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CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameCHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN
Plan identification number 001

CHEMICAL SALES CONSULTANTS 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

CHEMICAL SALES CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHEMICAL SALES CONSULTANTS, INC.
Employer identification number (EIN):208589689
NAIC Classification:424600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHEMICAL SALES CONSULTANTS 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
0012017-01-01LAWRENCE JAMES
0012016-01-01LAWRENCE JAMES
0012015-01-01LAWRENCE JAMES
0012014-01-01LAWRENCE JAMES
0012013-01-01LAWRENCE JAMES
0012012-01-01LAWRENCE A. JAMES
0012011-01-01LAWRENCE A. JAMES

Plan Statistics for CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHEMICAL SALES CONSULTANTS 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 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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 CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$-2,635
Expenses. Total of all expenses incurred2022-12-31$42
Benefits paid (including direct rollovers)2022-12-31$36
Total plan assets at end of year2022-12-31$10,417
Total plan assets at beginning of year2022-12-31$13,094
Other income received2022-12-31$-2,635
Net income (gross income less expenses)2022-12-31$-2,677
Net plan assets at end of year (total assets less liabilities)2022-12-31$10,417
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$13,094
Assets. Value of employer securities2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6
2021 : CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,012
Expenses. Total of all expenses incurred2021-12-31$9
Total plan assets at end of year2021-12-31$13,094
Total plan assets at beginning of year2021-12-31$12,091
Value of fidelity bond covering the plan2021-12-31$25,000
Other income received2021-12-31$1,012
Net income (gross income less expenses)2021-12-31$1,003
Net plan assets at end of year (total assets less liabilities)2021-12-31$13,094
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,091
Assets. Value of employer securities2021-12-31$1,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9
2020 : CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$765
Expenses. Total of all expenses incurred2020-12-31$9
Total plan assets at end of year2020-12-31$12,091
Total plan assets at beginning of year2020-12-31$11,335
Value of fidelity bond covering the plan2020-12-31$25,000
Other income received2020-12-31$765
Net income (gross income less expenses)2020-12-31$756
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,091
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,335
Assets. Value of employer securities2020-12-31$1,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$9
2019 : CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$-71,403
Expenses. Total of all expenses incurred2019-12-31$4,370
Benefits paid (including direct rollovers)2019-12-31$4,358
Total plan assets at end of year2019-12-31$11,335
Total plan assets at beginning of year2019-12-31$87,108
Value of fidelity bond covering the plan2019-12-31$25,000
Other income received2019-12-31$-71,403
Net income (gross income less expenses)2019-12-31$-75,773
Net plan assets at end of year (total assets less liabilities)2019-12-31$11,335
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$87,108
Assets. Value of employer securities2019-12-31$1,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$12
2018 : CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$648
Expenses. Total of all expenses incurred2018-12-31$40,017
Benefits paid (including direct rollovers)2018-12-31$40,000
Total plan assets at end of year2018-12-31$87,108
Total plan assets at beginning of year2018-12-31$126,477
Value of fidelity bond covering the plan2018-12-31$25,000
Other income received2018-12-31$648
Net income (gross income less expenses)2018-12-31$-39,369
Net plan assets at end of year (total assets less liabilities)2018-12-31$87,108
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$126,477
Assets. Value of employer securities2018-12-31$74,183
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17
2017 : CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$14,926
Expenses. Total of all expenses incurred2017-12-31$16
Total plan assets at end of year2017-12-31$126,477
Total plan assets at beginning of year2017-12-31$111,567
Value of fidelity bond covering the plan2017-12-31$25,000
Other income received2017-12-31$-10,074
Net income (gross income less expenses)2017-12-31$14,910
Net plan assets at end of year (total assets less liabilities)2017-12-31$126,477
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$111,567
Assets. Value of employer securities2017-12-31$73,115
Total contributions received or receivable from employer(s)2017-12-31$25,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$16
2016 : CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$33,593
Expenses. Total of all expenses incurred2016-12-31$5
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$111,567
Total plan assets at beginning of year2016-12-31$77,979
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$15,593
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$33,588
Net plan assets at end of year (total assets less liabilities)2016-12-31$111,567
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$77,979
Assets. Value of employer securities2016-12-31$85,000
Total contributions received or receivable from employer(s)2016-12-31$18,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5
2015 : CHEMICAL SALES CONSULTANTS 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$13,534
Expenses. Total of all expenses incurred2015-12-31$3
Total plan assets at end of year2015-12-31$77,979
Total plan assets at beginning of year2015-12-31$64,448
Value of fidelity bond covering the plan2015-12-31$25,000
Other income received2015-12-31$9,934
Net income (gross income less expenses)2015-12-31$13,531
Net plan assets at end of year (total assets less liabilities)2015-12-31$77,979
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$64,448
Assets. Value of employer securities2015-12-31$70,000
Total contributions received or receivable from employer(s)2015-12-31$3,600
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3
2014 : CHEMICAL SALES CONSULTANTS 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$59,044
Expenses. Total of all expenses incurred2014-12-31$8
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$64,448
Total plan assets at beginning of year2014-12-31$5,412
Value of fidelity bond covering the plan2014-12-31$25,000
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$59,044
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$59,036
Net plan assets at end of year (total assets less liabilities)2014-12-31$64,448
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,412
Assets. Value of employer securities2014-12-31$60,000
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$8
2013 : CHEMICAL SALES CONSULTANTS 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$63
Expenses. Total of all expenses incurred2013-12-31$25
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$5,412
Total plan assets at beginning of year2013-12-31$5,374
Value of fidelity bond covering the plan2013-12-31$25,000
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$63
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$38
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,412
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,374
Assets. Value of employer securities2013-12-31$1,000
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$25
2012 : CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$75
Expenses. Total of all expenses incurred2012-12-31$28
Total plan assets at end of year2012-12-31$5,374
Total plan assets at beginning of year2012-12-31$5,327
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$75
Net income (gross income less expenses)2012-12-31$47
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,374
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,327
Assets. Value of employer securities2012-12-31$1,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$28
2011 : CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$-487,390
Expenses. Total of all expenses incurred2011-12-31$29
Total plan assets at end of year2011-12-31$5,327
Total plan assets at beginning of year2011-12-31$492,746
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-487,390
Net income (gross income less expenses)2011-12-31$-487,419
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,327
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$492,746
Assets. Value of employer securities2011-12-31$1,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$29

Form 5500 Responses for CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN

2022: CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHEMICAL SALES CONSULTANTS PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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: CHEMICAL SALES CONSULTANTS 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 Covered254
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
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
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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