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TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameTATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN
Plan identification number 001

TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

TATOM VENTURES, INC. DBA THE KEY MAN has sponsored the creation of one or more 401k plans.

Company Name:TATOM VENTURES, INC. DBA THE KEY MAN
Employer identification number (EIN):263080129
NAIC Classification:561790
NAIC Description:Other Services to Buildings and Dwellings

Additional information about TATOM VENTURES, INC. DBA THE KEY MAN

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2008-07-30
Company Identification Number: 53736899
Legal Registered Office Address: 333 SE 8TH STREET

GRANTS PASS
United States of America (USA)
97526

More information about TATOM VENTURES, INC. DBA THE KEY MAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TATOM VENTURES, INC. DBA THE KEY MAN 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
0012017-01-01CHARLES TATOM
0012016-01-01CHARLES TATOM
0012015-01-01CHARLES TATOM
0012014-01-01CHARLES TATOM
0012013-01-01CHARLES TATOM
0012012-01-01CHARLES TATOM
0012011-01-01CHARLES TATOM

Plan Statistics for TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN

Measure Date Value
2022: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-019
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 participants2021-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-019
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0113
Number of participants with account balances2020-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TATOM VENTURES, INC. DBA THE KEY MAN 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 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TATOM VENTURES, INC. DBA THE KEY MAN 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 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
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 balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$1,677
Total income from all sources2022-12-31$-56,409
Total plan assets at end of year2022-12-31$1,156,264
Total plan assets at beginning of year2022-12-31$1,214,350
Value of fidelity bond covering the plan2022-12-31$10,000
Total contributions received or receivable from participants2022-12-31$60,594
Other income received2022-12-31$-128,613
Net income (gross income less expenses)2022-12-31$-56,409
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,156,264
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,212,673
Assets. Value of employer securities2022-12-31$826,064
Total contributions received or receivable from employer(s)2022-12-31$11,610
2021 : TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$1,677
Total income from all sources2021-12-31$118,738
Expenses. Total of all expenses incurred2021-12-31$80
Total plan assets at end of year2021-12-31$1,214,350
Total plan assets at beginning of year2021-12-31$1,094,015
Value of fidelity bond covering the plan2021-12-31$10,000
Total contributions received or receivable from participants2021-12-31$58,555
Other income received2021-12-31$49,467
Net income (gross income less expenses)2021-12-31$118,658
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,212,673
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,094,015
Assets. Value of employer securities2021-12-31$935,251
Total contributions received or receivable from employer(s)2021-12-31$10,716
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$80
2020 : TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$912
Total income from all sources2020-12-31$222,074
Expenses. Total of all expenses incurred2020-12-31$53
Total plan assets at end of year2020-12-31$1,094,015
Total plan assets at beginning of year2020-12-31$872,906
Value of fidelity bond covering the plan2020-12-31$10,000
Total contributions received or receivable from participants2020-12-31$33,407
Other income received2020-12-31$179,015
Net income (gross income less expenses)2020-12-31$222,021
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,094,015
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$871,994
Assets. Value of employer securities2020-12-31$902,299
Total contributions received or receivable from employer(s)2020-12-31$9,652
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$53
2019 : TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$912
Total income from all sources2019-12-31$38,745
Expenses. Total of all expenses incurred2019-12-31$71
Total plan assets at end of year2019-12-31$872,906
Total plan assets at beginning of year2019-12-31$833,320
Value of fidelity bond covering the plan2019-12-31$10,000
Total contributions received or receivable from participants2019-12-31$23,106
Other income received2019-12-31$6,949
Net income (gross income less expenses)2019-12-31$38,674
Net plan assets at end of year (total assets less liabilities)2019-12-31$871,994
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$833,320
Assets. Value of employer securities2019-12-31$734,338
Total contributions received or receivable from employer(s)2019-12-31$8,690
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$71
2018 : TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$34,581
Expenses. Total of all expenses incurred2018-12-31$67
Total plan assets at end of year2018-12-31$833,320
Total plan assets at beginning of year2018-12-31$798,806
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$9,048
Other income received2018-12-31$18,096
Net income (gross income less expenses)2018-12-31$34,514
Net plan assets at end of year (total assets less liabilities)2018-12-31$833,320
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$798,806
Assets. Value of employer securities2018-12-31$745,118
Total contributions received or receivable from employer(s)2018-12-31$7,437
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$67
2017 : TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$468
Total income from all sources2017-12-31$32,654
Expenses. Total of all expenses incurred2017-12-31$797
Benefits paid (including direct rollovers)2017-12-31$748
Total plan assets at end of year2017-12-31$798,806
Total plan assets at beginning of year2017-12-31$767,417
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$7,475
Other income received2017-12-31$19,143
Net income (gross income less expenses)2017-12-31$31,857
Net plan assets at end of year (total assets less liabilities)2017-12-31$798,806
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$766,949
Assets. Value of employer securities2017-12-31$710,757
Total contributions received or receivable from employer(s)2017-12-31$6,036
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$49
2016 : TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$468
Total income from all sources2016-12-31$281,419
Expenses. Total of all expenses incurred2016-12-31$35
Total plan assets at end of year2016-12-31$767,417
Total plan assets at beginning of year2016-12-31$485,565
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$5,339
Other income received2016-12-31$271,682
Net income (gross income less expenses)2016-12-31$281,384
Net plan assets at end of year (total assets less liabilities)2016-12-31$766,949
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$485,565
Assets. Value of employer securities2016-12-31$710,124
Total contributions received or receivable from employer(s)2016-12-31$4,398
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$35
2015 : TATOM VENTURES, INC. DBA THE KEY MAN 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$40,975
Expenses. Total of all expenses incurred2015-12-31$29
Total plan assets at end of year2015-12-31$485,565
Total plan assets at beginning of year2015-12-31$444,619
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$4,772
Other income received2015-12-31$32,383
Net income (gross income less expenses)2015-12-31$40,946
Net plan assets at end of year (total assets less liabilities)2015-12-31$485,565
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$444,619
Assets. Value of employer securities2015-12-31$444,005
Total contributions received or receivable from employer(s)2015-12-31$3,820
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$29
2014 : TATOM VENTURES, INC. DBA THE KEY MAN 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$68,956
Expenses. Total of all expenses incurred2014-12-31$47
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$444,619
Total plan assets at beginning of year2014-12-31$375,710
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$4,549
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$60,782
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$68,909
Net plan assets at end of year (total assets less liabilities)2014-12-31$444,619
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$375,710
Assets. Value of employer securities2014-12-31$410,270
Total contributions received or receivable from employer(s)2014-12-31$3,625
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$47
2013 : TATOM VENTURES, INC. DBA THE KEY MAN 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$290,010
Expenses. Total of all expenses incurred2013-12-31$115
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$375,710
Total plan assets at beginning of year2013-12-31$85,815
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$4,449
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$282,002
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$289,895
Net plan assets at end of year (total assets less liabilities)2013-12-31$375,710
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$85,815
Assets. Value of employer securities2013-12-31$350,000
Total contributions received or receivable from employer(s)2013-12-31$3,559
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$115
2012 : TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$13,802
Expenses. Total of all expenses incurred2012-12-31$76
Total plan assets at end of year2012-12-31$85,815
Total plan assets at beginning of year2012-12-31$72,089
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$4,412
Other income received2012-12-31$5,858
Net income (gross income less expenses)2012-12-31$13,726
Net plan assets at end of year (total assets less liabilities)2012-12-31$85,815
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$72,089
Assets. Value of employer securities2012-12-31$69,038
Total contributions received or receivable from employer(s)2012-12-31$3,532
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$76
2011 : TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$15,589
Expenses. Total of all expenses incurred2011-12-31$23
Total plan assets at end of year2011-12-31$72,089
Total plan assets at beginning of year2011-12-31$56,523
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$4,307
Other income received2011-12-31$7,826
Net income (gross income less expenses)2011-12-31$15,566
Net plan assets at end of year (total assets less liabilities)2011-12-31$72,089
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$56,523
Assets. Value of employer securities2011-12-31$64,314
Total contributions received or receivable from employer(s)2011-12-31$3,456
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$23

Form 5500 Responses for TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN

2022: TATOM VENTURES, INC. DBA THE KEY MAN 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: TATOM VENTURES, INC. DBA THE KEY MAN 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: TATOM VENTURES, INC. DBA THE KEY MAN 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: TATOM VENTURES, INC. DBA THE KEY MAN 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: TATOM VENTURES, INC. DBA THE KEY MAN 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: TATOM VENTURES, INC. DBA THE KEY MAN 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: TATOM VENTURES, INC. DBA THE KEY MAN 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: TATOM VENTURES, INC. DBA THE KEY MAN 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: TATOM VENTURES, INC. DBA THE KEY MAN 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: TATOM VENTURES, INC. DBA THE KEY MAN PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TATOM VENTURES, INC. DBA THE KEY MAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TATOM VENTURES, INC. DBA THE KEY MAN 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.
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.
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.
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 Covered378
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,781
Total amount of fees paid to insurance companyUSD $10,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,781
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Amount paid for insurance broker fees10973
Insurance broker nameDESTEL-BERGEN CORPORATION
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 Covered336
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,707
Total amount of fees paid to insurance companyUSD $13,635
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 $13,707
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker organization code?3
Insurance broker nameDESTEL-BERGEN CORPORATION
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 Covered415
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,879
Total amount of fees paid to insurance companyUSD $13,087
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

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