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STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 401k Plan overview

Plan NameSTEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN
Plan identification number 001

STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 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.
  • 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

STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEELE COUNTY COMMUNITIES FOR A LIFETIME, INC.
Employer identification number (EIN):270705237
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-11-01RICARDO CASES RICARDO CASES2019-01-14
0012016-11-01RICARDO CASES RICARDO CASES2018-05-18
0012015-11-01PATRICIA A NOTT
0012014-11-01STEVE KOMPELIEN
0012013-11-01KEVIN RYMANOWSKI
0012012-11-01CATHY KANTOR CATHY KANTOR2014-06-03
0012011-11-01KEVIN RYMANOWSKI KEVIN RYMANOWSKI2013-05-21

Plan Statistics for STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN

401k plan membership statisitcs for STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN

Measure Date Value
2017: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01218
Total number of active participants reported on line 7a of the Form 55002017-11-010
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-010
Number of participants with account balances2017-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01208
Total number of active participants reported on line 7a of the Form 55002016-11-01193
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-0129
Total of all active and inactive participants2016-11-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01222
Number of participants with account balances2016-11-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01200
Total number of active participants reported on line 7a of the Form 55002015-11-01259
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-0126
Total of all active and inactive participants2015-11-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01285
Number of participants with account balances2015-11-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01207
Total number of active participants reported on line 7a of the Form 55002014-11-01223
Number of retired or separated participants receiving benefits2014-11-011
Number of other retired or separated participants entitled to future benefits2014-11-0126
Total of all active and inactive participants2014-11-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01250
Number of participants with account balances2014-11-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01220
Total number of active participants reported on line 7a of the Form 55002013-11-01180
Number of retired or separated participants receiving benefits2013-11-011
Number of other retired or separated participants entitled to future benefits2013-11-0128
Total of all active and inactive participants2013-11-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01209
Number of participants with account balances2013-11-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01188
Total number of active participants reported on line 7a of the Form 55002012-11-01252
Number of other retired or separated participants entitled to future benefits2012-11-018
Total of all active and inactive participants2012-11-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01260
Number of participants with account balances2012-11-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01179
Total number of active participants reported on line 7a of the Form 55002011-11-01216
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-015
Total of all active and inactive participants2011-11-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-01221
Number of participants with account balances2011-11-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-012

Financial Data on STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN

Measure Date Value
2018 : STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-19$0
Total transfer of assets from this plan2018-03-19$948,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-19$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-19$0
Total income from all sources (including contributions)2018-03-19$57,024
Total loss/gain on sale of assets2018-03-19$0
Total of all expenses incurred2018-03-19$31,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-19$30,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-19$20,833
Value of total assets at end of year2018-03-19$0
Value of total assets at beginning of year2018-03-19$922,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-19$235
Total interest from all sources2018-03-19$1,671
Total dividends received (eg from common stock, registered investment company shares)2018-03-19$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-19No
Was this plan covered by a fidelity bond2018-03-19Yes
Value of fidelity bond cover2018-03-19$500,000
If this is an individual account plan, was there a blackout period2018-03-19Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-19$0
Were there any nonexempt tranactions with any party-in-interest2018-03-19No
Contributions received from participants2018-03-19$12,941
Participant contributions at end of year2018-03-19$0
Participant contributions at beginning of year2018-03-19$16,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-19No
Value of net income/loss2018-03-19$25,795
Value of net assets at end of year (total assets less liabilities)2018-03-19$0
Value of net assets at beginning of year (total assets less liabilities)2018-03-19$922,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-19No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-19No
Were any leases to which the plan was party in default or uncollectible2018-03-19No
Value of interest in pooled separate accounts at end of year2018-03-19$0
Value of interest in pooled separate accounts at beginning of year2018-03-19$669,544
Interest on participant loans2018-03-19$221
Interest earned on other investments2018-03-19$1,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-19$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-19$236,402
Net investment gain/loss from pooled separate accounts2018-03-19$34,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-19No
Was there a failure to transmit to the plan any participant contributions2018-03-19No
Has the plan failed to provide any benefit when due under the plan2018-03-19No
Contributions received in cash from employer2018-03-19$7,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-19$30,994
Contract administrator fees2018-03-19$235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-19Yes
Did the plan have assets held for investment2018-03-19No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-19No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-19Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-19Yes
Opinion of an independent qualified public accountant for this plan2018-03-19Disclaimer
Accountancy firm name2018-03-19CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-03-19410746749
2017 : STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$279,671
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$221,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$213,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$147,969
Value of total assets at end of year2017-10-31$922,278
Value of total assets at beginning of year2017-10-31$864,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$8,208
Total interest from all sources2017-10-31$4,076
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$92,612
Participant contributions at end of year2017-10-31$16,332
Participant contributions at beginning of year2017-10-31$6,664
Other income not declared elsewhere2017-10-31$791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$57,853
Value of net assets at end of year (total assets less liabilities)2017-10-31$922,278
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$864,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Value of interest in pooled separate accounts at end of year2017-10-31$669,544
Value of interest in pooled separate accounts at beginning of year2017-10-31$612,462
Interest on participant loans2017-10-31$373
Interest earned on other investments2017-10-31$3,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-10-31$236,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-10-31$245,299
Net investment gain/loss from pooled separate accounts2017-10-31$126,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$55,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$213,610
Contract administrator fees2017-10-31$8,208
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-10-31410746749
2016 : STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$143,655
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$54,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$52,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$132,714
Value of total assets at end of year2016-10-31$864,425
Value of total assets at beginning of year2016-10-31$774,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$1,867
Total interest from all sources2016-10-31$3,637
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$86,021
Participant contributions at end of year2016-10-31$6,664
Participant contributions at beginning of year2016-10-31$4,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$89,619
Value of net assets at end of year (total assets less liabilities)2016-10-31$864,425
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$774,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Value of interest in pooled separate accounts at end of year2016-10-31$612,462
Value of interest in pooled separate accounts at beginning of year2016-10-31$549,492
Interest on participant loans2016-10-31$219
Interest earned on other investments2016-10-31$3,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-10-31$245,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-10-31$220,452
Net investment gain/loss from pooled separate accounts2016-10-31$7,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$46,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$52,169
Contract administrator fees2016-10-31$1,867
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-10-31410746749
2015 : STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$121,190
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$81,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$78,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$106,685
Value of total assets at end of year2015-10-31$774,806
Value of total assets at beginning of year2015-10-31$735,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$2,548
Total interest from all sources2015-10-31$3,676
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$68,432
Participant contributions at end of year2015-10-31$4,862
Participant contributions at beginning of year2015-10-31$15,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$39,727
Value of net assets at end of year (total assets less liabilities)2015-10-31$774,806
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$735,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in pooled separate accounts at end of year2015-10-31$549,492
Value of interest in pooled separate accounts at beginning of year2015-10-31$536,482
Interest on participant loans2015-10-31$503
Interest earned on other investments2015-10-31$3,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-10-31$220,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-10-31$182,961
Net investment gain/loss from pooled separate accounts2015-10-31$10,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$38,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$78,915
Contract administrator fees2015-10-31$2,548
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-10-31410746749
2014 : STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$229,227
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$180,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$177,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$169,520
Value of total assets at end of year2014-10-31$735,079
Value of total assets at beginning of year2014-10-31$686,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$2,700
Total interest from all sources2014-10-31$4,256
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$112,070
Participant contributions at end of year2014-10-31$15,636
Participant contributions at beginning of year2014-10-31$15,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$48,594
Value of net assets at end of year (total assets less liabilities)2014-10-31$735,079
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$686,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in pooled separate accounts at end of year2014-10-31$536,482
Value of interest in pooled separate accounts at beginning of year2014-10-31$479,816
Interest on participant loans2014-10-31$721
Interest earned on other investments2014-10-31$3,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-31$182,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-31$191,047
Net investment gain/loss from pooled separate accounts2014-10-31$55,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$57,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$177,933
Contract administrator fees2014-10-31$2,700
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-10-31410746749
2013 : STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$322,029
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$18,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$16,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$230,113
Value of total assets at end of year2013-10-31$686,485
Value of total assets at beginning of year2013-10-31$382,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$1,945
Total interest from all sources2013-10-31$3,186
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
If this is an individual account plan, was there a blackout period2013-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$130,150
Participant contributions at end of year2013-10-31$15,622
Participant contributions at beginning of year2013-10-31$1,911
Income. Received or receivable in cash from other sources (including rollovers)2013-10-31$33,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$303,940
Value of net assets at end of year (total assets less liabilities)2013-10-31$686,485
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$382,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in pooled separate accounts at end of year2013-10-31$479,816
Value of interest in pooled separate accounts at beginning of year2013-10-31$279,200
Interest on participant loans2013-10-31$222
Interest earned on other investments2013-10-31$2,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-10-31$191,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-10-31$101,434
Net investment gain/loss from pooled separate accounts2013-10-31$88,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$66,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$16,144
Contract administrator fees2013-10-31$1,945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-10-31No
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-10-31410746749
2012 : STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$185,888
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$12,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$10,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$169,853
Value of total assets at end of year2012-10-31$382,545
Value of total assets at beginning of year2012-10-31$208,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$1,849
Total interest from all sources2012-10-31$1,904
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
If this is an individual account plan, was there a blackout period2012-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$104,957
Participant contributions at end of year2012-10-31$1,911
Participant contributions at beginning of year2012-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$173,812
Value of net assets at end of year (total assets less liabilities)2012-10-31$382,545
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$208,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in pooled separate accounts at end of year2012-10-31$279,200
Value of interest in pooled separate accounts at beginning of year2012-10-31$202,006
Interest on participant loans2012-10-31$25
Interest earned on other investments2012-10-31$1,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-10-31$101,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-31$6,727
Net investment gain/loss from pooled separate accounts2012-10-31$14,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$64,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$10,227
Contract administrator fees2012-10-31$1,849
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-10-31No
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-10-31410746749
2011 : STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$211,983
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$3,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$1,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$214,404
Value of total assets at end of year2011-10-31$208,733
Value of total assets at beginning of year2011-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$1,595
Total interest from all sources2011-10-31$88
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$20,000
If this is an individual account plan, was there a blackout period2011-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$126,831
Income. Received or receivable in cash from other sources (including rollovers)2011-10-31$23,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$208,733
Value of net assets at end of year (total assets less liabilities)2011-10-31$208,733
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in pooled separate accounts at end of year2011-10-31$202,006
Interest earned on other investments2011-10-31$88
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$6,727
Net investment gain/loss from pooled separate accounts2011-10-31$-2,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$64,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$1,655
Contract administrator fees2011-10-31$1,595
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-10-31410746749

Form 5500 Responses for STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN

2017: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingYes
2017-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-11-01Plan is a collectively bargained planYes
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planYes
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planYes
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planYes
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planYes
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planYes
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: STEELE COUNTY COMMUNITIES FOR A LIFETIME EMPLOYEES RETIREMENT AND 401(K) PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planYes
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067571
Policy instance 1
Insurance contract or identification number067571
Number of Individuals Covered0
Insurance policy start date2017-11-01
Insurance policy end date2018-03-19
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067571
Policy instance 1
Insurance contract or identification number067571
Number of Individuals Covered285
Insurance policy start date2015-11-01
Insurance policy end date2016-10-31
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?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067571
Policy instance 1
Insurance contract or identification number067571
Number of Individuals Covered250
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
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?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067571
Policy instance 1
Insurance contract or identification number067571
Number of Individuals Covered209
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
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?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067571
Policy instance 1
Insurance contract or identification number067571
Number of Individuals Covered260
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
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?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067571
Policy instance 1
Insurance contract or identification number067571
Number of Individuals Covered221
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
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?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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number067571
Policy instance 1
Insurance contract or identification number067571
Number of Individuals Covered176
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
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?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

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