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FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameFLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN
Plan identification number 001

FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:FLORIAN INDUSTRIES, INC.
Employer identification number (EIN):260820887
NAIC Classification:332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHUCK LUTZ
0012016-01-01CHUCK LUTZ
0012015-01-01CHUCK LUTZ
0012014-01-01CHUCK LUTZ
0012013-01-01CHUCK LUTZ
0012012-01-01CHUCK LUTZ
0012011-01-01CHUCK LUTZ

Plan Statistics for FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0132
Total number of active participants reported on line 7a of the Form 55002022-01-0116
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0132
Number of participants with account balances2022-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0124
Total number of active participants reported on line 7a of the Form 55002021-01-0120
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0131
Number of participants with account balances2021-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-0119
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0124
Number of participants with account balances2020-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0121
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0122
Number of participants with account balances2019-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0121
Number of participants with account balances2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0118
Number of participants with account balances2017-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0116
Total participants2016-01-0116
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0113
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$-568,680
Expenses. Total of all expenses incurred2022-12-31$80,781
Benefits paid (including direct rollovers)2022-12-31$80,349
Total plan assets at end of year2022-12-31$4,735,566
Total plan assets at beginning of year2022-12-31$5,385,027
Value of fidelity bond covering the plan2022-12-31$100,000
Other income received2022-12-31$-753,220
Net income (gross income less expenses)2022-12-31$-649,461
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,735,566
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,385,027
Assets. Value of employer securities2022-12-31$2,600,000
Total contributions received or receivable from employer(s)2022-12-31$184,540
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$432
2021 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$617,673
Expenses. Total of all expenses incurred2021-12-31$63,153
Benefits paid (including direct rollovers)2021-12-31$62,124
Total plan assets at end of year2021-12-31$5,385,027
Total plan assets at beginning of year2021-12-31$4,830,507
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$501,384
Net income (gross income less expenses)2021-12-31$554,520
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,385,027
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,830,507
Assets. Value of employer securities2021-12-31$3,100,000
Total contributions received or receivable from employer(s)2021-12-31$116,289
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,029
2020 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,063,836
Expenses. Total of all expenses incurred2020-12-31$50,601
Benefits paid (including direct rollovers)2020-12-31$49,880
Total plan assets at end of year2020-12-31$4,830,507
Total plan assets at beginning of year2020-12-31$3,817,272
Value of fidelity bond covering the plan2020-12-31$70,000
Other income received2020-12-31$746,224
Net income (gross income less expenses)2020-12-31$1,013,235
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,830,507
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,817,272
Assets. Value of employer securities2020-12-31$2,800,000
Total contributions received or receivable from employer(s)2020-12-31$317,612
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$721
2019 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,354,172
Expenses. Total of all expenses incurred2019-12-31$16,849
Benefits paid (including direct rollovers)2019-12-31$16,307
Total plan assets at end of year2019-12-31$3,817,272
Total plan assets at beginning of year2019-12-31$2,479,949
Value of fidelity bond covering the plan2019-12-31$70,000
Other income received2019-12-31$890,553
Net income (gross income less expenses)2019-12-31$1,337,323
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,817,272
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,479,949
Assets. Value of employer securities2019-12-31$2,200,000
Total contributions received or receivable from employer(s)2019-12-31$463,619
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$542
2018 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$199,320
Expenses. Total of all expenses incurred2018-12-31$390
Total plan assets at end of year2018-12-31$2,479,949
Total plan assets at beginning of year2018-12-31$2,281,019
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$-32,128
Net income (gross income less expenses)2018-12-31$198,930
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,479,949
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,281,019
Assets. Value of employer securities2018-12-31$1,450,000
Total contributions received or receivable from employer(s)2018-12-31$231,448
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$390
2017 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,071,803
Expenses. Total of all expenses incurred2017-12-31$263
Total plan assets at end of year2017-12-31$2,281,019
Total plan assets at beginning of year2017-12-31$1,209,479
Value of fidelity bond covering the plan2017-12-31$20,000
Other income received2017-12-31$875,112
Net income (gross income less expenses)2017-12-31$1,071,540
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,281,019
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,209,479
Assets. Value of employer securities2017-12-31$1,450,000
Total contributions received or receivable from employer(s)2017-12-31$196,691
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$263
2016 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$-490,961
Expenses. Total of all expenses incurred2016-12-31$155
Total plan assets at end of year2016-12-31$1,209,479
Total plan assets at beginning of year2016-12-31$1,700,595
Value of fidelity bond covering the plan2016-12-31$20,000
Other income received2016-12-31$-690,961
Net income (gross income less expenses)2016-12-31$-491,116
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,209,479
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,700,595
Assets. Value of employer securities2016-12-31$625,000
Total contributions received or receivable from employer(s)2016-12-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$155
2015 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,095,281
Expenses. Total of all expenses incurred2015-12-31$400
Benefits paid (including direct rollovers)2015-12-31$275
Total plan assets at end of year2015-12-31$1,700,595
Total plan assets at beginning of year2015-12-31$605,714
Value of fidelity bond covering the plan2015-12-31$20,000
Other income received2015-12-31$912,206
Net income (gross income less expenses)2015-12-31$1,094,881
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,700,595
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$605,714
Assets. Value of employer securities2015-12-31$1,343,000
Total contributions received or receivable from employer(s)2015-12-31$183,075
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$125
2014 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$436,339
Expenses. Total of all expenses incurred2014-12-31$3,875
Benefits paid (including direct rollovers)2014-12-31$3,701
Total plan assets at end of year2014-12-31$605,714
Total plan assets at beginning of year2014-12-31$173,250
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$359,088
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$432,464
Net plan assets at end of year (total assets less liabilities)2014-12-31$605,714
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$173,250
Assets. Value of employer securities2014-12-31$426,327
Total contributions received or receivable from employer(s)2014-12-31$77,251
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$-5,794
Expenses. Total of all expenses incurred2013-12-31$3,960
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$173,250
Total plan assets at beginning of year2013-12-31$183,004
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$3,960
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-5,794
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-9,754
Net plan assets at end of year (total assets less liabilities)2013-12-31$173,250
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$183,004
Assets. Value of employer securities2013-12-31$68,246
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$78,991
Expenses. Total of all expenses incurred2012-12-31$357
Total plan assets at end of year2012-12-31$183,004
Total plan assets at beginning of year2012-12-31$104,370
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$40,591
Net income (gross income less expenses)2012-12-31$78,634
Net plan assets at end of year (total assets less liabilities)2012-12-31$183,004
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$104,370
Assets. Value of employer securities2012-12-31$75,217
Total contributions received or receivable from employer(s)2012-12-31$38,400
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$357
2011 : FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$5,974
Expenses. Total of all expenses incurred2011-12-31$274
Total plan assets at end of year2011-12-31$104,370
Total plan assets at beginning of year2011-12-31$98,670
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-13,415
Net income (gross income less expenses)2011-12-31$5,700
Net plan assets at end of year (total assets less liabilities)2011-12-31$104,370
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$98,670
Assets. Value of employer securities2011-12-31$35,570
Total contributions received or receivable from employer(s)2011-12-31$19,389
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$274

Form 5500 Responses for FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN

2022: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST 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: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST 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: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST 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: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 – TrustYes
2011-01-01Plan 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 number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $786
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered236
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $556
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $420
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-26
Total amount of commissions paid to insurance brokerUSD $8,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,100
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 2
Insurance contract or identification number1260073-01
Number of Individuals Covered274
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $75
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.

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