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PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN
Plan identification number 001

PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PROVEN PARTNERS MANUFACTURING has sponsored the creation of one or more 401k plans.

Company Name:PROVEN PARTNERS MANUFACTURING
Employer identification number (EIN):202145505
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL R GUIDO
0012016-01-01MIKE GUIDO
0012015-01-01MICHAEL GUIDO
0012014-01-01MIKE GUIDO
0012013-01-01MIKE GUIDO
0012012-01-01MICHAEL R GUIDO
0012011-01-01MIKE GUIDO
0012010-01-01MICHAEL R GUIDO

Plan Statistics for PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01346
Total number of active participants reported on line 7a of the Form 55002022-01-01273
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0172
Total of all active and inactive participants2022-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01346
Number of participants with account balances2022-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01374
Total number of active participants reported on line 7a of the Form 55002021-01-01254
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01327
Number of participants with account balances2021-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01277
Total number of active participants reported on line 7a of the Form 55002020-01-01300
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01358
Number of participants with account balances2020-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01291
Total number of active participants reported on line 7a of the Form 55002019-01-01232
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01267
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01296
Total number of active participants reported on line 7a of the Form 55002018-01-01243
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01271
Number of participants with account balances2018-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01241
Total number of active participants reported on line 7a of the Form 55002017-01-01223
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01252
Number of participants with account balances2017-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-01202
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01229
Number of participants with account balances2016-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01196
Total number of active participants reported on line 7a of the Form 55002015-01-01193
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01207
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01199
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01175
Total participants2014-01-01175
Number of participants with account balances2014-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01163
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01148
Number of participants with account balances2013-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01154
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01146
Number of participants with account balances2012-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01153
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01126
Number of participants with account balances2011-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01172
Total number of active participants reported on line 7a of the Form 55002010-01-01132
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01145
Number of participants with account balances2010-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-124,927
Total of all expenses incurred2022-12-31$567,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$543,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$483,646
Value of total assets at end of year2022-12-31$1,994,541
Value of total assets at beginning of year2022-12-31$2,686,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,963
Total interest from all sources2022-12-31$5,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$303,609
Participant contributions at end of year2022-12-31$130,919
Participant contributions at beginning of year2022-12-31$82,856
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,880
Administrative expenses (other) incurred2022-12-31$17,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-692,026
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,994,541
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,686,567
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$6,816
Value of interest in pooled separate accounts at end of year2022-12-31$1,832,564
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,477,916
Interest on participant loans2022-12-31$4,624
Interest earned on other investments2022-12-31$989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$125,795
Net investment gain/loss from pooled separate accounts2022-12-31$-614,186
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$165,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$543,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI, LLP
Accountancy firm EIN2022-12-31390758449
2021 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$780,142
Total of all expenses incurred2021-12-31$1,162,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,134,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$403,137
Value of total assets at end of year2021-12-31$2,686,567
Value of total assets at beginning of year2021-12-31$3,068,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,439
Total interest from all sources2021-12-31$1,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$258,805
Participant contributions at end of year2021-12-31$82,856
Participant contributions at beginning of year2021-12-31$7,449
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,751
Administrative expenses (other) incurred2021-12-31$19,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-382,378
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,686,567
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,068,945
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$9,056
Value of interest in pooled separate accounts at end of year2021-12-31$2,477,916
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,003,361
Interest on participant loans2021-12-31$730
Interest earned on other investments2021-12-31$779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$125,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$55,011
Net investment gain/loss from pooled separate accounts2021-12-31$375,496
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$144,332
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,134,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI, LLP
Accountancy firm EIN2021-12-31390758449
2020 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,050,404
Total of all expenses incurred2020-12-31$621,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$599,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$390,472
Value of total assets at end of year2020-12-31$3,068,945
Value of total assets at beginning of year2020-12-31$2,639,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,234
Total interest from all sources2020-12-31$1,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$244,210
Participant contributions at end of year2020-12-31$7,449
Participant contributions at beginning of year2020-12-31$36,324
Participant contributions at end of year2020-12-31$1,751
Participant contributions at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$14,992
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$429,009
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,068,945
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,639,936
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$7,242
Value of interest in pooled separate accounts at end of year2020-12-31$3,003,361
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,534,082
Interest on participant loans2020-12-31$1,196
Interest earned on other investments2020-12-31$763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$55,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$69,530
Net investment gain/loss from pooled separate accounts2020-12-31$657,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$146,262
Employer contributions (assets) at end of year2020-12-31$1,373
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$599,161
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390758449
2019 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$692,007
Total income from all sources (including contributions)2019-12-31$692,007
Total of all expenses incurred2019-12-31$111,902
Total of all expenses incurred2019-12-31$111,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$89,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$89,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$249,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$249,602
Value of total assets at end of year2019-12-31$2,639,936
Value of total assets at end of year2019-12-31$2,639,936
Value of total assets at beginning of year2019-12-31$2,059,831
Value of total assets at beginning of year2019-12-31$2,059,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,953
Total interest from all sources2019-12-31$3,194
Total interest from all sources2019-12-31$3,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$189,846
Contributions received from participants2019-12-31$189,846
Participant contributions at end of year2019-12-31$36,324
Participant contributions at end of year2019-12-31$36,324
Participant contributions at beginning of year2019-12-31$42,798
Participant contributions at beginning of year2019-12-31$42,798
Administrative expenses (other) incurred2019-12-31$14,967
Administrative expenses (other) incurred2019-12-31$14,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$580,105
Value of net income/loss2019-12-31$580,105
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,639,936
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,639,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,059,831
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,059,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,986
Investment advisory and management fees2019-12-31$6,986
Value of interest in pooled separate accounts at end of year2019-12-31$2,534,082
Value of interest in pooled separate accounts at end of year2019-12-31$2,534,082
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,959,259
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,959,259
Interest on participant loans2019-12-31$2,141
Interest on participant loans2019-12-31$2,141
Interest earned on other investments2019-12-31$1,053
Interest earned on other investments2019-12-31$1,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$69,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$69,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$57,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$57,774
Net investment gain/loss from pooled separate accounts2019-12-31$439,211
Net investment gain/loss from pooled separate accounts2019-12-31$439,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$59,756
Contributions received in cash from employer2019-12-31$59,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$89,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$89,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$174,645
Total of all expenses incurred2018-12-31$134,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$115,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$294,039
Value of total assets at end of year2018-12-31$2,059,831
Value of total assets at beginning of year2018-12-31$2,019,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,373
Total interest from all sources2018-12-31$3,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$149,993
Participant contributions at end of year2018-12-31$42,798
Participant contributions at beginning of year2018-12-31$83,141
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$89,390
Administrative expenses (other) incurred2018-12-31$14,943
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$40,595
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,059,831
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,019,236
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$3,430
Value of interest in pooled separate accounts at end of year2018-12-31$1,959,259
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,875,701
Interest on participant loans2018-12-31$2,823
Interest earned on other investments2018-12-31$738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$57,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$60,394
Net investment gain/loss from pooled separate accounts2018-12-31$-122,955
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$54,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$115,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$542,537
Total of all expenses incurred2017-12-31$42,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,254
Expenses. Certain deemed distributions of participant loans2017-12-31$905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$281,851
Value of total assets at end of year2017-12-31$2,019,236
Value of total assets at beginning of year2017-12-31$1,519,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,835
Total interest from all sources2017-12-31$3,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$139,674
Participant contributions at end of year2017-12-31$83,141
Participant contributions at beginning of year2017-12-31$65,775
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$91,353
Administrative expenses (other) incurred2017-12-31$16,835
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$499,543
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,019,236
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,519,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,875,701
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,417,014
Interest on participant loans2017-12-31$2,615
Interest earned on other investments2017-12-31$676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$60,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$36,904
Net investment gain/loss from pooled separate accounts2017-12-31$257,395
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$50,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449
2016 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$288,649
Total of all expenses incurred2016-12-31$22,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$183,401
Value of total assets at end of year2016-12-31$1,519,693
Value of total assets at beginning of year2016-12-31$1,253,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,591
Total interest from all sources2016-12-31$3,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$133,642
Participant contributions at end of year2016-12-31$65,775
Participant contributions at beginning of year2016-12-31$62,321
Administrative expenses (other) incurred2016-12-31$12,591
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$265,839
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,519,693
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,253,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,417,014
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,138,650
Interest on participant loans2016-12-31$2,358
Interest earned on other investments2016-12-31$650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$36,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$52,883
Net investment gain/loss from pooled separate accounts2016-12-31$102,240
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
Contributions received in cash from employer2016-12-31$49,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI, LLP
Accountancy firm EIN2016-12-31390758449
2015 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$138,929
Total of all expenses incurred2015-12-31$72,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$61,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$154,327
Value of total assets at end of year2015-12-31$1,253,854
Value of total assets at beginning of year2015-12-31$1,187,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,553
Total interest from all sources2015-12-31$2,861
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$1,050
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$107,129
Participant contributions at end of year2015-12-31$62,321
Participant contributions at beginning of year2015-12-31$68,527
Other income not declared elsewhere2015-12-31$808
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$66,165
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,253,854
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,187,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,503
Value of interest in pooled separate accounts at end of year2015-12-31$1,138,650
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,063,194
Interest on participant loans2015-12-31$2,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$52,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$55,968
Net investment gain/loss from pooled separate accounts2015-12-31$-19,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$47,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$61,211
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 name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$220,320
Total of all expenses incurred2014-12-31$133,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$122,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$149,827
Value of total assets at end of year2014-12-31$1,187,689
Value of total assets at beginning of year2014-12-31$1,100,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,917
Total interest from all sources2014-12-31$2,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,500
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$98,293
Participant contributions at end of year2014-12-31$68,527
Participant contributions at beginning of year2014-12-31$54,169
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,575
Other income not declared elsewhere2014-12-31$871
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$86,799
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,187,689
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,100,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$9,417
Value of interest in pooled separate accounts at end of year2014-12-31$1,063,194
Value of interest in pooled separate accounts at beginning of year2014-12-31$994,050
Interest on participant loans2014-12-31$2,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$55,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$52,671
Net investment gain/loss from pooled separate accounts2014-12-31$67,436
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$44,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$122,604
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 name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$351,310
Total of all expenses incurred2013-12-31$69,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$175,549
Value of total assets at end of year2013-12-31$1,100,890
Value of total assets at beginning of year2013-12-31$819,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,535
Total interest from all sources2013-12-31$1,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$850
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$93,301
Participant contributions at end of year2013-12-31$54,169
Participant contributions at beginning of year2013-12-31$50,756
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$45,471
Other income not declared elsewhere2013-12-31$752
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$281,415
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,100,890
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$819,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,685
Value of interest in pooled separate accounts at end of year2013-12-31$994,050
Value of interest in pooled separate accounts at beginning of year2013-12-31$726,322
Interest earned on other investments2013-12-31$1,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$52,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$42,397
Net investment gain/loss from pooled separate accounts2013-12-31$173,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$36,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,360
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 name2013-12-31THE CONDON GROUP, LTC
Accountancy firm EIN2013-12-31262920866
2012 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS 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$173,307
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$40,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$30,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$88,939
Value of total assets at end of year2012-12-31$819,475
Value of total assets at beginning of year2012-12-31$687,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,047
Total interest from all sources2012-12-31$2,073
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$800
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$60,262
Participant contributions at end of year2012-12-31$50,756
Participant contributions at beginning of year2012-12-31$50,234
Other income not declared elsewhere2012-12-31$929
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$132,311
Value of net assets at end of year (total assets less liabilities)2012-12-31$819,475
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$687,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$9,247
Value of interest in pooled separate accounts at end of year2012-12-31$726,322
Value of interest in pooled separate accounts at beginning of year2012-12-31$577,078
Interest on participant loans2012-12-31$2,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$42,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$59,852
Net investment gain/loss from pooled separate accounts2012-12-31$81,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$28,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$30,949
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 name2012-12-31THE CONDON GROUP, LTD
Accountancy firm EIN2012-12-31362920866
2011 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS 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$117,987
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$87,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$77,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$133,097
Value of total assets at end of year2011-12-31$687,164
Value of total assets at beginning of year2011-12-31$656,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,123
Total interest from all sources2011-12-31$980
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
Administrative expenses professional fees incurred2011-12-31$1,150
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$72,529
Participant contributions at end of year2011-12-31$50,234
Participant contributions at beginning of year2011-12-31$3,288
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$29,780
Other income not declared elsewhere2011-12-31$880
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$30,663
Value of net assets at end of year (total assets less liabilities)2011-12-31$687,164
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$656,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,973
Value of interest in pooled separate accounts at end of year2011-12-31$577,078
Value of interest in pooled separate accounts at beginning of year2011-12-31$637,033
Interest on participant loans2011-12-31$980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$59,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,180
Net investment gain/loss from pooled separate accounts2011-12-31$-16,970
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$30,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$77,201
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 name2011-12-31THE CONDON GROUP, LTD
Accountancy firm EIN2011-12-31362920866
2010 : PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS 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$311,062
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$245,469
Value of total assets at end of year2010-12-31$656,501
Value of total assets at beginning of year2010-12-31$359,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,791
Total interest from all sources2010-12-31$157
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
Administrative expenses professional fees incurred2010-12-31$100
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
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$101,069
Participant contributions at end of year2010-12-31$3,288
Participant contributions at beginning of year2010-12-31$5,000
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$113,727
Other income not declared elsewhere2010-12-31$427
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$296,580
Value of net assets at end of year (total assets less liabilities)2010-12-31$656,501
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$359,921
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
Investment advisory and management fees2010-12-31$6,691
Value of interest in pooled separate accounts at end of year2010-12-31$637,033
Value of interest in pooled separate accounts at beginning of year2010-12-31$342,888
Interest on participant loans2010-12-31$157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,033
Net investment gain/loss from pooled separate accounts2010-12-31$65,009
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
Contributions received in cash from employer2010-12-31$30,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,691
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 name2010-12-31THE CONDON GROUP, LTD.
Accountancy firm EIN2010-12-31362920866

Form 5500 Responses for PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN

2022: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS 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: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013
Policy instance 1
Insurance contract or identification number23013
Number of Individuals Covered136
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013
Policy instance 1
Insurance contract or identification number23013
Number of Individuals Covered143
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013
Policy instance 1
Insurance contract or identification number23013
Number of Individuals Covered134
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013
Policy instance 1
Insurance contract or identification number23013
Number of Individuals Covered102
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013
Policy instance 1
Insurance contract or identification number23013
Number of Individuals Covered93
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,833
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,917
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013-000
Policy instance 1
Insurance contract or identification number23013-000
Number of Individuals Covered88
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,382
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,382
Insurance broker organization code?3
Insurance broker nameDANIEL J PELUSE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013-000
Policy instance 1
Insurance contract or identification number23013-000
Number of Individuals Covered71
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,480
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,480
Insurance broker organization code?3
Insurance broker nameDANIEL J PELUSE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013-000
Policy instance 1
Insurance contract or identification number23013-000
Number of Individuals Covered65
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,657
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,657
Insurance broker organization code?3
Insurance broker nameDANIEL J PELUSE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013-000
Policy instance 1
Insurance contract or identification number23013-000
Number of Individuals Covered57
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,402
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,542
Insurance broker organization code?3
Insurance broker nameDANIEL J PELUSE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013-000
Policy instance 1
Insurance contract or identification number23013-000
Number of Individuals Covered54
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,061
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,061
Insurance broker organization code?3
Insurance broker nameCHASE INSURANCE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013-000
Policy instance 1
Insurance contract or identification number23013-000
Number of Individuals Covered53
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,924
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number23013-000
Policy instance 1
Insurance contract or identification number23013-000
Number of Individuals Covered50
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,211
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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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