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REDNERS MARKETS INC. EMP BENEFIT PLANS 401k Plan overview

Plan NameREDNERS MARKETS INC. EMP BENEFIT PLANS
Plan identification number 501

REDNERS MARKETS INC. EMP BENEFIT PLANS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

REDNER'S MARKETS, INC. has sponsored the creation of one or more 401k plans.

Company Name:REDNER'S MARKETS, INC.
Employer identification number (EIN):231730557
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REDNERS MARKETS INC. EMP BENEFIT PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01ROBERT MCDONOUGH2024-06-20
5012022-01-01ROBERT MCDONOUGH2023-11-02 ROBERT MCDONOUGH2023-11-02
5012021-01-01ROBERT MCDONOUGH2022-10-17 ROBERT MCDONOUGH2022-10-17
5012020-01-01ROBERT MCDONOUGH2021-10-12 ROBERT MCDONOUGH2021-10-12
5012019-01-01ROBERT MCDONOUGH2020-10-12 ROBERT MCDONOUGH2020-10-12
5012018-01-01ROBERT MCDONOUGH2019-10-11 ROBERT MCDONOUGH2019-10-11
5012017-01-01
5012016-01-01SHANE HERB SHANE HERB2017-10-12
5012015-01-01SHANE HERB SHANE HERB2016-09-29
5012014-01-01SHANE HERB SHANE HERB2015-10-13
5012013-01-01SHANE HERB SHANE HERB2014-10-10
5012012-01-01SHANE HERB SHANE HERB2013-10-14
5012011-01-01SHANE HERB SHANE HERB2012-10-15
5012009-01-01SHANE HERB SHANE HERB2010-10-13

Plan Statistics for REDNERS MARKETS INC. EMP BENEFIT PLANS

401k plan membership statisitcs for REDNERS MARKETS INC. EMP BENEFIT PLANS

Measure Date Value
2023: REDNERS MARKETS INC. EMP BENEFIT PLANS 2023 401k membership
Total participants, beginning-of-year2023-01-011,994
Total number of active participants reported on line 7a of the Form 55002023-01-012,178
Number of retired or separated participants receiving benefits2023-01-016
Number of other retired or separated participants entitled to future benefits2023-01-0193
Total of all active and inactive participants2023-01-012,277
2022: REDNERS MARKETS INC. EMP BENEFIT PLANS 2022 401k membership
Total participants, beginning-of-year2022-01-011,558
Total number of active participants reported on line 7a of the Form 55002022-01-011,465
Number of retired or separated participants receiving benefits2022-01-017
Total of all active and inactive participants2022-01-011,472
2021: REDNERS MARKETS INC. EMP BENEFIT PLANS 2021 401k membership
Total participants, beginning-of-year2021-01-011,570
Total number of active participants reported on line 7a of the Form 55002021-01-011,482
Number of retired or separated participants receiving benefits2021-01-0117
Total of all active and inactive participants2021-01-011,499
2020: REDNERS MARKETS INC. EMP BENEFIT PLANS 2020 401k membership
Total participants, beginning-of-year2020-01-011,515
Total number of active participants reported on line 7a of the Form 55002020-01-011,470
Number of retired or separated participants receiving benefits2020-01-0113
Total of all active and inactive participants2020-01-011,483
2019: REDNERS MARKETS INC. EMP BENEFIT PLANS 2019 401k membership
Total participants, beginning-of-year2019-01-011,486
Total number of active participants reported on line 7a of the Form 55002019-01-011,506
Number of retired or separated participants receiving benefits2019-01-019
Total of all active and inactive participants2019-01-011,515
2018: REDNERS MARKETS INC. EMP BENEFIT PLANS 2018 401k membership
Total participants, beginning-of-year2018-01-011,508
Total number of active participants reported on line 7a of the Form 55002018-01-011,479
Number of retired or separated participants receiving benefits2018-01-017
Total of all active and inactive participants2018-01-011,486
2017: REDNERS MARKETS INC. EMP BENEFIT PLANS 2017 401k membership
Total participants, beginning-of-year2017-01-011,522
Total number of active participants reported on line 7a of the Form 55002017-01-011,495
Number of retired or separated participants receiving benefits2017-01-0113
Total of all active and inactive participants2017-01-011,508
2016: REDNERS MARKETS INC. EMP BENEFIT PLANS 2016 401k membership
Total participants, beginning-of-year2016-01-011,607
Total number of active participants reported on line 7a of the Form 55002016-01-011,508
Number of retired or separated participants receiving benefits2016-01-0114
Total of all active and inactive participants2016-01-011,522
2015: REDNERS MARKETS INC. EMP BENEFIT PLANS 2015 401k membership
Total participants, beginning-of-year2015-01-011,569
Total number of active participants reported on line 7a of the Form 55002015-01-011,537
Number of retired or separated participants receiving benefits2015-01-018
Total of all active and inactive participants2015-01-011,545
2014: REDNERS MARKETS INC. EMP BENEFIT PLANS 2014 401k membership
Total participants, beginning-of-year2014-01-011,539
Total number of active participants reported on line 7a of the Form 55002014-01-011,537
Number of retired or separated participants receiving benefits2014-01-018
Total of all active and inactive participants2014-01-011,545
2013: REDNERS MARKETS INC. EMP BENEFIT PLANS 2013 401k membership
Total participants, beginning-of-year2013-01-011,532
Total number of active participants reported on line 7a of the Form 55002013-01-011,523
Number of retired or separated participants receiving benefits2013-01-0116
Total of all active and inactive participants2013-01-011,539
2012: REDNERS MARKETS INC. EMP BENEFIT PLANS 2012 401k membership
Total participants, beginning-of-year2012-01-011,665
Total number of active participants reported on line 7a of the Form 55002012-01-011,519
Number of retired or separated participants receiving benefits2012-01-0113
Total of all active and inactive participants2012-01-011,532
2011: REDNERS MARKETS INC. EMP BENEFIT PLANS 2011 401k membership
Total participants, beginning-of-year2011-01-011,501
Total number of active participants reported on line 7a of the Form 55002011-01-011,665
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-011,665
2009: REDNERS MARKETS INC. EMP BENEFIT PLANS 2009 401k membership
Total participants, beginning-of-year2009-01-011,517
Total number of active participants reported on line 7a of the Form 55002009-01-011,602
Number of retired or separated participants receiving benefits2009-01-0117
Total of all active and inactive participants2009-01-011,619

Financial Data on REDNERS MARKETS INC. EMP BENEFIT PLANS

Measure Date Value
2021 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,030,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,281,132
Total income from all sources (including contributions)2021-12-31$16,941,479
Total of all expenses incurred2021-12-31$17,578,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,766,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,941,479
Value of total assets at end of year2021-12-31$695,082
Value of total assets at beginning of year2021-12-31$582,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$812,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,061,653
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$136,237
Administrative expenses (other) incurred2021-12-31$812,075
Total non interest bearing cash at end of year2021-12-31$695,082
Total non interest bearing cash at beginning of year2021-12-31$582,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-636,779
Value of net assets at end of year (total assets less liabilities)2021-12-31$-1,335,054
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$-698,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,078,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,743,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,687,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,030,136
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,281,132
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RKL LLP
Accountancy firm EIN2021-12-31232108173
2020 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,281,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$781,328
Total income from all sources (including contributions)2020-12-31$13,538,277
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,006,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,016,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,538,277
Value of total assets at end of year2020-12-31$582,857
Value of total assets at beginning of year2020-12-31$551,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$989,669
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,620,571
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$133,876
Administrative expenses (other) incurred2020-12-31$989,669
Total non interest bearing cash at end of year2020-12-31$582,857
Total non interest bearing cash at beginning of year2020-12-31$551,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-468,138
Value of net assets at end of year (total assets less liabilities)2020-12-31$-698,275
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$-230,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$614,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,783,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,402,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,281,132
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$781,328
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RKL,LLP
Accountancy firm EIN2020-12-31232108173
2019 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$781,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$781,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$992,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$992,927
Total income from all sources (including contributions)2019-12-31$13,919,728
Total income from all sources (including contributions)2019-12-31$13,919,728
Total loss/gain on sale of assets2019-12-31$100,288
Total loss/gain on sale of assets2019-12-31$100,288
Total of all expenses incurred2019-12-31$14,252,966
Total of all expenses incurred2019-12-31$14,252,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,450,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,841,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,841,987
Value of total assets at end of year2019-12-31$551,191
Value of total assets at end of year2019-12-31$551,191
Value of total assets at beginning of year2019-12-31$1,096,028
Value of total assets at beginning of year2019-12-31$1,096,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$802,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$802,292
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,835
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$8,835
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,835
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,268,477
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,380
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$946
Administrative expenses (other) incurred2019-12-31$797,627
Administrative expenses (other) incurred2019-12-31$797,627
Total non interest bearing cash at end of year2019-12-31$551,191
Total non interest bearing cash at beginning of year2019-12-31$405,719
Total non interest bearing cash at beginning of year2019-12-31$405,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-333,238
Value of net income/loss2019-12-31$-333,238
Value of net assets at end of year (total assets less liabilities)2019-12-31$-230,137
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,101
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,665
Investment advisory and management fees2019-12-31$4,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$689,363
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$688,388
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$688,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-31,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-31,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,519,130
Contributions received in cash from employer2019-12-31$9,519,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,762,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,762,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$781,328
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$992,927
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$100,288
Aggregate proceeds on sale of assets2019-12-31$100,288
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm name2019-12-31MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN2019-12-31232226550
Accountancy firm EIN2019-12-31232226550
2018 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$992,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$970,643
Total income from all sources (including contributions)2018-12-31$13,061,093
Total loss/gain on sale of assets2018-12-31$2,964
Total of all expenses incurred2018-12-31$12,848,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,107,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,094,153
Value of total assets at end of year2018-12-31$1,096,028
Value of total assets at beginning of year2018-12-31$861,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$741,127
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$39,026
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$39,026
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,549,160
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$748
Administrative expenses (other) incurred2018-12-31$735,670
Total non interest bearing cash at end of year2018-12-31$405,719
Total non interest bearing cash at beginning of year2018-12-31$132,243
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$212,673
Value of net assets at end of year (total assets less liabilities)2018-12-31$103,101
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-109,572
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
Investment advisory and management fees2018-12-31$5,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$689,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$728,080
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$665,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-75,050
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$8,508,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,441,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$992,927
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$970,643
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
Aggregate proceeds on sale of assets2018-12-31$12,521
Aggregate carrying amount (costs) on sale of assets2018-12-31$9,557
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN2018-12-31232226550
2017 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$970,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$961,121
Total income from all sources (including contributions)2017-12-31$13,456,033
Total loss/gain on sale of assets2017-12-31$9,263
Total of all expenses incurred2017-12-31$13,351,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,491,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,375,223
Value of total assets at end of year2017-12-31$861,071
Value of total assets at beginning of year2017-12-31$747,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$859,866
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$24,613
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$24,613
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,728,616
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$74,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$700
Administrative expenses (other) incurred2017-12-31$856,501
Total non interest bearing cash at end of year2017-12-31$132,243
Total non interest bearing cash at beginning of year2017-12-31$94,201
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$104,220
Value of net assets at end of year (total assets less liabilities)2017-12-31$-109,572
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-213,792
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
Investment advisory and management fees2017-12-31$3,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$728,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$652,428
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$613,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$46,934
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$9,572,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,878,009
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$970,643
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$961,121
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
Aggregate proceeds on sale of assets2017-12-31$36,418
Aggregate carrying amount (costs) on sale of assets2017-12-31$27,155
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN2017-12-31232226550
2016 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$961,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$817,744
Total income from all sources (including contributions)2016-12-31$14,722,442
Total loss/gain on sale of assets2016-12-31$1,040
Total of all expenses incurred2016-12-31$14,825,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,966,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,685,924
Value of total assets at end of year2016-12-31$747,329
Value of total assets at beginning of year2016-12-31$706,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$859,206
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,794
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$11,794
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,629,200
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$61,585
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$676
Administrative expenses (other) incurred2016-12-31$854,435
Total non interest bearing cash at end of year2016-12-31$94,201
Total non interest bearing cash at beginning of year2016-12-31$85,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-103,008
Value of net assets at end of year (total assets less liabilities)2016-12-31$-213,792
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-110,784
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
Investment advisory and management fees2016-12-31$4,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$652,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$620,704
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$614,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$23,684
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$10,995,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,352,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$961,121
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$817,744
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
Aggregate proceeds on sale of assets2016-12-31$15,928
Aggregate carrying amount (costs) on sale of assets2016-12-31$14,888
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN2016-12-31232226550
2015 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$817,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$766,006
Total income from all sources (including contributions)2015-12-31$13,457,758
Total loss/gain on sale of assets2015-12-31$52,297
Total of all expenses incurred2015-12-31$13,668,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,807,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,466,197
Value of total assets at end of year2015-12-31$706,960
Value of total assets at beginning of year2015-12-31$866,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$861,533
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$39,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$39,533
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,203,972
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$67,991
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$773
Administrative expenses (other) incurred2015-12-31$856,493
Total non interest bearing cash at end of year2015-12-31$85,580
Total non interest bearing cash at beginning of year2015-12-31$81,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-211,138
Value of net assets at end of year (total assets less liabilities)2015-12-31$-110,784
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$100,354
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
Investment advisory and management fees2015-12-31$5,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$620,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$784,086
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$786,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-100,269
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$10,194,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,021,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$817,744
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$766,006
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
Aggregate proceeds on sale of assets2015-12-31$190,060
Aggregate carrying amount (costs) on sale of assets2015-12-31$137,763
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN2015-12-31232226550
2014 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$766,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$842,000
Total income from all sources (including contributions)2014-12-31$14,091,796
Total loss/gain on sale of assets2014-12-31$11,449
Total of all expenses incurred2014-12-31$13,974,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,058,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,049,999
Value of total assets at end of year2014-12-31$866,360
Value of total assets at beginning of year2014-12-31$824,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$916,068
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,269
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,211,809
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$90,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$881
Administrative expenses (other) incurred2014-12-31$910,324
Total non interest bearing cash at end of year2014-12-31$81,501
Total non interest bearing cash at beginning of year2014-12-31$76,183
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$117,365
Value of net assets at end of year (total assets less liabilities)2014-12-31$100,354
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-17,011
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
Investment advisory and management fees2014-12-31$5,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$784,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$747,925
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$981,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,079
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$10,747,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,076,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$766,006
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$842,000
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
Aggregate proceeds on sale of assets2014-12-31$57,356
Aggregate carrying amount (costs) on sale of assets2014-12-31$45,907
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN2014-12-31232226550
2013 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$842,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$844,000
Total income from all sources (including contributions)2013-12-31$11,642,770
Total loss/gain on sale of assets2013-12-31$56,215
Total of all expenses incurred2013-12-31$11,773,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,483,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,558,525
Value of total assets at end of year2013-12-31$824,989
Value of total assets at beginning of year2013-12-31$958,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,290,239
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$19,779
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,922,454
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$100,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$881
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,043
Administrative expenses (other) incurred2013-12-31$1,283,538
Total non interest bearing cash at end of year2013-12-31$76,183
Total non interest bearing cash at beginning of year2013-12-31$86,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-131,019
Value of net assets at end of year (total assets less liabilities)2013-12-31$-17,011
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,008
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
Investment advisory and management fees2013-12-31$6,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$747,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$870,397
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$306,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,251
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$8,535,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,176,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$842,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$844,000
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
Aggregate proceeds on sale of assets2013-12-31$224,003
Aggregate carrying amount (costs) on sale of assets2013-12-31$167,788
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGRAIL MERKEL QUINN & ASSOCIATES
Accountancy firm EIN2013-12-31232226550
2012 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$844,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$873,000
Total income from all sources (including contributions)2012-12-31$11,411,093
Total loss/gain on sale of assets2012-12-31$6,777
Total of all expenses incurred2012-12-31$11,307,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,945,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,315,357
Value of total assets at end of year2012-12-31$958,008
Value of total assets at beginning of year2012-12-31$883,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,361,826
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$25,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$25,455
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,146,976
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$79,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,182
Administrative expenses (other) incurred2012-12-31$1,355,650
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$103,571
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,008
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,437
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
Investment advisory and management fees2012-12-31$6,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$870,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$780,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$86,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$101,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$101,557
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$88,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$63,504
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$9,088,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,856,897
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
Liabilities. Value of benefit claims payable at end of year2012-12-31$844,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$873,000
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
Aggregate proceeds on sale of assets2012-12-31$28,015
Aggregate carrying amount (costs) on sale of assets2012-12-31$21,238
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JAMES M. HOOK & CO.
Accountancy firm EIN2012-12-31232225005
2011 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$873,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$825,000
Total income from all sources (including contributions)2011-12-31$11,186,591
Total loss/gain on sale of assets2011-12-31$12,306
Total of all expenses incurred2011-12-31$11,135,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,600,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,174,424
Value of total assets at end of year2011-12-31$883,437
Value of total assets at beginning of year2011-12-31$784,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,534,802
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$22,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$22,235
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,982,049
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$61,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,067
Administrative expenses (other) incurred2011-12-31$1,528,954
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$51,021
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,437
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-40,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$780,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$774,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$101,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,855
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$75,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-22,374
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$9,130,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,525,647
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$873,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$825,000
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
Aggregate proceeds on sale of assets2011-12-31$82,872
Aggregate carrying amount (costs) on sale of assets2011-12-31$70,566
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31JAMES M. HOOK & CO.
Accountancy firm EIN2011-12-31232225005
2010 : REDNERS MARKETS INC. EMP BENEFIT PLANS 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$825,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$770,000
Total income from all sources (including contributions)2010-12-31$8,719,487
Total loss/gain on sale of assets2010-12-31$99,301
Total of all expenses incurred2010-12-31$10,948,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,440,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,468,212
Value of total assets at end of year2010-12-31$784,416
Value of total assets at beginning of year2010-12-31$2,958,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,508,621
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$60,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$60,200
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$1,906,139
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$77,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,234
Administrative expenses (other) incurred2010-12-31$1,496,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,229,408
Value of net assets at end of year (total assets less liabilities)2010-12-31$-40,584
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,188,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$774,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,930,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$22,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$22,243
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$48,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$91,774
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$6,484,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,391,571
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
Liabilities. Value of benefit claims payable at end of year2010-12-31$825,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$770,000
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
Aggregate proceeds on sale of assets2010-12-31$3,213,373
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,114,072
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JAMES M. HOOK & CO.
Accountancy firm EIN2010-12-31232225005

Form 5500 Responses for REDNERS MARKETS INC. EMP BENEFIT PLANS

2023: REDNERS MARKETS INC. EMP BENEFIT PLANS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: REDNERS MARKETS INC. EMP BENEFIT PLANS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: REDNERS MARKETS INC. EMP BENEFIT PLANS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: REDNERS MARKETS INC. EMP BENEFIT PLANS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: REDNERS MARKETS INC. EMP BENEFIT PLANS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: REDNERS MARKETS INC. EMP BENEFIT PLANS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: REDNERS MARKETS INC. EMP BENEFIT PLANS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: REDNERS MARKETS INC. EMP BENEFIT PLANS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: REDNERS MARKETS INC. EMP BENEFIT PLANS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: REDNERS MARKETS INC. EMP BENEFIT PLANS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: REDNERS MARKETS INC. EMP BENEFIT PLANS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: REDNERS MARKETS INC. EMP BENEFIT PLANS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: REDNERS MARKETS INC. EMP BENEFIT PLANS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: REDNERS MARKETS INC. EMP BENEFIT PLANS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberZF2
Policy instance 2
Insurance contract or identification numberZF2
Number of Individuals Covered2036
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $9,457
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $189,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract numberGLD0000033
Policy instance 3
Insurance contract or identification numberGLD0000033
Number of Individuals Covered2144
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $32,165
Total amount of fees paid to insurance companyUSD $9,794
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $362,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number94241
Policy instance 4
Insurance contract or identification number94241
Number of Individuals Covered505
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $19,131
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?No
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
Other welfare benefits providedHOSPITAL INDEMNITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $72,806
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberG1445
Policy instance 5
Insurance contract or identification numberG1445
Number of Individuals Covered664
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $12,596
Total amount of fees paid to insurance companyUSD $1,923
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?No
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
Other welfare benefits providedACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $62,756
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberG1445
Policy instance 6
Insurance contract or identification numberG1445
Number of Individuals Covered378
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $19,665
Total amount of fees paid to insurance companyUSD $2,638
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?No
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
Other welfare benefits providedCRITICAL ILLNESS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $89,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CAREBRIDGE CORPORATION (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberN/A
Policy instance 1
Insurance contract or identification numberN/A
Number of Individuals Covered2169
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?No
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
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number59940
Policy instance 2
Insurance contract or identification number59940
Number of Individuals Covered2025
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $31,472
Total amount of fees paid to insurance companyUSD $438
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $442,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,410
Insurance broker organization code?3
Amount paid for insurance broker fees438
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00531825
Policy instance 1
Insurance contract or identification number00531825
Number of Individuals Covered2167
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $511,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number59940
Policy instance 2
Insurance contract or identification number59940
Number of Individuals Covered2044
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $39,538
Total amount of fees paid to insurance companyUSD $395
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $430,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,450
Insurance broker organization code?3
Amount paid for insurance broker fees395
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00531825
Policy instance 1
Insurance contract or identification number00531825
Number of Individuals Covered2297
Insurance policy start date2020-10-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $580,111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012971-000
Policy instance 1
Insurance contract or identification number16-012971-000
Number of Individuals Covered1482
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $19,020
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $286,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,020
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number59940
Policy instance 2
Insurance contract or identification number59940
Number of Individuals Covered1934
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $23,139
Total amount of fees paid to insurance companyUSD $347
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $413,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,139
Insurance broker organization code?3
Amount paid for insurance broker fees347
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416010
Policy instance 4
Insurance contract or identification number416010
Number of Individuals Covered327
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,089
Total amount of fees paid to insurance companyUSD $874
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,917
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,089
Amount paid for insurance broker fees874
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416138
Policy instance 3
Insurance contract or identification number416138
Number of Individuals Covered1917
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 $2,240
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $169,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2240
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416009
Policy instance 2
Insurance contract or identification number416009
Number of Individuals Covered549
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,701
Total amount of fees paid to insurance companyUSD $1,963
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $157,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,701
Amount paid for insurance broker fees1963
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012971-000
Policy instance 1
Insurance contract or identification number16-012971-000
Number of Individuals Covered1483
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $14,771
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $354,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,771
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416010
Policy instance 4
Insurance contract or identification number416010
Number of Individuals Covered431
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,083
Total amount of fees paid to insurance companyUSD $970
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,083
Amount paid for insurance broker fees970
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416138
Policy instance 3
Insurance contract or identification number416138
Number of Individuals Covered1929
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 $1,374
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $110,628
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1374
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416009
Policy instance 2
Insurance contract or identification number416009
Number of Individuals Covered646
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,494
Total amount of fees paid to insurance companyUSD $1,812
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $144,943
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,494
Amount paid for insurance broker fees1812
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012971-000
Policy instance 1
Insurance contract or identification number16-012971-000
Number of Individuals Covered1486
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $14,550
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $365,725
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,550
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416010
Policy instance 4
Insurance contract or identification number416010
Number of Individuals Covered391
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,115
Total amount of fees paid to insurance companyUSD $1,261
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,115
Amount paid for insurance broker fees1261
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416138
Policy instance 3
Insurance contract or identification number416138
Number of Individuals Covered1898
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 $1,327
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $107,142
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1327
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416009
Policy instance 2
Insurance contract or identification number416009
Number of Individuals Covered514
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,091
Total amount of fees paid to insurance companyUSD $1,886
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $150,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,091
Amount paid for insurance broker fees1886
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012971-000
Policy instance 1
Insurance contract or identification number16-012971-000
Number of Individuals Covered1516
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $14,955
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $354,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,955
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number232651
Policy instance 1
Insurance contract or identification number232651
Number of Individuals Covered13861
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $26,835
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $645,059
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,835
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416009
Policy instance 2
Insurance contract or identification number416009
Number of Individuals Covered505
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,393
Total amount of fees paid to insurance companyUSD $1,549
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,393
Amount paid for insurance broker fees1549
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416138
Policy instance 3
Insurance contract or identification number416138
Number of Individuals Covered1778
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,083
Total amount of fees paid to insurance companyUSD $1,265
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $82,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,083
Amount paid for insurance broker fees1265
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416010
Policy instance 4
Insurance contract or identification number416010
Number of Individuals Covered357
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,144
Total amount of fees paid to insurance companyUSD $1,072
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,144
Amount paid for insurance broker fees1072
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416010
Policy instance 5
Insurance contract or identification number416010
Number of Individuals Covered341
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,344
Total amount of fees paid to insurance companyUSD $1,989
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,344
Amount paid for insurance broker fees1989
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number232651
Policy instance 2
Insurance contract or identification number232651
Number of Individuals Covered1522
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $98,039
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $653,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $98,039
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1015343
Policy instance 1
Insurance contract or identification number1015343
Number of Individuals Covered402
Insurance policy start date2014-01-01
Insurance policy end date2014-02-21
Total amount of commissions paid to insurance brokerUSD $369
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416009
Policy instance 3
Insurance contract or identification number416009
Number of Individuals Covered480
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,157
Total amount of fees paid to insurance companyUSD $2,789
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $122,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,157
Amount paid for insurance broker fees2789
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number416138
Policy instance 4
Insurance contract or identification number416138
Number of Individuals Covered1743
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,060
Total amount of fees paid to insurance companyUSD $2,351
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $103,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,060
Amount paid for insurance broker fees2351
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1015343
Policy instance 1
Insurance contract or identification number1015343
Number of Individuals Covered306
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,308
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,308
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH27671
Policy instance 2
Insurance contract or identification numberH27671
Number of Individuals Covered1754
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $10,611
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,611
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH27671
Policy instance 3
Insurance contract or identification numberH27671
Number of Individuals Covered1689
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $8,477
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,477
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1015343
Policy instance 2
Insurance contract or identification number1015343
Number of Individuals Covered288
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,132
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,132
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH27671
Policy instance 1
Insurance contract or identification numberH27671
Number of Individuals Covered1704
Insurance policy start date2012-12-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $887
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $887
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1015343
Policy instance 2
Insurance contract or identification number1015343
Number of Individuals Covered208
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,812
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH27671
Policy instance 1
Insurance contract or identification numberH27671
Number of Individuals Covered1648
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $8,240
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH27671
Policy instance 1
Insurance contract or identification numberH27671
Number of Individuals Covered1651
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $8,101
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,101
Insurance broker organization code?3
Insurance broker nameWILLIS OF PENNSYLVANIA INC

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