Logo

NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 401k Plan overview

Plan NameNATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN
Plan identification number 001

NATIONWIDE TRUCK BROKERS, 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONWIDE TRUCK BROKERS, INC has sponsored the creation of one or more 401k plans.

Company Name:NATIONWIDE TRUCK BROKERS, INC
Employer identification number (EIN):382039957
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about NATIONWIDE TRUCK BROKERS, INC

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 031579
Legal Registered Office Address: 4203 ROGER B CHAFFEE MEM DR SE SUITE BGRAND RAPIDS


United States of America (USA)
49548

More information about NATIONWIDE TRUCK BROKERS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MARK BRAME
0012016-07-01MARK BRAME MARK BRAME2018-01-15
0012015-07-01MARK BRAME
0012014-07-01MARK BRAME
0012013-07-01MARK BRAME
0012012-07-01MARK BRAME
0012011-07-01MARK BRAME
0012009-07-01MARK BRAME

Plan Statistics for NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN

401k plan membership statisitcs for NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN

Measure Date Value
2022: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01257
Total number of active participants reported on line 7a of the Form 55002022-07-01192
Number of retired or separated participants receiving benefits2022-07-012
Number of other retired or separated participants entitled to future benefits2022-07-0139
Total of all active and inactive participants2022-07-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01233
Number of participants with account balances2022-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-016
2021: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01282
Total number of active participants reported on line 7a of the Form 55002021-07-01216
Number of retired or separated participants receiving benefits2021-07-013
Number of other retired or separated participants entitled to future benefits2021-07-0138
Total of all active and inactive participants2021-07-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01257
Number of participants with account balances2021-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0110
2020: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01273
Total number of active participants reported on line 7a of the Form 55002020-07-01235
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0143
Total of all active and inactive participants2020-07-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01279
Number of participants with account balances2020-07-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0114
2019: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01265
Total number of active participants reported on line 7a of the Form 55002019-07-01248
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0121
Total of all active and inactive participants2019-07-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01270
Number of participants with account balances2019-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-017
2018: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01309
Total number of active participants reported on line 7a of the Form 55002018-07-01250
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0110
Total of all active and inactive participants2018-07-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01260
Number of participants with account balances2018-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01329
Total number of active participants reported on line 7a of the Form 55002017-07-01273
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0126
Total of all active and inactive participants2017-07-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01299
Number of participants with account balances2017-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01317
Total number of active participants reported on line 7a of the Form 55002016-07-01289
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0128
Total of all active and inactive participants2016-07-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01317
Number of participants with account balances2016-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01314
Total number of active participants reported on line 7a of the Form 55002015-07-01272
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0127
Total of all active and inactive participants2015-07-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01299
Number of participants with account balances2015-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01336
Total number of active participants reported on line 7a of the Form 55002014-07-01283
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0123
Total of all active and inactive participants2014-07-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01306
Number of participants with account balances2014-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01360
Total number of active participants reported on line 7a of the Form 55002013-07-01301
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0125
Total of all active and inactive participants2013-07-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01326
Number of participants with account balances2013-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01357
Total number of active participants reported on line 7a of the Form 55002012-07-01328
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0123
Total of all active and inactive participants2012-07-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01351
Number of participants with account balances2012-07-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01358
Total number of active participants reported on line 7a of the Form 55002011-07-01328
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0129
Total of all active and inactive participants2011-07-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01357
Number of participants with account balances2011-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01376
Total number of active participants reported on line 7a of the Form 55002009-07-01319
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0123
Total of all active and inactive participants2009-07-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01342
Number of participants with account balances2009-07-01138

Financial Data on NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN

Measure Date Value
2023 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,141,026
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$695,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$640,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$621,672
Value of total assets at end of year2023-06-30$6,100,883
Value of total assets at beginning of year2023-06-30$5,655,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$55,092
Total interest from all sources2023-06-30$22,140
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$138,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$138,662
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$700,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$588,802
Participant contributions at end of year2023-06-30$62,882
Participant contributions at beginning of year2023-06-30$55,372
Other income not declared elsewhere2023-06-30$16,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$445,136
Value of net assets at end of year (total assets less liabilities)2023-06-30$6,100,883
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$5,655,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$16,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$5,040,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$4,374,678
Interest on participant loans2023-06-30$2,946
Interest earned on other investments2023-06-30$19,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$997,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,225,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$341,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$32,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$640,798
Contract administrator fees2023-06-30$38,344
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2023-06-30382426290
2022 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-80,106
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$370,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$269,383
Expenses. Certain deemed distributions of participant loans2022-06-30$42,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$608,222
Value of total assets at end of year2022-06-30$5,655,747
Value of total assets at beginning of year2022-06-30$6,106,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$58,256
Total interest from all sources2022-06-30$22,333
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$582,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$582,979
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$700,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$575,367
Participant contributions at end of year2022-06-30$55,372
Participant contributions at beginning of year2022-06-30$85,438
Other income not declared elsewhere2022-06-30$16,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-450,533
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,655,747
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,106,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,374,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,943,701
Interest on participant loans2022-06-30$3,518
Interest earned on other investments2022-06-30$18,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,225,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,077,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,310,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$32,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$269,383
Contract administrator fees2022-06-30$41,756
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2022-06-30382426290
2021 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,608,992
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$220,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$169,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$481,256
Value of total assets at end of year2021-06-30$6,106,280
Value of total assets at beginning of year2021-06-30$4,717,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$50,756
Total interest from all sources2021-06-30$19,937
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$153,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$153,235
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$700,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$451,868
Participant contributions at end of year2021-06-30$85,438
Participant contributions at beginning of year2021-06-30$30,644
Other income not declared elsewhere2021-06-30$16,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,388,563
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,106,280
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,717,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,943,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,684,560
Interest on participant loans2021-06-30$2,206
Interest earned on other investments2021-06-30$17,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,077,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,002,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$938,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$29,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$169,673
Contract administrator fees2021-06-30$34,256
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2021-06-30382426290
2020 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$607,369
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$319,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$272,507
Value of total corrective distributions2020-06-30$323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$422,944
Value of total assets at end of year2020-06-30$4,717,717
Value of total assets at beginning of year2020-06-30$4,429,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$46,748
Total interest from all sources2020-06-30$33,096
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$102,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$102,651
Administrative expenses professional fees incurred2020-06-30$33
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$387,546
Participant contributions at end of year2020-06-30$30,644
Participant contributions at beginning of year2020-06-30$41,022
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$11,078
Other income not declared elsewhere2020-06-30$16,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$287,791
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,717,717
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,429,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,684,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,236,339
Interest on participant loans2020-06-30$2,091
Interest earned on other investments2020-06-30$31,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,002,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,152,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$32,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$24,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$272,507
Contract administrator fees2020-06-30$30,215
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2020-06-30382426290
2019 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$559,363
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$758,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$725,562
Expenses. Certain deemed distributions of participant loans2019-06-30$8,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$364,221
Value of total assets at end of year2019-06-30$4,429,926
Value of total assets at beginning of year2019-06-30$4,628,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$23,892
Total interest from all sources2019-06-30$41,536
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$8,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$8,539
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$343,869
Participant contributions at end of year2019-06-30$41,022
Participant contributions at beginning of year2019-06-30$76,233
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$5,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-199,042
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,429,926
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,628,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$11,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,236,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$0
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,364,827
Interest on participant loans2019-06-30$3,321
Interest earned on other investments2019-06-30$38,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,152,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,182,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$70,873
Net investment gain/loss from pooled separate accounts2019-06-30$74,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$20,352
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$725,562
Contract administrator fees2019-06-30$11,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2019-06-30382426290
2018 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$648,606
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$370,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$345,571
Expenses. Certain deemed distributions of participant loans2018-06-30$1,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$294,510
Value of total assets at end of year2018-06-30$4,628,968
Value of total assets at beginning of year2018-06-30$4,350,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$23,438
Total interest from all sources2018-06-30$4,496
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$276,405
Participant contributions at end of year2018-06-30$76,233
Participant contributions at beginning of year2018-06-30$94,796
Participant contributions at end of year2018-06-30$5,463
Participant contributions at beginning of year2018-06-30$5,101
Other income not declared elsewhere2018-06-30$37,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$278,119
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,628,968
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,350,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$11,975
Value of interest in pooled separate accounts at end of year2018-06-30$3,364,827
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,081,919
Interest on participant loans2018-06-30$4,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,182,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,168,687
Net investment gain/loss from pooled separate accounts2018-06-30$312,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$18,105
Employer contributions (assets) at end of year2018-06-30$357
Employer contributions (assets) at beginning of year2018-06-30$346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$345,571
Contract administrator fees2018-06-30$11,463
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2018-06-30382426290
2017 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$765,525
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$634,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$612,772
Value of total corrective distributions2017-06-30$122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$282,829
Value of total assets at end of year2017-06-30$4,350,849
Value of total assets at beginning of year2017-06-30$4,220,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$22,096
Total interest from all sources2017-06-30$37,682
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$11,253
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$265,150
Participant contributions at end of year2017-06-30$94,796
Participant contributions at beginning of year2017-06-30$88,979
Participant contributions at end of year2017-06-30$5,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$130,535
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,350,849
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,220,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$3,081,919
Value of interest in pooled separate accounts at beginning of year2017-06-30$3,129,550
Interest on participant loans2017-06-30$4,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$33,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,168,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,001,785
Net investment gain/loss from pooled separate accounts2017-06-30$445,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$17,679
Employer contributions (assets) at end of year2017-06-30$346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$612,772
Contract administrator fees2017-06-30$10,843
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2017-06-30382426290
2016 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$254,181
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$405,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$381,087
Value of total corrective distributions2016-06-30$641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$257,839
Value of total assets at end of year2016-06-30$4,220,314
Value of total assets at beginning of year2016-06-30$4,371,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$23,573
Total interest from all sources2016-06-30$26,130
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$240,971
Participant contributions at end of year2016-06-30$88,979
Participant contributions at beginning of year2016-06-30$80,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-151,120
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,220,314
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,371,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$12,311
Value of interest in pooled separate accounts at end of year2016-06-30$3,129,550
Value of interest in pooled separate accounts at beginning of year2016-06-30$3,709,531
Interest on participant loans2016-06-30$2,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$24,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,001,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$581,075
Net investment gain/loss from pooled separate accounts2016-06-30$-29,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$16,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$381,087
Contract administrator fees2016-06-30$11,262
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2016-06-30382426290
2015 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$233,285
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$446,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$419,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$280,778
Value of total assets at end of year2015-06-30$4,371,434
Value of total assets at beginning of year2015-06-30$4,585,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$27,721
Total interest from all sources2015-06-30$18,132
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$262,596
Participant contributions at end of year2015-06-30$80,828
Participant contributions at beginning of year2015-06-30$90,837
Participant contributions at beginning of year2015-06-30$5,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-213,680
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,371,434
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,585,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$15,513
Value of interest in pooled separate accounts at end of year2015-06-30$3,709,531
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,861,829
Income. Interest from loans (other than to participants)2015-06-30$3,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$14,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$581,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$626,566
Net investment gain/loss from pooled separate accounts2015-06-30$-65,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$18,182
Employer contributions (assets) at beginning of year2015-06-30$150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$419,244
Contract administrator fees2015-06-30$12,208
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2015-06-30382426290
2014 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$679,917
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$260,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$229,388
Value of total corrective distributions2014-06-30$382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$287,704
Value of total assets at end of year2014-06-30$4,585,114
Value of total assets at beginning of year2014-06-30$4,165,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$30,870
Total interest from all sources2014-06-30$17,060
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$269,702
Participant contributions at end of year2014-06-30$90,837
Participant contributions at beginning of year2014-06-30$95,622
Participant contributions at end of year2014-06-30$5,732
Participant contributions at beginning of year2014-06-30$4,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$419,277
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,585,114
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,165,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$16,858
Value of interest in pooled separate accounts at end of year2014-06-30$3,861,829
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,484,151
Interest on participant loans2014-06-30$3,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$13,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$626,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$581,123
Net investment gain/loss from pooled separate accounts2014-06-30$375,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$18,002
Employer contributions (assets) at end of year2014-06-30$150
Employer contributions (assets) at beginning of year2014-06-30$318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$229,388
Contract administrator fees2014-06-30$14,012
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2014-06-30382426290
2013 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$702,631
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$157,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$122,183
Expenses. Certain deemed distributions of participant loans2013-06-30$3,600
Value of total corrective distributions2013-06-30$481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$307,354
Value of total assets at end of year2013-06-30$4,165,837
Value of total assets at beginning of year2013-06-30$3,620,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$31,117
Total interest from all sources2013-06-30$3,448
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$262,097
Participant contributions at end of year2013-06-30$95,622
Participant contributions at beginning of year2013-06-30$93,775
Participant contributions at end of year2013-06-30$4,623
Participant contributions at beginning of year2013-06-30$4,673
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$26,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$545,250
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,165,837
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,620,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$28,067
Value of interest in pooled separate accounts at end of year2013-06-30$3,484,151
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,481,241
Interest on participant loans2013-06-30$3,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$581,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$40,570
Net investment gain/loss from pooled separate accounts2013-06-30$391,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$18,627
Employer contributions (assets) at end of year2013-06-30$318
Employer contributions (assets) at beginning of year2013-06-30$328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$122,183
Contract administrator fees2013-06-30$3,050
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2013-06-30382426290
2012 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$254,796
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$128,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$99,049
Value of total corrective distributions2012-06-30$414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$281,174
Value of total assets at end of year2012-06-30$3,620,194
Value of total assets at beginning of year2012-06-30$3,494,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$29,381
Total interest from all sources2012-06-30$4,212
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$400,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$262,613
Participant contributions at end of year2012-06-30$93,382
Participant contributions at beginning of year2012-06-30$69,071
Participant contributions at end of year2012-06-30$4,673
Participant contributions at beginning of year2012-06-30$7,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$125,952
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,620,194
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,494,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$26,456
Value of interest in pooled separate accounts at end of year2012-06-30$3,481,241
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,378,730
Interest on participant loans2012-06-30$4,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$40,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$37,901
Net investment gain/loss from pooled separate accounts2012-06-30$-30,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$18,561
Employer contributions (assets) at end of year2012-06-30$328
Employer contributions (assets) at beginning of year2012-06-30$562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$99,049
Contract administrator fees2012-06-30$2,925
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2012-06-30382426290
2011 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$797,491
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$378,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$347,525
Value of total corrective distributions2011-06-30$335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$299,347
Value of total assets at end of year2011-06-30$3,494,242
Value of total assets at beginning of year2011-06-30$3,075,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$30,979
Total interest from all sources2011-06-30$3,598
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$400,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$272,811
Participant contributions at end of year2011-06-30$69,071
Participant contributions at beginning of year2011-06-30$66,636
Participant contributions at end of year2011-06-30$7,978
Participant contributions at beginning of year2011-06-30$7,414
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$7,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$418,652
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,494,242
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,075,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$19,363
Value of interest in pooled separate accounts at end of year2011-06-30$3,378,730
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,982,008
Interest on participant loans2011-06-30$3,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$37,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$19,024
Net investment gain/loss from pooled separate accounts2011-06-30$494,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$18,906
Employer contributions (assets) at end of year2011-06-30$562
Employer contributions (assets) at beginning of year2011-06-30$508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$347,525
Contract administrator fees2011-06-30$11,616
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DOLINKA, VANNOORD & COMPANY, PLLP
Accountancy firm EIN2011-06-30382426290
2010 : NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN

2022: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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: NATIONWIDE TRUCK BROKERS, INC. 401(K) PLAN 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895810087
Policy instance 1
Insurance contract or identification number895810087
Number of Individuals Covered60
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895810087
Policy instance 1
Insurance contract or identification number895810087
Number of Individuals Covered71
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895810087
Policy instance 1
Insurance contract or identification number895810087
Number of Individuals Covered73
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895810087
Policy instance 1
Insurance contract or identification number895810087
Number of Individuals Covered77
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895810087
Policy instance 2
Insurance contract or identification number895810087
Number of Individuals Covered86
Insurance policy start date2019-04-01
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?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP88384
Policy instance 1
Insurance contract or identification numberGP88384
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,720
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP88384
Policy instance 1
Insurance contract or identification numberGP88384
Number of Individuals Covered125
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,856
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2283
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameTHE RETIREMENT ADVANTAGE, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP88384
Policy instance 1
Insurance contract or identification numberGP88384
Number of Individuals Covered122
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $8,220
Total amount of fees paid to insurance companyUSD $5,312
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,220
Amount paid for insurance broker fees2584
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker organization code?4
Insurance broker nameSIGMA FINANCIAL CORPORATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP88384
Policy instance 1
Insurance contract or identification numberGP88384
Number of Individuals Covered120
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $8,807
Total amount of fees paid to insurance companyUSD $4,766
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,640
Amount paid for insurance broker fees2111
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS MARKETING ALLOWANCE NON-MONETARY COMP TO SALES REP
Insurance broker organization code?4
Insurance broker nameMERRILL LYNCH LIFE AGENCY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP88384
Policy instance 1
Insurance contract or identification numberGP88384
Number of Individuals Covered133
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $6,594
Total amount of fees paid to insurance companyUSD $2,644
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,594
Amount paid for insurance broker fees2086
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS MARKETING ALLOWANCE NON-MONETARY COMP TO SALES REP
Insurance broker organization code?4
Insurance broker nameAPPLIED PLAN ADMINISTRATORS LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 88384
Policy instance 1
Insurance contract or identification numberGP 88384
Number of Individuals Covered135
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $7,589
Total amount of fees paid to insurance companyUSD $2,398
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,589
Amount paid for insurance broker fees2398
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE & NONMONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameSIGMA FINANCIAL CORPORATION
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 88384
Policy instance 1
Insurance contract or identification numberGP 88384
Number of Individuals Covered139
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $6,705
Total amount of fees paid to insurance companyUSD $3,773
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 88384
Policy instance 1
Insurance contract or identification numberGP 88384
Number of Individuals Covered142
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $6,720
Total amount of fees paid to insurance companyUSD $3,570
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1