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HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameHOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOLLAND MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOLLAND MANAGEMENT, INC.
Employer identification number (EIN):341757398
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about HOLLAND MANAGEMENT, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1994-02-03
Company Identification Number: 863826
Legal Registered Office Address: P O BOX 345
-
SHARON CENTER
United States of America (USA)
44274

More information about HOLLAND MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LESLIE O'BRYAN2023-10-06
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHARLES DURKOT, E.A. CHARLES DURKOT, E.A.2018-10-09
0012016-01-01CHARLES DURKOT, E.A. CHARLES DURKOT, E.A.2017-10-12
0012015-01-01CHARLES DURKOT, E.A. CHARLES DURKOT, E.A.2016-10-10
0012014-01-01CHARLES DURKOT, E.A. CHARLES DURKOT, E.A.2015-10-14
0012013-01-01JANET HARRIS
0012012-01-01JANET HARRIS
0012011-01-01JANET HARRIS
0012009-01-01JANET HARRIS

Plan Statistics for HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01290
Total number of active participants reported on line 7a of the Form 55002022-01-01334
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01355
Number of participants with account balances2022-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01357
Total number of active participants reported on line 7a of the Form 55002021-01-01316
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01343
Number of participants with account balances2021-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01403
Total number of active participants reported on line 7a of the Form 55002020-01-01320
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01337
Number of participants with account balances2020-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01397
Total number of active participants reported on line 7a of the Form 55002019-01-01299
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01320
Number of participants with account balances2019-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01409
Total number of active participants reported on line 7a of the Form 55002018-01-01294
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01317
Number of participants with account balances2018-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01376
Total number of active participants reported on line 7a of the Form 55002017-01-01375
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01387
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01303
Total number of active participants reported on line 7a of the Form 55002016-01-01256
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01273
Number of participants with account balances2016-01-01998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01231
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01247
Number of participants with account balances2015-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01298
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01114
Number of participants with account balances2014-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01308
Total number of active participants reported on line 7a of the Form 55002013-01-01265
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01286
Number of participants with account balances2013-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01340
Total number of active participants reported on line 7a of the Form 55002012-01-01260
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01282
Number of participants with account balances2012-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01316
Total number of active participants reported on line 7a of the Form 55002011-01-01257
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01284
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01312
Total number of active participants reported on line 7a of the Form 55002009-01-01283
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01301
Number of participants with account balances2009-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,993
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$595,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$494,317
Value of total corrective distributions2022-12-31$58,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$454,015
Value of total assets at end of year2022-12-31$3,228,923
Value of total assets at beginning of year2022-12-31$3,832,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,620
Total interest from all sources2022-12-31$3,047
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$42,620
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$299,483
Participant contributions at end of year2022-12-31$101,131
Participant contributions at beginning of year2022-12-31$77,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-603,998
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,228,923
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,832,921
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$3,090,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,755,222
Interest on participant loans2022-12-31$3,047
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$42,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-466,055
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$154,532
Employer contributions (assets) at end of year2022-12-31$-4,938
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$494,317
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RW CORWIN & COMPANY
Accountancy firm EIN2022-12-31341630230
2021 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$935,773
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$143,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$81,427
Value of total corrective distributions2021-12-31$5,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$428,951
Value of total assets at end of year2021-12-31$3,832,921
Value of total assets at beginning of year2021-12-31$3,040,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,499
Total interest from all sources2021-12-31$3,505
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
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$269,919
Participant contributions at end of year2021-12-31$77,023
Participant contributions at beginning of year2021-12-31$51,965
Participant contributions at beginning of year2021-12-31$50
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$792,287
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,832,921
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,040,634
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$22,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,755,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,976,174
Interest on participant loans2021-12-31$3,505
Value of interest in common/collective trusts at end of year2021-12-31$676
Value of interest in common/collective trusts at beginning of year2021-12-31$4,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$503,430
Net investment gain or loss from common/collective trusts2021-12-31$-113
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$159,032
Employer contributions (assets) at beginning of year2021-12-31$7,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$81,427
Contract administrator fees2021-12-31$33,916
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RW CORWIN & COMPANY
Accountancy firm EIN2021-12-31341630230
2020 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$613,713
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$489,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$404,332
Value of total corrective distributions2020-12-31$31,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$399,781
Value of total assets at end of year2020-12-31$3,040,634
Value of total assets at beginning of year2020-12-31$2,916,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,551
Total interest from all sources2020-12-31$4,175
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$242,034
Participant contributions at end of year2020-12-31$51,965
Participant contributions at beginning of year2020-12-31$70,898
Participant contributions at end of year2020-12-31$50
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$124,259
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,040,634
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,916,375
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
Investment advisory and management fees2020-12-31$18,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,976,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,842,587
Interest on participant loans2020-12-31$4,175
Value of interest in common/collective trusts at end of year2020-12-31$4,468
Value of interest in common/collective trusts at beginning of year2020-12-31$2,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$209,765
Net investment gain or loss from common/collective trusts2020-12-31$-8
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$157,747
Employer contributions (assets) at end of year2020-12-31$7,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$404,332
Contract administrator fees2020-12-31$34,730
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 name2020-12-31RW CORWIN & COMPANY
Accountancy firm EIN2020-12-31341630230
2019 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 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$0
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$875,066
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$399,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$321,197
Value of total corrective distributions2019-12-31$20,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$368,049
Value of total assets at end of year2019-12-31$2,916,375
Value of total assets at beginning of year2019-12-31$2,440,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,102
Total interest from all sources2019-12-31$4,257
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
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$231,554
Participant contributions at end of year2019-12-31$70,898
Participant contributions at beginning of year2019-12-31$54,666
Participant contributions at beginning of year2019-12-31$49
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$475,940
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,916,375
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,440,435
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
Investment advisory and management fees2019-12-31$17,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,842,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,384,245
Interest on participant loans2019-12-31$4,257
Value of interest in common/collective trusts at end of year2019-12-31$2,890
Value of interest in common/collective trusts at beginning of year2019-12-31$1,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$502,759
Net investment gain or loss from common/collective trusts2019-12-31$1
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$136,495
Employer contributions (assets) at beginning of year2019-12-31$49
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$321,197
Contract administrator fees2019-12-31$40,095
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 name2019-12-31RW CORWIN & COMPANY
Accountancy firm EIN2019-12-31341630230
2018 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 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$212,331
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$164,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$87,738
Value of total corrective distributions2018-12-31$20,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$401,088
Value of total assets at end of year2018-12-31$2,440,435
Value of total assets at beginning of year2018-12-31$2,392,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,944
Total interest from all sources2018-12-31$2,961
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$257,835
Participant contributions at end of year2018-12-31$54,666
Participant contributions at beginning of year2018-12-31$28,909
Participant contributions at end of year2018-12-31$49
Participant contributions at beginning of year2018-12-31$14,701
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$48,202
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,440,435
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,392,233
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
Investment advisory and management fees2018-12-31$18,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,384,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,339,983
Interest on participant loans2018-12-31$2,961
Value of interest in common/collective trusts at end of year2018-12-31$1,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-191,713
Net investment gain or loss from common/collective trusts2018-12-31$-5
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$143,253
Employer contributions (assets) at end of year2018-12-31$49
Employer contributions (assets) at beginning of year2018-12-31$8,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$87,738
Contract administrator fees2018-12-31$37,886
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 name2018-12-31RW CORWIN & COMPANY
Accountancy firm EIN2018-12-31341630230
2017 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 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$636,230
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$197,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$152,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$305,064
Value of total assets at end of year2017-12-31$2,392,233
Value of total assets at beginning of year2017-12-31$1,953,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,425
Total interest from all sources2017-12-31$1,479
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 period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$190,569
Participant contributions at end of year2017-12-31$14,701
Participant contributions at beginning of year2017-12-31$9,245
Assets. Loans (other than to participants) at end of year2017-12-31$28,909
Assets. Loans (other than to participants) at beginning of year2017-12-31$26,280
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$438,731
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,392,233
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,953,502
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
Investment advisory and management fees2017-12-31$16,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,339,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,912,764
Income. Interest from loans (other than to participants)2017-12-31$1,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$329,687
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$114,495
Employer contributions (assets) at end of year2017-12-31$8,640
Employer contributions (assets) at beginning of year2017-12-31$5,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$152,074
Contract administrator fees2017-12-31$29,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31RW CORWIN & COMPANY
Accountancy firm EIN2017-12-31341630230
2016 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$340,315
Total of all expenses incurred2016-12-31$225,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$167,457
Value of total corrective distributions2016-12-31$15,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$224,297
Value of total assets at end of year2016-12-31$1,953,502
Value of total assets at beginning of year2016-12-31$1,838,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,825
Total interest from all sources2016-12-31$661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$134,042
Participant contributions at end of year2016-12-31$26,280
Participant contributions at beginning of year2016-12-31$11,551
Participant contributions at end of year2016-12-31$9,245
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$114,771
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,953,502
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,838,731
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
Investment advisory and management fees2016-12-31$14,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,912,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,827,180
Interest on participant loans2016-12-31$661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$115,357
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$90,255
Employer contributions (assets) at end of year2016-12-31$5,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$167,457
Contract administrator fees2016-12-31$28,001
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 name2016-12-31RW CORWIN & COMPANY
Accountancy firm EIN2016-12-31341630230
2015 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total income from all sources (including contributions)2015-12-31$184,869
Total of all expenses incurred2015-12-31$349,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$308,163
Value of total corrective distributions2015-12-31$7,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$212,481
Value of total assets at end of year2015-12-31$1,838,731
Value of total assets at beginning of year2015-12-31$2,003,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,326
Total interest from all sources2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$118,395
Participant contributions at end of year2015-12-31$11,551
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-164,629
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,838,731
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,003,360
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$14,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,827,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,003,360
Interest on participant loans2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-27,612
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$94,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$308,163
Contract administrator fees2015-12-31$19,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31RW CORWIN & COMPANY
Accountancy firm EIN2015-12-31341630230
2014 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$294,330
Total of all expenses incurred2014-12-31$320,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$279,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$239,402
Value of total assets at end of year2014-12-31$2,003,360
Value of total assets at beginning of year2014-12-31$2,029,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,755
Total interest from all sources2014-12-31$1,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$135,290
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-26,526
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,003,360
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,029,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,003,360
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,574,874
Interest earned on other investments2014-12-31$1,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$455,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$34,246
Net investment gain/loss from pooled separate accounts2014-12-31$19,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$104,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$279,101
Contract administrator fees2014-12-31$29,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RW CORWIN & COMPANY
Accountancy firm EIN2014-12-31341630230
2013 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$622,259
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$418,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$383,236
Value of total corrective distributions2013-12-31$31,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$240,379
Value of total assets at end of year2013-12-31$2,029,886
Value of total assets at beginning of year2013-12-31$1,825,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,890
Total interest from all sources2013-12-31$6,184
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$125,587
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$204,069
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,029,886
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,825,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,574,874
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,328,423
Interest earned on other investments2013-12-31$6,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$455,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$497,394
Net investment gain/loss from pooled separate accounts2013-12-31$375,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$86,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$383,236
Contract administrator fees2013-12-31$3,890
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RW CORWIN & COMPANY
Accountancy firm EIN2013-12-31341630230
2012 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$434,462
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$381,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$364,903
Value of total corrective distributions2012-12-31$12,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$240,649
Value of total assets at end of year2012-12-31$1,825,817
Value of total assets at beginning of year2012-12-31$1,772,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,986
Total interest from all sources2012-12-31$6,977
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$144,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$53,247
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,825,817
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,772,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,328,423
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,296,177
Interest earned on other investments2012-12-31$6,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$497,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$476,393
Net investment gain/loss from pooled separate accounts2012-12-31$186,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$96,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$364,903
Contract administrator fees2012-12-31$3,986
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RW CORWIN & COMPANY
Accountancy firm EIN2012-12-31341630230
2011 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$218,684
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$396,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$357,491
Value of total corrective distributions2011-12-31$35,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$246,911
Value of total assets at end of year2011-12-31$1,772,570
Value of total assets at beginning of year2011-12-31$1,950,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,238
Total interest from all sources2011-12-31$7,795
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$152,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-178,259
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,772,570
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,950,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,296,177
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,474,407
Interest earned on other investments2011-12-31$7,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$476,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$476,422
Net investment gain/loss from pooled separate accounts2011-12-31$-36,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$94,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$357,491
Contract administrator fees2011-12-31$4,238
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RW CORWIN & COMPANY
Accountancy firm EIN2011-12-31341630230
2010 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$514,477
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$282,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$255,054
Value of total corrective distributions2010-12-31$23,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$297,723
Value of total assets at end of year2010-12-31$1,950,829
Value of total assets at beginning of year2010-12-31$1,719,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,436
Total interest from all sources2010-12-31$8,127
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$182,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$231,787
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,950,829
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,719,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,474,407
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,275,827
Interest earned on other investments2010-12-31$8,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$476,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$443,215
Net investment gain/loss from pooled separate accounts2010-12-31$208,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$115,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$255,054
Contract administrator fees2010-12-31$4,436
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RW CORWIN & COMPANY
Accountancy firm EIN2010-12-31341630230
2009 : HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN

2022: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HOLLAND MANAGEMENT, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513886-000
Policy instance 1
Insurance contract or identification number513886-000
Number of Individuals Covered96
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $180
Total amount of fees paid to insurance companyUSD $9,470
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9470
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801676
Policy instance 1
Insurance contract or identification number801676
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,261
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $1,261
Insurance broker organization code?3
Insurance broker nameALPHA BENEFITS INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801676
Policy instance 1
Insurance contract or identification number801676
Number of Individuals Covered286
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,199
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
Commission paid to Insurance BrokerUSD $5,199
Insurance broker organization code?3
Insurance broker nameALPHA BENEFITS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801676
Policy instance 1
Insurance contract or identification number801676
Number of Individuals Covered282
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,642
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
Commission paid to Insurance BrokerUSD $4,642
Insurance broker organization code?3
Insurance broker nameALPHA BENEFITS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801676
Policy instance 1
Insurance contract or identification number801676
Number of Individuals Covered284
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,593
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801676
Policy instance 1
Insurance contract or identification number801676
Number of Individuals Covered298
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,488
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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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