Logo

ACCUME PARTNERS 401(K) PLAN 401k Plan overview

Plan NameACCUME PARTNERS 401(K) PLAN
Plan identification number 001

ACCUME PARTNERS 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE OUTSOURCING PARTNERSHIP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE OUTSOURCING PARTNERSHIP, LLC
Employer identification number (EIN):223324867
NAIC Classification:541219
NAIC Description:Other Accounting Services

Additional information about THE OUTSOURCING PARTNERSHIP, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 344366

More information about THE OUTSOURCING PARTNERSHIP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCUME PARTNERS 401(K) 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KENNETH COX KENNETH COX2018-10-12
0012016-01-01KENNETH COX KENNETH COX2017-10-03
0012016-01-01 KENNETH COX2017-08-11
0012015-01-01KENNETH COX
0012014-01-01KENNETH COX
0012013-01-01KENNETH COX
0012012-01-01KENNETH COX
0012011-01-01RICHARD GOLDSTEIN
0012010-01-01MELISSA LANDSMANN
0012009-01-01MELISSA LANDSMANN

Plan Statistics for ACCUME PARTNERS 401(K) PLAN

401k plan membership statisitcs for ACCUME PARTNERS 401(K) PLAN

Measure Date Value
2022: ACCUME PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01102
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0180
Number of participants with account balances2022-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ACCUME PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0195
Total number of active participants reported on line 7a of the Form 55002021-01-0161
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01102
Number of participants with account balances2021-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: ACCUME PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01100
Total number of active participants reported on line 7a of the Form 55002020-01-0150
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0194
Number of participants with account balances2020-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: ACCUME PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01108
Total number of active participants reported on line 7a of the Form 55002019-01-0156
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01100
Number of participants with account balances2019-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: ACCUME PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01100
Total number of active participants reported on line 7a of the Form 55002018-01-0167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01108
Number of participants with account balances2018-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: ACCUME PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0194
Total number of active participants reported on line 7a of the Form 55002017-01-0165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01100
Number of participants with account balances2017-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ACCUME PARTNERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01120
Total number of active participants reported on line 7a of the Form 55002016-01-0160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0194
Number of participants with account balances2016-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: ACCUME PARTNERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01130
Total number of active participants reported on line 7a of the Form 55002015-01-0181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01120
Number of participants with account balances2015-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: ACCUME PARTNERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-0187
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01128
Number of participants with account balances2014-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ACCUME PARTNERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01133
Number of participants with account balances2013-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ACCUME PARTNERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01186
Total number of active participants reported on line 7a of the Form 55002012-01-01137
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 participants2012-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01137
Number of participants with account balances2012-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ACCUME PARTNERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01191
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01182
Number of participants with account balances2011-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: ACCUME PARTNERS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01194
Total number of active participants reported on line 7a of the Form 55002010-01-01121
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0170
Total of all active and inactive participants2010-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01191
Number of participants with account balances2010-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: ACCUME PARTNERS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01287
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01194
Number of participants with account balances2009-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0137

Financial Data on ACCUME PARTNERS 401(K) PLAN

Measure Date Value
2022 : ACCUME PARTNERS 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-41,779
Total plan liabilities at beginning of year2022-12-31$18,404
Total income from all sources2022-12-31$-2,289,110
Expenses. Total of all expenses incurred2022-12-31$8,964,871
Benefits paid (including direct rollovers)2022-12-31$8,858,843
Total plan assets at end of year2022-12-31$5,906,715
Total plan assets at beginning of year2022-12-31$17,220,879
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$503,477
Contributions received from other sources (not participants or employers)2022-12-31$8,009
Other income received2022-12-31$-2,886,021
Net income (gross income less expenses)2022-12-31$-11,253,981
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,906,715
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$17,202,475
Total contributions received or receivable from employer(s)2022-12-31$85,425
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$106,028
2021 : ACCUME PARTNERS 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$18,404
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,993,022
Expenses. Total of all expenses incurred2021-12-31$1,949,937
Benefits paid (including direct rollovers)2021-12-31$1,872,798
Total plan assets at end of year2021-12-31$17,220,879
Total plan assets at beginning of year2021-12-31$16,159,390
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$575,314
Contributions received from other sources (not participants or employers)2021-12-31$262,447
Other income received2021-12-31$2,020,523
Net income (gross income less expenses)2021-12-31$1,043,085
Net plan assets at end of year (total assets less liabilities)2021-12-31$17,202,475
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$16,159,390
Assets. Value of participant loans2021-12-31$59,473
Total contributions received or receivable from employer(s)2021-12-31$134,738
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$77,139
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ACCUME PARTNERS 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$3,272,641
Expenses. Total of all expenses incurred2020-12-31$851,672
Benefits paid (including direct rollovers)2020-12-31$815,933
Total plan assets at end of year2020-12-31$16,159,390
Total plan assets at beginning of year2020-12-31$13,738,421
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$645,912
Contributions received from other sources (not participants or employers)2020-12-31$323,339
Other income received2020-12-31$2,180,121
Net income (gross income less expenses)2020-12-31$2,420,969
Net plan assets at end of year (total assets less liabilities)2020-12-31$16,159,390
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$13,738,421
Assets. Value of participant loans2020-12-31$59,628
Total contributions received or receivable from employer(s)2020-12-31$123,269
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$35,739
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ACCUME PARTNERS 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,779,795
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,109,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,075,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,210,546
Value of total assets at end of year2019-12-31$13,738,421
Value of total assets at beginning of year2019-12-31$11,068,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,456
Total interest from all sources2019-12-31$29,536
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$114,139
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$114,139
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$755,861
Participant contributions at end of year2019-12-31$117,133
Participant contributions at beginning of year2019-12-31$79,319
Participant contributions at end of year2019-12-31$21,553
Participant contributions at beginning of year2019-12-31$21,816
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$295,693
Other income not declared elsewhere2019-12-31$28,983
Administrative expenses (other) incurred2019-12-31$34,456
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$2,670,154
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,738,421
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,068,267
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$11,662,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,735,688
Value of interest in pooled separate accounts at end of year2019-12-31$172,018
Value of interest in pooled separate accounts at beginning of year2019-12-31$152,421
Interest on participant loans2019-12-31$5,301
Interest earned on other investments2019-12-31$24,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,759,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,073,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,372,819
Net investment gain/loss from pooled separate accounts2019-12-31$23,772
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$158,992
Employer contributions (assets) at end of year2019-12-31$5,457
Employer contributions (assets) at beginning of year2019-12-31$5,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,075,185
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 name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : ACCUME PARTNERS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$248,639
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,038,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,011,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,082,577
Value of total assets at end of year2018-12-31$11,068,267
Value of total assets at beginning of year2018-12-31$11,857,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,916
Total interest from all sources2018-12-31$20,147
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$112,397
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$112,397
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$762,556
Participant contributions at end of year2018-12-31$79,319
Participant contributions at beginning of year2018-12-31$154,540
Participant contributions at end of year2018-12-31$21,816
Participant contributions at beginning of year2018-12-31$19,480
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$134,168
Other income not declared elsewhere2018-12-31$21,166
Administrative expenses (other) incurred2018-12-31$26,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-789,436
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,068,267
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,857,703
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$9,735,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,493,997
Value of interest in pooled separate accounts at end of year2018-12-31$152,421
Value of interest in pooled separate accounts at beginning of year2018-12-31$155,589
Interest on participant loans2018-12-31$5,156
Interest earned on other investments2018-12-31$14,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,073,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,029,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-978,033
Net investment gain/loss from pooled separate accounts2018-12-31$-9,615
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$185,853
Employer contributions (assets) at end of year2018-12-31$5,389
Employer contributions (assets) at beginning of year2018-12-31$4,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,011,159
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 name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : ACCUME PARTNERS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,553,521
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,415,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,409,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$879,119
Value of total assets at end of year2017-12-31$11,857,703
Value of total assets at beginning of year2017-12-31$10,719,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,628
Total interest from all sources2017-12-31$19,513
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$97,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$97,801
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$663,630
Participant contributions at end of year2017-12-31$154,540
Participant contributions at beginning of year2017-12-31$181,905
Participant contributions at end of year2017-12-31$19,480
Participant contributions at beginning of year2017-12-31$20,664
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$50,556
Other income not declared elsewhere2017-12-31$2,761
Administrative expenses (other) incurred2017-12-31$5,628
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$1,138,256
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,857,703
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,719,447
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$10,493,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,201,645
Value of interest in pooled separate accounts at end of year2017-12-31$155,589
Value of interest in pooled separate accounts at beginning of year2017-12-31$138,929
Interest on participant loans2017-12-31$7,094
Interest earned on other investments2017-12-31$12,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,029,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,171,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,539,164
Net investment gain/loss from pooled separate accounts2017-12-31$15,163
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$164,933
Employer contributions (assets) at end of year2017-12-31$4,806
Employer contributions (assets) at beginning of year2017-12-31$5,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,409,637
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 name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : ACCUME PARTNERS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,904,700
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,480,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,473,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,041,170
Value of total assets at end of year2016-12-31$10,719,447
Value of total assets at beginning of year2016-12-31$11,295,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,613
Total interest from all sources2016-12-31$23,942
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$116,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$116,031
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$698,942
Participant contributions at end of year2016-12-31$181,905
Participant contributions at beginning of year2016-12-31$284,399
Participant contributions at end of year2016-12-31$20,664
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$194,562
Other income not declared elsewhere2016-12-31$2,760
Administrative expenses (other) incurred2016-12-31$6,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-575,654
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,719,447
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,295,101
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$9,201,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,373,746
Value of interest in pooled separate accounts at end of year2016-12-31$138,929
Value of interest in pooled separate accounts at beginning of year2016-12-31$126,740
Interest on participant loans2016-12-31$7,179
Interest earned on other investments2016-12-31$16,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,171,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,510,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$712,557
Net investment gain/loss from pooled separate accounts2016-12-31$8,240
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$147,666
Employer contributions (assets) at end of year2016-12-31$5,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,473,741
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 name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : ACCUME PARTNERS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,328,230
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,727,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,723,257
Expenses. Certain deemed distributions of participant loans2015-12-31$-2,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,280,090
Value of total assets at end of year2015-12-31$11,295,101
Value of total assets at beginning of year2015-12-31$11,694,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,380
Total interest from all sources2015-12-31$28,534
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$118,213
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$118,213
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$781,225
Participant contributions at end of year2015-12-31$284,399
Participant contributions at beginning of year2015-12-31$200,562
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$324,112
Other income not declared elsewhere2015-12-31$3,732
Administrative expenses (other) incurred2015-12-31$6,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-399,336
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,295,101
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,694,437
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$9,373,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,779,213
Value of interest in pooled separate accounts at end of year2015-12-31$126,740
Value of interest in pooled separate accounts at beginning of year2015-12-31$159,209
Interest on participant loans2015-12-31$9,541
Interest earned on other investments2015-12-31$18,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,510,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,555,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-98,743
Net investment gain/loss from pooled separate accounts2015-12-31$-3,596
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$174,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,723,257
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 name2015-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2015-12-31271728945
2014 : ACCUME PARTNERS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,901,926
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$853,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$839,937
Expenses. Certain deemed distributions of participant loans2014-12-31$2,090
Value of total corrective distributions2014-12-31$7,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,248,802
Value of total assets at end of year2014-12-31$11,694,437
Value of total assets at beginning of year2014-12-31$10,645,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,265
Total interest from all sources2014-12-31$32,549
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$84,091
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$84,091
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$770,876
Participant contributions at end of year2014-12-31$200,562
Participant contributions at beginning of year2014-12-31$205,848
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$20,479
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$348,151
Other income not declared elsewhere2014-12-31$1,097
Administrative expenses (other) incurred2014-12-31$4,265
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$1,048,588
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,694,437
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,645,849
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$9,779,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,432,458
Value of interest in pooled separate accounts at end of year2014-12-31$159,209
Value of interest in pooled separate accounts at beginning of year2014-12-31$133,783
Interest on participant loans2014-12-31$9,810
Interest earned on other investments2014-12-31$22,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,555,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,848,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$528,479
Net investment gain/loss from pooled separate accounts2014-12-31$6,908
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$129,775
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$5,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$839,937
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 name2014-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2014-12-31271728945
2013 : ACCUME PARTNERS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,544,244
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,297,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,293,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$945,873
Value of total assets at end of year2013-12-31$10,645,849
Value of total assets at beginning of year2013-12-31$9,398,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,805
Total interest from all sources2013-12-31$35,391
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$80,807
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$80,807
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$809,166
Participant contributions at end of year2013-12-31$205,848
Participant contributions at beginning of year2013-12-31$306,541
Participant contributions at end of year2013-12-31$20,479
Participant contributions at beginning of year2013-12-31$17,622
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,623
Administrative expenses (other) incurred2013-12-31$3,805
Total non interest bearing cash at beginning of year2013-12-31$9,070,430
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$1,246,851
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,645,849
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,398,998
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$8,432,458
Value of interest in pooled separate accounts at end of year2013-12-31$133,783
Interest on participant loans2013-12-31$10,304
Interest earned on other investments2013-12-31$25,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,848,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,467,154
Net investment gain/loss from pooled separate accounts2013-12-31$15,019
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$129,084
Employer contributions (assets) at end of year2013-12-31$5,120
Employer contributions (assets) at beginning of year2013-12-31$4,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,293,588
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 name2013-12-31WEISER MAZARS, LLP
Accountancy firm EIN2013-12-31131459550
2012 : ACCUME PARTNERS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,049,531
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,120,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,112,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,043,808
Value of total assets at end of year2012-12-31$9,379,247
Value of total assets at beginning of year2012-12-31$8,449,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,638
Total interest from all sources2012-12-31$14,805
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$848,294
Participant contributions at end of year2012-12-31$308,817
Participant contributions at beginning of year2012-12-31$289,694
Participant contributions at end of year2012-12-31$17,622
Assets. Other investments not covered elsewhere at end of year2012-12-31$9,070,430
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,375
Other income not declared elsewhere2012-12-31$30,971
Total non interest bearing cash at end of year2012-12-31$9,070,430
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$929,340
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,379,247
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,449,907
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 beginning of year2012-12-31$6,583,313
Interest on participant loans2012-12-31$14,805
Interest earned on other investments2012-12-31$30,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,576,900
Net investment gain/loss from pooled separate accounts2012-12-31$959,947
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$192,139
Employer contributions (assets) at end of year2012-12-31$4,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,112,553
Contract administrator fees2012-12-31$7,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31WEISER MAZARS, LLP
Accountancy firm EIN2012-12-31131459550
2011 : ACCUME PARTNERS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$582,401
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$765,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$752,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,130,655
Value of total assets at end of year2011-12-31$8,449,907
Value of total assets at beginning of year2011-12-31$8,633,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,828
Total interest from all sources2011-12-31$54,345
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$929,110
Participant contributions at end of year2011-12-31$289,694
Participant contributions at beginning of year2011-12-31$267,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-183,339
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,449,907
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,633,246
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
Value of interest in pooled separate accounts at end of year2011-12-31$6,583,313
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,798,302
Interest on participant loans2011-12-31$13,804
Interest earned on other investments2011-12-31$40,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,576,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,567,212
Net investment gain/loss from pooled separate accounts2011-12-31$-602,599
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
Contributions received in cash from employer2011-12-31$201,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$752,912
Contract administrator fees2011-12-31$12,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31WEISER MAZARS LLP
Accountancy firm EIN2011-12-31131459550
2010 : ACCUME PARTNERS 401(K) 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$1,745
Total income from all sources (including contributions)2010-12-31$2,289,044
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,137,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,118,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,307,421
Value of total assets at end of year2010-12-31$8,633,246
Value of total assets at beginning of year2010-12-31$7,483,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,893
Total interest from all sources2010-12-31$15,150
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,042,288
Participant contributions at end of year2010-12-31$267,732
Participant contributions at beginning of year2010-12-31$269,019
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$65,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,745
Other income not declared elsewhere2010-12-31$41,782
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$1,151,850
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,633,246
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,481,396
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
Value of interest in pooled separate accounts at end of year2010-12-31$6,798,302
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,775,039
Interest on participant loans2010-12-31$15,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,567,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,439,083
Net investment gain/loss from pooled separate accounts2010-12-31$924,691
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
Contributions received in cash from employer2010-12-31$199,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,118,301
Contract administrator fees2010-12-31$18,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31WEISER MAZARS LLP
Accountancy firm EIN2010-12-31131459550
2009 : ACCUME PARTNERS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ACCUME PARTNERS 401(K) PLAN

2022: ACCUME PARTNERS 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) 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: ACCUME PARTNERS 401(K) 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074026
Policy instance 1
Insurance contract or identification number074026
Number of Individuals Covered81
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074026
Policy instance 1
Insurance contract or identification number074026
Number of Individuals Covered102
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074026
Policy instance 1
Insurance contract or identification number074026
Number of Individuals Covered94
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 $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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074026
Policy instance 1
Insurance contract or identification number074026
Number of Individuals Covered100
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074026
Policy instance 1
Insurance contract or identification number074026
Number of Individuals Covered108
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $825
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 fees825
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074026
Policy instance 1
Insurance contract or identification number074026
Number of Individuals Covered100
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,386
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 fees2386
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074026
Policy instance 1
Insurance contract or identification number074026
Number of Individuals Covered120
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,233
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees5233
Additional information about fees paid to insurance brokerSERVICE TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074026
Policy instance 1
Insurance contract or identification number074026
Number of Individuals Covered128
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,449
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees6449
Additional information about fees paid to insurance brokerSERVICE TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074026
Policy instance 1
Insurance contract or identification number074026
Number of Individuals Covered133
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,340
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 fees7340
Additional information about fees paid to insurance brokerSERVICE TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999345
Policy instance 1
Insurance contract or identification number999345
Number of Individuals Covered137
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $22,068
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $22,068
Insurance broker organization code?3
Insurance broker nameSTEPHEN LESHNER
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999345
Policy instance 1
Insurance contract or identification number999345
Number of Individuals Covered182
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $21,967
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999345
Policy instance 1
Insurance contract or identification number999345
Number of Individuals Covered191
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,265
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Commission paid to Insurance BrokerUSD $20,265
Insurance broker organization code?3
Insurance broker nameSTEPHEN LESHNER

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1