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POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NamePOSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN
Plan identification number 001

POSTAL & SHIPPING OUTLET, 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

POSTAL & SHIPPING OUTLET, INC. has sponsored the creation of one or more 401k plans.

Company Name:POSTAL & SHIPPING OUTLET, INC.
Employer identification number (EIN):205616653
NAIC Classification:561430

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST 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
0012017-01-01TRUDY EDWARDS
0012016-01-01TRUDY EDWARDS
0012015-01-01TRUDY EDWARDS
0012014-01-01TRUDY EDWARDS
0012013-01-01TRUDY EDWARDS
0012012-01-01GERTRUDE EDWARDS
0012011-01-01GERTRUDE EDWARDS

Plan Statistics for POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0110
Number of participants with account balances2020-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-017
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 participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
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 participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-017
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 participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-014
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 participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$13,633
Expenses. Total of all expenses incurred2022-12-31$422
Benefits paid (including direct rollovers)2022-12-31$203
Total plan assets at end of year2022-12-31$125,869
Total plan assets at beginning of year2022-12-31$112,658
Value of fidelity bond covering the plan2022-12-31$20,000
Expenses. Other expenses not covered elsewhere2022-12-31$219
Other income received2022-12-31$12,418
Net income (gross income less expenses)2022-12-31$13,211
Net plan assets at end of year (total assets less liabilities)2022-12-31$125,869
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$112,658
Assets. Value of employer securities2022-12-31$117,323
Total contributions received or receivable from employer(s)2022-12-31$1,215
2021 : POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,745
Expenses. Total of all expenses incurred2021-12-31$908
Benefits paid (including direct rollovers)2021-12-31$908
Total plan assets at end of year2021-12-31$112,658
Total plan assets at beginning of year2021-12-31$111,821
Value of fidelity bond covering the plan2021-12-31$20,000
Other income received2021-12-31$1,409
Net income (gross income less expenses)2021-12-31$837
Net plan assets at end of year (total assets less liabilities)2021-12-31$112,658
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$111,821
Assets. Value of employer securities2021-12-31$104,981
Total contributions received or receivable from employer(s)2021-12-31$336
2020 : POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$-2,480
Expenses. Total of all expenses incurred2020-12-31$754
Benefits paid (including direct rollovers)2020-12-31$754
Total plan assets at end of year2020-12-31$111,821
Total plan assets at beginning of year2020-12-31$115,055
Value of fidelity bond covering the plan2020-12-31$20,000
Other income received2020-12-31$-3,250
Net income (gross income less expenses)2020-12-31$-3,234
Net plan assets at end of year (total assets less liabilities)2020-12-31$111,821
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$115,055
Assets. Value of employer securities2020-12-31$103,921
Total contributions received or receivable from employer(s)2020-12-31$770
2019 : POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$-4,888
Expenses. Total of all expenses incurred2019-12-31$1
Total plan assets at end of year2019-12-31$115,055
Total plan assets at beginning of year2019-12-31$119,944
Value of fidelity bond covering the plan2019-12-31$20,000
Other income received2019-12-31$-4,888
Net income (gross income less expenses)2019-12-31$-4,889
Net plan assets at end of year (total assets less liabilities)2019-12-31$115,055
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$119,944
Assets. Value of employer securities2019-12-31$107,444
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1
2018 : POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$490
Total plan assets at end of year2018-12-31$119,944
Total plan assets at beginning of year2018-12-31$119,454
Value of fidelity bond covering the plan2018-12-31$10,000
Other income received2018-12-31$490
Net income (gross income less expenses)2018-12-31$490
Net plan assets at end of year (total assets less liabilities)2018-12-31$119,944
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$119,454
Assets. Value of employer securities2018-12-31$112,594
2017 : POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$-905
Expenses. Total of all expenses incurred2017-12-31$527
Benefits paid (including direct rollovers)2017-12-31$527
Total plan assets at end of year2017-12-31$119,454
Total plan assets at beginning of year2017-12-31$120,886
Value of fidelity bond covering the plan2017-12-31$10,000
Other income received2017-12-31$-905
Net income (gross income less expenses)2017-12-31$-1,432
Net plan assets at end of year (total assets less liabilities)2017-12-31$119,454
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$120,886
Assets. Value of employer securities2017-12-31$112,064
2016 : POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$-634
Total plan assets at end of year2016-12-31$120,886
Total plan assets at beginning of year2016-12-31$121,520
Value of fidelity bond covering the plan2016-12-31$10,000
Other income received2016-12-31$-2,411
Net income (gross income less expenses)2016-12-31$-634
Net plan assets at end of year (total assets less liabilities)2016-12-31$120,886
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$121,520
Assets. Value of employer securities2016-12-31$113,166
Total contributions received or receivable from employer(s)2016-12-31$1,777
2015 : POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$579
Total plan assets at end of year2015-12-31$121,520
Total plan assets at beginning of year2015-12-31$120,941
Value of fidelity bond covering the plan2015-12-31$10,000
Other income received2015-12-31$-1,175
Net income (gross income less expenses)2015-12-31$579
Net plan assets at end of year (total assets less liabilities)2015-12-31$121,520
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$120,941
Assets. Value of employer securities2015-12-31$115,656
Total contributions received or receivable from employer(s)2015-12-31$1,754
2014 : POSTAL & SHIPPING OUTLET, 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$28,789
Expenses. Total of all expenses incurred2014-12-31$6
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$120,941
Total plan assets at beginning of year2014-12-31$92,158
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$28,789
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$28,783
Net plan assets at end of year (total assets less liabilities)2014-12-31$120,941
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$92,158
Assets. Value of employer securities2014-12-31$116,879
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$6
2013 : POSTAL & SHIPPING OUTLET, 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$3,972
Expenses. Total of all expenses incurred2013-12-31$21
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$92,158
Total plan assets at beginning of year2013-12-31$88,207
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$3,972
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$3,951
Net plan assets at end of year (total assets less liabilities)2013-12-31$92,158
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$88,207
Assets. Value of employer securities2013-12-31$88,141
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$21
2012 : POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$16,622
Expenses. Total of all expenses incurred2012-12-31$15
Total plan assets at end of year2012-12-31$88,207
Total plan assets at beginning of year2012-12-31$71,600
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$14,931
Net income (gross income less expenses)2012-12-31$16,607
Net plan assets at end of year (total assets less liabilities)2012-12-31$88,207
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$71,600
Assets. Value of employer securities2012-12-31$84,222
Total contributions received or receivable from employer(s)2012-12-31$1,691
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15
2011 : POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$13,974
Expenses. Total of all expenses incurred2011-12-31$431
Benefits paid (including direct rollovers)2011-12-31$417
Total plan assets at end of year2011-12-31$71,600
Total plan assets at beginning of year2011-12-31$58,057
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$13,974
Net income (gross income less expenses)2011-12-31$13,543
Net plan assets at end of year (total assets less liabilities)2011-12-31$71,600
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$58,057
Assets. Value of employer securities2011-12-31$69,331
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$14
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST PLAN

2022: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST 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: POSTAL & SHIPPING OUTLET, INC. - PENSION TRANSFER TRUST 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: POSTAL & SHIPPING OUTLET, 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: POSTAL & SHIPPING OUTLET, 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: POSTAL & SHIPPING OUTLET, 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: POSTAL & SHIPPING OUTLET, 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: POSTAL & SHIPPING OUTLET, 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: POSTAL & SHIPPING OUTLET, 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: POSTAL & SHIPPING OUTLET, 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: POSTAL & SHIPPING OUTLET, 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: POSTAL & SHIPPING OUTLET, 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: POSTAL & SHIPPING OUTLET, 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 Covered334
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
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
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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