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CWU, INC. PLAN-002 401k Plan overview

Plan NameCWU, INC. PLAN-002
Plan identification number 002

CWU, INC. PLAN-002 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.

401k Sponsoring company profile

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

Company Name:CWU, INC.
Employer identification number (EIN):260091642
NAIC Classification:541930
NAIC Description:Translation and Interpretation Services

Additional information about CWU, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-07-14
Company Identification Number: 0802258048
Legal Registered Office Address: 5402 W LAUREL ST STE 102

TAMPA
United States of America (USA)
33607

More information about CWU, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CWU, INC. PLAN-002

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN A. STARR
0022016-01-01JOHN A. STARR
0022015-01-01JOHN A. STARR
0022014-12-31JOHN A. STARR2016-02-02 SHANNON STEVENS2016-02-02

Plan Statistics for CWU, INC. PLAN-002

401k plan membership statisitcs for CWU, INC. PLAN-002

Measure Date Value
2021: CWU, INC. PLAN-002 2021 401k membership
Total participants, beginning-of-year2021-01-01419
Total number of active participants reported on line 7a of the Form 55002021-01-01775
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01775
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CWU, INC. PLAN-002 2020 401k membership
Total participants, beginning-of-year2020-01-01422
Total number of active participants reported on line 7a of the Form 55002020-01-01360
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01381
Number of participants with account balances2020-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: CWU, INC. PLAN-002 2019 401k membership
Total participants, beginning-of-year2019-01-01398
Total number of active participants reported on line 7a of the Form 55002019-01-01436
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01467
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: CWU, INC. PLAN-002 2018 401k membership
Total participants, beginning-of-year2018-01-01401
Total number of active participants reported on line 7a of the Form 55002018-01-01421
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01435
Number of participants with account balances2018-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: CWU, INC. PLAN-002 2017 401k membership
Total participants, beginning-of-year2017-01-01419
Total number of active participants reported on line 7a of the Form 55002017-01-01339
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01361
Number of participants with account balances2017-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: CWU, INC. PLAN-002 2016 401k membership
Total participants, beginning-of-year2016-01-01563
Total number of active participants reported on line 7a of the Form 55002016-01-01430
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01448
Number of participants with account balances2016-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: CWU, INC. PLAN-002 2015 401k membership
Total participants, beginning-of-year2015-01-01214
Total number of active participants reported on line 7a of the Form 55002015-01-01266
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01272
Number of participants with account balances2015-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on CWU, INC. PLAN-002

Measure Date Value
2022 : CWU, INC. PLAN-002 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$180,140
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,040,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,040,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,466,256
Value of total assets at end of year2022-12-31$6,125,554
Value of total assets at beginning of year2022-12-31$7,985,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$8,146
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$902,188
Participant contributions at end of year2022-12-31$141,325
Participant contributions at beginning of year2022-12-31$147,160
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,645
Total non interest bearing cash at end of year2022-12-31$3,995
Total non interest bearing cash at beginning of year2022-12-31$15,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,859,889
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,125,554
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,985,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$5,694,316
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,167,770
Interest on participant loans2022-12-31$8,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$159,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$474,727
Net investment gain/loss from pooled separate accounts2022-12-31$-1,294,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$528,423
Employer contributions (assets) at end of year2022-12-31$126,070
Employer contributions (assets) at beginning of year2022-12-31$180,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,040,029
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RIVERO, GORDIMER & COMPANY, P.A.
Accountancy firm EIN2022-12-31593040705
2021 : CWU, INC. PLAN-002 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$3,139,477
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$256,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$225,130
Expenses. Certain deemed distributions of participant loans2021-12-31$31,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,363,404
Value of total assets at end of year2021-12-31$7,985,443
Value of total assets at beginning of year2021-12-31$5,102,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$396
Total interest from all sources2021-12-31$7,577
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 year2021-12-31No
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$1,173,513
Participant contributions at end of year2021-12-31$147,160
Participant contributions at beginning of year2021-12-31$73,980
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$38,088
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$536,802
Total non interest bearing cash at end of year2021-12-31$15,069
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,882,562
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,985,443
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,102,881
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 pooled separate accounts at end of year2021-12-31$7,167,770
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,277,089
Interest on participant loans2021-12-31$7,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$474,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$576,790
Net investment gain/loss from pooled separate accounts2021-12-31$768,496
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$653,089
Employer contributions (assets) at end of year2021-12-31$180,717
Employer contributions (assets) at beginning of year2021-12-31$136,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$225,130
Contract administrator fees2021-12-31$396
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 name2021-12-31RIVERO, GORDIMER & COMPANY, P.A.
Accountancy firm EIN2021-12-31593040705
2020 : CWU, INC. PLAN-002 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$2,125,980
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$213,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$210,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,441,274
Value of total assets at end of year2020-12-31$5,102,881
Value of total assets at beginning of year2020-12-31$3,189,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,302
Total interest from all sources2020-12-31$10,479
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
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
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$885,711
Participant contributions at end of year2020-12-31$73,980
Participant contributions at beginning of year2020-12-31$58,331
Participant contributions at end of year2020-12-31$38,088
Participant contributions at beginning of year2020-12-31$36,701
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$1,912,904
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,102,881
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,189,977
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 pooled separate accounts at end of year2020-12-31$4,277,089
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,763,848
Interest on participant loans2020-12-31$3,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$576,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$236,875
Net investment gain/loss from pooled separate accounts2020-12-31$674,227
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$555,563
Employer contributions (assets) at end of year2020-12-31$136,934
Employer contributions (assets) at beginning of year2020-12-31$94,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$210,774
Contract administrator fees2020-12-31$2,302
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31RIVERO, GORDIMER & COMPANY, P.A.
Accountancy firm EIN2020-12-31593040705
2019 : CWU, INC. PLAN-002 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$196,530
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$1,554,713
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$268,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$267,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,132,857
Value of total assets at end of year2019-12-31$3,189,977
Value of total assets at beginning of year2019-12-31$2,100,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,620
Total interest from all sources2019-12-31$7,607
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$594,196
Participant contributions at end of year2019-12-31$58,331
Participant contributions at beginning of year2019-12-31$55,038
Participant contributions at end of year2019-12-31$36,701
Participant contributions at beginning of year2019-12-31$8,752
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$186,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,286,041
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,189,977
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,100,466
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 pooled separate accounts at end of year2019-12-31$2,763,848
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,609,441
Interest on participant loans2019-12-31$2,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$236,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$352,441
Net investment gain/loss from pooled separate accounts2019-12-31$414,249
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$352,386
Employer contributions (assets) at end of year2019-12-31$94,222
Employer contributions (assets) at beginning of year2019-12-31$74,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$267,052
Contract administrator fees2019-12-31$1,620
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 name2019-12-31RIVERO, GORDIMER & COMPANY, P.A.
Accountancy firm EIN2019-12-31593040705
2018 : CWU, INC. PLAN-002 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$780,909
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$155,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$142,611
Expenses. Certain deemed distributions of participant loans2018-12-31$10,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$920,944
Value of total assets at end of year2018-12-31$2,100,466
Value of total assets at beginning of year2018-12-31$1,475,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,934
Total interest from all sources2018-12-31$5,015
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$497,798
Participant contributions at end of year2018-12-31$55,038
Participant contributions at beginning of year2018-12-31$35,133
Participant contributions at end of year2018-12-31$8,752
Participant contributions at beginning of year2018-12-31$11,928
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$140,949
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$624,939
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,100,466
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,475,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,609,441
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,356,202
Interest on participant loans2018-12-31$2,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$352,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$27,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-145,050
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$282,197
Employer contributions (assets) at end of year2018-12-31$74,794
Employer contributions (assets) at beginning of year2018-12-31$44,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$142,611
Contract administrator fees2018-12-31$2,934
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 name2018-12-31RIVERO, GORDIMER & COMPANY, P.A.
Accountancy firm EIN2018-12-31593040705
2017 : CWU, INC. PLAN-002 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$750,967
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$166,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$165,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$605,349
Value of total assets at end of year2017-12-31$1,475,527
Value of total assets at beginning of year2017-12-31$891,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,255
Total interest from all sources2017-12-31$777
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$363,270
Participant contributions at end of year2017-12-31$35,133
Participant contributions at beginning of year2017-12-31$222
Participant contributions at end of year2017-12-31$11,928
Participant contributions at beginning of year2017-12-31$17,548
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$82,609
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$13,621
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$584,489
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,475,527
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$891,038
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$27,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$105,090
Value of interest in pooled separate accounts at end of year2017-12-31$1,356,202
Value of interest in pooled separate accounts at beginning of year2017-12-31$731,451
Interest on participant loans2017-12-31$777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,385
Net investment gain/loss from pooled separate accounts2017-12-31$143,456
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$159,470
Employer contributions (assets) at end of year2017-12-31$44,301
Employer contributions (assets) at beginning of year2017-12-31$36,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$151,602
Contract administrator fees2017-12-31$1,255
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 name2017-12-31COULTER, AVILES & JACKSON, LLC
Accountancy firm EIN2017-12-31200998468
2016 : CWU, INC. PLAN-002 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$455,486
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$17,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$422,813
Value of total assets at end of year2016-12-31$891,038
Value of total assets at beginning of year2016-12-31$453,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$541
Total interest from all sources2016-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$500,000
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$313,298
Participant contributions at end of year2016-12-31$222
Participant contributions at beginning of year2016-12-31$844
Participant contributions at end of year2016-12-31$17,548
Participant contributions at beginning of year2016-12-31$5,647
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,849
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$437,667
Value of net assets at end of year (total assets less liabilities)2016-12-31$891,038
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$453,371
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$241
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$105,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$395,068
Value of interest in pooled separate accounts at end of year2016-12-31$731,451
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$31,222
Net investment gain/loss from pooled separate accounts2016-12-31$1,429
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$95,666
Employer contributions (assets) at end of year2016-12-31$36,727
Employer contributions (assets) at beginning of year2016-12-31$51,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,278
Contract administrator fees2016-12-31$300
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 name2016-12-31COULTER, AVILES & JACKSON, LLC
Accountancy firm EIN2016-12-31200998468
2015 : CWU, INC. PLAN-002 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$225,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$286,444
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$58,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$58,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$288,847
Value of total assets at end of year2015-12-31$453,371
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$224
Total interest from all sources2015-12-31$813
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$224
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
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$130,391
Participant contributions at end of year2015-12-31$844
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$5,647
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$106,644
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$227,843
Value of net assets at end of year (total assets less liabilities)2015-12-31$453,371
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$395,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,216
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$51,812
Employer contributions (assets) at end of year2015-12-31$51,812
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$58,377
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 name2015-12-31COULTER, AVILES & JACKSON, LLC
Accountancy firm EIN2015-12-31200998468

Form 5500 Responses for CWU, INC. PLAN-002

2021: CWU, INC. PLAN-002 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: CWU, INC. PLAN-002 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: CWU, INC. PLAN-002 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: CWU, INC. PLAN-002 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: CWU, INC. PLAN-002 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CWU, INC. PLAN-002 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CWU, INC. PLAN-002 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835510
Policy instance 1
Insurance contract or identification numberGA-835510
Number of Individuals Covered211
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 $4,211
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
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 $0
Amount paid for insurance broker fees4211
Additional information about fees paid to insurance brokerFEES/COMPENSATION
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835510
Policy instance 1
Insurance contract or identification numberGA-835510
Number of Individuals Covered228
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 $5,338
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5338
Additional information about fees paid to insurance brokerFEES/COMPENSATION
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835510
Policy instance 1
Insurance contract or identification numberGA-835510
Number of Individuals Covered150
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,017
Total amount of fees paid to insurance companyUSD $1,749
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
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 $14,017
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?7
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835510
Policy instance 1
Insurance contract or identification numberGA-835510
Number of Individuals Covered156
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,729
Total amount of fees paid to insurance companyUSD $1,700
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
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 $10,729
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?7
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835510
Policy instance 1
Insurance contract or identification numberGA-835510
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,321
Total amount of fees paid to insurance companyUSD $663
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
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 $7,321
Insurance broker organization code?7
Amount paid for insurance broker fees663
Additional information about fees paid to insurance brokerFEES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835510
Policy instance 1
Insurance contract or identification numberGA-835510
Number of Individuals Covered103
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,660
Total amount of fees paid to insurance companyUSD $707
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
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 $5,660
Insurance broker organization code?7
Amount paid for insurance broker fees707
Additional information about fees paid to insurance brokerFEES
Insurance broker nameFIRST PARTY ADMINISTRATORS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835510
Policy instance 1
Insurance contract or identification numberGA-835510
Number of Individuals Covered78
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,330
Total amount of fees paid to insurance companyUSD $2,524
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,910
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH, PIERCE, FENNER

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