RALPH, SCHWAB & SCHIEVER, CHARTERED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN
401k plan membership statisitcs for RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN
| Measure | Date | Value |
|---|
| 2019: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 10 |
| Number of participants with account balances | 2019-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 11 |
| Number of participants with account balances | 2018-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 10 |
| Number of participants with account balances | 2017-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 10 |
| Number of participants with account balances | 2016-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 11 |
| Number of participants with account balances | 2015-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 10 |
| Number of participants with account balances | 2014-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 10 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $628,584 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $601,087 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $600,487 |
| Total plan assets at end of year | 2019-12-31 | $2,480,721 |
| Total plan assets at beginning of year | 2019-12-31 | $2,453,224 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $57,400 |
| Other income received | 2019-12-31 | $545,930 |
| Net income (gross income less expenses) | 2019-12-31 | $27,497 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,480,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,453,224 |
| Assets. Value of participant loans | 2019-12-31 | $34,561 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $25,254 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $600 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-51,796 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $35,569 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $35,239 |
| Total plan assets at end of year | 2018-12-31 | $2,453,224 |
| Total plan assets at beginning of year | 2018-12-31 | $2,540,589 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $77,571 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $3,766 |
| Other income received | 2018-12-31 | $-162,499 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-87,365 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,453,224 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,540,589 |
| Assets. Value of participant loans | 2018-12-31 | $35,358 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $29,366 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $330 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $512,483 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $43,675 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $43,345 |
| Total plan assets at end of year | 2017-12-31 | $2,540,589 |
| Total plan assets at beginning of year | 2017-12-31 | $2,071,781 |
| Value of fidelity bond covering the plan | 2017-12-31 | $275,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $87,514 |
| Other income received | 2017-12-31 | $392,768 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $468,808 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,540,589 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,071,781 |
| Assets. Value of participant loans | 2017-12-31 | $36,056 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $32,201 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $330 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $301,293 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $156,932 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $156,662 |
| Total plan assets at end of year | 2016-12-31 | $2,071,781 |
| Total plan assets at beginning of year | 2016-12-31 | $1,927,420 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $88,768 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $172,666 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $144,361 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,071,781 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,927,420 |
| Assets. Value of participant loans | 2016-12-31 | $38,273 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $39,859 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $270 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $134,324 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,927,420 |
| Total plan assets at beginning of year | 2015-12-31 | $1,793,096 |
| Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $97,216 |
| Other income received | 2015-12-31 | $-5,866 |
| Net income (gross income less expenses) | 2015-12-31 | $134,324 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,927,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,793,096 |
| Assets. Value of participant loans | 2015-12-31 | $45,728 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $42,974 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $251,499 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $600 |
| Total plan assets at end of year | 2014-12-31 | $1,793,096 |
| Total plan assets at beginning of year | 2014-12-31 | $1,542,197 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $86,180 |
| Other income received | 2014-12-31 | $123,731 |
| Net income (gross income less expenses) | 2014-12-31 | $250,899 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,793,096 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,542,197 |
| Assets. Value of participant loans | 2014-12-31 | $55,958 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $41,588 |
| Value of corrective distributions | 2014-12-31 | $600 |
| 2013 : RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $402,833 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $58 |
| Total plan assets at end of year | 2013-12-31 | $1,542,197 |
| Total plan assets at beginning of year | 2013-12-31 | $1,139,422 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $86,624 |
| Other income received | 2013-12-31 | $274,536 |
| Net income (gross income less expenses) | 2013-12-31 | $402,775 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,542,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,139,422 |
| Assets. Value of participant loans | 2013-12-31 | $65,435 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $41,673 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $58 |
| 2012 : RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $213,424 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $100 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,139,422 |
| Total plan assets at beginning of year | 2012-12-31 | $926,098 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $74,049 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $104,471 |
| Net income (gross income less expenses) | 2012-12-31 | $213,324 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,139,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $926,098 |
| Assets. Value of participant loans | 2012-12-31 | $74,483 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $34,904 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $100 |
| 2011 : RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $91,286 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,012 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,012 |
| Total plan assets at end of year | 2011-12-31 | $926,098 |
| Total plan assets at beginning of year | 2011-12-31 | $835,824 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $78,316 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-26,909 |
| Net income (gross income less expenses) | 2011-12-31 | $90,274 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $926,098 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $835,824 |
| Assets. Value of participant loans | 2011-12-31 | $28,582 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $39,879 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $207,353 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,382 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,332 |
| Total plan assets at end of year | 2010-12-31 | $835,824 |
| Total plan assets at beginning of year | 2010-12-31 | $634,853 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $83,691 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $86,751 |
| Net income (gross income less expenses) | 2010-12-31 | $200,971 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $835,824 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $634,853 |
| Assets. Value of participant loans | 2010-12-31 | $33,370 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $2,397 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $36,911 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $50 |
| 2019: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) 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: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) 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: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) 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: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) 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 |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) 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 |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) 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 |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) 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 |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RALPH, SCHWAB & SCHIEVER, CHARTERED RETIREMENT AND 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 872555 |
| Policy instance | 1 |
| Insurance contract or identification number | 872555 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $7,623 | | Total amount of fees paid to insurance company | USD $1,290 | | 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 $7,623 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 1290 | | Additional information about fees paid to insurance broker | TPA FEES |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 872555 |
| Policy instance | 1 |
| Insurance contract or identification number | 872555 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $7,885 | | Total amount of fees paid to insurance company | USD $1,296 | | 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 $7,885 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 7 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 872555 |
| Policy instance | 1 |
| Insurance contract or identification number | 872555 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $6,730 | | Total amount of fees paid to insurance company | USD $1,081 | | 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 $6,730 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 1081 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 872555 |
| Policy instance | 1 |
| Insurance contract or identification number | 872555 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,456 | | Total amount of fees paid to insurance company | USD $894 | | 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 $5,456 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 894 | | Additional information about fees paid to insurance broker | SERVICE PROGRAM FEES | | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 872555 |
| Policy instance | 1 |
| Insurance contract or identification number | 872555 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,783 | | Total amount of fees paid to insurance company | USD $1,521 | | 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 $3,783 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 1521 | | Additional information about fees paid to insurance broker | SERVICE PROGRAM FEES | | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 872555 |
| Policy instance | 1 |
| Insurance contract or identification number | 872555 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $12,431 | | Total amount of fees paid to insurance company | USD $3,609 | | 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 $12,431 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 3609 | | Additional information about fees paid to insurance broker | SERVICE PROGRAM FEES | | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD |
|
