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DCS PEP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDCS PEP 401(K) PROFIT SHARING PLAN
Plan identification number 001

DCS PEP 401(K) PROFIT SHARING 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.
  • 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

DORSA CONSULTING SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DORSA CONSULTING SERVICES, INC.
Employer identification number (EIN):264614358
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DCS PEP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON JOHNSON2024-09-24
0012022-01-01JOHN MCCRARY2023-10-05
0012022-01-01JASON JOHNSON2024-01-26
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN MCCRARY
0012016-01-01JOHN MCCRARY

Plan Statistics for DCS PEP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DCS PEP 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: DCS PEP 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,472
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01741
Total of all active and inactive participants2023-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01741
Number of participants with account balances2023-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: DCS PEP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,971
Total number of active participants reported on line 7a of the Form 55002022-01-011,124
Number of retired or separated participants receiving benefits2022-01-0133
Number of other retired or separated participants entitled to future benefits2022-01-01572
Total of all active and inactive participants2022-01-011,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,729
Number of participants with account balances2022-01-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0188
2021: DCS PEP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,519
Total number of active participants reported on line 7a of the Form 55002021-01-011,015
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-01487
Total of all active and inactive participants2021-01-011,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,525
Number of participants with account balances2021-01-01908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0146
2020: DCS PEP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,583
Total number of active participants reported on line 7a of the Form 55002020-01-011,059
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01437
Total of all active and inactive participants2020-01-011,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,501
Number of participants with account balances2020-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0162
2019: DCS PEP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,008
Total number of active participants reported on line 7a of the Form 55002019-01-01817
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01111
Total of all active and inactive participants2019-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01928
Number of participants with account balances2019-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: DCS PEP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,871
Total number of active participants reported on line 7a of the Form 55002018-01-011,208
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01522
Total of all active and inactive participants2018-01-011,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,731
Number of participants with account balances2018-01-011,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0182
2017: DCS PEP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,754
Total number of active participants reported on line 7a of the Form 55002017-01-011,298
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01548
Total of all active and inactive participants2017-01-011,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,846
Number of participants with account balances2017-01-011,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0175
2016: DCS PEP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,758
Total number of active participants reported on line 7a of the Form 55002016-01-011,854
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01532
Total of all active and inactive participants2016-01-012,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,386
Number of participants with account balances2016-01-011,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01102

Financial Data on DCS PEP 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : DCS PEP 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$1,643,751
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,593,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$20,224
Total income from all sources (including contributions)2023-12-31$4,834,948
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,719,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,489,325
Expenses. Certain deemed distributions of participant loans2023-12-31$7,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,717,704
Value of total assets at end of year2023-12-31$19,305,980
Value of total assets at beginning of year2023-12-31$28,261,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$223,298
Total interest from all sources2023-12-31$12,493
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,317,099
Participant contributions at end of year2023-12-31$164,747
Participant contributions at beginning of year2023-12-31$434,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$20,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-8,884,912
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,712,937
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$28,241,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$2,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$12,372,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$0
Value of interest in pooled separate accounts at end of year2023-12-31$5,370,517
Value of interest in pooled separate accounts at beginning of year2023-12-31$24,985,264
Interest on participant loans2023-12-31$12,493
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,397,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,841,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,104,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$400,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,489,325
Contract administrator fees2023-12-31$220,743
Liabilities. Value of benefit claims payable at end of year2023-12-31$1,593,043
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SAS ENDEAVORS, LLC
Accountancy firm EIN2023-12-31873925424
2022 : DCS PEP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$15,623,683
Total transfer of assets from this plan2022-12-31$5,308,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$20,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$83,469
Total income from all sources (including contributions)2022-12-31$-3,411,884
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,521,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,164,760
Expenses. Certain deemed distributions of participant loans2022-12-31$140,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,091,452
Value of total assets at end of year2022-12-31$28,261,824
Value of total assets at beginning of year2022-12-31$26,943,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$216,120
Total interest from all sources2022-12-31$28,646
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$216,120
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,303,352
Participant contributions at end of year2022-12-31$434,974
Participant contributions at beginning of year2022-12-31$245,565
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$33,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$20,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$83,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,933,357
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,241,600
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,859,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$24,985,264
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,609,678
Interest on participant loans2022-12-31$28,646
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,841,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,087,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,531,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$754,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,164,760
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 name2022-12-31SAS ENDEAVORS, LLC
Accountancy firm EIN2022-12-31873925424
2021 : DCS PEP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$2,633,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$83,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$51,193
Total income from all sources (including contributions)2021-12-31$4,946,995
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,704,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,651,483
Expenses. Certain deemed distributions of participant loans2021-12-31$7,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,580,986
Value of total assets at end of year2021-12-31$26,943,236
Value of total assets at beginning of year2021-12-31$23,035,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,182
Total interest from all sources2021-12-31$10,135
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
Administrative expenses professional fees incurred2021-12-31$45,182
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$1,107,745
Participant contributions at end of year2021-12-31$245,565
Participant contributions at beginning of year2021-12-31$279,417
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$353,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$83,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$51,193
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$1,242,662
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,859,767
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,983,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$24,609,678
Value of interest in pooled separate accounts at beginning of year2021-12-31$20,819,642
Interest on participant loans2021-12-31$10,135
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$6,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,087,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,929,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,355,874
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$119,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,651,483
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 name2021-12-31HANCOCK ASKEW & CO. LLP.
Accountancy firm EIN2021-12-31580662558
2020 : DCS PEP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$1,801,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$51,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$139,419
Total income from all sources (including contributions)2020-12-31$4,127,816
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,797,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,706,393
Expenses. Certain deemed distributions of participant loans2020-12-31$48,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,222,441
Value of total assets at end of year2020-12-31$23,035,167
Value of total assets at beginning of year2020-12-31$23,594,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,220
Total interest from all sources2020-12-31$15,355
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$42,220
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,058,297
Participant contributions at end of year2020-12-31$279,417
Participant contributions at beginning of year2020-12-31$359,857
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$51,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$139,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,330,241
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,983,974
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,455,408
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$20,819,642
Value of interest in pooled separate accounts at beginning of year2020-12-31$21,104,174
Interest on participant loans2020-12-31$15,355
Value of interest in common/collective trusts at end of year2020-12-31$6,545
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,929,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,130,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,890,020
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$159,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,706,393
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 name2020-12-31HANCOCK ASKEW & CO. LLP.
Accountancy firm EIN2020-12-31580662558
2019 : DCS PEP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$139,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,029
Total income from all sources (including contributions)2019-12-31$5,597,788
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,206,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,158,975
Expenses. Certain deemed distributions of participant loans2019-12-31$4,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,383,355
Value of total assets at end of year2019-12-31$23,594,827
Value of total assets at beginning of year2019-12-31$20,087,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,385
Total interest from all sources2019-12-31$17,704
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$42,385
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,091,999
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$112,178
Assets. Loans (other than to participants) at end of year2019-12-31$359,857
Assets. Loans (other than to participants) at beginning of year2019-12-31$354,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$139,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$24,029
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$3,391,726
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,455,408
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,063,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$21,104,174
Value of interest in pooled separate accounts at beginning of year2019-12-31$17,512,348
Interest on participant loans2019-12-31$17,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,130,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,221,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,196,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$179,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,158,975
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALFRED J. LUTFY, CPA
Accountancy firm EIN2019-12-31463859555
2018 : DCS PEP 401(K) PROFIT SHARING 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$24,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$67,068
Total income from all sources (including contributions)2018-12-31$664,137
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,576,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,532,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,512,081
Value of total assets at end of year2018-12-31$20,087,711
Value of total assets at beginning of year2018-12-31$23,043,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,203
Total interest from all sources2018-12-31$20,069
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,215,762
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100,919
Assets. Loans (other than to participants) at end of year2018-12-31$354,179
Assets. Loans (other than to participants) at beginning of year2018-12-31$414,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$24,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$67,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,912,376
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,063,682
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,976,058
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$17,512,348
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,476,736
Interest on participant loans2018-12-31$20,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,221,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,151,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-868,013
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$195,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,532,310
Contract administrator fees2018-12-31$44,203
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 name2018-12-31ALFRED J. LUTFY, CPA
Accountancy firm EIN2018-12-31463859555
2017 : DCS PEP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$132,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$67,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$70,991
Total income from all sources (including contributions)2017-12-31$4,543,554
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,134,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,094,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,619,957
Value of total assets at end of year2017-12-31$23,043,126
Value of total assets at beginning of year2017-12-31$19,770,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,118
Total interest from all sources2017-12-31$13,166
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,151,947
Participant contributions at end of year2017-12-31$414,813
Participant contributions at beginning of year2017-12-31$277,148
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$277,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$67,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$70,991
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$3,408,828
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,976,058
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,699,813
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$20,476,736
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,355,721
Interest on participant loans2017-12-31$13,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,151,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,137,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,910,431
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$190,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,094,608
Contract administrator fees2017-12-31$40,118
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 name2017-12-31ALFRED J. LUTFY, CPA
Accountancy firm EIN2017-12-31463859555
2016 : DCS PEP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$316,406
Total transfer of assets from this plan2016-12-31$937,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$70,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$35,162
Total income from all sources (including contributions)2016-12-31$2,667,343
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,022,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,993,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,318,180
Value of total assets at end of year2016-12-31$19,770,804
Value of total assets at beginning of year2016-12-31$20,710,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,808
Total interest from all sources2016-12-31$12,355
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$28,808
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,108,797
Participant contributions at end of year2016-12-31$277,148
Participant contributions at beginning of year2016-12-31$348,789
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$70,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$35,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-354,782
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,699,813
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,675,320
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$17,355,721
Value of interest in pooled separate accounts at beginning of year2016-12-31$18,488,157
Interest on participant loans2016-12-31$12,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,137,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,873,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,336,808
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$198,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,993,317
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 name2016-12-31ALFRED J. LUTFY, CPA
Accountancy firm EIN2016-12-31463859555

Form 5500 Responses for DCS PEP 401(K) PROFIT SHARING PLAN

2023: DCS PEP 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DCS PEP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: DCS PEP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DCS PEP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: DCS PEP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: DCS PEP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: DCS PEP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: DCS PEP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $16,118
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberMEP
Policy instance 2
Insurance contract or identification numberMEP
Number of Individuals Covered37
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,815
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?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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered889
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $28,840
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?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 $23,683
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered994
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $65,490
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?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 $50,185
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered950
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $64,064
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?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 $43,556
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered1027
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $50,294
Total amount of fees paid to insurance companyUSD $90
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,815
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered1016
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $66,965
Total amount of fees paid to insurance companyUSD $376
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,055
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberMEP
Policy instance 1
Insurance contract or identification numberMEP
Number of Individuals Covered1085
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $83,208
Total amount of fees paid to insurance companyUSD $2,645
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 $40,480
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL

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