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PEGASUS RESIDENTIAL CORP 401(K) PLAN 401k Plan overview

Plan NamePEGASUS RESIDENTIAL CORP 401(K) PLAN
Plan identification number 001

PEGASUS RESIDENTIAL CORP 401(K) 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

PEGASUS RESIDENTIAL LLC has sponsored the creation of one or more 401k plans.

Company Name:PEGASUS RESIDENTIAL LLC
Employer identification number (EIN):263972108
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Additional information about PEGASUS RESIDENTIAL LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1409157

More information about PEGASUS RESIDENTIAL LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEGASUS RESIDENTIAL CORP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01R KURT BLANTON2023-01-26
0012020-01-01R KURT BLANTON2021-10-14
0012019-01-01LANDON BRIDGERS2020-10-14
0012018-01-01R KURT BLANTON2019-10-14
0012017-01-01
0012016-01-01JOHN A. STARR
0012015-01-01JOHN A. STARR
0012015-01-01JOHN A. STARR
0012014-01-01JOHN A. STARR R. KURT BLANTON II2015-10-15
0012014-01-01JOHN A. STARR R. KURT BLANTON II2016-01-21
0012013-01-01R. KURT BLANTON
0012012-01-01RANDAL KURT BLANTON
0012011-01-01RANDAL KURT BLANTON2012-06-26
0012010-01-01KURT BLANTON2011-05-24

Plan Statistics for PEGASUS RESIDENTIAL CORP 401(K) PLAN

401k plan membership statisitcs for PEGASUS RESIDENTIAL CORP 401(K) PLAN

Measure Date Value
2022: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01873
Total number of active participants reported on line 7a of the Form 55002022-01-01450
Number of retired or separated participants receiving benefits2022-01-0168
Number of other retired or separated participants entitled to future benefits2022-01-01291
Total of all active and inactive participants2022-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01809
Number of participants with account balances2022-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01861
Total number of active participants reported on line 7a of the Form 55002021-01-01418
Number of retired or separated participants receiving benefits2021-01-0169
Number of other retired or separated participants entitled to future benefits2021-01-01210
Total of all active and inactive participants2021-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01697
Number of participants with account balances2021-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01791
Total number of active participants reported on line 7a of the Form 55002020-01-01474
Number of retired or separated participants receiving benefits2020-01-0164
Number of other retired or separated participants entitled to future benefits2020-01-01198
Total of all active and inactive participants2020-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01736
Number of participants with account balances2020-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01731
Total number of active participants reported on line 7a of the Form 55002019-01-01403
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01187
Total of all active and inactive participants2019-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01596
Number of participants with account balances2019-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01699
Total number of active participants reported on line 7a of the Form 55002018-01-01430
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01156
Total of all active and inactive participants2018-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01590
Number of participants with account balances2018-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01667
Total number of active participants reported on line 7a of the Form 55002017-01-01433
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01123
Total of all active and inactive participants2017-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01560
Number of participants with account balances2017-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01622
Total number of active participants reported on line 7a of the Form 55002016-01-01392
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01475
Number of participants with account balances2016-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01519
Total number of active participants reported on line 7a of the Form 55002015-01-01503
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0187
Total of all active and inactive participants2015-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01590
Number of participants with account balances2015-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01372
Total number of active participants reported on line 7a of the Form 55002014-01-01437
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01519
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01178
Total number of active participants reported on line 7a of the Form 55002013-01-01207
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01254
Number of participants with account balances2013-01-01180
2012: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01130
Total number of active participants reported on line 7a of the Form 55002012-01-01140
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01150
Number of participants with account balances2012-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on PEGASUS RESIDENTIAL CORP 401(K) PLAN

Measure Date Value
2022 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 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$11,600
Total income from all sources (including contributions)2022-12-31$164,869
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,438,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,322,146
Expenses. Certain deemed distributions of participant loans2022-12-31$38,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,121,799
Value of total assets at end of year2022-12-31$11,499,450
Value of total assets at beginning of year2022-12-31$12,784,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$77,682
Total interest from all sources2022-12-31$12,822
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$82,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$82,718
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$1,266,643
Participant contributions at end of year2022-12-31$143,435
Participant contributions at beginning of year2022-12-31$211,805
Participant contributions at end of year2022-12-31$10,905
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$78,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$11,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,273,303
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,499,450
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,772,753
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
Investment advisory and management fees2022-12-31$14,685
Value of interest in pooled separate accounts at end of year2022-12-31$10,652,658
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,812,126
Interest on participant loans2022-12-31$12,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$684,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$759,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,052,470
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$776,792
Employer contributions (assets) at end of year2022-12-31$7,571
Employer contributions (assets) at beginning of year2022-12-31$438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,322,146
Contract administrator fees2022-12-31$62,997
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 name2022-12-31BRADY, WARE, SCHOENFELD, INC.
Accountancy firm EIN2022-12-31351476702
2021 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,902,698
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,405,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,300,722
Expenses. Certain deemed distributions of participant loans2021-12-31$4,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,206,441
Value of total assets at end of year2021-12-31$12,783,912
Value of total assets at beginning of year2021-12-31$11,286,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,428
Total interest from all sources2021-12-31$7,819
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
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$79,961
Administrative expenses professional fees incurred2021-12-31$40,272
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,224,216
Participant contributions at end of year2021-12-31$211,805
Participant contributions at beginning of year2021-12-31$180,548
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$237,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$11,600
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$1,497,021
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,783,912
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,286,891
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
Investment advisory and management fees2021-12-31$40,063
Value of interest in pooled separate accounts at end of year2021-12-31$11,812,123
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,412,950
Interest on participant loans2021-12-31$7,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$759,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$693,393
Net investment gain/loss from pooled separate accounts2021-12-31$1,688,438
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$744,330
Employer contributions (assets) at end of year2021-12-31$438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,300,722
Contract administrator fees2021-12-31$20,093
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 name2021-12-31BRADY, WARE, SCHOENFELD, INC.
Accountancy firm EIN2021-12-31351476702
2020 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,500,955
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$834,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$743,955
Expenses. Certain deemed distributions of participant loans2020-12-31$830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,181,696
Value of total assets at end of year2020-12-31$11,286,891
Value of total assets at beginning of year2020-12-31$8,620,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$89,590
Total interest from all sources2020-12-31$11,211
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$56,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$89,590
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,206,065
Participant contributions at end of year2020-12-31$180,548
Participant contributions at beginning of year2020-12-31$169,209
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$258,665
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$2,666,580
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,286,891
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,620,311
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$10,412,950
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,146,224
Interest on participant loans2020-12-31$11,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$693,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$304,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,251,408
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$716,966
Income. Dividends from preferred stock2020-12-31$56,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$743,955
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 name2020-12-31BRADY,WARE, SCHOENFELD, INC.
Accountancy firm EIN2020-12-31351476702
2019 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$3,066,222
Total income from all sources (including contributions)2019-12-31$3,066,222
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$855,581
Total of all expenses incurred2019-12-31$855,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$814,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$814,999
Expenses. Certain deemed distributions of participant loans2019-12-31$18,545
Expenses. Certain deemed distributions of participant loans2019-12-31$18,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,650,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,650,601
Value of total assets at end of year2019-12-31$8,620,311
Value of total assets at end of year2019-12-31$8,620,311
Value of total assets at beginning of year2019-12-31$6,409,670
Value of total assets at beginning of year2019-12-31$6,409,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,037
Total interest from all sources2019-12-31$10,330
Total interest from all sources2019-12-31$10,330
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$754,762
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$754,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$22,037
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,003,770
Contributions received from participants2019-12-31$1,003,770
Participant contributions at end of year2019-12-31$169,209
Participant contributions at beginning of year2019-12-31$201,164
Participant contributions at beginning of year2019-12-31$201,164
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$60,374
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$60,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,210,641
Value of net income/loss2019-12-31$2,210,641
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,620,311
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,620,311
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,409,670
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,409,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,146,224
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,976,343
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,976,343
Interest on participant loans2019-12-31$10,330
Interest on participant loans2019-12-31$10,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$304,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$304,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$232,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$232,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$650,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$650,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$586,457
Contributions received in cash from employer2019-12-31$586,457
Income. Dividends from preferred stock2019-12-31$754,762
Income. Dividends from preferred stock2019-12-31$754,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$814,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$814,999
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31BRADY, WARE, SCHOENFELD, INC.
Accountancy firm name2019-12-31BRADY, WARE, SCHOENFELD, INC.
Accountancy firm EIN2019-12-31351476702
Accountancy firm EIN2019-12-31351476702
2018 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,083,522
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$755,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$712,418
Expenses. Certain deemed distributions of participant loans2018-12-31$21,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,651,841
Value of total assets at end of year2018-12-31$6,409,670
Value of total assets at beginning of year2018-12-31$6,081,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,187
Total interest from all sources2018-12-31$11,472
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$343,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$343,141
Administrative expenses professional fees incurred2018-12-31$21,187
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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$1,013,380
Participant contributions at end of year2018-12-31$201,164
Participant contributions at beginning of year2018-12-31$211,260
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$45,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$328,395
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,409,670
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,081,275
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$5,976,343
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,719,131
Interest on participant loans2018-12-31$11,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$232,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$150,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-922,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$593,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$712,418
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 name2018-12-31BRADY, WARE, SCHOENFELD, INC.
Accountancy firm EIN2018-12-31351476702
2017 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$2,591,446
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$456,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$447,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,798,447
Value of total assets at end of year2017-12-31$6,081,275
Value of total assets at beginning of year2017-12-31$3,946,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,626
Total interest from all sources2017-12-31$5,859
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$218,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$218,004
Administrative expenses professional fees incurred2017-12-31$8,626
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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$927,044
Participant contributions at end of year2017-12-31$211,260
Participant contributions at beginning of year2017-12-31$89,998
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$301,616
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$2,135,097
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,081,275
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,946,178
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 pooled separate accounts at end of year2017-12-31$5,719,131
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,732,360
Interest on participant loans2017-12-31$5,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$150,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$123,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$569,136
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$569,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$447,723
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 name2017-12-31BRADY, WARE, SCHOENFELD, INC.
Accountancy firm EIN2017-12-31351476702
2016 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 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$1,532,283
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$427,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$419,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,275,194
Value of total assets at end of year2016-12-31$3,946,178
Value of total assets at beginning of year2016-12-31$2,841,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,395
Total interest from all sources2016-12-31$3,398
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$102,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$102,044
Administrative expenses professional fees incurred2016-12-31$8,395
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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$724,841
Participant contributions at end of year2016-12-31$89,998
Participant contributions at beginning of year2016-12-31$62,437
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$84,927
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$1,104,773
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,946,178
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,841,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,732,360
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,662,053
Interest on participant loans2016-12-31$3,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$123,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$116,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$151,647
Net investment gain/loss from pooled separate accounts2016-12-31$0
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$465,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$419,115
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 name2016-12-31BRADY, WARE, SCHOENFELD, INC.
Accountancy firm EIN2016-12-31351476702
2015 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,096,161
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$399,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$347,884
Expenses. Certain deemed distributions of participant loans2015-12-31$46,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,151,493
Value of total assets at end of year2015-12-31$2,841,405
Value of total assets at beginning of year2015-12-31$2,144,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,953
Total interest from all sources2015-12-31$2,267
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$82,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$82,444
Administrative expenses professional fees incurred2015-12-31$4,953
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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$626,732
Participant contributions at end of year2015-12-31$62,437
Participant contributions at beginning of year2015-12-31$70,984
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$23,519
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$132,824
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$696,622
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,841,405
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,144,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,662,053
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,970,237
Interest on participant loans2015-12-31$2,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$116,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$103,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-140,043
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$391,937
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$14,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$347,884
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 name2015-12-31BRADY, WARE, SCHOENFELD, INC.
Accountancy firm EIN2015-12-31351476702
2014 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$896,164
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$383,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$379,840
Expenses. Certain deemed distributions of participant loans2014-12-31$50,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$759,640
Value of total assets at end of year2014-12-31$2,144,783
Value of total assets at beginning of year2014-12-31$1,632,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,134
Total interest from all sources2014-12-31$3,029
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$75,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$75,906
Administrative expenses professional fees incurred2014-12-31$4,134
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$448,719
Participant contributions at end of year2014-12-31$70,984
Participant contributions at beginning of year2014-12-31$57,644
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$512,190
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,144,783
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,632,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,970,237
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,492,100
Interest on participant loans2014-12-31$3,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$103,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$82,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$57,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$302,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$379,840
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRADY, WARE, SCHOENFELD, INC.
Accountancy firm EIN2014-12-31351476702
2013 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,099,364
Total of all expenses incurred2013-12-31$129,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$115,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$909,586
Value of total assets at end of year2013-12-31$1,632,593
Value of total assets at beginning of year2013-12-31$662,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,354
Total interest from all sources2013-12-31$669
Administrative expenses professional fees incurred2013-12-31$3,600
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$433,379
Participant contributions at end of year2013-12-31$57,644
Participant contributions at beginning of year2013-12-31$4,700
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$164,097
Other income not declared elsewhere2013-12-31$1,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$969,970
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,632,593
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$662,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,754
Value of interest in pooled separate accounts at end of year2013-12-31$1,492,100
Value of interest in pooled separate accounts at beginning of year2013-12-31$625,505
Interest on participant loans2013-12-31$669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$82,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$32,418
Net investment gain/loss from pooled separate accounts2013-12-31$188,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$312,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$115,040
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRADY, WARE, SCHOENFELD, INC
Accountancy firm EIN2013-12-31351476702
2012 : PEGASUS RESIDENTIAL CORP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$311,901
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$60,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$52,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$253,282
Value of total assets at end of year2012-12-31$662,623
Value of total assets at beginning of year2012-12-31$411,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,613
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$475
Was this plan covered by a fidelity bond2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$148,373
Participant contributions at end of year2012-12-31$4,700
Other income not declared elsewhere2012-12-31$604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$251,363
Value of net assets at end of year (total assets less liabilities)2012-12-31$662,623
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$411,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,138
Value of interest in pooled separate accounts at end of year2012-12-31$625,505
Value of interest in pooled separate accounts at beginning of year2012-12-31$370,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$32,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$40,668
Net investment gain/loss from pooled separate accounts2012-12-31$58,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$104,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$52,925
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRADY, WARE & SCHOENFELD, INC.
Accountancy firm EIN2012-12-31351476702

Form 5500 Responses for PEGASUS RESIDENTIAL CORP 401(K) PLAN

2022: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEGASUS RESIDENTIAL CORP 401(K) PLAN 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: PEGASUS RESIDENTIAL CORP 401(K) PLAN 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: PEGASUS RESIDENTIAL CORP 401(K) PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEGASUS RESIDENTIAL CORP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: PEGASUS RESIDENTIAL CORP 401(K) 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: PEGASUS RESIDENTIAL CORP 401(K) 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number755190-01
Policy instance 1
Insurance contract or identification number755190-01
Number of Individuals Covered431
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833733
Policy instance 1
Insurance contract or identification numberGA-833733
Number of Individuals Covered472
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 $5,671
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees5671
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833733
Policy instance 1
Insurance contract or identification numberGA-833733
Number of Individuals Covered462
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,426
Total amount of fees paid to insurance companyUSD $4,222
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,426
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833733
Policy instance 1
Insurance contract or identification numberGA-833733
Number of Individuals Covered387
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $27,320
Total amount of fees paid to insurance companyUSD $4,165
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,320
Amount paid for insurance broker fees644
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833733
Policy instance 1
Insurance contract or identification numberGA-833733
Number of Individuals Covered372
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $31,551
Total amount of fees paid to insurance companyUSD $4,802
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,551
Amount paid for insurance broker fees2441
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833733
Policy instance 1
Insurance contract or identification numberGA-833733
Number of Individuals Covered346
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,746
Total amount of fees paid to insurance companyUSD $4,603
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,746
Amount paid for insurance broker fees1728
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameRETIREMENT STRATEGIES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number833733
Policy instance 1
Insurance contract or identification number833733
Number of Individuals Covered240
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,568
Total amount of fees paid to insurance companyUSD $2,082
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 $11,568
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number833733
Policy instance 1
Insurance contract or identification number833733
Number of Individuals Covered200
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,892
Total amount of fees paid to insurance companyUSD $1,453
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 $6,892
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameMY BENEFITS, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800525-000
Policy instance 1
Insurance contract or identification number800525-000
Number of Individuals Covered47
Total amount of commissions paid to insurance brokerUSD $5,435
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 $5,435
Insurance broker organization code?3
Insurance broker nameEDWARD L HODGSON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800525-000
Policy instance 1
Insurance contract or identification number800525-000
Number of Individuals Covered63
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,545
Total amount of fees paid to insurance companyUSD $0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,545
Insurance broker organization code?3
Insurance broker nameEDWARD L HODGSON

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