JONES & BOHLIN ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.
Additional information about JONES & BOHLIN ENTERPRISES, INC.
Submission information for form 5500 for 401k plan JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN
401k plan membership statisitcs for JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN
Measure | Date | Value |
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2015: JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2015 : JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-18,997 |
Expenses. Total of all expenses incurred | 2015-12-31 | $521,033 |
Benefits paid (including direct rollovers) | 2015-12-31 | $517,090 |
Total plan assets at end of year | 2015-12-31 | $0 |
Total plan assets at beginning of year | 2015-12-31 | $540,030 |
Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
Other income received | 2015-12-31 | $-18,997 |
Net income (gross income less expenses) | 2015-12-31 | $-540,030 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $540,030 |
Assets. Value of employer securities | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,943 |
2014 : JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $331,722 |
Expenses. Total of all expenses incurred | 2014-12-31 | $66 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $540,030 |
Total plan assets at beginning of year | 2014-12-31 | $208,374 |
Value of fidelity bond covering the plan | 2014-12-31 | $10,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $331,722 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $331,656 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $540,030 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $208,374 |
Assets. Value of employer securities | 2014-12-31 | $501,312 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $66 |
2013 : JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $175,283 |
Expenses. Total of all expenses incurred | 2013-12-31 | $198 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $208,374 |
Total plan assets at beginning of year | 2013-12-31 | $33,289 |
Value of fidelity bond covering the plan | 2013-12-31 | $10,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $175,283 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $175,085 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $208,374 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $33,289 |
Assets. Value of employer securities | 2013-12-31 | $170,062 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $198 |
2012 : JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $3,866 |
Expenses. Total of all expenses incurred | 2012-12-31 | $200 |
Total plan assets at end of year | 2012-12-31 | $33,289 |
Total plan assets at beginning of year | 2012-12-31 | $29,623 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Other income received | 2012-12-31 | $3,866 |
Net income (gross income less expenses) | 2012-12-31 | $3,666 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $33,289 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $29,623 |
Assets. Value of employer securities | 2012-12-31 | $992 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $200 |
2011 : JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-752 |
Expenses. Total of all expenses incurred | 2011-12-31 | $194 |
Total plan assets at end of year | 2011-12-31 | $29,623 |
Total plan assets at beginning of year | 2011-12-31 | $30,569 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Other income received | 2011-12-31 | $-752 |
Net income (gross income less expenses) | 2011-12-31 | $-946 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $29,623 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $30,569 |
Assets. Value of employer securities | 2011-12-31 | $992 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $194 |
2015: JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JONES & BOHLIN ENTERPRISES INC. PENSION TRANSFER TRUST PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 300169-000 |
Policy instance | 1 |
Insurance contract or identification number | 300169-000 | Number of Individuals Covered | 0 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-06-26 | Total amount of commissions paid to insurance broker | USD $8,100 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,100 | Additional information about fees paid to insurance broker | INSURANCE AGENT | Insurance broker organization code? | 3 | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 1260073-01 |
Policy instance | 2 |
Insurance contract or identification number | 1260073-01 | Number of Individuals Covered | 274 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $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 Broker | USD $75 | Additional information about fees paid to insurance broker | INSURANCE AGENT | Insurance broker organization code? | 3 | Insurance broker name | MERRILL LYNCH LIFE AGENCY, INC. |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 300169-000 |
Policy instance | 1 |
Insurance contract or identification number | 300169-000 | Number of Individuals Covered | 378 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $14,781 | Total amount of fees paid to insurance company | USD $10,973 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,781 | Additional information about fees paid to insurance broker | INSURANCE AGENT | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 10973 | Insurance broker name | DESTEL-BERGEN CORPORATION |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 300169-000 |
Policy instance | 1 |
Insurance contract or identification number | 300169-000 | Number of Individuals Covered | 336 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $13,707 | Total amount of fees paid to insurance company | USD $13,635 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $13,707 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | INSURANCE AGENT | Insurance broker organization code? | 3 | Insurance broker name | DESTEL-BERGEN CORPORATION |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 300169-000 |
Policy instance | 1 |
Insurance contract or identification number | 300169-000 | Number of Individuals Covered | 415 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $12,879 | Total amount of fees paid to insurance company | USD $13,087 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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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