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HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 401k Plan overview

Plan NameHARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES
Plan identification number 002

HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HARRISONVILLE TELEPHONE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:HARRISONVILLE TELEPHONE COMPANY
Employer identification number (EIN):370315345
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01KAREN BERGMAN KAREN BERGMAN2018-12-04
0022016-07-01KAREN BERGMAN KAREN BERGMAN2017-11-09
0022015-07-01KAREN BERGMAN KAREN BERGMAN2016-10-21
0022014-07-01KAREN BERGMAN KAREN BERGMAN2015-12-09
0022013-07-01KAREN BERGMAN KAREN BERGMAN2014-11-24
0022012-07-01KAREN BERGMAN KAREN BERGMAN2014-01-14
0022011-07-01KAREN BERGMAN
0022009-07-01KAREN G. BERGMAN KAREN G. BERGMAN2011-01-25

Plan Statistics for HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES

401k plan membership statisitcs for HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES

Measure Date Value
2023: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2023 401k membership
Market value of plan assets2023-06-3016,482,416
Acturial value of plan assets2023-06-3016,482,416
Funding target for retired participants and beneficiaries receiving payment2023-06-3044,273
Number of terminated vested participants2023-06-308
Fundng target for terminated vested participants2023-06-30438,511
Active participant vested funding target2023-06-309,108,563
Number of active participants2023-06-3039
Total funding liabilities for active participants2023-06-309,249,509
Total participant count2023-06-3048
Total funding target for all participants2023-06-309,732,293
Balance at beginning of prior year after applicable adjustments2023-06-3013,970,997
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-30125,719
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-3013,845,278
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-30389,998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-30388,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-3012,217,073
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-30836,000
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-30815,870
Liquidity shortfalls end of Q12023-06-300
Liquidity shortfalls end of Q22023-06-300
Liquidity shortfalls end of Q32023-06-300
Liquidity shortfalls end of Q42023-06-300
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-30525,535
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-30525,535
Carryover balance elected to use to offset funding requirement2023-06-30137,068
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-30388,467
Contributions allocatedtoward minimum required contributions for current year2023-06-30815,870
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-07-0148
Total number of active participants reported on line 7a of the Form 55002022-07-0142
Number of retired or separated participants receiving benefits2022-07-011
Number of other retired or separated participants entitled to future benefits2022-07-018
Total of all active and inactive participants2022-07-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Market value of plan assets2022-06-3019,427,968
Acturial value of plan assets2022-06-3019,427,968
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-308
Fundng target for terminated vested participants2022-06-30495,578
Active participant vested funding target2022-06-309,393,191
Number of active participants2022-06-3040
Total funding liabilities for active participants2022-06-309,575,575
Total participant count2022-06-3048
Total funding target for all participants2022-06-3010,071,153
Balance at beginning of prior year after applicable adjustments2022-06-3010,569,396
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-30115,975
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-3010,453,421
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-30311,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30361,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-3013,970,997
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-30837,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30819,230
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30554,951
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30554,951
Carryover balance elected to use to offset funding requirement2022-06-30125,719
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-30429,232
Contributions allocatedtoward minimum required contributions for current year2022-06-30819,230
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-07-0148
Total number of active participants reported on line 7a of the Form 55002021-07-0139
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-018
Total of all active and inactive participants2021-07-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
Market value of plan assets2021-06-3014,876,442
Acturial value of plan assets2021-06-3014,876,442
Funding target for retired participants and beneficiaries receiving payment2021-06-300
Number of terminated vested participants2021-06-308
Fundng target for terminated vested participants2021-06-30723,673
Active participant vested funding target2021-06-308,193,466
Number of active participants2021-06-3041
Total funding liabilities for active participants2021-06-308,369,155
Total participant count2021-06-3049
Total funding target for all participants2021-06-309,092,828
Balance at beginning of prior year after applicable adjustments2021-06-3010,537,956
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-30108,317
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-3010,429,639
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-30246,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30256,215
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-3010,569,396
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30719,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30703,501
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30508,212
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30508,212
Carryover balance elected to use to offset funding requirement2021-06-30115,975
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30392,237
Contributions allocatedtoward minimum required contributions for current year2021-06-30703,501
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-07-0149
Total number of active participants reported on line 7a of the Form 55002020-07-0140
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-018
Total of all active and inactive participants2020-07-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
Market value of plan assets2020-06-3015,095,152
Acturial value of plan assets2020-06-3015,095,152
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-308
Fundng target for terminated vested participants2020-06-30423,912
Active participant vested funding target2020-06-307,928,283
Number of active participants2020-06-3042
Total funding liabilities for active participants2020-06-308,090,761
Total participant count2020-06-3050
Total funding target for all participants2020-06-308,514,673
Balance at beginning of prior year after applicable adjustments2020-06-3010,283,552
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-3097,031
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-3010,186,521
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30246,747
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30258,928
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-3010,537,956
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30627,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30608,248
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30469,711
Net shortfall amortization installment of oustanding balance2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30469,711
Carryover balance elected to use to offset funding requirement2020-06-30108,317
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30361,394
Contributions allocatedtoward minimum required contributions for current year2020-06-30608,248
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-07-0150
Total number of active participants reported on line 7a of the Form 55002019-07-0141
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-018
Total of all active and inactive participants2019-07-0149
Total participants2019-07-0149
Market value of plan assets2019-06-3013,970,010
Acturial value of plan assets2019-06-3013,970,010
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-308
Fundng target for terminated vested participants2019-06-30384,033
Active participant vested funding target2019-06-306,967,401
Number of active participants2019-06-3039
Total funding liabilities for active participants2019-06-306,977,691
Total participant count2019-06-3047
Total funding target for all participants2019-06-307,361,724
Balance at beginning of prior year after applicable adjustments2019-06-309,442,368
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-3094,534
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-309,347,834
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30225,553
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30242,969
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-3010,283,552
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30607,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30588,206
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30438,490
Net shortfall amortization installment of oustanding balance2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30438,490
Carryover balance elected to use to offset funding requirement2019-06-3097,031
Additional cash requirement2019-06-30341,459
Contributions allocatedtoward minimum required contributions for current year2019-06-30588,206
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-07-0147
Total number of active participants reported on line 7a of the Form 55002018-07-0141
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-018
Total of all active and inactive participants2018-07-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3014,237,726
Acturial value of plan assets2018-06-3014,237,726
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-309
Fundng target for terminated vested participants2018-06-30428,423
Active participant vested funding target2018-06-307,065,880
Number of active participants2018-06-3037
Total funding liabilities for active participants2018-06-307,070,614
Total participant count2018-06-3046
Total funding target for all participants2018-06-307,499,037
Balance at beginning of prior year after applicable adjustments2018-06-308,477,385
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-3084,915
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-308,392,470
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30214,204
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30232,946
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-309,442,368
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30578,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30561,301
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30430,282
Net shortfall amortization installment of oustanding balance2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30430,282
Carryover balance elected to use to offset funding requirement2018-06-3094,534
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30335,748
Contributions allocatedtoward minimum required contributions for current year2018-06-30561,301
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-07-0146
Total number of active participants reported on line 7a of the Form 55002017-07-0138
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-018
Total of all active and inactive participants2017-07-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3011,995,247
Acturial value of plan assets2017-06-3011,995,247
Number of terminated vested participants2017-06-308
Fundng target for terminated vested participants2017-06-30307,465
Active participant vested funding target2017-06-305,899,874
Number of active participants2017-06-3036
Total funding liabilities for active participants2017-06-305,901,436
Total participant count2017-06-3044
Total funding target for all participants2017-06-306,208,901
Balance at beginning of prior year after applicable adjustments2017-06-308,658,647
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-3093,036
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-308,565,611
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-30226,638
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30234,257
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-308,477,385
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30530,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30512,400
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30383,111
Net shortfall amortization installment of oustanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30383,111
Carryover balance elected to use to offset funding requirement2017-06-3084,915
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30298,196
Contributions allocatedtoward minimum required contributions for current year2017-06-30512,400
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-07-0144
Total number of active participants reported on line 7a of the Form 55002016-07-0136
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-019
Total of all active and inactive participants2016-07-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-07-0146
Total number of active participants reported on line 7a of the Form 55002015-07-0135
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-018
Total of all active and inactive participants2015-07-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-07-0148
Total number of active participants reported on line 7a of the Form 55002014-07-0140
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-016
Total of all active and inactive participants2014-07-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-07-0148
Total number of active participants reported on line 7a of the Form 55002013-07-0141
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-017
Total of all active and inactive participants2013-07-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-07-0148
Total number of active participants reported on line 7a of the Form 55002012-07-0141
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-017
Total of all active and inactive participants2012-07-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-07-0148
Total number of active participants reported on line 7a of the Form 55002011-07-0141
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-017
Total of all active and inactive participants2011-07-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-07-0151
Total number of active participants reported on line 7a of the Form 55002009-07-0148
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-012
Total of all active and inactive participants2009-07-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES

Measure Date Value
2023 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2023 401k financial data
Total income from all sources2023-06-30$2,918,571
Expenses. Total of all expenses incurred2023-06-30$14,536
Benefits paid (including direct rollovers)2023-06-30$3,427
Total plan assets at end of year2023-06-30$19,386,451
Total plan assets at beginning of year2023-06-30$16,482,416
Value of fidelity bond covering the plan2023-06-30$500,000
Expenses. Other expenses not covered elsewhere2023-06-30$11,109
Other income received2023-06-30$2,082,571
Net income (gross income less expenses)2023-06-30$2,904,035
Net plan assets at end of year (total assets less liabilities)2023-06-30$19,386,451
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$16,482,416
Total contributions received or receivable from employer(s)2023-06-30$836,000
2022 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total income from all sources2022-06-30$-1,196,120
Expenses. Total of all expenses incurred2022-06-30$1,749,432
Benefits paid (including direct rollovers)2022-06-30$1,736,301
Total plan assets at end of year2022-06-30$16,482,416
Total plan assets at beginning of year2022-06-30$19,427,968
Value of fidelity bond covering the plan2022-06-30$500,000
Expenses. Other expenses not covered elsewhere2022-06-30$13,131
Other income received2022-06-30$-2,033,120
Net income (gross income less expenses)2022-06-30$-2,945,552
Net plan assets at end of year (total assets less liabilities)2022-06-30$16,482,416
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$19,427,968
Total contributions received or receivable from employer(s)2022-06-30$837,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
2021 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2021 401k financial data
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$5,557,371
Expenses. Total of all expenses incurred2021-06-30$1,005,845
Benefits paid (including direct rollovers)2021-06-30$995,750
Total plan assets at end of year2021-06-30$19,427,968
Total plan assets at beginning of year2021-06-30$14,876,442
Value of fidelity bond covering the plan2021-06-30$500,000
Expenses. Other expenses not covered elsewhere2021-06-30$10,095
Other income received2021-06-30$4,838,371
Net income (gross income less expenses)2021-06-30$4,551,526
Net plan assets at end of year (total assets less liabilities)2021-06-30$19,427,968
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$14,876,442
Total contributions received or receivable from employer(s)2021-06-30$719,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
2020 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2020 401k financial data
Total income from all sources2020-06-30$871,099
Expenses. Total of all expenses incurred2020-06-30$1,089,809
Benefits paid (including direct rollovers)2020-06-30$1,080,056
Total plan assets at end of year2020-06-30$14,876,442
Total plan assets at beginning of year2020-06-30$15,095,152
Value of fidelity bond covering the plan2020-06-30$500,000
Expenses. Other expenses not covered elsewhere2020-06-30$9,753
Other income received2020-06-30$244,099
Net income (gross income less expenses)2020-06-30$-218,710
Net plan assets at end of year (total assets less liabilities)2020-06-30$14,876,442
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$15,095,152
Total contributions received or receivable from employer(s)2020-06-30$627,000
2019 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2019 401k financial data
Total income from all sources2019-06-30$1,134,132
Expenses. Total of all expenses incurred2019-06-30$8,990
Total plan assets at end of year2019-06-30$15,095,152
Total plan assets at beginning of year2019-06-30$13,970,010
Value of fidelity bond covering the plan2019-06-30$500,000
Expenses. Other expenses not covered elsewhere2019-06-30$8,990
Other income received2019-06-30$527,132
Net income (gross income less expenses)2019-06-30$1,125,142
Net plan assets at end of year (total assets less liabilities)2019-06-30$15,095,152
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$13,970,010
Total contributions received or receivable from employer(s)2019-06-30$607,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2018 401k financial data
Total income from all sources2018-06-30$1,989,978
Expenses. Total of all expenses incurred2018-06-30$2,257,694
Benefits paid (including direct rollovers)2018-06-30$2,248,204
Total plan assets at end of year2018-06-30$13,970,010
Total plan assets at beginning of year2018-06-30$14,237,726
Value of fidelity bond covering the plan2018-06-30$500,000
Expenses. Other expenses not covered elsewhere2018-06-30$9,490
Other income received2018-06-30$1,411,978
Net income (gross income less expenses)2018-06-30$-267,716
Net plan assets at end of year (total assets less liabilities)2018-06-30$13,970,010
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$14,237,726
Total contributions received or receivable from employer(s)2018-06-30$578,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2017 401k financial data
Total income from all sources2017-06-30$2,250,079
Expenses. Total of all expenses incurred2017-06-30$7,600
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$14,237,726
Total plan assets at beginning of year2017-06-30$11,995,247
Value of fidelity bond covering the plan2017-06-30$500,000
Expenses. Other expenses not covered elsewhere2017-06-30$7,600
Other income received2017-06-30$1,720,079
Net income (gross income less expenses)2017-06-30$2,242,479
Net plan assets at end of year (total assets less liabilities)2017-06-30$14,237,726
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$11,995,247
Total contributions received or receivable from employer(s)2017-06-30$530,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2016 401k financial data
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$435,984
Expenses. Total of all expenses incurred2016-06-30$2,617,767
Benefits paid (including direct rollovers)2016-06-30$2,609,426
Total plan assets at end of year2016-06-30$11,995,247
Total plan assets at beginning of year2016-06-30$14,177,030
Value of fidelity bond covering the plan2016-06-30$500,000
Expenses. Other expenses not covered elsewhere2016-06-30$8,341
Other income received2016-06-30$-136,016
Net income (gross income less expenses)2016-06-30$-2,181,783
Net plan assets at end of year (total assets less liabilities)2016-06-30$11,995,247
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$14,177,030
Total contributions received or receivable from employer(s)2016-06-30$572,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2015 401k financial data
Total income from all sources2015-06-30$1,382,232
Expenses. Total of all expenses incurred2015-06-30$719,602
Benefits paid (including direct rollovers)2015-06-30$710,880
Total plan assets at end of year2015-06-30$14,177,030
Total plan assets at beginning of year2015-06-30$13,514,400
Value of fidelity bond covering the plan2015-06-30$500,000
Expenses. Other expenses not covered elsewhere2015-06-30$8,722
Other income received2015-06-30$809,232
Net income (gross income less expenses)2015-06-30$662,630
Net plan assets at end of year (total assets less liabilities)2015-06-30$14,177,030
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$13,514,400
Total contributions received or receivable from employer(s)2015-06-30$573,000
2014 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2014 401k financial data
Total income from all sources2014-06-30$2,478,358
Expenses. Total of all expenses incurred2014-06-30$7,957
Total plan assets at end of year2014-06-30$13,514,400
Total plan assets at beginning of year2014-06-30$11,043,999
Value of fidelity bond covering the plan2014-06-30$500,000
Expenses. Other expenses not covered elsewhere2014-06-30$7,957
Other income received2014-06-30$1,956,358
Net income (gross income less expenses)2014-06-30$2,470,401
Net plan assets at end of year (total assets less liabilities)2014-06-30$13,514,400
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$11,043,999
Total contributions received or receivable from employer(s)2014-06-30$522,000
2013 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2013 401k financial data
Total income from all sources2013-06-30$1,867,988
Expenses. Total of all expenses incurred2013-06-30$6,368
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$11,043,999
Total plan assets at beginning of year2013-06-30$9,182,379
Value of fidelity bond covering the plan2013-06-30$500,000
Expenses. Other expenses not covered elsewhere2013-06-30$6,368
Other income received2013-06-30$1,167,988
Net income (gross income less expenses)2013-06-30$1,861,620
Net plan assets at end of year (total assets less liabilities)2013-06-30$11,043,999
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$9,182,379
Total contributions received or receivable from employer(s)2013-06-30$700,000
2012 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2012 401k financial data
Total income from all sources2012-06-30$1,010,737
Expenses. Total of all expenses incurred2012-06-30$6,507
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$9,182,379
Total plan assets at beginning of year2012-06-30$8,178,149
Value of fidelity bond covering the plan2012-06-30$500,000
Expenses. Other expenses not covered elsewhere2012-06-30$6,507
Other income received2012-06-30$310,737
Net income (gross income less expenses)2012-06-30$1,004,230
Net plan assets at end of year (total assets less liabilities)2012-06-30$9,182,379
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$8,178,149
Total contributions received or receivable from employer(s)2012-06-30$700,000
2011 : HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2011 401k financial data
Total income from all sources2011-06-30$1,869,814
Expenses. Total of all expenses incurred2011-06-30$633,916
Benefits paid (including direct rollovers)2011-06-30$627,876
Total plan assets at end of year2011-06-30$8,178,149
Total plan assets at beginning of year2011-06-30$6,942,251
Value of fidelity bond covering the plan2011-06-30$500,000
Expenses. Other expenses not covered elsewhere2011-06-30$6,040
Other income received2011-06-30$1,469,814
Net income (gross income less expenses)2011-06-30$1,235,898
Net plan assets at end of year (total assets less liabilities)2011-06-30$8,178,149
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$6,942,251
Total contributions received or receivable from employer(s)2011-06-30$400,000

Form 5500 Responses for HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES

2022: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: HARRISONVILLE TELEPHONE COMPANY RETIREMENT PLAN FOR MANAGEMENT EMPLOYEES 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered3
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered3
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered3
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered4
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered4
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered4
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered5
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered6
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered6
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered6
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered6
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number765
Policy instance 1
Insurance contract or identification number765
Number of Individuals Covered6
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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