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STG LOGISTICS RETIREMENT PLAN 401k Plan overview

Plan NameSTG LOGISTICS RETIREMENT PLAN
Plan identification number 001

STG LOGISTICS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STG LOGISTICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:STG LOGISTICS, INC.
Employer identification number (EIN):222607954
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STG LOGISTICS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TRACEY MILLER2023-09-27
0012021-01-01TRACEY MILLER2022-08-27
0012020-01-01TRACEY MILLER2021-07-12
0012019-01-01TRACEY MILLER2020-07-15
0012018-01-01TRACEY MILLER2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TERESA ESTEVES TERESA ESTEVES2013-10-11
0012011-01-01TERESA ESTEVES TERESA ESTEVES2012-10-15
0012010-01-01TERESA ESTEVES TERESA ESTEVES2011-09-22
0012009-01-01TERESA ESTEVES TERESA ESTEVES2010-10-13

Plan Statistics for STG LOGISTICS RETIREMENT PLAN

401k plan membership statisitcs for STG LOGISTICS RETIREMENT PLAN

Measure Date Value
2022: STG LOGISTICS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01911
Total number of active participants reported on line 7a of the Form 55002022-01-011,409
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01128
Total of all active and inactive participants2022-01-011,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,537
Number of participants with account balances2022-01-011,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STG LOGISTICS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01829
Total number of active participants reported on line 7a of the Form 55002021-01-01760
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01112
Total of all active and inactive participants2021-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01873
Number of participants with account balances2021-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STG LOGISTICS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,075
Total number of active participants reported on line 7a of the Form 55002020-01-01719
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01815
Number of participants with account balances2020-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STG LOGISTICS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,059
Total number of active participants reported on line 7a of the Form 55002019-01-01877
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-01999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01999
Number of participants with account balances2019-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STG LOGISTICS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01902
Total number of active participants reported on line 7a of the Form 55002018-01-01908
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01992
Number of participants with account balances2018-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STG LOGISTICS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01337
Total number of active participants reported on line 7a of the Form 55002017-01-01304
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01379
Number of participants with account balances2017-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STG LOGISTICS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01237
Total number of active participants reported on line 7a of the Form 55002016-01-01171
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01181
Number of participants with account balances2016-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STG LOGISTICS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01231
Total number of active participants reported on line 7a of the Form 55002015-01-01184
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01237
Number of participants with account balances2015-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STG LOGISTICS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01229
Total number of active participants reported on line 7a of the Form 55002014-01-01169
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01190
Number of participants with account balances2014-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STG LOGISTICS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01384
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01263
Number of participants with account balances2013-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STG LOGISTICS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01267
Total number of active participants reported on line 7a of the Form 55002012-01-01303
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01384
Number of participants with account balances2012-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STG LOGISTICS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01273
Total number of active participants reported on line 7a of the Form 55002011-01-01236
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01267
Total participants2011-01-01267
Number of participants with account balances2011-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: STG LOGISTICS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01302
Total number of active participants reported on line 7a of the Form 55002010-01-01249
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01273
Total participants2010-01-01273
Number of participants with account balances2010-01-0199
2009: STG LOGISTICS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01319
Total number of active participants reported on line 7a of the Form 55002009-01-01312
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01319
Total participants2009-01-01638
Number of participants with account balances2009-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on STG LOGISTICS RETIREMENT PLAN

Measure Date Value
2022 : STG LOGISTICS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$25,910,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$3,118,345
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,174,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,026,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,519,292
Value of total assets at end of year2022-12-31$40,932,827
Value of total assets at beginning of year2022-12-31$16,078,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$148,586
Total interest from all sources2022-12-31$34,413
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$670,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$670,504
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,276,015
Participant contributions at end of year2022-12-31$1,284,421
Participant contributions at beginning of year2022-12-31$375,835
Participant contributions at end of year2022-12-31$132
Participant contributions at beginning of year2022-12-31$51,753
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$679,255
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$15,622,816
Other income not declared elsewhere2022-12-31$44,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,056,440
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,932,827
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,078,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,648,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$34,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,150,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,564,022
Employer contributions (assets) at end of year2022-12-31$116
Employer contributions (assets) at beginning of year2022-12-31$27,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,026,199
Contract administrator fees2022-12-31$103,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-12-31263429295
2021 : STG LOGISTICS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,312,244
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,858,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,721,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,363,465
Value of total assets at end of year2021-12-31$16,078,392
Value of total assets at beginning of year2021-12-31$13,624,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$137,475
Total interest from all sources2021-12-31$57,314
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$37,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$37,111
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,553,473
Participant contributions at end of year2021-12-31$375,835
Participant contributions at beginning of year2021-12-31$238,248
Participant contributions at end of year2021-12-31$51,753
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$15,622,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$2,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,453,529
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,078,392
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,624,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,134,643
Interest on participant loans2021-12-31$12,135
Interest earned on other investments2021-12-31$45,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,251,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,852,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$803,770
Employer contributions (assets) at end of year2021-12-31$27,988
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,721,240
Contract administrator fees2021-12-31$137,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : STG LOGISTICS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$294,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,306
Total income from all sources (including contributions)2020-12-31$5,083,090
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,368,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,272,718
Value of total corrective distributions2020-12-31$3,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,501,906
Value of total assets at end of year2020-12-31$13,624,863
Value of total assets at beginning of year2020-12-31$9,630,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,818
Total interest from all sources2020-12-31$35,490
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$12,080
Administrative expenses professional fees incurred2020-12-31$4,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,289,353
Participant contributions at end of year2020-12-31$238,248
Participant contributions at beginning of year2020-12-31$283,401
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,529,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$15,306
Other income not declared elsewhere2020-12-31$4,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,715,015
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,624,863
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,614,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,134,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,345,013
Interest on participant loans2020-12-31$13,677
Interest earned on other investments2020-12-31$21,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,251,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,001,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,529,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$683,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,272,718
Contract administrator fees2020-12-31$62,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2020-12-31263429295
2019 : STG LOGISTICS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,000
Total income from all sources (including contributions)2019-12-31$3,495,381
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,549,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,492,984
Value of total corrective distributions2019-12-31$14,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,914,839
Value of total assets at end of year2019-12-31$9,630,281
Value of total assets at beginning of year2019-12-31$7,692,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,970
Total interest from all sources2019-12-31$25,152
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,587
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,205,160
Participant contributions at end of year2019-12-31$283,401
Participant contributions at beginning of year2019-12-31$243,644
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,000
Other income not declared elsewhere2019-12-31$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,945,827
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,614,975
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,669,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,345,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,448,867
Interest on participant loans2019-12-31$15,120
Interest earned on other investments2019-12-31$10,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,001,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$999,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,553,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$666,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,492,984
Contract administrator fees2019-12-31$41,970
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2019-12-31263429295
2018 : STG LOGISTICS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,272,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,658,861
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,070,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,056,009
Value of total corrective distributions2018-12-31$173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,081,245
Value of total assets at end of year2018-12-31$7,692,148
Value of total assets at beginning of year2018-12-31$5,808,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,325
Total interest from all sources2018-12-31$21,246
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$723
Administrative expenses professional fees incurred2018-12-31$3,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$861,169
Participant contributions at end of year2018-12-31$243,644
Participant contributions at beginning of year2018-12-31$148,771
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$731,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$15,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$588,354
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,669,148
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,808,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,448,867
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,705,277
Interest on participant loans2018-12-31$10,073
Interest earned on other investments2018-12-31$11,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$999,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$954,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-459,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$488,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,056,009
Contract administrator fees2018-12-31$10,825
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FORD-SCOTT & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31222087086
2017 : STG LOGISTICS RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,368,377
Total of all expenses incurred2017-12-31$294,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$286,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$733,762
Value of total assets at end of year2017-12-31$5,808,274
Value of total assets at beginning of year2017-12-31$4,734,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,575
Total interest from all sources2017-12-31$15,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$471,611
Participant contributions at end of year2017-12-31$148,771
Participant contributions at beginning of year2017-12-31$174,836
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,074,138
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,808,274
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,734,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,705,277
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,674,350
Interest on participant loans2017-12-31$6,878
Interest earned on other investments2017-12-31$8,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$954,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$884,950
Net investment gain/loss from pooled separate accounts2017-12-31$618,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$256,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$286,664
Contract administrator fees2017-12-31$7,575
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FORD-SCOTT & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31222087086
2016 : STG LOGISTICS RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$997,359
Total of all expenses incurred2016-12-31$184,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$178,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$732,856
Value of total assets at end of year2016-12-31$4,734,136
Value of total assets at beginning of year2016-12-31$3,921,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,125
Total interest from all sources2016-12-31$15,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$397,597
Participant contributions at end of year2016-12-31$174,836
Participant contributions at beginning of year2016-12-31$119,643
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$139,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$812,871
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,734,136
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,921,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,674,350
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,924,963
Interest on participant loans2016-12-31$6,159
Interest earned on other investments2016-12-31$9,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$884,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$876,659
Net investment gain/loss from pooled separate accounts2016-12-31$249,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$195,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$178,363
Contract administrator fees2016-12-31$6,125
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FORD-SCOTT & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31222087086
2015 : STG LOGISTICS RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$527,769
Total of all expenses incurred2015-12-31$1,145,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,141,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$541,518
Value of total assets at end of year2015-12-31$3,921,265
Value of total assets at beginning of year2015-12-31$4,538,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,250
Total interest from all sources2015-12-31$-3,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$330,092
Participant contributions at end of year2015-12-31$119,643
Participant contributions at beginning of year2015-12-31$116,052
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-617,542
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,921,265
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,538,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,924,963
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,339,109
Interest on participant loans2015-12-31$5,335
Interest earned on other investments2015-12-31$-9,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$876,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,083,646
Net investment gain/loss from pooled separate accounts2015-12-31$-9,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$159,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,141,061
Contract administrator fees2015-12-31$4,250
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FORD-SCOTT & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31222087086
2014 : STG LOGISTICS RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$654,808
Total of all expenses incurred2014-12-31$238,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$232,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$436,456
Value of total assets at end of year2014-12-31$4,538,807
Value of total assets at beginning of year2014-12-31$4,122,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,675
Total interest from all sources2014-12-31$16,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$145,165
Participant contributions at end of year2014-12-31$116,052
Participant contributions at beginning of year2014-12-31$115,861
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$416,738
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,538,807
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,122,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,339,109
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,914,840
Interest on participant loans2014-12-31$5,189
Interest earned on other investments2014-12-31$11,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,083,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,091,368
Net investment gain/loss from pooled separate accounts2014-12-31$201,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$291,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$232,395
Contract administrator fees2014-12-31$5,675
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FORD-SCOTT & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31222087086
2013 : STG LOGISTICS RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$813,851
Total of all expenses incurred2013-12-31$115,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$106,168
Expenses. Certain deemed distributions of participant loans2013-12-31$3,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$412,077
Value of total assets at end of year2013-12-31$4,122,069
Value of total assets at beginning of year2013-12-31$3,423,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,968
Total interest from all sources2013-12-31$16,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$261,899
Participant contributions at end of year2013-12-31$115,861
Participant contributions at beginning of year2013-12-31$113,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$698,308
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,122,069
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,423,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,914,840
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,107,529
Interest on participant loans2013-12-31$5,059
Interest earned on other investments2013-12-31$11,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,091,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,202,744
Net investment gain/loss from pooled separate accounts2013-12-31$384,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$150,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$106,168
Contract administrator fees2013-12-31$5,968
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FORD-SCOTT & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31222087086
2012 : STG LOGISTICS RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$817,954
Total of all expenses incurred2012-12-31$387,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$381,713
Expenses. Certain deemed distributions of participant loans2012-12-31$2,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$408,889
Value of total assets at end of year2012-12-31$3,423,761
Value of total assets at beginning of year2012-12-31$2,993,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,125
Total interest from all sources2012-12-31$72,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$274,585
Participant contributions at end of year2012-12-31$113,488
Participant contributions at beginning of year2012-12-31$125,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$430,400
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,423,761
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,993,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,107,529
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,902,517
Interest on participant loans2012-12-31$4,032
Interest earned on other investments2012-12-31$68,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,202,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$965,399
Net investment gain/loss from pooled separate accounts2012-12-31$336,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$134,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$381,713
Contract administrator fees2012-12-31$3,125
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FORD-SCOTT & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31222087086
2011 : STG LOGISTICS RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$260,060
Total of all expenses incurred2011-12-31$310,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$276,555
Expenses. Certain deemed distributions of participant loans2011-12-31$4,163
Value of total corrective distributions2011-12-31$18,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$232,243
Value of total assets at end of year2011-12-31$2,993,361
Value of total assets at beginning of year2011-12-31$3,044,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,670
Total interest from all sources2011-12-31$35,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$140,572
Participant contributions at end of year2011-12-31$125,445
Participant contributions at beginning of year2011-12-31$125,034
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$91,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-50,765
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,993,361
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,044,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,596
Value of interest in pooled separate accounts at end of year2011-12-31$1,902,517
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,694,707
Interest on participant loans2011-12-31$5,618
Interest earned on other investments2011-12-31$29,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$965,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,224,385
Net investment gain/loss from pooled separate accounts2011-12-31$-7,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$276,555
Contract administrator fees2011-12-31$4,074
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FORD-SCOTT & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31222087086
2010 : STG LOGISTICS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$388,023
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$204,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$163,807
Expenses. Certain deemed distributions of participant loans2010-12-31$3,132
Value of total corrective distributions2010-12-31$26,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$154,971
Value of total assets at end of year2010-12-31$3,044,126
Value of total assets at beginning of year2010-12-31$2,860,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,512
Total interest from all sources2010-12-31$46,274
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$154,971
Participant contributions at end of year2010-12-31$125,034
Participant contributions at beginning of year2010-12-31$188,874
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$19,833
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$183,782
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,044,126
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,860,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$8,212
Value of interest in pooled separate accounts at end of year2010-12-31$1,694,707
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,474,654
Interest on participant loans2010-12-31$7,150
Interest earned on other investments2010-12-31$39,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,224,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,196,816
Net investment gain/loss from pooled separate accounts2010-12-31$166,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$163,807
Contract administrator fees2010-12-31$2,300
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SWARTZ & CO.
Accountancy firm EIN2010-12-31223766037

Form 5500 Responses for STG LOGISTICS RETIREMENT PLAN

2022: STG LOGISTICS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STG LOGISTICS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: STG LOGISTICS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: STG LOGISTICS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: STG LOGISTICS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: STG LOGISTICS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: STG LOGISTICS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: STG LOGISTICS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: STG LOGISTICS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: STG LOGISTICS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STG LOGISTICS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STG LOGISTICS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STG LOGISTICS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STG LOGISTICS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B586
Policy instance 1
Insurance contract or identification number81B586
Number of Individuals Covered393
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B586
Policy instance 1
Insurance contract or identification number81B586
Number of Individuals Covered376
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,675
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4675
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B586
Policy instance 2
Insurance contract or identification number81B586
Number of Individuals Covered395
Insurance policy start date2019-01-15
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,159
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3159
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874100
Policy instance 1
Insurance contract or identification number874100
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-01-15
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,611
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3611
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874100
Policy instance 1
Insurance contract or identification number874100
Number of Individuals Covered360
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,352
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,352
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874100
Policy instance 1
Insurance contract or identification number874100
Number of Individuals Covered137
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,492
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,492
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874100
Policy instance 1
Insurance contract or identification number874100
Number of Individuals Covered103
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,540
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,540
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874100
Policy instance 1
Insurance contract or identification number874100
Number of Individuals Covered94
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,487
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,487
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874100
Policy instance 1
Insurance contract or identification number874100
Number of Individuals Covered97
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,121
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,121
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874100
Policy instance 1
Insurance contract or identification number874100
Number of Individuals Covered97
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $35,923
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $33,942
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY, LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM84478-1
Policy instance 1
Insurance contract or identification numberRM84478-1
Number of Individuals Covered105
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,634
Total amount of fees paid to insurance companyUSD $0
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM84478-1
Policy instance 1
Insurance contract or identification numberRM84478-1
Number of Individuals Covered99
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,074
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,824
Insurance broker organization code?3
Insurance broker nameMICHAEL F. GRECO

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