401k Plan data: INTERSTATE-MCBEE RETIREMENT PLAN plan

INTERSTATE-MCBEE RETIREMENT PLAN 401k Plan overview

Plan Name	INTERSTATE-MCBEE RETIREMENT PLAN
Plan identification number	001

INTERSTATE-MCBEE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

INTERSTATE-MCBEE LLC has sponsored the creation of one or more 401k plans.

Company Name: INTERSTATE-MCBEE LLC

Employer identification number (EIN): 341922271

NAIC Classification: 336300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERSTATE-MCBEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRUCE BOLLINGER BRUCE BOLLINGER 2018-09-19
001 2016-01-01 BRUCE BOLLINGER BRUCE BOLLINGER 2017-10-16
001 2015-01-01 BRUCE BOLLINGER BRUCE BOLLINGER 2016-10-14
001 2014-01-01 BRUCE BOLLINGER BRUCE BOLLINGER 2015-10-07
001 2013-01-01 BRUCE BOLLINGER BRUCE BOLLINGER 2014-10-07
001 2012-01-01 BRUCE BOLLINGER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BRUCE BOLLINGER	BRUCE BOLLINGER	2018-09-19
001	2016-01-01	BRUCE BOLLINGER	BRUCE BOLLINGER	2017-10-16
001	2015-01-01	BRUCE BOLLINGER	BRUCE BOLLINGER	2016-10-14
001	2014-01-01	BRUCE BOLLINGER	BRUCE BOLLINGER	2015-10-07
001	2013-01-01	BRUCE BOLLINGER	BRUCE BOLLINGER	2014-10-07
001	2012-01-01	BRUCE BOLLINGER

Plan Statistics for INTERSTATE-MCBEE RETIREMENT PLAN

401k plan membership statisitcs for INTERSTATE-MCBEE RETIREMENT PLAN

Measure Date Value
2022: INTERSTATE-MCBEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 302
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 51
Total of all active and inactive participants 2022-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 363
Number of participants with account balances 2022-01-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 26
2021: INTERSTATE-MCBEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 291
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 44
Total of all active and inactive participants 2021-01-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 342
Number of participants with account balances 2021-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: INTERSTATE-MCBEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 314
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 30
Total of all active and inactive participants 2020-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 351
Number of participants with account balances 2020-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: INTERSTATE-MCBEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 254
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 283
Number of participants with account balances 2019-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 28
2018: INTERSTATE-MCBEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 341
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 367
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 399
Number of participants with account balances 2018-01-01 315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 19
2017: INTERSTATE-MCBEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 332
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 337
Number of participants with account balances 2017-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: INTERSTATE-MCBEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 304
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 70
Total of all active and inactive participants 2016-01-01 379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 6
Total participants 2016-01-01 385
Number of participants with account balances 2016-01-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 25
2015: INTERSTATE-MCBEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 308
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 66
Total of all active and inactive participants 2015-01-01 377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 6
Total participants 2015-01-01 383
Number of participants with account balances 2015-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 30
2014: INTERSTATE-MCBEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 440
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 301
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 142
Total of all active and inactive participants 2014-01-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 6
Total participants 2014-01-01 452
Number of participants with account balances 2014-01-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 15
2013: INTERSTATE-MCBEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 310
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 130
Total of all active and inactive participants 2013-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 446
Number of participants with account balances 2013-01-01 365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: INTERSTATE-MCBEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 283
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 113
Total of all active and inactive participants 2012-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 402
Number of participants with account balances 2012-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: INTERSTATE-MCBEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	302
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	51
Total of all active and inactive participants	2022-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	363
Number of participants with account balances	2022-01-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	26
2021: INTERSTATE-MCBEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	291
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	44
Total of all active and inactive participants	2021-01-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	342
Number of participants with account balances	2021-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: INTERSTATE-MCBEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	314
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	30
Total of all active and inactive participants	2020-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	351
Number of participants with account balances	2020-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: INTERSTATE-MCBEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	254
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	283
Number of participants with account balances	2019-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	28
2018: INTERSTATE-MCBEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	341
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	367
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	399
Number of participants with account balances	2018-01-01	315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	19
2017: INTERSTATE-MCBEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	332
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	337
Number of participants with account balances	2017-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: INTERSTATE-MCBEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	304
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	70
Total of all active and inactive participants	2016-01-01	379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	6
Total participants	2016-01-01	385
Number of participants with account balances	2016-01-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	25
2015: INTERSTATE-MCBEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	308
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	66
Total of all active and inactive participants	2015-01-01	377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	6
Total participants	2015-01-01	383
Number of participants with account balances	2015-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	30
2014: INTERSTATE-MCBEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	440
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	301
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	142
Total of all active and inactive participants	2014-01-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	6
Total participants	2014-01-01	452
Number of participants with account balances	2014-01-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	15
2013: INTERSTATE-MCBEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	310
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	130
Total of all active and inactive participants	2013-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	446
Number of participants with account balances	2013-01-01	365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: INTERSTATE-MCBEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	283
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	113
Total of all active and inactive participants	2012-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	402
Number of participants with account balances	2012-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on INTERSTATE-MCBEE RETIREMENT PLAN

Measure	Date	Value
2022 : INTERSTATE-MCBEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-950,277
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,226,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,193,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,134,664
Value of total assets at end of year	2022-12-31	$19,908,546
Value of total assets at beginning of year	2022-12-31	$22,085,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,369
Total interest from all sources	2022-12-31	$148,502
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$909,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$909,406
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,392,773
Participant contributions at end of year	2022-12-31	$421,592
Participant contributions at beginning of year	2022-12-31	$443,879
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$224,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,176,607
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,908,546
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,085,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,832,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,150,637
Interest on participant loans	2022-12-31	$17,411
Interest earned on other investments	2022-12-31	$131,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,654,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,490,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,142,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$517,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,193,961
Contract administrator fees	2022-12-31	$32,369
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MEADEN & MOORE
Accountancy firm EIN	2022-12-31	341818258
2021 : INTERSTATE-MCBEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$4,346,289
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,577,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,468,504
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,292,904
Value of total assets at end of year	2021-12-31	$22,085,153
Value of total assets at beginning of year	2021-12-31	$19,316,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$103,742
Total interest from all sources	2021-12-31	$137,945
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,674,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,674,463
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,416,027
Participant contributions at end of year	2021-12-31	$443,879
Participant contributions at beginning of year	2021-12-31	$291,813
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$350,370
Other income not declared elsewhere	2021-12-31	$-258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,768,581
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,085,153
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,316,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$17,150,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,540,063
Interest on participant loans	2021-12-31	$14,789
Interest earned on other investments	2021-12-31	$123,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,490,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,484,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$241,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$526,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,468,504
Contract administrator fees	2021-12-31	$103,742
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MEADEN & MOORE
Accountancy firm EIN	2021-12-31	341818258
2020 : INTERSTATE-MCBEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$4,759,307
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$460,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$324,124
Value of total corrective distributions	2020-12-31	$5,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,383,885
Value of total assets at end of year	2020-12-31	$19,316,572
Value of total assets at beginning of year	2020-12-31	$15,017,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$130,681
Total interest from all sources	2020-12-31	$119,481
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$871,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$871,034
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,331,850
Participant contributions at end of year	2020-12-31	$291,813
Participant contributions at beginning of year	2020-12-31	$170,699
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$585,841
Other income not declared elsewhere	2020-12-31	$151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,298,654
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,316,572
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,017,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$43,704
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,540,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,184,196
Interest on participant loans	2020-12-31	$10,679
Interest earned on other investments	2020-12-31	$108,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,484,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,663,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,384,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$466,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$324,124
Contract administrator fees	2020-12-31	$86,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MEADEN & MOORE
Accountancy firm EIN	2020-12-31	341818258
2019 : INTERSTATE-MCBEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$3,969,255
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$864,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$700,510
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$9,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,703,874
Value of total assets at end of year	2019-12-31	$15,017,918
Value of total assets at beginning of year	2019-12-31	$11,913,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$154,752
Total interest from all sources	2019-12-31	$136,307
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$747,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$747,977
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,188,981
Participant contributions at end of year	2019-12-31	$170,699
Participant contributions at beginning of year	2019-12-31	$177,490
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$32,154
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,104,323
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,017,918
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,913,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$149,222
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,184,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,513,959
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$9,384
Interest earned on other investments	2019-12-31	$126,923
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,663,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,222,146
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,381,097
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$482,739
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$700,510
Contract administrator fees	2019-12-31	$5,530
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MEADEN & MOORE
Accountancy firm EIN	2019-12-31	341818258
2018 : INTERSTATE-MCBEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$995,340
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$795,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$657,054
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,488,645
Value of total assets at end of year	2018-12-31	$11,913,595
Value of total assets at beginning of year	2018-12-31	$11,714,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$138,715
Total interest from all sources	2018-12-31	$126,896
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$481,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$481,468
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,117,607
Participant contributions at end of year	2018-12-31	$177,490
Participant contributions at beginning of year	2018-12-31	$221,547
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$14,336
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$199,571
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,913,595
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,714,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$133,346
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,513,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,295,585
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$9,353
Interest earned on other investments	2018-12-31	$117,543
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,222,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,196,892
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,101,669
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$356,702
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$657,054
Contract administrator fees	2018-12-31	$5,246
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MEADEN AND MOORE
Accountancy firm EIN	2018-12-31	341818258
2017 : INTERSTATE-MCBEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$2,484,670
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,636,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,616,456
Expenses. Certain deemed distributions of participant loans	2017-12-31	$999
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,211,564
Value of total assets at end of year	2017-12-31	$11,714,024
Value of total assets at beginning of year	2017-12-31	$10,866,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,314
Total interest from all sources	2017-12-31	$120,755
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$273,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$273,649
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$944,264
Participant contributions at end of year	2017-12-31	$221,547
Participant contributions at beginning of year	2017-12-31	$260,715
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$43,561
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$847,901
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,714,024
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,866,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$13,533
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,295,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,823,856
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$12,031
Interest earned on other investments	2017-12-31	$108,724
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,196,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,781,552
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$-1,444
Net investment gain/loss from pooled separate accounts	2017-12-31	$880,146
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$223,739
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,616,456
Contract administrator fees	2017-12-31	$5,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MEADEN & MOORE
Accountancy firm EIN	2017-12-31	341818258
2016 : INTERSTATE-MCBEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,836,067
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$352,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$347,853
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,308,334
Value of total assets at end of year	2016-12-31	$10,866,123
Value of total assets at beginning of year	2016-12-31	$9,382,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,569
Total interest from all sources	2016-12-31	$117,681
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$961,552
Participant contributions at end of year	2016-12-31	$260,715
Participant contributions at beginning of year	2016-12-31	$248,015
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$73,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,483,458
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,866,123
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,382,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,823,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,805,133
Interest on participant loans	2016-12-31	$11,823
Interest earned on other investments	2016-12-31	$105,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,781,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,329,517
Net investment gain/loss from pooled separate accounts	2016-12-31	$410,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$272,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$347,853
Contract administrator fees	2016-12-31	$3,569
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MEADEN & MOORE, LTD
Accountancy firm EIN	2016-12-31	341818258
2015 : INTERSTATE-MCBEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,248,467
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$531,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$526,282
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,190,698
Value of total assets at end of year	2015-12-31	$9,382,665
Value of total assets at beginning of year	2015-12-31	$8,665,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,110
Total interest from all sources	2015-12-31	$99,620
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$4,110
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$880,800
Participant contributions at end of year	2015-12-31	$248,015
Participant contributions at beginning of year	2015-12-31	$211,548
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$44,162
Other income not declared elsewhere	2015-12-31	$458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$717,322
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,382,665
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,665,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,805,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,685,235
Interest on participant loans	2015-12-31	$11,007
Interest earned on other investments	2015-12-31	$88,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,329,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,768,560
Net investment gain/loss from pooled separate accounts	2015-12-31	$-42,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$265,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$526,282
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PALMISANO & ASSOCIATES
Accountancy firm EIN	2015-12-31	341259289
2014 : INTERSTATE-MCBEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,377,509
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$435,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$428,538
Value of total corrective distributions	2014-12-31	$3,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$970,525
Value of total assets at end of year	2014-12-31	$8,665,343
Value of total assets at beginning of year	2014-12-31	$7,723,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,125
Total interest from all sources	2014-12-31	$92,346
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$741,606
Participant contributions at end of year	2014-12-31	$211,548
Participant contributions at beginning of year	2014-12-31	$185,485
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$12,142
Other income not declared elsewhere	2014-12-31	$7
Administrative expenses (other) incurred	2014-12-31	$3,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$942,231
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,665,343
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,723,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,685,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,928,011
Interest on participant loans	2014-12-31	$10,478
Interest earned on other investments	2014-12-31	$81,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,768,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,609,616
Net investment gain/loss from pooled separate accounts	2014-12-31	$314,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$216,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$428,538
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PALMISANO & ASSOCIATES
Accountancy firm EIN	2014-12-31	341259289
2013 : INTERSTATE-MCBEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$1,737,108
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$681,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$667,368
Value of total corrective distributions	2013-12-31	$11,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$842,218
Value of total assets at end of year	2013-12-31	$7,723,112
Value of total assets at beginning of year	2013-12-31	$6,667,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,061
Total interest from all sources	2013-12-31	$86,218
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$638,644
Participant contributions at end of year	2013-12-31	$185,485
Participant contributions at beginning of year	2013-12-31	$157,532
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$16,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,056,020
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,723,112
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,667,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,928,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,036,078
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$7,512
Interest earned on other investments	2013-12-31	$78,706
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,609,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,473,482
Net investment gain/loss from pooled separate accounts	2013-12-31	$808,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$186,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$667,368
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$2,061
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PALMISANO & ASSOCIATES
Accountancy firm EIN	2013-12-31	341259289
2012 : INTERSTATE-MCBEE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$1,485,934
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$411,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$409,281
Value of total corrective distributions	2012-12-31	$1,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$929,731
Value of total assets at end of year	2012-12-31	$6,667,092
Value of total assets at beginning of year	2012-12-31	$5,592,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,371
Total interest from all sources	2012-12-31	$81,671
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$578,674
Participant contributions at end of year	2012-12-31	$157,532
Participant contributions at beginning of year	2012-12-31	$155,011
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$114,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,074,240
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,667,092
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,592,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,036,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,124,932
Interest on participant loans	2012-12-31	$3,358
Interest earned on other investments	2012-12-31	$78,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,473,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,312,909
Net investment gain/loss from pooled separate accounts	2012-12-31	$474,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$236,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$409,281
Contract administrator fees	2012-12-31	$1,371
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PALMISANO & ASSOCIATES
Accountancy firm EIN	2012-12-31	341259289

Form 5500 Responses for INTERSTATE-MCBEE RETIREMENT PLAN

2022: INTERSTATE-MCBEE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INTERSTATE-MCBEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INTERSTATE-MCBEE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INTERSTATE-MCBEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INTERSTATE-MCBEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INTERSTATE-MCBEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTERSTATE-MCBEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: INTERSTATE-MCBEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: INTERSTATE-MCBEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: INTERSTATE-MCBEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: INTERSTATE-MCBEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896354 087

Policy instance

Insurance contract or identification number	896354 087
Number of Individuals Covered	95
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896354 087

Policy instance

Insurance contract or identification number	896354 087
Number of Individuals Covered	101
Insurance policy start date	2021-07-25
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896354 087

Policy instance

Insurance contract or identification number	896354 087
Number of Individuals Covered	109
Insurance policy start date	2020-07-25
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62658

Policy instance

Insurance contract or identification number	MR 62658
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-07-24
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62658

Policy instance

Insurance contract or identification number	MR 62658
Number of Individuals Covered	522
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62658

Policy instance

Insurance contract or identification number	MR 62658
Number of Individuals Covered	518
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-829223

Policy instance

Insurance contract or identification number	GA-829223
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $44,281
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $44,281
Insurance broker organization code?	3
Insurance broker name	CAPFINANCIAL PARTNERS LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62658

Policy instance

Insurance contract or identification number	MR 62658
Number of Individuals Covered	587
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-829223

Policy instance

Insurance contract or identification number	GA-829223
Number of Individuals Covered	351
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $34,654
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $34,654
Insurance broker organization code?	3
Insurance broker name	CAPFINANCIAL PARTNERS LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-829223

Policy instance

Insurance contract or identification number	GA-829223
Number of Individuals Covered	409
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $31,240
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $31,240
Insurance broker organization code?	3
Insurance broker name	CAPFINANCIAL PARTNERS LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-829223

Policy instance

Insurance contract or identification number	GA-829223
Number of Individuals Covered	365
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $27,421
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $27,421
Insurance broker organization code?	3
Insurance broker name	CAPFINANCIAL PARTNERS LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-829223

Policy instance

Insurance contract or identification number	GA-829223
Number of Individuals Covered	290
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $16,756
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $16,756
Insurance broker organization code?	3
Insurance broker name	CAPFINANCIAL PARTNERS LLC

Potentially related plans

INTERSTATE-MCBEE RETIREMENT PLAN [EIN = 340672777]

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Company Name:	INTERSTATE-MCBEE LLC
Employer identification number (EIN):	341922271
NAIC Classification:	336300