
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01221
Total of all active and inactive participants2018-01-011,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,849
Number of participants with account balances2018-01-011,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,284
Total number of active participants reported on line 7a of the Form 55002017-01-011,213
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01207
Total of all active and inactive participants2017-01-011,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,420
Number of participants with account balances2017-01-01997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,196
Total number of active participants reported on line 7a of the Form 55002016-01-011,077
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01207
Total of all active and inactive participants2016-01-011,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,284
Number of participants with account balances2016-01-01885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01972
Total number of active participants reported on line 7a of the Form 55002015-01-011,024
Number of retired or separated participants receiving benefits2015-01-01130
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,159
Number of participants with account balances2015-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01743
Total number of active participants reported on line 7a of the Form 55002014-01-01855
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01934
Number of participants with account balances2014-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01404
Total number of active participants reported on line 7a of the Form 55002013-01-01516
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01583
Total participants2013-01-01583
Number of participants with account balances2013-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01307
Total number of active participants reported on line 7a of the Form 55002012-01-01329
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01383
Number of participants with account balances2012-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MINDBODY, INC. 401-K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01155
Total number of active participants reported on line 7a of the Form 55002011-01-01268
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01298
Total participants2011-01-01298
Number of participants with account balances2011-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on MINDBODY, INC. 401-K PROFIT SHARING PLAN

Measure Date Value
2022 : MINDBODY, INC. 401-K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$11,695,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$84,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$2,718,134
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,514,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,271,636
Value of total corrective distributions2022-12-31$34,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,811,985
Value of total assets at end of year2022-12-31$80,614,824
Value of total assets at beginning of year2022-12-31$77,631,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$208,288
Total interest from all sources2022-12-31$23,447
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,373,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,373,146
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$9,891,014
Participant contributions at end of year2022-12-31$541,858
Participant contributions at beginning of year2022-12-31$675,545
Participant contributions at end of year2022-12-31$969
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,041,882
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$170,788
Liabilities. Value of operating payables at end of year2022-12-31$84,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,796,102
Value of net assets at end of year (total assets less liabilities)2022-12-31$80,530,636
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$77,631,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,148,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,555,124
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$23,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,676,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,498,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,490,444
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$4,879,089
Employer contributions (assets) at end of year2022-12-31$1,247,178
Employer contributions (assets) at beginning of year2022-12-31$902,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,271,636
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 name2022-12-31BAKER TILLY US
Accountancy firm EIN2022-12-31390859910
2021 : MINDBODY, INC. 401-K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,225,118
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,980,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,730,572
Value of total corrective distributions2021-12-31$74,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,418,335
Value of total assets at end of year2021-12-31$77,631,426
Value of total assets at beginning of year2021-12-31$61,386,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$175,273
Total interest from all sources2021-12-31$25,039
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,173,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,173,267
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,905,369
Participant contributions at end of year2021-12-31$675,545
Participant contributions at beginning of year2021-12-31$598,357
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$256
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,685,345
Administrative expenses (other) incurred2021-12-31$137,792
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$16,244,710
Value of net assets at end of year (total assets less liabilities)2021-12-31$77,631,426
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,386,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$73,555,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$58,803,194
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$25,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,498,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,984,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,608,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,827,621
Employer contributions (assets) at end of year2021-12-31$902,068
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,730,572
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : MINDBODY, INC. 401-K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$18,087,460
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,523,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,335,672
Value of total corrective distributions2020-12-31$14,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,246,854
Value of total assets at end of year2020-12-31$61,386,716
Value of total assets at beginning of year2020-12-31$52,823,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$173,606
Total interest from all sources2020-12-31$28,077
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,057,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,057,341
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,619,441
Participant contributions at end of year2020-12-31$598,357
Participant contributions at beginning of year2020-12-31$647,146
Participant contributions at end of year2020-12-31$256
Participant contributions at beginning of year2020-12-31$2,008
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$980,503
Other income not declared elsewhere2020-12-31$38,719
Administrative expenses (other) incurred2020-12-31$135,186
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,563,506
Value of net assets at end of year (total assets less liabilities)2020-12-31$61,386,716
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,823,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$38,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$58,803,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$50,975,792
Interest on participant loans2020-12-31$28,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,984,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,196,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,716,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,646,910
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,335,672
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : MINDBODY, INC. 401-K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$23,692,924
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,214,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,035,642
Value of total corrective distributions2019-12-31$6,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,591,670
Value of total assets at end of year2019-12-31$52,823,210
Value of total assets at beginning of year2019-12-31$33,345,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$172,655
Total interest from all sources2019-12-31$25,389
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,135,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,135,740
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,967,540
Participant contributions at end of year2019-12-31$647,146
Participant contributions at beginning of year2019-12-31$462,927
Participant contributions at end of year2019-12-31$2,008
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,231,331
Other income not declared elsewhere2019-12-31$18,145
Administrative expenses (other) incurred2019-12-31$131,456
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$3,391
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$19,478,055
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,823,210
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,345,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$41,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$50,975,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,362,253
Interest on participant loans2019-12-31$25,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,196,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$516,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,921,980
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,392,799
Employer contributions (assets) at end of year2019-12-31$1,415
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,035,642
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : MINDBODY, INC. 401-K PROFIT SHARING 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$10,972,955
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,608,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,461,228
Value of total corrective distributions2018-12-31$7,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,646,130
Value of total assets at end of year2018-12-31$33,345,155
Value of total assets at beginning of year2018-12-31$24,981,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$139,729
Total interest from all sources2018-12-31$18,491
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,520,835
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$1,520,835
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$6,613,884
Participant contributions at end of year2018-12-31$462,927
Participant contributions at beginning of year2018-12-31$405,979
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,563,988
Other income not declared elsewhere2018-12-31$5,358
Administrative expenses (other) incurred2018-12-31$99,135
Total non interest bearing cash at end of year2018-12-31$3,391
Total non interest bearing cash at beginning of year2018-12-31$7,501
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$8,364,044
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,345,155
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,981,111
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$40,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,362,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,405,602
Interest on participant loans2018-12-31$18,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$516,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$162,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,217,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,468,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,461,228
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 name2018-12-31ARMANINO LLP
Accountancy firm EIN2018-12-31946214841
2017 : MINDBODY, INC. 401-K PROFIT SHARING 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$9,877,293
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,230,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,182,924
Expenses. Certain deemed distributions of participant loans2017-12-31$5,066
Value of total corrective distributions2017-12-31$41
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,575,809
Value of total assets at end of year2017-12-31$24,981,111
Value of total assets at beginning of year2017-12-31$17,334,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,713
Total interest from all sources2017-12-31$17,401
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$223,844
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$223,844
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 period2017-12-31Yes
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$3,771,306
Participant contributions at end of year2017-12-31$405,979
Participant contributions at beginning of year2017-12-31$338,060
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$611,485
Other income not declared elsewhere2017-12-31$8,266
Administrative expenses (other) incurred2017-12-31$12,713
Total non interest bearing cash at end of year2017-12-31$7,501
Total non interest bearing cash at beginning of year2017-12-31$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$7,646,549
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,981,111
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,334,562
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,405,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,758,513
Interest on participant loans2017-12-31$16,544
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$6,237,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$162,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,051,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,193,018
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,182,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31ARMANINO LLP
Accountancy firm EIN2017-12-31946214841
2016 : MINDBODY, INC. 401-K PROFIT SHARING 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$10,656
Total income from all sources (including contributions)2016-12-31$6,662,113
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,456,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,404,027
Expenses. Certain deemed distributions of participant loans2016-12-31$18,936
Value of total corrective distributions2016-12-31$22,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,459,959
Value of total assets at end of year2016-12-31$17,334,562
Value of total assets at beginning of year2016-12-31$12,139,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,908
Total interest from all sources2016-12-31$12,439
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$47
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$47
Administrative expenses professional fees incurred2016-12-31$10,908
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$3,122,763
Participant contributions at end of year2016-12-31$338,060
Participant contributions at beginning of year2016-12-31$290,123
Participant contributions at beginning of year2016-12-31$4,620
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$467,682
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$7,324
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$10,656
Total non interest bearing cash at beginning of year2016-12-31$10,660
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$5,205,692
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,334,562
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,128,870
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$10,758,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,521,657
Interest on participant loans2016-12-31$12,439
Value of interest in common/collective trusts at end of year2016-12-31$6,237,989
Value of interest in common/collective trusts at beginning of year2016-12-31$4,308,791
Net investment gain or loss from common/collective trusts2016-12-31$1,189,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,869,514
Employer contributions (assets) at beginning of year2016-12-31$3,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,396,703
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 name2016-12-31ARMANINO LLP
Accountancy firm EIN2016-12-31946214841
2015 : MINDBODY, INC. 401-K PROFIT SHARING 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$10,656
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$4,351,887
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$792,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$784,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,604,993
Value of total assets at end of year2015-12-31$12,139,526
Value of total assets at beginning of year2015-12-31$8,569,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,451
Total interest from all sources2015-12-31$7,649
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
Administrative expenses professional fees incurred2015-12-31$8,401
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$2,592,338
Participant contributions at end of year2015-12-31$290,123
Participant contributions at beginning of year2015-12-31$96,208
Participant contributions at end of year2015-12-31$4,620
Participant contributions at beginning of year2015-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$442,334
Administrative expenses (other) incurred2015-12-31$50
Liabilities. Value of operating payables at end of year2015-12-31$10,656
Total non interest bearing cash at end of year2015-12-31$10,660
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$3,559,077
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,128,870
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,569,793
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$7,521,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,684,353
Interest on participant loans2015-12-31$7,649
Value of interest in common/collective trusts at end of year2015-12-31$4,308,791
Value of interest in common/collective trusts at beginning of year2015-12-31$2,788,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-191,288
Net investment gain or loss from common/collective trusts2015-12-31$-69,467
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 beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,570,321
Employer contributions (assets) at end of year2015-12-31$3,675
Employer contributions (assets) at beginning of year2015-12-31$400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$784,359
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 name2015-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2015-12-31262350873
2014 : MINDBODY, INC. 401-K PROFIT SHARING 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$3,724,969
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$452,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$425,991
Value of total corrective distributions2014-12-31$20,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,391,264
Value of total assets at end of year2014-12-31$8,569,793
Value of total assets at beginning of year2014-12-31$5,297,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,081
Total interest from all sources2014-12-31$3,910
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$243
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$243
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$1,803,649
Participant contributions at end of year2014-12-31$96,208
Participant contributions at beginning of year2014-12-31$100,531
Participant contributions at end of year2014-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$476,253
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$3,272,686
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,569,793
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,297,107
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$5,684,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,437,330
Interest on participant loans2014-12-31$3,910
Value of interest in common/collective trusts at end of year2014-12-31$2,788,332
Value of interest in common/collective trusts at beginning of year2014-12-31$1,759,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$194,453
Net investment gain or loss from common/collective trusts2014-12-31$135,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,111,362
Employer contributions (assets) at end of year2014-12-31$400
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$425,991
Contract administrator fees2014-12-31$6,081
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 name2014-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2014-12-31262350873
2013 : MINDBODY, INC. 401-K PROFIT SHARING 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$3,613
Total income from all sources (including contributions)2013-12-31$2,538,739
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$293,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$289,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,815,930
Value of total assets at end of year2013-12-31$5,297,107
Value of total assets at beginning of year2013-12-31$3,055,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,308
Total interest from all sources2013-12-31$3,561
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$1,069,492
Participant contributions at end of year2013-12-31$100,531
Participant contributions at beginning of year2013-12-31$81,715
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$71,658
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$2,245,087
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,297,107
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,052,020
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$3,437,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,866,964
Interest on participant loans2013-12-31$3,561
Value of interest in common/collective trusts at end of year2013-12-31$1,759,246
Value of interest in common/collective trusts at beginning of year2013-12-31$1,106,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$449,161
Net investment gain or loss from common/collective trusts2013-12-31$270,087
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
Contributions received in cash from employer2013-12-31$674,780
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$289,344
Contract administrator fees2013-12-31$4,308
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
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$3,613
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 name2013-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2013-12-31262350873
2012 : MINDBODY, INC. 401-K PROFIT SHARING 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$3,613
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$1,544,759
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$152,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$148,995
Value of total corrective distributions2012-12-31$3,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,290,659
Value of total assets at end of year2012-12-31$3,055,633
Value of total assets at beginning of year2012-12-31$1,663,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,786
Total interest from all sources2012-12-31$2,101
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
Administrative expenses professional fees incurred2012-12-31$3,786
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$717,899
Participant contributions at end of year2012-12-31$81,715
Participant contributions at beginning of year2012-12-31$39,810
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$106,581
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,391,978
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,055,633
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,663,655
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$1,866,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,572,303
Interest on participant loans2012-12-31$2,101
Value of interest in common/collective trusts at end of year2012-12-31$1,106,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$163,488
Net investment gain or loss from common/collective trusts2012-12-31$88,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$466,179
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$51,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$148,929
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$3,613
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 name2012-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2012-12-31262350873
2011 : MINDBODY, INC. 401-K PROFIT SHARING 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$738,388
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$39,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$39,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$780,205
Value of total assets at end of year2011-12-31$1,663,655
Value of total assets at beginning of year2011-12-31$964,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$479
Total interest from all sources2011-12-31$1,955
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$100,000
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$385,269
Participant contributions at end of year2011-12-31$39,810
Participant contributions at beginning of year2011-12-31$61,754
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$40,995
Administrative expenses (other) incurred2011-12-31$479
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$698,842
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,663,655
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$964,813
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$1,572,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$878,692
Interest on participant loans2011-12-31$1,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-43,772
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$353,941
Employer contributions (assets) at end of year2011-12-31$51,542
Employer contributions (assets) at beginning of year2011-12-31$24,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$39,067
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 name2011-12-31DUNHAM ASSOCIATES CPA S
Accountancy firm EIN2011-12-31770445012

Form 5500 Responses for MINDBODY, INC. 401-K PROFIT SHARING PLAN

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

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number64041
Policy instance 1
Insurance contract or identification number64041
Number of Individuals Covered229
Insurance policy start date2022-01-01
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?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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number64041
Policy instance 1
Insurance contract or identification number64041
Number of Individuals Covered406
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number64041
Policy instance 1
Insurance contract or identification number64041
Number of Individuals Covered388
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number64041
Policy instance 1
Insurance contract or identification number64041
Number of Individuals Covered443
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number64041
Policy instance 1
Insurance contract or identification number64041
Number of Individuals Covered349
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number64041
Policy instance 2
Insurance contract or identification number64041
Number of Individuals Covered74
Insurance policy start date2017-10-01
Insurance policy end date2017-12-31
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?Yes
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number812803
Policy instance 1
Insurance contract or identification number812803
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $26,805
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,312
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number812803
Policy instance 1
Insurance contract or identification number812803
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $46,665
Total amount of fees paid to insurance companyUSD $4,736
Commission paid to Insurance BrokerUSD $46,665
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees4736
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number812803
Policy instance 1
Insurance contract or identification number812803
Number of Individuals Covered658
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 $32,713
Amount paid for insurance broker fees29214
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number812803
Policy instance 1
Insurance contract or identification number812803
Number of Individuals Covered477
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,987
Total amount of fees paid to insurance companyUSD $1,215
Commission paid to Insurance BrokerUSD $16,987
Insurance broker organization code?3
Amount paid for insurance broker fees1215
Additional information about fees paid to insurance brokerADMIN
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number812803
Policy instance 1
Insurance contract or identification number812803
Number of Individuals Covered343
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,557
Total amount of fees paid to insurance companyUSD $986
Commission paid to Insurance BrokerUSD $9,557
Amount paid for insurance broker fees986
Insurance broker organization code?5
Insurance broker nameHICKS PENSION SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number812803
Policy instance 1
Insurance contract or identification number812803
Number of Individuals Covered270
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,952
Total amount of fees paid to insurance companyUSD $512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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