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B & B TRUCKING, INC. 401(K) PLAN 401k Plan overview

Plan NameB & B TRUCKING, INC. 401(K) PLAN
Plan identification number 002

B & B TRUCKING, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

B & B TRUCKING, INC. has sponsored the creation of one or more 401k plans.

Company Name:B & B TRUCKING, INC.
Employer identification number (EIN):382003867
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B & B TRUCKING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022016-01-01
0022015-01-01JENNIFER BLACKBURN
0022015-01-01JENNIFER BLACKBURN
0022014-01-01JENNIFER BLACKBURN
0022013-01-01JENNIFER BLACKBURN
0022012-01-01JENNIFER BLACKBURN JENNIFER BLACKBURN2013-10-11
0022011-01-01JENNIFER BLACKBURN
0022009-01-01JENNIFER BLACKBURN

Plan Statistics for B & B TRUCKING, INC. 401(K) PLAN

401k plan membership statisitcs for B & B TRUCKING, INC. 401(K) PLAN

Measure Date Value
2023: B & B TRUCKING, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01570
Total number of active participants reported on line 7a of the Form 55002023-01-01260
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-01228
Total of all active and inactive participants2023-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01494
Number of participants with account balances2023-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: B & B TRUCKING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01576
Total number of active participants reported on line 7a of the Form 55002022-01-01248
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01317
Total of all active and inactive participants2022-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01570
Number of participants with account balances2022-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: B & B TRUCKING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01614
Total number of active participants reported on line 7a of the Form 55002021-01-01319
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01252
Total of all active and inactive participants2021-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01576
Number of participants with account balances2021-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: B & B TRUCKING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01562
Total number of active participants reported on line 7a of the Form 55002020-01-01344
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01267
Total of all active and inactive participants2020-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01614
Number of participants with account balances2020-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: B & B TRUCKING, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01431
Total number of active participants reported on line 7a of the Form 55002019-01-01309
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01247
Total of all active and inactive participants2019-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01562
Number of participants with account balances2019-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: B & B TRUCKING, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01374
Total number of active participants reported on line 7a of the Form 55002018-01-01297
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01133
Total of all active and inactive participants2018-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01431
Number of participants with account balances2018-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: B & B TRUCKING, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01474
Total number of active participants reported on line 7a of the Form 55002017-01-01302
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01368
Number of participants with account balances2017-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: B & B TRUCKING, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01464
Total number of active participants reported on line 7a of the Form 55002016-01-01412
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01461
Number of participants with account balances2016-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: B & B TRUCKING, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01446
Total number of active participants reported on line 7a of the Form 55002015-01-01412
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01464
Number of participants with account balances2015-01-01175
2014: B & B TRUCKING, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01184
Total number of active participants reported on line 7a of the Form 55002014-01-01412
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01446
Number of participants with account balances2014-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: B & B TRUCKING, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01184
Number of participants with account balances2013-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: B & B TRUCKING, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01200
Number of participants with account balances2012-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: B & B TRUCKING, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01244
Total number of active participants reported on line 7a of the Form 55002011-01-01188
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01219
Number of participants with account balances2011-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: B & B TRUCKING, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01261
Total number of active participants reported on line 7a of the Form 55002009-01-01214
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01250
Number of participants with account balances2009-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on B & B TRUCKING, INC. 401(K) PLAN

Measure Date Value
2023 : B & B TRUCKING, INC. 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,453,894
Total of all expenses incurred2023-12-31$1,058,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,043,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$729,547
Value of total assets at end of year2023-12-31$6,233,190
Value of total assets at beginning of year2023-12-31$5,837,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$15,196
Total interest from all sources2023-12-31$23,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$557,920
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$64,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$395,459
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,233,190
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,837,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$4,914,673
Value of interest in pooled separate accounts at beginning of year2023-12-31$4,729,454
Interest earned on other investments2023-12-31$23,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,318,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,108,277
Net investment gain/loss from pooled separate accounts2023-12-31$701,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$106,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,043,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAS PARTNERS LLC
Accountancy firm EIN2023-12-31208779390
2022 : B & B TRUCKING, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-263,556
Total of all expenses incurred2022-12-31$783,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$756,040
Value of total corrective distributions2022-12-31$10,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$663,337
Value of total assets at end of year2022-12-31$5,837,731
Value of total assets at beginning of year2022-12-31$6,884,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,202
Total interest from all sources2022-12-31$16,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$539,370
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$12,666
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,011
Administrative expenses (other) incurred2022-12-31$17,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,046,996
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,837,731
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,884,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$4,729,454
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,706,242
Interest earned on other investments2022-12-31$16,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,108,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,163,683
Net investment gain/loss from pooled separate accounts2022-12-31$-943,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$104,956
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$756,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BAS PARTNERS LLC
Accountancy firm EIN2022-12-31208779390
2021 : B & B TRUCKING, INC. 401(K) PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$1,571
Total income from all sources (including contributions)2021-12-31$1,442,895
Total of all expenses incurred2021-12-31$1,635,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,624,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$646,970
Value of total assets at end of year2021-12-31$6,884,727
Value of total assets at beginning of year2021-12-31$7,076,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,108
Total interest from all sources2021-12-31$19,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$528,461
Participant contributions at end of year2021-12-31$12,666
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,613
Administrative expenses (other) incurred2021-12-31$11,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-193,005
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,884,727
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,076,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$5,706,242
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,381,689
Interest earned on other investments2021-12-31$19,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,163,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,694,472
Net investment gain/loss from pooled separate accounts2021-12-31$776,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$114,896
Employer contributions (assets) at end of year2021-12-31$2,136
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,624,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BAS PARTNERS LLC
Accountancy firm EIN2021-12-31208779390
2020 : B & B TRUCKING, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,206,919
Total of all expenses incurred2020-12-31$401,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$389,301
Value of total corrective distributions2020-12-31$2,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$583,565
Value of total assets at end of year2020-12-31$7,076,161
Value of total assets at beginning of year2020-12-31$6,270,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,152
Total interest from all sources2020-12-31$22,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$455,329
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,745
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,749
Administrative expenses (other) incurred2020-12-31$10,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$805,378
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,076,161
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,270,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,381,689
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,879,434
Interest earned on other investments2020-12-31$22,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,694,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,387,382
Net investment gain/loss from pooled separate accounts2020-12-31$600,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$121,487
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$389,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAS PARTNERS LLC
Accountancy firm EIN2020-12-31208779390
2019 : B & B TRUCKING, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,372,475
Total of all expenses incurred2019-12-31$1,228,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,219,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$452,118
Value of total assets at end of year2019-12-31$6,270,783
Value of total assets at beginning of year2019-12-31$6,126,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,066
Total interest from all sources2019-12-31$25,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$334,623
Participant contributions at end of year2019-12-31$1,745
Participant contributions at beginning of year2019-12-31$1,475
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,144
Administrative expenses (other) incurred2019-12-31$9,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$143,851
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,270,783
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,126,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,879,434
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,502,887
Interest earned on other investments2019-12-31$25,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,387,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,620,536
Net investment gain/loss from pooled separate accounts2019-12-31$895,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$112,351
Employer contributions (assets) at end of year2019-12-31$2,222
Employer contributions (assets) at beginning of year2019-12-31$2,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,219,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAS PARTNERS LLC
Accountancy firm EIN2019-12-31208779390
2018 : B & B TRUCKING, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$112,764
Total of all expenses incurred2018-12-31$606,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$597,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$457,985
Value of total assets at end of year2018-12-31$6,126,932
Value of total assets at beginning of year2018-12-31$6,620,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,139
Total interest from all sources2018-12-31$20,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$330,700
Participant contributions at end of year2018-12-31$1,475
Participant contributions at beginning of year2018-12-31$12,661
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,291
Administrative expenses (other) incurred2018-12-31$9,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-493,464
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,126,932
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,620,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,502,887
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,704,918
Interest earned on other investments2018-12-31$20,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,620,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,899,296
Net investment gain/loss from pooled separate accounts2018-12-31$-365,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$111,994
Employer contributions (assets) at end of year2018-12-31$2,034
Employer contributions (assets) at beginning of year2018-12-31$3,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$597,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAS PARTNERS LLC
Accountancy firm EIN2018-12-31208779390
2017 : B & B TRUCKING, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,142,894
Total of all expenses incurred2017-12-31$600,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$591,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$421,496
Value of total assets at end of year2017-12-31$6,617,089
Value of total assets at beginning of year2017-12-31$6,074,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,985
Total interest from all sources2017-12-31$22,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$312,008
Participant contributions at end of year2017-12-31$11,129
Participant contributions at beginning of year2017-12-31$10,392
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,945
Administrative expenses (other) incurred2017-12-31$8,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$542,516
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,617,089
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,074,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,704,918
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,373,658
Interest earned on other investments2017-12-31$22,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,899,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,688,603
Net investment gain/loss from pooled separate accounts2017-12-31$699,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$95,543
Employer contributions (assets) at end of year2017-12-31$1,746
Employer contributions (assets) at beginning of year2017-12-31$1,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$591,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31YEO AND YEO PC
Accountancy firm EIN2017-12-31382706146
2016 : B & B TRUCKING, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$694,904
Total of all expenses incurred2016-12-31$455,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$441,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$392,988
Value of total assets at end of year2016-12-31$6,062,261
Value of total assets at beginning of year2016-12-31$5,822,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,578
Total interest from all sources2016-12-31$25,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$295,806
Participant contributions at end of year2016-12-31$10,392
Participant contributions at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$64,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$239,802
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,062,261
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,822,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,373,658
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,834,865
Interest earned on other investments2016-12-31$25,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,688,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,987,594
Net investment gain/loss from pooled separate accounts2016-12-31$236,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$97,182
Employer contributions (assets) at end of year2016-12-31$1,920
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$441,524
Contract administrator fees2016-12-31$13,578
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31YEO AND YEO PC
Accountancy firm EIN2016-12-31382706146
2015 : B & B TRUCKING, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$457,954
Total of all expenses incurred2015-12-31$608,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$594,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$488,770
Value of total assets at end of year2015-12-31$5,822,459
Value of total assets at beginning of year2015-12-31$5,973,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,561
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$264,209
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$135,201
Other income not declared elsewhere2015-12-31$30,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-150,716
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,822,459
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,973,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,834,865
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,871,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,987,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,101,906
Net investment gain/loss from pooled separate accounts2015-12-31$-61,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$89,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$594,109
Contract administrator fees2015-12-31$14,561
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31YEO AND YEO PC
Accountancy firm EIN2015-12-31382706146
2014 : B & B TRUCKING, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$646,869
Total of all expenses incurred2014-12-31$222,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$210,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$408,083
Value of total assets at end of year2014-12-31$5,973,175
Value of total assets at beginning of year2014-12-31$5,549,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$279,118
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$41,525
Other income not declared elsewhere2014-12-31$32,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$424,055
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,973,175
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,549,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,871,269
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,516,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,101,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,033,043
Net investment gain/loss from pooled separate accounts2014-12-31$206,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$87,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$210,620
Contract administrator fees2014-12-31$12,194
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31YEO AND YEO, P.C.
Accountancy firm EIN2014-12-31382706146
2013 : B & B TRUCKING, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$979,975
Total of all expenses incurred2013-12-31$382,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$372,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$399,412
Value of total assets at end of year2013-12-31$5,549,120
Value of total assets at beginning of year2013-12-31$4,951,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,420
Total interest from all sources2013-12-31$35,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$301,056
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$597,387
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,549,120
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,951,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,516,077
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,687,642
Interest earned on other investments2013-12-31$35,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,033,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,264,091
Net investment gain/loss from pooled separate accounts2013-12-31$545,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$75,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$372,168
Contract administrator fees2013-12-31$10,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31YEO AND YEO, P.C.
Accountancy firm EIN2013-12-31382706146
2012 : B & B TRUCKING, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$741,779
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$705,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$695,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$378,561
Value of total assets at end of year2012-12-31$4,951,733
Value of total assets at beginning of year2012-12-31$4,915,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,191
Total interest from all sources2012-12-31$50,076
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$309,811
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$36,467
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,951,733
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,915,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,687,642
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,317,076
Interest earned on other investments2012-12-31$50,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,264,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,598,190
Net investment gain/loss from pooled separate accounts2012-12-31$313,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$68,750
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$695,121
Contract administrator fees2012-12-31$10,191
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31YEO AND YEO, P.C.
Accountancy firm EIN2012-12-31382706146
2011 : B & B TRUCKING, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$361,879
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$390,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$380,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$381,474
Value of total assets at end of year2011-12-31$4,915,266
Value of total assets at beginning of year2011-12-31$4,943,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,897
Total interest from all sources2011-12-31$74,077
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$299,053
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-28,456
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,915,266
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,943,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,317,076
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,207,130
Interest earned on other investments2011-12-31$74,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,598,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,733,287
Net investment gain/loss from pooled separate accounts2011-12-31$-93,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$82,421
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$1,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$380,438
Contract administrator fees2011-12-31$9,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31YEO & YEO, P.C.
Accountancy firm EIN2011-12-31382706146
2010 : B & B TRUCKING, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$835,539
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$524,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$515,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$515,170
Value of total assets at end of year2010-12-31$4,943,722
Value of total assets at beginning of year2010-12-31$4,632,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,532
Total interest from all sources2010-12-31$85,596
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$9,532
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$308,704
Participant contributions at end of year2010-12-31$1,673
Participant contributions at beginning of year2010-12-31$7,228
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$310,935
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,943,722
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,632,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$2,207,130
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,599,090
Interest earned on other investments2010-12-31$85,596
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,733,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,018,066
Net investment gain/loss from pooled separate accounts2010-12-31$234,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$202,169
Employer contributions (assets) at end of year2010-12-31$1,632
Employer contributions (assets) at beginning of year2010-12-31$8,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$515,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31YEO & YEO, P.C.
Accountancy firm EIN2010-12-31382706146
2009 : B & B TRUCKING, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for B & B TRUCKING, INC. 401(K) PLAN

2023: B & B TRUCKING, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: B & B TRUCKING, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: B & B TRUCKING, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: B & B TRUCKING, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: B & B TRUCKING, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: B & B TRUCKING, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: B & B TRUCKING, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: B & B TRUCKING, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: B & B TRUCKING, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: B & B TRUCKING, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: B & B TRUCKING, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: B & B TRUCKING, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: B & B TRUCKING, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: B & B TRUCKING, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Number of Individuals Covered438
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $17,893
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Number of Individuals Covered536
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,509
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,509
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Number of Individuals Covered527
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21,380
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,728
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Number of Individuals Covered520
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $18,906
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,906
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Number of Individuals Covered478
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,468
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,468
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Number of Individuals Covered376
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $19,842
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,842
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Number of Individuals Covered263
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19,405
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Number of Individuals Covered175
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,314
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,314
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Number of Individuals Covered174
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,391
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,391
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,525
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $15,525
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,290
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $15,290
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,818
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number800263
Policy instance 1
Insurance contract or identification number800263
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,503
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $13,503
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA

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