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A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameA.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN
Plan identification number 002

A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

A.L. SCHUTZMAN COMPANY has sponsored the creation of one or more 401k plans.

Company Name:A.L. SCHUTZMAN COMPANY
Employer identification number (EIN):390602420
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOEL KNUDSON
0022016-01-01SARA FOSS
0022015-01-01SARA FOSS
0022014-01-01SARA FOSS2015-07-22
0022013-01-01SARA FOSS2014-05-27
0022012-01-01SARA E FOSS2013-06-11
0022011-01-01SARA FOSS2012-06-20
0022010-01-01SARA E FOSS2011-06-01

Plan Statistics for A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-01136
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01170
Number of participants with account balances2022-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01187
Total number of active participants reported on line 7a of the Form 55002021-01-01136
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01169
Number of participants with account balances2021-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0149
2020: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01179
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01180
Number of participants with account balances2020-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0149
2019: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01160
Total number of active participants reported on line 7a of the Form 55002019-01-01151
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01177
Number of participants with account balances2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0152
2018: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01169
Total number of active participants reported on line 7a of the Form 55002018-01-01143
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01160
Number of participants with account balances2018-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0153
2017: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01155
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01169
Number of participants with account balances2017-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01155
Total participants2016-01-01155
Number of participants with account balances2016-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01130
Total participants2015-01-01130
Number of participants with account balances2015-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015

Financial Data on A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-403,901
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$883,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$835,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$705,289
Value of total assets at end of year2022-12-31$7,332,689
Value of total assets at beginning of year2022-12-31$8,619,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,142
Total interest from all sources2022-12-31$3,319
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$172,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$172,256
Administrative expenses professional fees incurred2022-12-31$10,513
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$631,756
Participant contributions at end of year2022-12-31$87,208
Participant contributions at beginning of year2022-12-31$35,331
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,167
Other income not declared elsewhere2022-12-31$16,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,287,113
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,332,689
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,619,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,343,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,813,549
Interest on participant loans2022-12-31$3,319
Value of interest in common/collective trusts at end of year2022-12-31$902,200
Value of interest in common/collective trusts at beginning of year2022-12-31$770,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,300,916
Net investment gain or loss from common/collective trusts2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$67,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$835,070
Contract administrator fees2022-12-31$22,575
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,520,421
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$922,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$873,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$807,699
Value of total assets at end of year2021-12-31$8,619,802
Value of total assets at beginning of year2021-12-31$8,021,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,860
Total interest from all sources2021-12-31$2,119
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$269,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$269,643
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$587,518
Participant contributions at end of year2021-12-31$35,331
Participant contributions at beginning of year2021-12-31$44,755
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$151,882
Other income not declared elsewhere2021-12-31$11,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$598,157
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,619,802
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,021,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$26,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,813,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,151,726
Interest on participant loans2021-12-31$2,119
Value of interest in common/collective trusts at end of year2021-12-31$770,922
Value of interest in common/collective trusts at beginning of year2021-12-31$825,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$410,622
Net investment gain or loss from common/collective trusts2021-12-31$18,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$68,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$873,404
Contract administrator fees2021-12-31$22,742
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,573,907
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,379,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,334,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$643,150
Value of total assets at end of year2020-12-31$8,021,645
Value of total assets at beginning of year2020-12-31$7,827,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,512
Total interest from all sources2020-12-31$2,766
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$82,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$82,925
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$576,870
Participant contributions at end of year2020-12-31$44,755
Participant contributions at beginning of year2020-12-31$51,352
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,821
Other income not declared elsewhere2020-12-31$10,805
Administrative expenses (other) incurred2020-12-31$2,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$194,391
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,021,645
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,827,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$42,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,151,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,359,380
Interest on participant loans2020-12-31$2,766
Value of interest in common/collective trusts at end of year2020-12-31$825,164
Value of interest in common/collective trusts at beginning of year2020-12-31$416,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$817,848
Net investment gain or loss from common/collective trusts2020-12-31$16,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$63,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,334,004
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,718,810
Total income from all sources (including contributions)2019-12-31$1,718,810
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$438,301
Total of all expenses incurred2019-12-31$438,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$371,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$371,949
Value of total corrective distributions2019-12-31$1,392
Value of total corrective distributions2019-12-31$1,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$542,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$542,783
Value of total assets at end of year2019-12-31$7,827,254
Value of total assets at end of year2019-12-31$7,827,254
Value of total assets at beginning of year2019-12-31$6,546,745
Value of total assets at beginning of year2019-12-31$6,546,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,960
Total interest from all sources2019-12-31$2,836
Total interest from all sources2019-12-31$2,836
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$123,021
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$123,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$123,021
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$123,021
Administrative expenses professional fees incurred2019-12-31$18,483
Administrative expenses professional fees incurred2019-12-31$18,483
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$494,008
Contributions received from participants2019-12-31$494,008
Participant contributions at end of year2019-12-31$51,352
Participant contributions at end of year2019-12-31$51,352
Participant contributions at beginning of year2019-12-31$50,166
Participant contributions at beginning of year2019-12-31$50,166
Other income not declared elsewhere2019-12-31$21,284
Other income not declared elsewhere2019-12-31$21,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,280,509
Value of net income/loss2019-12-31$1,280,509
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,827,254
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,827,254
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,546,745
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,546,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,546
Investment advisory and management fees2019-12-31$7,546
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,359,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,359,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,196,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,196,734
Interest on participant loans2019-12-31$2,836
Interest on participant loans2019-12-31$2,836
Value of interest in common/collective trusts at end of year2019-12-31$416,522
Value of interest in common/collective trusts at end of year2019-12-31$416,522
Value of interest in common/collective trusts at beginning of year2019-12-31$299,845
Value of interest in common/collective trusts at beginning of year2019-12-31$299,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,020,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,020,368
Net investment gain or loss from common/collective trusts2019-12-31$8,518
Net investment gain or loss from common/collective trusts2019-12-31$8,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$48,775
Contributions received in cash from employer2019-12-31$48,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$371,949
Contract administrator fees2019-12-31$38,931
Contract administrator fees2019-12-31$38,931
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
Accountancy firm EIN2019-12-31363168081
2018 : A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$176,387
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$692,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$645,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$471,476
Value of total assets at end of year2018-12-31$6,546,745
Value of total assets at beginning of year2018-12-31$7,062,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,375
Total interest from all sources2018-12-31$2,294
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$172,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$172,809
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$399,700
Participant contributions at end of year2018-12-31$50,166
Participant contributions at beginning of year2018-12-31$47,141
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,118
Other income not declared elsewhere2018-12-31$20,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-516,005
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,546,745
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,062,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,196,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,012,615
Interest on participant loans2018-12-31$2,294
Value of interest in common/collective trusts at end of year2018-12-31$299,845
Value of interest in common/collective trusts at beginning of year2018-12-31$2,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-494,276
Net investment gain/loss from pooled separate accounts2018-12-31$3,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$57,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$645,017
Contract administrator fees2018-12-31$47,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SIKICH LLP
Accountancy firm EIN2018-12-31363168081
2017 : A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,314,808
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$663,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$652,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$479,169
Value of total assets at end of year2017-12-31$7,062,750
Value of total assets at beginning of year2017-12-31$6,411,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,770
Total interest from all sources2017-12-31$8,017
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$120,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$120,909
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$358,476
Participant contributions at end of year2017-12-31$47,141
Participant contributions at beginning of year2017-12-31$34,139
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$72,050
Other income not declared elsewhere2017-12-31$2,657
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$650,949
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,062,750
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,411,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,012,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,541,022
Interest on participant loans2017-12-31$1,963
Interest earned on other investments2017-12-31$6,054
Value of interest in common/collective trusts at end of year2017-12-31$2,994
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$836,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$199,424
Net investment gain/loss from pooled separate accounts2017-12-31$504,606
Net investment gain or loss from common/collective trusts2017-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$48,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$652,089
Contract administrator fees2017-12-31$11,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31SIKICH LLP
Accountancy firm EIN2017-12-31363168081
2016 : A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$842,402
Total of all expenses incurred2016-12-31$170,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$159,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$385,215
Value of total assets at end of year2016-12-31$6,411,801
Value of total assets at beginning of year2016-12-31$5,739,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,369
Total interest from all sources2016-12-31$1,082
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$400,000
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$340,331
Participant contributions at end of year2016-12-31$34,139
Participant contributions at beginning of year2016-12-31$13,801
Other income not declared elsewhere2016-12-31$9,270
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$672,147
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,411,801
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,739,654
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$5,541,022
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,178,607
Interest on participant loans2016-12-31$1,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$836,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$547,246
Net investment gain/loss from pooled separate accounts2016-12-31$446,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$44,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$159,886
Contract administrator fees2016-12-31$10,369
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 name2016-12-31SCHENCK SC
Accountancy firm EIN2016-12-31391173131
2015 : A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$246,328
Total of all expenses incurred2015-12-31$442,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$427,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$336,395
Value of total assets at end of year2015-12-31$5,739,654
Value of total assets at beginning of year2015-12-31$5,936,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,281
Total interest from all sources2015-12-31$1,058
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$800
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
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$296,982
Participant contributions at end of year2015-12-31$13,801
Participant contributions at beginning of year2015-12-31$54,690
Other income not declared elsewhere2015-12-31$5,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-196,427
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,739,654
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,936,081
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$14,481
Value of interest in pooled separate accounts at end of year2015-12-31$5,178,607
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,542,718
Interest on participant loans2015-12-31$1,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$547,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$338,673
Net investment gain/loss from pooled separate accounts2015-12-31$-96,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$39,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$427,474
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 name2015-12-31SCHENCK SC
Accountancy firm EIN2015-12-31391173131

Form 5500 Responses for A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN

2022: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 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: A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number999860-000
Policy instance 1
Insurance contract or identification number999860-000
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-08-14
Total amount of commissions paid to insurance brokerUSD $8,937
Total amount of fees paid to insurance companyUSD $1,758
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 $8,043
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999860-000
Policy instance 1
Insurance contract or identification number999860-000
Number of Individuals Covered91
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,501
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 $5,970
Insurance broker organization code?3
Insurance broker nameBMO HARRIS FINANCIAL ADVISORS INC

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