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THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 401k Plan overview

Plan NameTHE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI
Plan identification number 001

THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 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

THE SYCUAN BAND OF THE KUMEYAAY NATION has sponsored the creation of one or more 401k plans.

Company Name:THE SYCUAN BAND OF THE KUMEYAAY NATION
Employer identification number (EIN):330881662
NAIC Classification:713200
NAIC Description: Gambling Industries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI

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
0012019-01-01
0012018-01-01
0012017-01-01MAUREEN KERR MAUREEN KERR2018-10-10
0012016-01-01MAUREEN KERR MAUREEN KERR2017-07-24

Plan Statistics for THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI

401k plan membership statisitcs for THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI

Measure Date Value
2022: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2022 401k membership
Total participants, beginning-of-year2022-01-012,532
Total number of active participants reported on line 7a of the Form 55002022-01-012,055
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,097
Total of all active and inactive participants2022-01-013,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-013,153
Number of participants with account balances2022-01-013,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2021 401k membership
Total participants, beginning-of-year2021-01-012,152
Total number of active participants reported on line 7a of the Form 55002021-01-011,747
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01313
Total of all active and inactive participants2021-01-012,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,061
Number of participants with account balances2021-01-011,393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2020 401k membership
Total participants, beginning-of-year2020-01-012,116
Total number of active participants reported on line 7a of the Form 55002020-01-011,844
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01299
Total of all active and inactive participants2020-01-012,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012,144
Number of participants with account balances2020-01-011,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2019 401k membership
Total participants, beginning-of-year2019-01-012,073
Total number of active participants reported on line 7a of the Form 55002019-01-011,840
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01265
Total of all active and inactive participants2019-01-012,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,106
Number of participants with account balances2019-01-011,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2018 401k membership
Total participants, beginning-of-year2018-01-012,082
Total number of active participants reported on line 7a of the Form 55002018-01-011,834
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01224
Total of all active and inactive participants2018-01-012,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,059
Number of participants with account balances2018-01-011,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2017 401k membership
Total participants, beginning-of-year2017-01-012,038
Total number of active participants reported on line 7a of the Form 55002017-01-011,850
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01208
Total of all active and inactive participants2017-01-012,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,059
Number of participants with account balances2017-01-011,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2016 401k membership
Total participants, beginning-of-year2016-01-012,076
Total number of active participants reported on line 7a of the Form 55002016-01-011,862
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01190
Total of all active and inactive participants2016-01-012,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,053
Number of participants with account balances2016-01-011,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113

Financial Data on THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI

Measure Date Value
2022 : THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,033
Total income from all sources (including contributions)2022-12-31$-8,315,359
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,875,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,594,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,988,185
Value of total assets at end of year2022-12-31$82,470,136
Value of total assets at beginning of year2022-12-31$99,663,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$281,326
Total interest from all sources2022-12-31$175,344
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$281,326
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$5,781,506
Participant contributions at end of year2022-12-31$2,819,591
Participant contributions at beginning of year2022-12-31$2,820,071
Participant contributions at end of year2022-12-31$168
Participant contributions at beginning of year2022-12-31$168
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$336,326
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$404,679
Other income not declared elsewhere2022-12-31$-49,101
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$-17,190,734
Value of net assets at end of year (total assets less liabilities)2022-12-31$82,468,296
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$99,659,030
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$77,849,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,683,479
Value of interest in pooled separate accounts at beginning of year2022-12-31$70,511,374
Interest on participant loans2022-12-31$175,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,697,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,429,787
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$1,802,000
Employer contributions (assets) at end of year2022-12-31$1,801,270
Employer contributions (assets) at beginning of year2022-12-31$1,614,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,594,049
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,840
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,033
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 name2022-12-31WIPFLI, LLP
Accountancy firm EIN2022-12-31390758449
2021 : THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,441
Total income from all sources (including contributions)2021-12-31$18,635,386
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,463,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,111,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,586,923
Value of total assets at end of year2021-12-31$99,663,063
Value of total assets at beginning of year2021-12-31$89,488,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$352,005
Total interest from all sources2021-12-31$280,157
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$352,005
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,437,940
Participant contributions at end of year2021-12-31$2,820,071
Participant contributions at beginning of year2021-12-31$3,275,390
Participant contributions at end of year2021-12-31$168
Participant contributions at beginning of year2021-12-31$522
Assets. Other investments not covered elsewhere at end of year2021-12-31$336,326
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$482,991
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$534,778
Other income not declared elsewhere2021-12-31$47,573
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$10,172,048
Value of net assets at end of year (total assets less liabilities)2021-12-31$99,659,030
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$89,486,982
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$10,683,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,567,776
Value of interest in pooled separate accounts at end of year2021-12-31$70,511,374
Value of interest in pooled separate accounts at beginning of year2021-12-31$62,450,737
Interest on participant loans2021-12-31$280,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,697,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,348,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,720,733
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$1,614,205
Employer contributions (assets) at end of year2021-12-31$1,614,205
Employer contributions (assets) at beginning of year2021-12-31$1,362,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,111,333
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,033
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,441
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 name2021-12-31WIPFLI, LLP
Accountancy firm EIN2021-12-31390758449
2020 : THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,275
Total income from all sources (including contributions)2020-12-31$16,840,498
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,598,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,282,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,298,637
Value of total assets at end of year2020-12-31$89,488,423
Value of total assets at beginning of year2020-12-31$94,246,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$316,089
Total interest from all sources2020-12-31$233,965
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,343,982
Participant contributions at end of year2020-12-31$3,275,390
Participant contributions at beginning of year2020-12-31$3,318,256
Participant contributions at end of year2020-12-31$522
Participant contributions at beginning of year2020-12-31$115
Assets. Other investments not covered elsewhere at end of year2020-12-31$482,991
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$766,790
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$592,522
Other income not declared elsewhere2020-12-31$7,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-4,758,018
Value of net assets at end of year (total assets less liabilities)2020-12-31$89,486,982
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$94,245,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,567,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,666,190
Value of interest in pooled separate accounts at end of year2020-12-31$62,450,737
Value of interest in pooled separate accounts at beginning of year2020-12-31$67,506,849
Interest on participant loans2020-12-31$233,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,348,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,476,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,300,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,362,133
Employer contributions (assets) at end of year2020-12-31$1,362,133
Employer contributions (assets) at beginning of year2020-12-31$1,511,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,282,427
Contract administrator fees2020-12-31$316,089
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,441
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,275
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390758449
2019 : THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,501,030
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,590,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,231,333
Expenses. Certain deemed distributions of participant loans2019-12-31$20,999
Value of total corrective distributions2019-12-31$1,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,670,939
Value of total assets at end of year2019-12-31$94,246,275
Value of total assets at beginning of year2019-12-31$78,334,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$336,530
Total interest from all sources2019-12-31$14,830,091
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$7,320
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,871,555
Participant contributions at end of year2019-12-31$3,318,256
Participant contributions at beginning of year2019-12-31$3,367,723
Participant contributions at end of year2019-12-31$115
Participant contributions at beginning of year2019-12-31$200
Assets. Other investments not covered elsewhere at end of year2019-12-31$766,790
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$535,988
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$273,787
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$4,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$15,910,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$94,245,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$78,334,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,666,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,059,875
Value of interest in pooled separate accounts at end of year2019-12-31$67,506,849
Value of interest in pooled separate accounts at beginning of year2019-12-31$54,176,072
Interest on participant loans2019-12-31$225,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,605,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,476,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,636,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,525,597
Employer contributions (assets) at end of year2019-12-31$1,511,333
Employer contributions (assets) at beginning of year2019-12-31$1,557,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,227,230
Contract administrator fees2019-12-31$329,210
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,275
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
2018 : THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,621,745
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,500,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,109,781
Expenses. Certain deemed distributions of participant loans2018-12-31$20,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,222,411
Value of total assets at end of year2018-12-31$78,334,107
Value of total assets at beginning of year2018-12-31$81,213,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$370,123
Total interest from all sources2018-12-31$657,675
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,636,338
Participant contributions at end of year2018-12-31$3,367,723
Participant contributions at beginning of year2018-12-31$3,344,510
Participant contributions at end of year2018-12-31$200
Participant contributions at beginning of year2018-12-31$128,728
Assets. Other investments not covered elsewhere at end of year2018-12-31$535,988
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$604,225
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$28,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,878,994
Value of net assets at end of year (total assets less liabilities)2018-12-31$78,334,107
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$81,213,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,059,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,089,074
Value of interest in pooled separate accounts at end of year2018-12-31$54,176,072
Value of interest in pooled separate accounts at beginning of year2018-12-31$59,345,637
Interest on participant loans2018-12-31$204,223
Interest earned on other investments2018-12-31$798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$452,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,636,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,232,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-385,203
Net investment gain/loss from pooled separate accounts2018-12-31$-3,873,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,557,363
Employer contributions (assets) at end of year2018-12-31$1,557,363
Employer contributions (assets) at beginning of year2018-12-31$1,468,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,109,781
Contract administrator fees2018-12-31$370,123
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$16,343,380
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,515,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,377,385
Expenses. Certain deemed distributions of participant loans2017-12-31$15,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,931,078
Value of total assets at end of year2017-12-31$81,213,101
Value of total assets at beginning of year2017-12-31$70,385,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$122,761
Total interest from all sources2017-12-31$736,012
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,331,648
Participant contributions at end of year2017-12-31$3,344,510
Participant contributions at beginning of year2017-12-31$3,027,093
Participant contributions at end of year2017-12-31$128,728
Participant contributions at beginning of year2017-12-31$137,711
Assets. Other investments not covered elsewhere at end of year2017-12-31$604,225
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$473,465
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$131,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,827,402
Value of net assets at end of year (total assets less liabilities)2017-12-31$81,213,101
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$70,385,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,089,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$116,158
Value of interest in pooled separate accounts at end of year2017-12-31$59,345,637
Value of interest in pooled separate accounts at beginning of year2017-12-31$53,161,651
Interest on participant loans2017-12-31$180,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$555,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,232,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,028,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$174,935
Net investment gain/loss from pooled separate accounts2017-12-31$9,501,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,468,208
Employer contributions (assets) at end of year2017-12-31$1,468,208
Employer contributions (assets) at beginning of year2017-12-31$1,441,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,377,385
Contract administrator fees2017-12-31$122,761
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449
2016 : THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,921,438
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,687,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,637,782
Expenses. Certain deemed distributions of participant loans2016-12-31$1,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,790,882
Value of total assets at end of year2016-12-31$70,385,699
Value of total assets at beginning of year2016-12-31$66,151,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,018
Total interest from all sources2016-12-31$565,230
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,223,788
Participant contributions at end of year2016-12-31$3,027,093
Participant contributions at beginning of year2016-12-31$3,239,144
Participant contributions at end of year2016-12-31$137,711
Participant contributions at beginning of year2016-12-31$139,226
Assets. Other investments not covered elsewhere at end of year2016-12-31$473,465
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$471,358
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$125,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,233,972
Value of net assets at end of year (total assets less liabilities)2016-12-31$70,385,699
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,151,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$116,158
Value of interest in pooled separate accounts at end of year2016-12-31$53,161,651
Value of interest in pooled separate accounts at beginning of year2016-12-31$50,191,641
Interest on participant loans2016-12-31$164,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$400,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,028,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,549,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-23,725
Net investment gain/loss from pooled separate accounts2016-12-31$3,589,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,441,163
Employer contributions (assets) at end of year2016-12-31$1,441,163
Employer contributions (assets) at beginning of year2016-12-31$1,560,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,637,782
Contract administrator fees2016-12-31$48,018
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JOSEPH EVE, CERTIFIED PUBLIC ACCTS
Accountancy firm EIN2016-12-31810433949

Form 5500 Responses for THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI

2022: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SYCUAN BAND OF THE KUMEYAAY NATION 401(K) RETI 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83616-1
Policy instance 1
Insurance contract or identification numberRM 83616-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83616-1
Policy instance 1
Insurance contract or identification numberRM 83616-1
Number of Individuals Covered2061
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83616-1
Policy instance 1
Insurance contract or identification numberRM 83616-1
Number of Individuals Covered2143
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83616-1
Policy instance 1
Insurance contract or identification numberRM 83616-1
Number of Individuals Covered2073
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83616-1
Policy instance 1
Insurance contract or identification numberRM 83616-1
Number of Individuals Covered1514
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83616-1
Policy instance 1
Insurance contract or identification numberRM 83616-1
Number of Individuals Covered1487
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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