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FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameFREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN
Plan identification number 001

FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

FREE CIRCLE ENTERPRISES, INC. PENSION TRANSFER TRUST PLAN has sponsored the creation of one or more 401k plans.

Company Name:FREE CIRCLE ENTERPRISES, INC. PENSION TRANSFER TRUST PLAN
Employer identification number (EIN):202872753
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHIL HUDDLESTON
0012016-01-01PHIL HUDDLESTON
0012015-01-01PHIL HUDDLESTON
0012014-01-01PHIL HUDDLESTON
0012013-01-01PHIL HUDDLESTON
0012012-01-01PHILLIP HUDDLESTON
0012011-01-01PHILLIP HUDDLESTON

Plan Statistics for FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2021: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2021 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$20,429
Expenses. Total of all expenses incurred2021-12-31$297,734
Benefits paid (including direct rollovers)2021-12-31$297,617
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$277,305
Value of fidelity bond covering the plan2021-12-31$20,000
Other income received2021-12-31$20,429
Net income (gross income less expenses)2021-12-31$-277,305
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$277,305
Assets. Value of employer securities2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$117
2020 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$27,126
Expenses. Total of all expenses incurred2020-12-31$35,057
Benefits paid (including direct rollovers)2020-12-31$34,954
Total plan assets at end of year2020-12-31$277,305
Total plan assets at beginning of year2020-12-31$285,236
Value of fidelity bond covering the plan2020-12-31$20,000
Other income received2020-12-31$27,013
Net income (gross income less expenses)2020-12-31$-7,931
Net plan assets at end of year (total assets less liabilities)2020-12-31$277,305
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$285,236
Assets. Value of employer securities2020-12-31$152,500
Total contributions received or receivable from employer(s)2020-12-31$113
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$103
2019 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$24,831
Expenses. Total of all expenses incurred2019-12-31$12,117
Benefits paid (including direct rollovers)2019-12-31$12,000
Total plan assets at end of year2019-12-31$285,236
Total plan assets at beginning of year2019-12-31$272,522
Value of fidelity bond covering the plan2019-12-31$20,000
Other income received2019-12-31$24,681
Net income (gross income less expenses)2019-12-31$12,714
Net plan assets at end of year (total assets less liabilities)2019-12-31$285,236
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$272,522
Assets. Value of employer securities2019-12-31$132,500
Total contributions received or receivable from employer(s)2019-12-31$150
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$117
2018 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$-4,973
Expenses. Total of all expenses incurred2018-12-31$115
Total plan assets at end of year2018-12-31$272,522
Total plan assets at beginning of year2018-12-31$277,610
Value of fidelity bond covering the plan2018-12-31$20,000
Other income received2018-12-31$-5,123
Net income (gross income less expenses)2018-12-31$-5,088
Net plan assets at end of year (total assets less liabilities)2018-12-31$272,522
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$277,610
Assets. Value of employer securities2018-12-31$130,500
Total contributions received or receivable from employer(s)2018-12-31$150
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$115
2017 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$143,671
Expenses. Total of all expenses incurred2017-12-31$28
Total plan assets at end of year2017-12-31$277,610
Total plan assets at beginning of year2017-12-31$133,967
Value of fidelity bond covering the plan2017-12-31$10,000
Contributions received from other sources (not participants or employers)2017-12-31$140,000
Other income received2017-12-31$3,671
Net income (gross income less expenses)2017-12-31$143,643
Net plan assets at end of year (total assets less liabilities)2017-12-31$277,610
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$133,967
Assets. Value of employer securities2017-12-31$128,320
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$28
2016 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$5,957
Total plan assets at end of year2016-12-31$133,967
Total plan assets at beginning of year2016-12-31$128,010
Value of fidelity bond covering the plan2016-12-31$10,000
Other income received2016-12-31$5,857
Net income (gross income less expenses)2016-12-31$5,957
Net plan assets at end of year (total assets less liabilities)2016-12-31$133,967
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$128,010
Assets. Value of employer securities2016-12-31$133,026
Total contributions received or receivable from employer(s)2016-12-31$100
2015 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$12,988
Expenses. Total of all expenses incurred2015-12-31$1
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$128,010
Total plan assets at beginning of year2015-12-31$115,023
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$12,988
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$12,987
Net plan assets at end of year (total assets less liabilities)2015-12-31$128,010
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$115,023
Assets. Value of employer securities2015-12-31$127,232
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1
2014 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-2,937
Expenses. Total of all expenses incurred2014-12-31$2
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$115,023
Total plan assets at beginning of year2014-12-31$117,962
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-2,937
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-2,939
Net plan assets at end of year (total assets less liabilities)2014-12-31$115,023
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$117,962
Assets. Value of employer securities2014-12-31$114,225
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2
2013 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$57,853
Expenses. Total of all expenses incurred2013-12-31$4
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$117,962
Total plan assets at beginning of year2013-12-31$60,113
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$57,853
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$57,849
Net plan assets at end of year (total assets less liabilities)2013-12-31$117,962
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$60,113
Assets. Value of employer securities2013-12-31$117,165
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4
2012 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$10,958
Expenses. Total of all expenses incurred2012-12-31$37,465
Benefits paid (including direct rollovers)2012-12-31$37,377
Total plan assets at end of year2012-12-31$60,113
Total plan assets at beginning of year2012-12-31$86,620
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$10,958
Net income (gross income less expenses)2012-12-31$-26,507
Net plan assets at end of year (total assets less liabilities)2012-12-31$60,113
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$86,620
Assets. Value of employer securities2012-12-31$59,323
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$88
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$-14,414
Expenses. Total of all expenses incurred2011-12-31$251
Total plan assets at end of year2011-12-31$86,620
Total plan assets at beginning of year2011-12-31$101,285
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-14,414
Net income (gross income less expenses)2011-12-31$-14,665
Net plan assets at end of year (total assets less liabilities)2011-12-31$86,620
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$101,285
Assets. Value of employer securities2011-12-31$48,622
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$251

Form 5500 Responses for FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN

2021: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
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: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST 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: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST 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: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST 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: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST 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: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST 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: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST 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: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST 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: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FREE CIRCLE ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
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 $83
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $786
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 $786
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered236
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $556
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 $556
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $369
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 $369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $420
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 $420
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-26
Total amount of commissions paid to insurance brokerUSD $8,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,100
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 2
Insurance contract or identification number1260073-01
Number of Individuals Covered274
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $75
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 $75
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.

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