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MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MCACONNECT, LLC has sponsored the creation of one or more 401k plans.

Company Name:MCACONNECT, LLC
Employer identification number (EIN):331000228
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Additional information about MCACONNECT, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 2002-04-12
Company Identification Number: 3513700
Legal Registered Office Address: Corporation Trust Center
1209 Orange St
Wilmington
United States of America (USA)
19801

More information about MCACONNECT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID G DURHAM
0012016-01-01DAVID G DURHAM
0012015-01-01DAVID DURHAM
0012014-01-01DAVID DURHAM2015-07-23

Plan Statistics for MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2023: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01299
Total number of active participants reported on line 7a of the Form 55002023-01-01284
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0148
Total of all active and inactive participants2023-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01333
Number of participants with account balances2023-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0110
2022: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01294
Total number of active participants reported on line 7a of the Form 55002022-01-01244
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01299
Total participants2022-01-01299
Number of participants with account balances2022-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01260
Total number of active participants reported on line 7a of the Form 55002021-01-01233
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01294
Number of participants with account balances2021-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01247
Total number of active participants reported on line 7a of the Form 55002020-01-01201
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01258
Number of participants with account balances2020-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01194
Total number of active participants reported on line 7a of the Form 55002019-01-01191
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01247
Number of participants with account balances2019-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01161
Total number of active participants reported on line 7a of the Form 55002018-01-01153
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01194
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0138
Number of participants with account balances2017-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01161
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01144
Total participants2016-01-01144
Number of participants with account balances2016-01-01122
2015: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-01138
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01161
Total participants2015-01-01161
Number of participants with account balances2015-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$8,268,838
Total of all expenses incurred2023-12-31$2,367,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,259,226
Expenses. Certain deemed distributions of participant loans2023-12-31$23,452
Value of total corrective distributions2023-12-31$9,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,381,784
Value of total assets at end of year2023-12-31$25,199,945
Value of total assets at beginning of year2023-12-31$19,298,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$75,290
Total interest from all sources2023-12-31$6,788
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$433,573
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$433,573
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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$2,961,341
Participant contributions at end of year2023-12-31$104,325
Participant contributions at beginning of year2023-12-31$109,850
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$540
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$315,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,901,771
Value of net assets at end of year (total assets less liabilities)2023-12-31$25,199,945
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$19,298,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$33,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$24,508,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,694,060
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$339,797
Interest on participant loans2023-12-31$6,777
Value of interest in common/collective trusts at end of year2023-12-31$586,963
Value of interest in common/collective trusts at beginning of year2023-12-31$153,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,430,513
Net investment gain/loss from pooled separate accounts2023-12-31$2,519
Net investment gain or loss from common/collective trusts2023-12-31$13,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,105,163
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,259,226
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
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 name2023-12-31RUBINBROWN LLP
Accountancy firm EIN2023-12-31430765316
2022 : MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
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$28,332
Total income from all sources (including contributions)2022-12-31$209,309
Total of all expenses incurred2022-12-31$2,567,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,465,803
Expenses. Certain deemed distributions of participant loans2022-12-31$37,225
Value of total corrective distributions2022-12-31$23
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,242,292
Value of total assets at end of year2022-12-31$19,298,174
Value of total assets at beginning of year2022-12-31$21,684,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,548
Total interest from all sources2022-12-31$4,751
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$373,615
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$373,615
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,432,874
Participant contributions at end of year2022-12-31$109,850
Participant contributions at beginning of year2022-12-31$153,490
Participant contributions at end of year2022-12-31$540
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$839,599
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$28,332
Administrative expenses (other) incurred2022-12-31$31,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,358,290
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,298,174
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,656,464
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
Investment advisory and management fees2022-12-31$33,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,694,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,971,626
Value of interest in pooled separate accounts at end of year2022-12-31$339,797
Value of interest in pooled separate accounts at beginning of year2022-12-31$558,648
Interest on participant loans2022-12-31$4,751
Value of interest in common/collective trusts at end of year2022-12-31$153,035
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,417,511
Net investment gain/loss from pooled separate accounts2022-12-31$4,737
Net investment gain or loss from common/collective trusts2022-12-31$1,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$969,819
Employer contributions (assets) at end of year2022-12-31$540
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,465,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31RUBINBROWN LLP
Accountancy firm EIN2022-12-31430765316
2021 : MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$28,332
Total income from all sources (including contributions)2021-12-31$6,051,751
Total of all expenses incurred2021-12-31$1,694,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,645,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,198,736
Value of total assets at end of year2021-12-31$21,684,796
Value of total assets at beginning of year2021-12-31$17,299,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,940
Total interest from all sources2021-12-31$5,634
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$421,491
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$421,491
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 period2021-12-31Yes
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$2,243,898
Participant contributions at end of year2021-12-31$153,490
Participant contributions at beginning of year2021-12-31$108,068
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$210,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$28,332
Administrative expenses (other) incurred2021-12-31$33,440
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$4,356,782
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,656,464
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,299,682
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
Investment advisory and management fees2021-12-31$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,971,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,616,191
Value of interest in pooled separate accounts at end of year2021-12-31$558,648
Value of interest in pooled separate accounts at beginning of year2021-12-31$575,423
Interest on participant loans2021-12-31$5,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,422,333
Net investment gain/loss from pooled separate accounts2021-12-31$3,557
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$744,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,645,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31RUBINBROWN LLP
Accountancy firm EIN2021-12-31430765316
2020 : MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,372,342
Total of all expenses incurred2020-12-31$1,951,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,926,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,858,223
Value of total assets at end of year2020-12-31$17,299,682
Value of total assets at beginning of year2020-12-31$13,878,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,690
Total interest from all sources2020-12-31$10,730
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$207,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$207,172
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$2,022,862
Participant contributions at end of year2020-12-31$108,068
Participant contributions at beginning of year2020-12-31$215,974
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$73,112
Administrative expenses (other) incurred2020-12-31$24,690
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$3,421,275
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,299,682
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,878,407
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$16,616,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,064,777
Value of interest in pooled separate accounts at end of year2020-12-31$575,423
Value of interest in pooled separate accounts at beginning of year2020-12-31$597,656
Interest on participant loans2020-12-31$10,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,288,751
Net investment gain/loss from pooled separate accounts2020-12-31$7,466
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$762,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,926,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RUBINBROWN LLP
Accountancy firm EIN2020-12-31430765316
2019 : MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,952,728
Total of all expenses incurred2019-12-31$1,240,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,224,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,459,657
Value of total assets at end of year2019-12-31$13,878,407
Value of total assets at beginning of year2019-12-31$10,165,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,392
Total interest from all sources2019-12-31$12,621
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$240,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$240,136
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,648,497
Participant contributions at end of year2019-12-31$215,974
Participant contributions at beginning of year2019-12-31$186,489
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$166,805
Administrative expenses (other) incurred2019-12-31$15,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,712,481
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,878,407
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,165,926
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$13,064,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,562,833
Value of interest in pooled separate accounts at end of year2019-12-31$597,656
Value of interest in pooled separate accounts at beginning of year2019-12-31$37,169
Interest on participant loans2019-12-31$12,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$379,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,234,087
Net investment gain/loss from pooled separate accounts2019-12-31$6,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$644,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,224,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31RUBINBROWN LLP
Accountancy firm EIN2019-12-31430765316
2018 : MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,233,365
Total of all expenses incurred2018-12-31$417,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$403,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,965,028
Value of total assets at end of year2018-12-31$10,165,926
Value of total assets at beginning of year2018-12-31$9,349,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,038
Total interest from all sources2018-12-31$7,052
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$173,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$173,037
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,255,932
Participant contributions at end of year2018-12-31$186,489
Participant contributions at beginning of year2018-12-31$117,051
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$149,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$14,038
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$816,121
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,165,926
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,349,805
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$9,562,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,008,576
Value of interest in pooled separate accounts at end of year2018-12-31$37,169
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$7,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$379,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$224,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-911,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$559,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$403,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31RUBINBROWN LLP
Accountancy firm EIN2018-12-31430765316
2017 : MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,145,276
Total of all expenses incurred2017-12-31$1,013,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,000,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,731,155
Value of total assets at end of year2017-12-31$9,349,805
Value of total assets at beginning of year2017-12-31$7,217,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,577
Total interest from all sources2017-12-31$6,998
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$127,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$127,040
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,080,660
Participant contributions at end of year2017-12-31$117,051
Participant contributions at beginning of year2017-12-31$199,790
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$159,411
Administrative expenses (other) incurred2017-12-31$12,577
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$2,131,832
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,349,805
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,217,973
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$9,008,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,543,284
Interest on participant loans2017-12-31$6,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$224,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$474,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,280,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$491,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,000,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31RUBINBROWN LLP
Accountancy firm EIN2017-12-31430765316
2016 : MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,073,048
Total of all expenses incurred2016-12-31$1,083,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,075,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,507,009
Value of total assets at end of year2016-12-31$7,217,973
Value of total assets at beginning of year2016-12-31$6,228,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,875
Total interest from all sources2016-12-31$8,351
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$193,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$193,994
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$970,060
Participant contributions at end of year2016-12-31$199,790
Participant contributions at beginning of year2016-12-31$253,172
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$100,139
Other income not declared elsewhere2016-12-31$1,900
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$989,773
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,217,973
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,228,200
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$6,543,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,748,262
Interest on participant loans2016-12-31$8,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$474,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$226,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$361,794
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$436,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,075,400
Contract administrator fees2016-12-31$7,875
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 name2016-12-31RUBINBROWN LLP
Accountancy firm EIN2016-12-31430765316
2015 : MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,292,126
Total of all expenses incurred2015-12-31$287,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$281,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,346,999
Value of total assets at end of year2015-12-31$6,228,200
Value of total assets at beginning of year2015-12-31$4,223,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,816
Total interest from all sources2015-12-31$8,852
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$233,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$233,403
Administrative expenses professional fees incurred2015-12-31$1,329
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,255,707
Participant contributions at end of year2015-12-31$253,172
Participant contributions at beginning of year2015-12-31$142,665
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$544,197
Other income not declared elsewhere2015-12-31$1,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,004,660
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,228,200
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,223,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,748,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,941,751
Interest on participant loans2015-12-31$8,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$226,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$139,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-298,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$547,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$281,650
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RUBINBROWN LLP
Accountancy firm EIN2015-12-31430765316

Form 5500 Responses for MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN

2023: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS 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: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS 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: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS 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: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS 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: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS 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: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS 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: MCACONNECT, LLC 401(K) RETIREMENT SAVINGS 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513788
Policy instance 1
Insurance contract or identification number513788
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-05-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513788
Policy instance 1
Insurance contract or identification number513788
Number of Individuals Covered236
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512239
Policy instance 1
Insurance contract or identification number512239
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-04-13
Total amount of commissions paid to insurance brokerUSD $596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $596
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513788
Policy instance 2
Insurance contract or identification number513788
Number of Individuals Covered221
Insurance policy start date2021-03-05
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512239
Policy instance 1
Insurance contract or identification number512239
Number of Individuals Covered204
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,720
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512239
Policy instance 1
Insurance contract or identification number512239
Number of Individuals Covered190
Insurance policy start date2019-01-01
Insurance policy end date2019-05-10
Total amount of commissions paid to insurance brokerUSD $1,426
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 $1,426
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512239
Policy instance 1
Insurance contract or identification number512239
Number of Individuals Covered153
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,131
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 $1,131
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512239
Policy instance 1
Insurance contract or identification number512239
Number of Individuals Covered129
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,006
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 $1,006
Insurance broker organization code?3
Insurance broker nameDANIEL NEMMERS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512239-000
Policy instance 1
Insurance contract or identification number512239-000
Number of Individuals Covered129
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $532
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 $532
Insurance broker organization code?3
Insurance broker nameDANIEL NEMMERS

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