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AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameAUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST
Plan identification number 001

AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AUTOMATED BENEFIT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:AUTOMATED BENEFIT SERVICES, INC.
Employer identification number (EIN):382598766
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01JAMES W HOLEVAS
0012017-01-01JAMES W HOLEVAS
0012016-01-01JAMES W HOLEVAS
0012015-01-01JIM HOLEVAS
0012014-01-01JIM HOLEVAS
0012013-01-01JIM HOLEVAS
0012012-01-01RICHARD R SORENSEN
0012011-01-01RICHARD R.SORENSEN
0012010-01-01RICHARD R.SORENSEN
0012009-01-01JAMES PINER
0012009-01-01JAMES PINER

Plan Statistics for AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST

Measure Date Value
2018: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01303
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01259
Total number of active participants reported on line 7a of the Form 55002017-01-01280
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01303
Number of participants with account balances2017-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01246
Total number of active participants reported on line 7a of the Form 55002016-01-01237
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01257
Total participants2016-01-01257
Number of participants with account balances2016-01-01219
2015: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01203
Total number of active participants reported on line 7a of the Form 55002015-01-01220
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01245
Total participants2015-01-01245
Number of participants with account balances2015-01-01237
2014: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01206
Total number of active participants reported on line 7a of the Form 55002014-01-01199
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01226
Total participants2014-01-01226
Number of participants with account balances2014-01-01198
2013: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01194
Total number of active participants reported on line 7a of the Form 55002013-01-01174
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01201
Total participants2013-01-01201
Number of participants with account balances2013-01-01176
2012: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01164
Total participants2012-01-01164
Number of participants with account balances2012-01-01164
2011: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01130
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01144
Total participants2011-01-01144
Number of participants with account balances2011-01-01144
2010: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01121
Total number of active participants reported on line 7a of the Form 55002010-01-0197
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01130
Total participants2010-01-01130
Number of participants with account balances2010-01-01130
2009: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01143
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01121
Number of participants with account balances2009-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST

Measure Date Value
2018 : AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2018 401k financial data
Total transfer of assets from this plan2018-01-09$8,117,247
Total income from all sources (including contributions)2018-01-09$150,141
Value of total assets at end of year2018-01-09$0
Value of total assets at beginning of year2018-01-09$7,967,106
Total interest from all sources2018-01-09$450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-09Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-01-09$0
Was this plan covered by a fidelity bond2018-01-09Yes
Value of fidelity bond cover2018-01-09$500,000
If this is an individual account plan, was there a blackout period2018-01-09No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-09$0
Were there any nonexempt tranactions with any party-in-interest2018-01-09No
Participant contributions at end of year2018-01-09$0
Participant contributions at beginning of year2018-01-09$166,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-09No
Value of net income/loss2018-01-09$150,141
Value of net assets at end of year (total assets less liabilities)2018-01-09$0
Value of net assets at beginning of year (total assets less liabilities)2018-01-09$7,967,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-09No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-09No
Were any leases to which the plan was party in default or uncollectible2018-01-09No
Value of interest in pooled separate accounts at end of year2018-01-09$0
Value of interest in pooled separate accounts at beginning of year2018-01-09$6,963,953
Interest on participant loans2018-01-09$306
Interest earned on other investments2018-01-09$144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-09$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-09$836,954
Net investment gain/loss from pooled separate accounts2018-01-09$149,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-09No
Was there a failure to transmit to the plan any participant contributions2018-01-09No
Has the plan failed to provide any benefit when due under the plan2018-01-09No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-01-09No
Did the plan have assets held for investment2018-01-09No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-09No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-09Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-09Yes
Opinion of an independent qualified public accountant for this plan2018-01-09Disclaimer
Accountancy firm name2018-01-09COHEN & COMPANY, LTD
Accountancy firm EIN2018-01-09341912961
2017 : AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,842,513
Total of all expenses incurred2017-12-31$1,698,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,691,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$666,064
Value of total assets at end of year2017-12-31$7,967,106
Value of total assets at beginning of year2017-12-31$7,823,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,670
Total interest from all sources2017-12-31$13,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$666,064
Participant contributions at end of year2017-12-31$166,199
Participant contributions at beginning of year2017-12-31$139,444
Administrative expenses (other) incurred2017-12-31$5,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$143,987
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,967,106
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,823,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,300
Value of interest in pooled separate accounts at end of year2017-12-31$6,963,953
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,623,488
Interest on participant loans2017-12-31$6,549
Interest earned on other investments2017-12-31$6,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$836,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,060,187
Net investment gain/loss from pooled separate accounts2017-12-31$1,163,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,691,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2017-12-31341912961
2016 : AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,305,239
Total of all expenses incurred2016-12-31$1,581,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,574,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$708,641
Value of total assets at end of year2016-12-31$7,823,119
Value of total assets at beginning of year2016-12-31$8,099,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,223
Total interest from all sources2016-12-31$6,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$689,334
Participant contributions at end of year2016-12-31$139,444
Participant contributions at beginning of year2016-12-31$152,283
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,307
Other income not declared elsewhere2016-12-31$9,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-276,532
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,823,119
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,099,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,623,488
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,926,231
Interest on participant loans2016-12-31$6,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,060,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,021,137
Net investment gain/loss from pooled separate accounts2016-12-31$581,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,574,548
Contract administrator fees2016-12-31$7,223
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2016-12-31341912961
2015 : AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$816,402
Total of all expenses incurred2015-12-31$137,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$133,080
Value of total corrective distributions2015-12-31$406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$788,006
Value of total assets at end of year2015-12-31$8,099,651
Value of total assets at beginning of year2015-12-31$7,420,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,185
Total interest from all sources2015-12-31$8,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,650
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$770,794
Participant contributions at end of year2015-12-31$152,283
Participant contributions at beginning of year2015-12-31$204,495
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,212
Other income not declared elsewhere2015-12-31$9,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$678,731
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,099,651
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,420,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,535
Value of interest in pooled separate accounts at end of year2015-12-31$6,926,231
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,256,133
Interest on participant loans2015-12-31$8,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,021,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$960,292
Net investment gain/loss from pooled separate accounts2015-12-31$10,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$133,080
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2015-12-31341912961
2014 : AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,050,770
Total of all expenses incurred2014-12-31$140,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$132,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$606,900
Value of total assets at end of year2014-12-31$7,420,920
Value of total assets at beginning of year2014-12-31$6,510,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,525
Total interest from all sources2014-12-31$8,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,181
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$585,691
Participant contributions at end of year2014-12-31$204,495
Participant contributions at beginning of year2014-12-31$160,706
Participant contributions at beginning of year2014-12-31$12,673
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,209
Other income not declared elsewhere2014-12-31$8,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$910,636
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,420,920
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,510,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,344
Value of interest in pooled separate accounts at end of year2014-12-31$6,256,133
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,752,471
Interest on participant loans2014-12-31$8,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$960,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$584,434
Net investment gain/loss from pooled separate accounts2014-12-31$426,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$132,609
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GODFREY HAMMEL, DANNEELS & CO., P.C
Accountancy firm EIN2014-12-31381878652
2013 : AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,837,991
Total of all expenses incurred2013-12-31$959,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$949,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$667,120
Value of total assets at end of year2013-12-31$6,510,284
Value of total assets at beginning of year2013-12-31$5,631,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,249
Total interest from all sources2013-12-31$7,609
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$30,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$30,362
Administrative expenses professional fees incurred2013-12-31$7,075
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$521,394
Participant contributions at end of year2013-12-31$160,706
Participant contributions at beginning of year2013-12-31$144,713
Participant contributions at end of year2013-12-31$12,673
Participant contributions at beginning of year2013-12-31$15,368
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$145,726
Other income not declared elsewhere2013-12-31$3,595
Administrative expenses (other) incurred2013-12-31$1,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$878,960
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,510,284
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,631,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,147,133
Value of interest in pooled separate accounts at end of year2013-12-31$5,752,471
Interest on participant loans2013-12-31$7,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$324,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$324,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$584,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$519,101
Net investment gain/loss from pooled separate accounts2013-12-31$610,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$949,782
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GODFREY HAMMEL, DANNEELS & CO., P.C
Accountancy firm EIN2013-12-31381878652
2012 : AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,093,790
Total of all expenses incurred2012-12-31$233,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$226,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$424,446
Value of total assets at end of year2012-12-31$5,631,324
Value of total assets at beginning of year2012-12-31$4,771,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,960
Total interest from all sources2012-12-31$6,426
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$93,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$93,405
Administrative expenses professional fees incurred2012-12-31$7,960
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$420,411
Participant contributions at end of year2012-12-31$144,713
Participant contributions at beginning of year2012-12-31$114,411
Participant contributions at end of year2012-12-31$15,368
Participant contributions at beginning of year2012-12-31$7,042
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$859,805
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,631,324
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,771,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,147,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,168,148
Interest on participant loans2012-12-31$6,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$324,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$481,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$481,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$569,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$226,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GODFREY HAMMEL, DANNEELS & CO., P.C
Accountancy firm EIN2012-12-31381878652
2011 : AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$506,524
Total of all expenses incurred2011-12-31$96,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$73,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$590,455
Value of total assets at end of year2011-12-31$4,771,519
Value of total assets at beginning of year2011-12-31$4,361,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,728
Total interest from all sources2011-12-31$5,766
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$63,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$63,423
Administrative expenses professional fees incurred2011-12-31$22,728
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$341,412
Participant contributions at end of year2011-12-31$114,411
Participant contributions at beginning of year2011-12-31$86,898
Participant contributions at end of year2011-12-31$7,042
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$249,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$410,159
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,771,519
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,361,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,168,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,590,574
Interest on participant loans2011-12-31$5,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$481,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$683,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$683,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-153,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$73,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GODFREY HAMMEL, DANNEELS & CO., P.C
Accountancy firm EIN2011-12-31381878652
2010 : AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$792,841
Total of all expenses incurred2010-12-31$330,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$309,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$302,002
Value of total assets at end of year2010-12-31$4,361,360
Value of total assets at beginning of year2010-12-31$3,898,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,093
Total interest from all sources2010-12-31$5,700
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$62,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$62,972
Administrative expenses professional fees incurred2010-12-31$21,093
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$302,002
Participant contributions at end of year2010-12-31$86,898
Participant contributions at beginning of year2010-12-31$83,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$462,695
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,361,360
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,898,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,590,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,975,950
Interest on participant loans2010-12-31$5,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$683,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$839,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$839,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$422,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$309,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GODFREY HAMMEL, DANNEELS & CO., P.C
Accountancy firm EIN2010-12-31381878652
2009 : AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST

2018: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AUTOMATED BENEFIT SERVICES EMPLOYEES 401K PROFIT SHARING RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804314
Policy instance 1
Insurance contract or identification number804314
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-01-09
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804314
Policy instance 1
Insurance contract or identification number804314
Number of Individuals Covered208
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $38,872
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,044
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INSURANCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804314-000
Policy instance 1
Insurance contract or identification number804314-000
Number of Individuals Covered237
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $38,239
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,620
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INSURANCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804314-000
Policy instance 1
Insurance contract or identification number804314-000
Number of Individuals Covered198
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $33,704
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,582
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INSURANCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804314-000
Policy instance 1
Insurance contract or identification number804314-000
Number of Individuals Covered176
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,851
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,290
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INSURANCE

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