Logo

SIMPSON SENIOR SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameSIMPSON SENIOR SERVICES RETIREMENT PLAN
Plan identification number 001

SIMPSON SENIOR SERVICES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SIMPSON SENIOR SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SIMPSON SENIOR SERVICES, INC.
Employer identification number (EIN):232948991
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPSON SENIOR SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KEN FRANIAK2023-09-14 KEN FRANIAK2023-09-14
0012021-01-01KEN FRANIAK2022-10-09 KEN FRANIAK2022-10-09
0012020-01-01KEN FRANIAK2021-09-14 KEN FRANIAK2021-09-14
0012019-01-01BONNIE J. CHANDLER2020-10-06 BONNIE J. CHANDLER2020-10-06
0012018-01-01BONNIE J. CHANDLER2019-10-03
0012017-01-01
0012017-01-01BONNIE J. CHANDLER2019-09-22
0012016-01-01BONNIE J CHANDLER
0012015-01-01BONNIE J CHANDLER
0012014-01-01BONNIE CHANDLER
0012013-01-01JIM KONISZEWSKI
0012012-01-01JAMES J. KONISZEWSKI JAMES J. KONISZEWSKI2013-07-15
0012011-01-01JAMES J. KONISZEWSKI JAMES J. KONISZEWSKI2012-07-24
0012009-01-01JAMES J. KONISZEWSKI JAMES J. KONISZEWSKI2010-09-17
0012009-01-01JAMES J. KONISZEWSKI JAMES J. KONISZEWSKI2010-09-20

Plan Statistics for SIMPSON SENIOR SERVICES RETIREMENT PLAN

401k plan membership statisitcs for SIMPSON SENIOR SERVICES RETIREMENT PLAN

Measure Date Value
2022: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01316
Total number of active participants reported on line 7a of the Form 55002022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01387
Total number of active participants reported on line 7a of the Form 55002021-01-01240
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01376
Number of participants with account balances2021-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01426
Total number of active participants reported on line 7a of the Form 55002020-01-01253
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01365
Number of participants with account balances2020-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01416
Total number of active participants reported on line 7a of the Form 55002019-01-01307
Number of retired or separated participants receiving benefits2019-01-01116
Total of all active and inactive participants2019-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01423
Number of participants with account balances2019-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01508
Total number of active participants reported on line 7a of the Form 55002018-01-01330
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01412
Number of participants with account balances2018-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01491
Total number of active participants reported on line 7a of the Form 55002017-01-01345
Number of other retired or separated participants entitled to future benefits2017-01-01155
Total of all active and inactive participants2017-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01500
Number of participants with account balances2017-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01532
Total number of active participants reported on line 7a of the Form 55002016-01-01318
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01160
Total of all active and inactive participants2016-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01478
Number of participants with account balances2016-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01343
Total number of active participants reported on line 7a of the Form 55002015-01-01344
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01161
Total of all active and inactive participants2015-01-01505
Total participants2015-01-01505
Number of participants with account balances2015-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01465
Total number of active participants reported on line 7a of the Form 55002014-01-01156
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01141
Total of all active and inactive participants2014-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01297
Number of participants with account balances2014-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01465
Total number of active participants reported on line 7a of the Form 55002013-01-01320
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01127
Total of all active and inactive participants2013-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01450
Number of participants with account balances2013-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01472
Total number of active participants reported on line 7a of the Form 55002012-01-01333
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01113
Total of all active and inactive participants2012-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01446
Number of participants with account balances2012-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01422
Total number of active participants reported on line 7a of the Form 55002011-01-01331
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01111
Total of all active and inactive participants2011-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01443
Number of participants with account balances2011-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2009: SIMPSON SENIOR SERVICES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01413
Total number of active participants reported on line 7a of the Form 55002009-01-01317
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0190
Total of all active and inactive participants2009-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01408
Number of participants with account balances2009-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SIMPSON SENIOR SERVICES RETIREMENT PLAN

Measure Date Value
2022 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total income from all sources (including contributions)2022-11-30$-739,348
Total loss/gain on sale of assets2022-11-30$0
Total of all expenses incurred2022-11-30$6,905,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$6,846,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-30$0
Value of total assets at end of year2022-11-30$0
Value of total assets at beginning of year2022-11-30$7,645,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$59,293
Total interest from all sources2022-11-30$10,116
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-11-30$0
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$1,000,000
If this is an individual account plan, was there a blackout period2022-11-30No
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Administrative expenses (other) incurred2022-11-30$59,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Value of net income/loss2022-11-30$-7,645,310
Value of net assets at end of year (total assets less liabilities)2022-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$7,645,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-30$5,237,313
Interest earned on other investments2022-11-30$10,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-11-30$2,164,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-30$-749,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30No
Was there a failure to transmit to the plan any participant contributions2022-11-30No
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Employer contributions (assets) at end of year2022-11-30$0
Employer contributions (assets) at beginning of year2022-11-30$243,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$6,846,669
Did the plan have assets held for investment2022-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30Yes
Opinion of an independent qualified public accountant for this plan2022-11-30Unqualified
Accountancy firm name2022-11-30BAKER TILLY US, LLP
Accountancy firm EIN2022-11-30390859910
2021 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,289,553
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,091,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,050,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$587,304
Value of total assets at end of year2021-12-31$7,645,310
Value of total assets at beginning of year2021-12-31$7,447,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,601
Total interest from all sources2021-12-31$19,887
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$319,212
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,830
Administrative expenses (other) incurred2021-12-31$41,601
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$197,573
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,645,310
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,447,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,237,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,948,835
Interest earned on other investments2021-12-31$19,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,164,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,201,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$682,362
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$243,262
Employer contributions (assets) at end of year2021-12-31$243,262
Employer contributions (assets) at beginning of year2021-12-31$297,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,050,379
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,295,946
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$692,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$658,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$658,551
Value of total assets at end of year2020-12-31$7,447,737
Value of total assets at beginning of year2020-12-31$6,843,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,212
Total interest from all sources2020-12-31$22,578
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$301,411
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$59,930
Administrative expenses (other) incurred2020-12-31$33,212
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$603,812
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,447,737
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,843,925
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,948,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,567,656
Interest earned on other investments2020-12-31$22,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,201,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,030,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$614,817
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$297,210
Employer contributions (assets) at end of year2020-12-31$297,210
Employer contributions (assets) at beginning of year2020-12-31$245,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$658,922
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,394,038
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$523,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$472,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$567,790
Value of total assets at end of year2019-12-31$6,843,925
Value of total assets at beginning of year2019-12-31$5,973,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,664
Total interest from all sources2019-12-31$22,207
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$320,225
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$50,664
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$870,659
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,843,925
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,973,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,567,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,990,117
Interest earned on other investments2019-12-31$22,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,030,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,771,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$804,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$245,335
Employer contributions (assets) at end of year2019-12-31$245,335
Employer contributions (assets) at beginning of year2019-12-31$211,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$472,715
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$234
Total income from all sources (including contributions)2018-12-31$267,439
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$685,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$651,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$497,713
Value of total assets at end of year2018-12-31$5,973,266
Value of total assets at beginning of year2018-12-31$6,391,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,659
Total interest from all sources2018-12-31$19,096
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$274,084
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$234
Administrative expenses (other) incurred2018-12-31$34,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-418,296
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,973,266
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,391,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,990,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,388,536
Interest earned on other investments2018-12-31$19,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,771,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,749,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-249,370
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$211,750
Employer contributions (assets) at end of year2018-12-31$211,750
Employer contributions (assets) at beginning of year2018-12-31$253,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$651,076
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,562,422
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$345,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$323,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$959,768
Value of total assets at end of year2017-12-31$6,451,367
Value of total assets at beginning of year2017-12-31$5,233,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,779
Total interest from all sources2017-12-31$18,378
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$240,028
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$79,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$234
Administrative expenses (other) incurred2017-12-31$21,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,217,391
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,451,133
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,233,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,388,536
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,632,749
Interest earned on other investments2017-12-31$18,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,749,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,600,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$538,194
Net investment gain/loss from pooled separate accounts2017-12-31$46,082
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$639,868
Employer contributions (assets) at end of year2017-12-31$313,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$323,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31390859910
2016 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$471,983
Total of all expenses incurred2016-12-31$745,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$720,804
Value of total corrective distributions2016-12-31$2,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$213,254
Value of total assets at end of year2016-12-31$5,233,742
Value of total assets at beginning of year2016-12-31$5,507,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$208,968
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,961
Other income not declared elsewhere2016-12-31$22,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-273,864
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,233,742
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,507,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,632,749
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,680,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,600,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,597,255
Net investment gain/loss from pooled separate accounts2016-12-31$236,569
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$2,325
Employer contributions (assets) at beginning of year2016-12-31$229,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$720,804
Contract administrator fees2016-12-31$22,393
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSEN ALLEN
Accountancy firm EIN2016-12-31410746749
2015 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$435,903
Total of all expenses incurred2015-12-31$571,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$548,778
Value of total corrective distributions2015-12-31$2,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$452,563
Value of total assets at end of year2015-12-31$5,507,606
Value of total assets at beginning of year2015-12-31$5,643,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$224,337
Other income not declared elsewhere2015-12-31$23,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-136,087
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,507,606
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,643,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,680,766
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,784,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,597,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,572,954
Net investment gain/loss from pooled separate accounts2015-12-31$-40,227
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$228,226
Employer contributions (assets) at end of year2015-12-31$229,585
Employer contributions (assets) at beginning of year2015-12-31$285,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$548,778
Contract administrator fees2015-12-31$20,286
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2015-12-31410746749
2014 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$788,263
Total of all expenses incurred2014-12-31$491,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$468,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$505,839
Value of total assets at end of year2014-12-31$5,643,693
Value of total assets at beginning of year2014-12-31$5,346,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$205,620
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$833
Other income not declared elsewhere2014-12-31$26,346
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$297,013
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,643,693
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,346,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,784,927
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,480,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,572,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,663,426
Net investment gain/loss from pooled separate accounts2014-12-31$256,078
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$299,386
Employer contributions (assets) at end of year2014-12-31$285,812
Employer contributions (assets) at beginning of year2014-12-31$202,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$468,693
Contract administrator fees2014-12-31$22,557
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2014-12-31410746749
2013 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$918,497
Total of all expenses incurred2013-12-31$559,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$542,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$396,773
Value of total assets at end of year2013-12-31$5,346,680
Value of total assets at beginning of year2013-12-31$4,987,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$194,062
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$358,867
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,346,680
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,987,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,480,543
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,925,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,663,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,837,897
Net investment gain/loss from pooled separate accounts2013-12-31$521,724
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$202,711
Employer contributions (assets) at end of year2013-12-31$202,711
Employer contributions (assets) at beginning of year2013-12-31$224,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$542,624
Contract administrator fees2013-12-31$17,006
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
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2013-12-31410746749
2012 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$752,860
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$242,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$227,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$427,999
Value of total assets at end of year2012-12-31$4,987,813
Value of total assets at beginning of year2012-12-31$4,477,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,577
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$203,575
Other income not declared elsewhere2012-12-31$34,555
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$510,142
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,987,813
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,477,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,925,492
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,458,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,837,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,741,350
Net investment gain/loss from pooled separate accounts2012-12-31$290,306
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$224,424
Employer contributions (assets) at end of year2012-12-31$224,424
Employer contributions (assets) at beginning of year2012-12-31$277,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$227,141
Contract administrator fees2012-12-31$15,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$508,485
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$557,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$540,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$489,450
Value of total assets at end of year2011-12-31$4,477,671
Value of total assets at beginning of year2011-12-31$4,526,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,418
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$186,650
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,387
Other income not declared elsewhere2011-12-31$46,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-48,566
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,477,671
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,526,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,458,908
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,412,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,741,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,831,868
Net investment gain/loss from pooled separate accounts2011-12-31$-27,947
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$277,413
Employer contributions (assets) at end of year2011-12-31$277,413
Employer contributions (assets) at beginning of year2011-12-31$281,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$540,633
Contract administrator fees2011-12-31$16,418
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$804,921
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$389,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$370,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$466,330
Value of total assets at end of year2010-12-31$4,526,237
Value of total assets at beginning of year2010-12-31$4,111,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,643
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$184,410
Other income not declared elsewhere2010-12-31$53,354
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$414,926
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,526,237
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,111,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,412,449
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,075,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,831,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,879,374
Net investment gain/loss from pooled separate accounts2010-12-31$285,237
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$281,920
Employer contributions (assets) at end of year2010-12-31$281,920
Employer contributions (assets) at beginning of year2010-12-31$156,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$370,352
Contract administrator fees2010-12-31$19,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN
Accountancy firm EIN2010-12-31410746749
2009 : SIMPSON SENIOR SERVICES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SIMPSON SENIOR SERVICES RETIREMENT PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500651-01
Policy instance 1
Insurance contract or identification number500651-01
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500651-01
Policy instance 1
Insurance contract or identification number500651-01
Number of Individuals Covered96
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500651-01
Policy instance 1
Insurance contract or identification number500651-01
Number of Individuals Covered95
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500651-01
Policy instance 1
Insurance contract or identification number500651-01
Number of Individuals Covered95
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,847
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,847
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500651-01
Policy instance 1
Insurance contract or identification number500651-01
Number of Individuals Covered96
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,464
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,464
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500651-01
Policy instance 1
Insurance contract or identification number500651-01
Number of Individuals Covered148
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,321
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,321
Insurance broker organization code?3
Insurance broker nameERIC LANDES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number800067-000
Policy instance 2
Insurance contract or identification number800067-000
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-01-06
Total amount of commissions paid to insurance brokerUSD $1,760
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?Yes
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
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,760
Insurance broker organization code?3
Insurance broker nameERIC V. LANDES

Potentially related plans

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

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

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

See full terms and conditions

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