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WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NameWDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN
Plan identification number 001

WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

WDR ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WDR ENTERPRISES, INC.
Employer identification number (EIN):273006757
NAIC Classification:541600

Additional information about WDR ENTERPRISES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2010-02-09
Company Identification Number: C3283478
Legal Registered Office Address: 4 Mitch Ct

Novato
United States of America (USA)
94945

More information about WDR ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN

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

Plan Statistics for WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN

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

Financial Data on WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN

Measure Date Value
2022 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$-6,267
Expenses. Total of all expenses incurred2022-12-31$1
Total plan assets at end of year2022-12-31$86,855
Total plan assets at beginning of year2022-12-31$93,123
Value of fidelity bond covering the plan2022-12-31$10,000
Other income received2022-12-31$-6,867
Net income (gross income less expenses)2022-12-31$-6,268
Net plan assets at end of year (total assets less liabilities)2022-12-31$86,855
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$93,123
Assets. Value of employer securities2022-12-31$84,100
Total contributions received or receivable from employer(s)2022-12-31$600
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1
2021 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$-61,791
Expenses. Total of all expenses incurred2021-12-31$1
Total plan assets at end of year2021-12-31$93,123
Total plan assets at beginning of year2021-12-31$154,915
Value of fidelity bond covering the plan2021-12-31$10,000
Other income received2021-12-31$-62,291
Net income (gross income less expenses)2021-12-31$-61,792
Net plan assets at end of year (total assets less liabilities)2021-12-31$93,123
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$154,915
Assets. Value of employer securities2021-12-31$90,675
Total contributions received or receivable from employer(s)2021-12-31$500
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1
2020 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$16,513
Total plan assets at end of year2020-12-31$154,915
Total plan assets at beginning of year2020-12-31$138,402
Value of fidelity bond covering the plan2020-12-31$20,000
Other income received2020-12-31$15,913
Net income (gross income less expenses)2020-12-31$16,513
Net plan assets at end of year (total assets less liabilities)2020-12-31$154,915
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$138,402
Assets. Value of participant loans2020-12-31$153,127
Assets. Value of employer securities2020-12-31$153,127
Total contributions received or receivable from employer(s)2020-12-31$600
2019 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$5,057
Total plan assets at end of year2019-12-31$138,402
Total plan assets at beginning of year2019-12-31$133,345
Value of fidelity bond covering the plan2019-12-31$10,000
Other income received2019-12-31$4,057
Net income (gross income less expenses)2019-12-31$5,057
Net plan assets at end of year (total assets less liabilities)2019-12-31$138,402
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$133,345
Assets. Value of employer securities2019-12-31$137,245
Total contributions received or receivable from employer(s)2019-12-31$1,000
2018 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$25,795
Total plan assets at end of year2018-12-31$133,345
Total plan assets at beginning of year2018-12-31$107,550
Value of fidelity bond covering the plan2018-12-31$10,000
Other income received2018-12-31$25,795
Net income (gross income less expenses)2018-12-31$25,795
Net plan assets at end of year (total assets less liabilities)2018-12-31$133,345
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$107,550
Assets. Value of employer securities2018-12-31$133,210
2017 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$8,748
Total plan assets at end of year2017-12-31$107,550
Total plan assets at beginning of year2017-12-31$98,802
Value of fidelity bond covering the plan2017-12-31$10,000
Other income received2017-12-31$8,748
Net income (gross income less expenses)2017-12-31$8,748
Net plan assets at end of year (total assets less liabilities)2017-12-31$107,550
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$98,802
Assets. Value of employer securities2017-12-31$107,408
2016 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$5,265
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$98,802
Total plan assets at beginning of year2016-12-31$93,537
Value of fidelity bond covering the plan2016-12-31$10,000
Other income received2016-12-31$5,265
Net income (gross income less expenses)2016-12-31$5,265
Net plan assets at end of year (total assets less liabilities)2016-12-31$98,802
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$93,537
Assets. Value of employer securities2016-12-31$98,674
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$848
Total plan assets at end of year2015-12-31$93,537
Total plan assets at beginning of year2015-12-31$92,689
Value of fidelity bond covering the plan2015-12-31$10,000
Other income received2015-12-31$848
Net income (gross income less expenses)2015-12-31$848
Net plan assets at end of year (total assets less liabilities)2015-12-31$93,537
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$92,689
Assets. Value of employer securities2015-12-31$93,419
2014 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$5,538
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$92,689
Total plan assets at beginning of year2014-12-31$87,151
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$5,538
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$5,538
Net plan assets at end of year (total assets less liabilities)2014-12-31$92,689
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$87,151
Assets. Value of employer securities2014-12-31$92,568
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$61,597
Expenses. Total of all expenses incurred2013-12-31$1
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$87,151
Total plan assets at beginning of year2013-12-31$25,555
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$61,597
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$61,596
Net plan assets at end of year (total assets less liabilities)2013-12-31$87,151
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$25,555
Assets. Value of employer securities2013-12-31$87,030
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1
2012 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$5,665
Expenses. Total of all expenses incurred2012-12-31$1
Total plan assets at end of year2012-12-31$25,555
Total plan assets at beginning of year2012-12-31$19,891
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$5,665
Net income (gross income less expenses)2012-12-31$5,664
Net plan assets at end of year (total assets less liabilities)2012-12-31$25,555
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$19,891
Assets. Value of employer securities2012-12-31$25,435
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1
2011 : WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$-72,192
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$19,891
Total plan assets at beginning of year2011-12-31$92,083
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-72,312
Net income (gross income less expenses)2011-12-31$-72,192
Net plan assets at end of year (total assets less liabilities)2011-12-31$19,891
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$92,083
Assets. Value of employer securities2011-12-31$19,771
Total contributions received or receivable from employer(s)2011-12-31$120

Form 5500 Responses for WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN

2022: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WDR ENTERPRISES, INC. - PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $786
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered236
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $556
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered229
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $369
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered235
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $420
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number300169-000
Policy instance 1
Insurance contract or identification number300169-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-26
Total amount of commissions paid to insurance brokerUSD $8,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,100
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 2
Insurance contract or identification number1260073-01
Number of Individuals Covered274
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $75
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.

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