401k Plan data: PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING plan

PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 401k Plan overview

Plan Name	PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING
Plan identification number	001

PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PRODUCTION SAW & MACHINE CO. has sponsored the creation of one or more 401k plans.

Company Name: PRODUCTION SAW & MACHINE CO.

Employer identification number (EIN): 382073430

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 JEFFREY M. VANCALBERGH 2023-11-13
001 2021-07-01 JEFFREY M. VANCALBERGH 2022-12-14 JEFFREY M. VANCALBERGH 2022-12-14
001 2020-07-01 JEFFREY M. VANCALBERGH 2022-03-22 JEFFREY M. VANCALBERGH 2022-03-22
001 2019-07-01
001 2018-07-01
001 2017-07-01 JEFFREY M. VANCALBERGH 2019-01-30
001 2016-07-01 JEFFREY M. VANCALBERGH 2017-11-06
001 2015-07-01 DAVID C. BEVIER 2016-11-10
001 2014-07-01 DAVID C. BEVIER 2015-10-08
001 2013-07-01 DAVID C. BEVIER 2015-01-21
001 2012-07-01 DAVID C. BEVIER 2013-08-26
001 2011-07-01 DAVID C. BEVIER 2012-11-12
001 2010-07-01 DAVID C. BEVIER 2011-11-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	JEFFREY M. VANCALBERGH	2023-11-13
001	2021-07-01	JEFFREY M. VANCALBERGH	2022-12-14	JEFFREY M. VANCALBERGH	2022-12-14
001	2020-07-01	JEFFREY M. VANCALBERGH	2022-03-22	JEFFREY M. VANCALBERGH	2022-03-22
001	2019-07-01
001	2018-07-01
001	2017-07-01	JEFFREY M. VANCALBERGH	2019-01-30
001	2016-07-01	JEFFREY M. VANCALBERGH	2017-11-06
001	2015-07-01	DAVID C. BEVIER	2016-11-10
001	2014-07-01	DAVID C. BEVIER	2015-10-08
001	2013-07-01	DAVID C. BEVIER	2015-01-21
001	2012-07-01	DAVID C. BEVIER	2013-08-26
001	2011-07-01	DAVID C. BEVIER	2012-11-12
001	2010-07-01	DAVID C. BEVIER	2011-11-21

Plan Statistics for PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING

401k plan membership statisitcs for PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING

Measure Date Value
2022: PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year 2022-07-01 115
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 93
Number of retired or separated participants receiving benefits 2022-07-01 16
Number of other retired or separated participants entitled to future benefits 2022-07-01 1
Total of all active and inactive participants 2022-07-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 110
Number of participants with account balances 2022-07-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year 2021-07-01 121
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 89
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 24
Total of all active and inactive participants 2021-07-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 114
Number of participants with account balances 2021-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year 2020-07-01 128
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 85
Number of retired or separated participants receiving benefits 2020-07-01 4
Number of other retired or separated participants entitled to future benefits 2020-07-01 26
Total of all active and inactive participants 2020-07-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 115
Number of participants with account balances 2020-07-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 2

Measure	Date	Value
2022: PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year	2022-07-01	115
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	93
Number of retired or separated participants receiving benefits	2022-07-01	16
Number of other retired or separated participants entitled to future benefits	2022-07-01	1
Total of all active and inactive participants	2022-07-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	110
Number of participants with account balances	2022-07-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year	2021-07-01	121
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	89
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	24
Total of all active and inactive participants	2021-07-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	114
Number of participants with account balances	2021-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year	2020-07-01	128
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	85
Number of retired or separated participants receiving benefits	2020-07-01	4
Number of other retired or separated participants entitled to future benefits	2020-07-01	26
Total of all active and inactive participants	2020-07-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	115
Number of participants with account balances	2020-07-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	2

Financial Data on PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING

Measure	Date	Value
2023 : PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$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	$407,335
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$112,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$104,289
Expenses. Certain deemed distributions of participant loans	2023-06-30	$4,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$126,344
Value of total assets at end of year	2023-06-30	$2,864,534
Value of total assets at beginning of year	2023-06-30	$2,569,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$3,581
Total interest from all sources	2023-06-30	$608
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$126,344
Participant contributions at end of year	2023-06-30	$7,410
Participant contributions at beginning of year	2023-06-30	$11,855
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$2,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$295,193
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$2,864,534
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$2,569,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$3,581
Value of interest in pooled separate accounts at end of year	2023-06-30	$2,842,569
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$2,540,607
Interest on participant loans	2023-06-30	$608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$14,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$14,127
Net investment gain/loss from pooled separate accounts	2023-06-30	$280,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$104,289
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	WILLIS & JURASEK, P.C.
Accountancy firm EIN	2023-06-30	381964450
2022 : PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$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	$2,586
Total income from all sources (including contributions)	2022-06-30	$-260,551
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$91,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$87,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$138,360
Value of total assets at end of year	2022-06-30	$2,569,341
Value of total assets at beginning of year	2022-06-30	$2,924,170
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$3,704
Total interest from all sources	2022-06-30	$758
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$138,360
Participant contributions at end of year	2022-06-30	$11,855
Participant contributions at beginning of year	2022-06-30	$18,658
Participant contributions at end of year	2022-06-30	$2,752
Participant contributions at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$2,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-352,243
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$2,569,341
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$2,921,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$3,704
Value of interest in pooled separate accounts at end of year	2022-06-30	$2,540,607
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$2,891,008
Interest on participant loans	2022-06-30	$758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$14,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$14,504
Net investment gain/loss from pooled separate accounts	2022-06-30	$-399,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$87,988
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	WILLIS & JURASEK, P.C.
Accountancy firm EIN	2022-06-30	381964450
2021 : PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$2,586
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	$903,817
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$833,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$826,453
Expenses. Certain deemed distributions of participant loans	2021-06-30	$4,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$157,532
Value of total assets at end of year	2021-06-30	$2,924,170
Value of total assets at beginning of year	2021-06-30	$2,851,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$2,801
Total interest from all sources	2021-06-30	$1,624
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$155,704
Participant contributions at end of year	2021-06-30	$18,658
Participant contributions at beginning of year	2021-06-30	$44,984
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$25
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$2,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$70,015
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$2,921,584
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,851,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$2,801
Value of interest in pooled separate accounts at end of year	2021-06-30	$2,891,008
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$2,790,733
Interest on participant loans	2021-06-30	$1,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$14,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$12,834
Net investment gain/loss from pooled separate accounts	2021-06-30	$744,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,828
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$2,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$826,453
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	WILLIS & JURASEK, P.C.
Accountancy firm EIN	2021-06-30	381964450

Form 5500 Responses for PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING

2022: PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PRODUCTION SAW & MACHINE CO. 401(K) PROFIT SHARING 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819469

Policy instance

Insurance contract or identification number	819469
Number of Individuals Covered	78
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $6,594
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,594
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819469

Policy instance

Insurance contract or identification number	819469
Number of Individuals Covered	98
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $7,289
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,289
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819469

Policy instance

Insurance contract or identification number	819469
Number of Individuals Covered	101
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $7,788
Total amount of fees paid to insurance company	USD $1,531
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,788
Insurance broker organization code?	3
Amount paid for insurance broker fees	1531
Additional information about fees paid to insurance broker	TPA COMPENSATION

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

Company Name:	PRODUCTION SAW & MACHINE CO.
Employer identification number (EIN):	382073430
NAIC Classification:	332900