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ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN
Plan identification number 001

ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ALLTECH BEVERAGE DIVISION LLC has sponsored the creation of one or more 401k plans.

Company Name:ALLTECH BEVERAGE DIVISION LLC
Employer identification number (EIN):273279222
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KELLIE KINDER
0012023-01-01
0012023-01-01KELLIE KINDER
0012022-01-01
0012022-01-01DANA SARETSKY
0012021-01-01
0012021-01-01BRIAN KINSEY

Financial Data on ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2023 : ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,742,546
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$688,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$648,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$768,482
Value of total assets at end of year2023-12-31$6,738,156
Value of total assets at beginning of year2023-12-31$5,684,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,887
Total interest from all sources2023-12-31$7,934
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$109,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$109,690
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$393,231
Participant contributions at end of year2023-12-31$143,626
Participant contributions at beginning of year2023-12-31$112,008
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$138,616
Other income not declared elsewhere2023-12-31$436
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$1,053,727
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,738,156
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,684,429
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,781,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,136,163
Value of interest in pooled separate accounts at end of year2023-12-31$254,058
Value of interest in pooled separate accounts at beginning of year2023-12-31$250,518
Interest on participant loans2023-12-31$7,934
Value of interest in common/collective trusts at end of year2023-12-31$1,559,429
Value of interest in common/collective trusts at beginning of year2023-12-31$1,169,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$626,170
Net investment gain/loss from pooled separate accounts2023-12-31$21,780
Net investment gain or loss from common/collective trusts2023-12-31$208,054
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$236,635
Employer contributions (assets) at beginning of year2023-12-31$16,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$648,932
Contract administrator fees2023-12-31$39,887
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 name2023-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2023-12-31273858252
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,742,546
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$688,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$648,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$768,482
Value of total assets at end of year2023-01-01$6,738,156
Value of total assets at beginning of year2023-01-01$5,684,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$39,887
Total interest from all sources2023-01-01$7,934
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$109,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$109,690
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$393,231
Participant contributions at end of year2023-01-01$143,626
Participant contributions at beginning of year2023-01-01$112,008
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$138,616
Other income not declared elsewhere2023-01-01$436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,053,727
Value of net assets at end of year (total assets less liabilities)2023-01-01$6,738,156
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$5,684,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$4,781,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$4,136,163
Value of interest in pooled separate accounts at end of year2023-01-01$254,058
Value of interest in pooled separate accounts at beginning of year2023-01-01$250,518
Interest on participant loans2023-01-01$7,934
Value of interest in common/collective trusts at end of year2023-01-01$1,559,429
Value of interest in common/collective trusts at beginning of year2023-01-01$1,169,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$626,170
Net investment gain/loss from pooled separate accounts2023-01-01$21,780
Net investment gain or loss from common/collective trusts2023-01-01$208,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$236,635
Employer contributions (assets) at beginning of year2023-01-01$16,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$648,932
Contract administrator fees2023-01-01$39,887
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2023-01-01273858252
2022 : ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$28,452
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-360,455
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$694,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$652,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$739,551
Value of total assets at end of year2022-12-31$5,684,429
Value of total assets at beginning of year2022-12-31$6,767,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,037
Total interest from all sources2022-12-31$4,555
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$80,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$80,855
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$417,162
Participant contributions at end of year2022-12-31$112,008
Participant contributions at beginning of year2022-12-31$93,280
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,574
Other income not declared elsewhere2022-12-31$293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,055,025
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,684,429
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,767,906
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$4,136,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,164,360
Value of interest in pooled separate accounts at end of year2022-12-31$250,518
Value of interest in pooled separate accounts at beginning of year2022-12-31$324,698
Interest on participant loans2022-12-31$4,555
Value of interest in common/collective trusts at end of year2022-12-31$1,169,358
Value of interest in common/collective trusts at beginning of year2022-12-31$1,185,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-991,070
Net investment gain/loss from pooled separate accounts2022-12-31$-16,913
Net investment gain or loss from common/collective trusts2022-12-31$-177,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$311,815
Employer contributions (assets) at end of year2022-12-31$16,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$652,533
Contract administrator fees2022-12-31$42,037
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 name2022-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2022-12-31273858252
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$28,452
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-360,455
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$694,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$652,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$739,551
Value of total assets at end of year2022-01-01$5,684,429
Value of total assets at beginning of year2022-01-01$6,767,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$42,037
Total interest from all sources2022-01-01$4,555
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$80,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$80,855
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$417,162
Participant contributions at end of year2022-01-01$112,008
Participant contributions at beginning of year2022-01-01$93,280
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$10,574
Other income not declared elsewhere2022-01-01$293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,055,025
Value of net assets at end of year (total assets less liabilities)2022-01-01$5,684,429
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$6,767,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$4,136,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$5,164,360
Value of interest in pooled separate accounts at end of year2022-01-01$250,518
Value of interest in pooled separate accounts at beginning of year2022-01-01$324,698
Interest on participant loans2022-01-01$4,555
Value of interest in common/collective trusts at end of year2022-01-01$1,169,358
Value of interest in common/collective trusts at beginning of year2022-01-01$1,185,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-991,070
Net investment gain/loss from pooled separate accounts2022-01-01$-16,913
Net investment gain or loss from common/collective trusts2022-01-01$-177,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$311,815
Employer contributions (assets) at end of year2022-01-01$16,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$652,533
Contract administrator fees2022-01-01$42,037
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2022-01-01273858252
2021 : ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$6,157,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,597,741
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$987,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$940,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$804,945
Value of total assets at end of year2021-12-31$6,767,906
Value of total assets at beginning of year2021-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,334
Total interest from all sources2021-12-31$5,161
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$92,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$92,132
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$441,837
Participant contributions at end of year2021-12-31$93,280
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$54,147
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$610,061
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,767,906
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$0
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$5,164,360
Value of interest in pooled separate accounts at end of year2021-12-31$324,698
Interest on participant loans2021-12-31$5,161
Value of interest in common/collective trusts at end of year2021-12-31$1,185,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$431,100
Net investment gain/loss from pooled separate accounts2021-12-31$56,192
Net investment gain or loss from common/collective trusts2021-12-31$208,211
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$308,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$940,346
Contract administrator fees2021-12-31$47,334
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 name2021-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2021-12-31273858252

Form 5500 Responses for ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN

2023: ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: ALLTECH BEVERAGE DIVISION, LLC 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number820462
Policy instance 1
Insurance contract or identification number820462
Number of Individuals Covered134
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $639
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number820462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number820462
Policy instance 1

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