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WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 401k Plan overview

Plan NameWPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN
Plan identification number 001

WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WISCONSIN PETROLEUM MARKETERS & CONVENIENCE STORE ASSOC., INC. has sponsored the creation of one or more 401k plans.

Company Name:WISCONSIN PETROLEUM MARKETERS & CONVENIENCE STORE ASSOC., INC.
Employer identification number (EIN):390714470
NAIC Classification:211120
NAIC Description:Crude Petroleum Extraction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DONAL FORD
0012016-01-01DONAL FORD
0012015-01-01MATTHEW C HAUSER
0012014-01-01MATTHEW C. HAUSER
0012014-01-01MATTHEW C. HAUSER
0012013-01-01MATTHEW C. HAUSER
0012012-01-01MATTHEW C. HAUSER2013-10-02
0012011-01-01MATTHEW HAUSER2012-04-05 MATTHEW HAUSER2012-04-05
0012010-01-01MATTHEW HAUSER2011-07-08 MATTHEW HAUSER2011-07-08
0012007-01-01MATTHEW HAUSER

Plan Statistics for WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN

401k plan membership statisitcs for WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN

Measure Date Value
2022: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,395
Total number of active participants reported on line 7a of the Form 55002022-01-01927
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01287
Total of all active and inactive participants2022-01-011,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,233
Number of participants with account balances2022-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,320
Total number of active participants reported on line 7a of the Form 55002021-01-011,024
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01358
Total of all active and inactive participants2021-01-011,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,395
Number of participants with account balances2021-01-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,356
Total number of active participants reported on line 7a of the Form 55002020-01-011,046
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-01361
Total of all active and inactive participants2020-01-011,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,421
Number of participants with account balances2020-01-01889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,557
Total number of active participants reported on line 7a of the Form 55002019-01-01947
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01393
Total of all active and inactive participants2019-01-011,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,353
Number of participants with account balances2019-01-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,500
Total number of active participants reported on line 7a of the Form 55002018-01-011,322
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01228
Total of all active and inactive participants2018-01-011,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,557
Number of participants with account balances2018-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,477
Total number of active participants reported on line 7a of the Form 55002017-01-011,217
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01190
Total of all active and inactive participants2017-01-011,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,414
Number of participants with account balances2017-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,299
Total number of active participants reported on line 7a of the Form 55002016-01-011,308
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01172
Total of all active and inactive participants2016-01-011,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,480
Number of participants with account balances2016-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,103
Total number of active participants reported on line 7a of the Form 55002015-01-01763
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01167
Total of all active and inactive participants2015-01-01930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01930
Number of participants with account balances2015-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01715
Total number of active participants reported on line 7a of the Form 55002014-01-01869
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01127
Total of all active and inactive participants2014-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01996
Number of participants with account balances2014-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01629
Total number of active participants reported on line 7a of the Form 55002013-01-01581
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0198
Total of all active and inactive participants2013-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01680
Number of participants with account balances2013-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2007: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-015
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-015
Number of participants with account balances2007-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN

Measure Date Value
2022 : WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT 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$21,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,897
Total income from all sources (including contributions)2022-12-31$-4,014,967
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,589,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,504,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,238,764
Value of total assets at end of year2022-12-31$39,202,609
Value of total assets at beginning of year2022-12-31$45,806,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,162
Total interest from all sources2022-12-31$6,148
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,164,990
Participant contributions at end of year2022-12-31$116,328
Participant contributions at beginning of year2022-12-31$128,867
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$295,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$21,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,897
Other income not declared elsewhere2022-12-31$53,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,604,347
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,180,712
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,785,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$38,070,350
Value of interest in pooled separate accounts at beginning of year2022-12-31$43,423,632
Interest on participant loans2022-12-31$6,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,015,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,164,917
Net investment gain/loss from pooled separate accounts2022-12-31$-7,313,651
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$778,258
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,089,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,504,218
Contract administrator fees2022-12-31$85,162
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 name2022-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2022-12-31141918990
2021 : WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$5,576,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$28,770
Total income from all sources (including contributions)2021-12-31$10,128,646
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,499,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,359,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,116,006
Value of total assets at end of year2021-12-31$45,806,956
Value of total assets at beginning of year2021-12-31$46,760,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$139,425
Total interest from all sources2021-12-31$86,565
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,167,672
Participant contributions at end of year2021-12-31$128,867
Participant contributions at beginning of year2021-12-31$210,120
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$8,489
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$71,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$21,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$28,770
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$4,629,612
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,785,059
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,731,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$43,423,632
Value of interest in pooled separate accounts at beginning of year2021-12-31$44,194,222
Interest on participant loans2021-12-31$6,959
Interest earned on other investments2021-12-31$79,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,164,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,318,831
Net investment gain/loss from pooled separate accounts2021-12-31$5,926,075
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,876,970
Employer contributions (assets) at end of year2021-12-31$1,089,540
Employer contributions (assets) at beginning of year2021-12-31$1,028,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,359,609
Contract administrator fees2021-12-31$139,425
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 name2021-12-31TEMPLETON & COMPANY
Accountancy firm EIN2021-12-31141918990
2020 : WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT 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$32,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,077
Total income from all sources (including contributions)2020-12-31$9,935,295
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,575,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,472,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,117,939
Value of total assets at end of year2020-12-31$45,553,439
Value of total assets at beginning of year2020-12-31$41,182,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$103,911
Total interest from all sources2020-12-31$9,387
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,245,067
Participant contributions at end of year2020-12-31$158,093
Participant contributions at beginning of year2020-12-31$196,780
Participant contributions at end of year2020-12-31$106,985
Participant contributions at beginning of year2020-12-31$114,931
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$160,612
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$32,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$21,077
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$4,359,309
Value of net assets at end of year (total assets less liabilities)2020-12-31$45,521,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,161,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$43,955,285
Value of interest in pooled separate accounts at beginning of year2020-12-31$39,875,452
Interest on participant loans2020-12-31$9,387
Interest earned on other investments2020-12-31$73,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,294,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$955,042
Net investment gain/loss from pooled separate accounts2020-12-31$5,807,969
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,712,260
Employer contributions (assets) at end of year2020-12-31$38,547
Employer contributions (assets) at beginning of year2020-12-31$40,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,472,075
Contract administrator fees2020-12-31$103,911
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TEMPLETON & COMPANY
Accountancy firm EIN2020-12-31141918990
2019 : WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2019 401k financial data
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$21,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,671
Total income from all sources (including contributions)2019-12-31$10,965,282
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,922,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,811,817
Expenses. Certain deemed distributions of participant loans2019-12-31$11,650
Value of total corrective distributions2019-12-31$1,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,458,606
Value of total assets at end of year2019-12-31$41,182,768
Value of total assets at beginning of year2019-12-31$34,146,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,695
Total interest from all sources2019-12-31$9,953
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,192,667
Participant contributions at end of year2019-12-31$196,780
Participant contributions at beginning of year2019-12-31$223,641
Participant contributions at end of year2019-12-31$114,931
Participant contributions at beginning of year2019-12-31$56,014
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$21,605
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$472,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$27,671
Administrative expenses (other) incurred2019-12-31$2,726
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$7,042,427
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,161,691
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,119,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$94,969
Value of interest in pooled separate accounts at end of year2019-12-31$39,875,452
Value of interest in pooled separate accounts at beginning of year2019-12-31$31,383,139
Interest on participant loans2019-12-31$9,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$955,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,768,142
Net investment gain/loss from pooled separate accounts2019-12-31$7,496,723
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$793,688
Employer contributions (assets) at end of year2019-12-31$40,563
Employer contributions (assets) at beginning of year2019-12-31$692,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,811,817
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TEMPLETON & COMPANY
Accountancy firm EIN2019-12-31141918990
2018 : WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,790,638
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$55,428
Total income from all sources (including contributions)2018-12-31$1,697,032
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,950,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,828,473
Expenses. Certain deemed distributions of participant loans2018-12-31$14,962
Value of total corrective distributions2018-12-31$27,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,576,115
Value of total assets at end of year2018-12-31$34,146,935
Value of total assets at beginning of year2018-12-31$37,218,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$79,073
Total interest from all sources2018-12-31$10,394
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$11,720
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,094,746
Participant contributions at end of year2018-12-31$223,641
Participant contributions at beginning of year2018-12-31$231,577
Participant contributions at end of year2018-12-31$56,014
Participant contributions at beginning of year2018-12-31$47,363
Assets. Other investments not covered elsewhere at end of year2018-12-31$21,605
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,637
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$6,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$27,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$55,428
Other income not declared elsewhere2018-12-31$3,354
Administrative expenses (other) incurred2018-12-31$22,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,253,056
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,119,264
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,162,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$31,383,139
Value of interest in pooled separate accounts at beginning of year2018-12-31$34,356,927
Interest on participant loans2018-12-31$10,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,768,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,932,996
Net investment gain/loss from pooled separate accounts2018-12-31$-1,892,831
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,444,732
Employer contributions (assets) at end of year2018-12-31$692,512
Employer contributions (assets) at beginning of year2018-12-31$644,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,821,625
Contract administrator fees2018-12-31$45,149
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 name2018-12-31TEMPLETON & COMPANY
Accountancy firm EIN2018-12-31141918990
2017 : WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$2,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$55,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31,567
Total income from all sources (including contributions)2017-12-31$9,143,576
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,849,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,702,572
Expenses. Certain deemed distributions of participant loans2017-12-31$15,690
Value of total corrective distributions2017-12-31$57,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,530,684
Value of total assets at end of year2017-12-31$37,218,386
Value of total assets at beginning of year2017-12-31$31,902,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,513
Total interest from all sources2017-12-31$9,622
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,899,260
Participant contributions at end of year2017-12-31$231,577
Participant contributions at beginning of year2017-12-31$205,082
Participant contributions at end of year2017-12-31$47,363
Participant contributions at beginning of year2017-12-31$66,495
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$24,688
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$299,439
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$6,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$55,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$31,567
Other income not declared elsewhere2017-12-31$5,709
Administrative expenses (other) incurred2017-12-31$29,092
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,293,941
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,162,958
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,871,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$34,356,927
Value of interest in pooled separate accounts at beginning of year2017-12-31$29,215,405
Interest on participant loans2017-12-31$9,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,932,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,784,443
Net investment gain/loss from pooled separate accounts2017-12-31$5,597,561
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,331,985
Employer contributions (assets) at end of year2017-12-31$644,594
Employer contributions (assets) at beginning of year2017-12-31$605,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,696,530
Contract administrator fees2017-12-31$44,421
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 name2017-12-31TEMPLETON & COMPANY
Accountancy firm EIN2017-12-31141918990
2016 : WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,026,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,407,758
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,674,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,580,989
Expenses. Certain deemed distributions of participant loans2016-12-31$132
Value of total corrective distributions2016-12-31$28,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,176,470
Value of total assets at end of year2016-12-31$31,902,766
Value of total assets at beginning of year2016-12-31$26,111,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,482
Total interest from all sources2016-12-31$8,253
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$25,154
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,724,266
Participant contributions at end of year2016-12-31$205,082
Participant contributions at beginning of year2016-12-31$230,383
Participant contributions at end of year2016-12-31$66,495
Participant contributions at beginning of year2016-12-31$18,732
Assets. Other investments not covered elsewhere at end of year2016-12-31$24,688
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,813
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$234,280
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$4,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$31,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$16,167
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,733,428
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,871,199
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,111,302
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$29,215,405
Value of interest in pooled separate accounts at beginning of year2016-12-31$23,977,417
Interest on participant loans2016-12-31$8,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,784,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,383,051
Net investment gain/loss from pooled separate accounts2016-12-31$2,206,868
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,217,924
Employer contributions (assets) at end of year2016-12-31$605,271
Employer contributions (assets) at beginning of year2016-12-31$485,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,576,203
Contract administrator fees2016-12-31$39,328
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 name2016-12-31TEMPLETON & COMPANY
Accountancy firm EIN2016-12-31141918990
2015 : WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$2,120,683
Total income from all sources (including contributions)2015-12-31$3,220,737
Total of all expenses incurred2015-12-31$2,266,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,205,078
Value of total corrective distributions2015-12-31$6,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,519,219
Value of total assets at end of year2015-12-31$26,111,301
Value of total assets at beginning of year2015-12-31$23,036,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,720
Total interest from all sources2015-12-31$9,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$1,588,934
Participant contributions at end of year2015-12-31$230,383
Participant contributions at beginning of year2015-12-31$238,336
Participant contributions at end of year2015-12-31$18,732
Participant contributions at beginning of year2015-12-31$26,139
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,813
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$885,103
Other income not declared elsewhere2015-12-31$26,408
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$954,512
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,111,301
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,036,106
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$17,136
Value of interest in pooled separate accounts at end of year2015-12-31$23,977,417
Value of interest in pooled separate accounts at beginning of year2015-12-31$21,094,377
Interest on participant loans2015-12-31$9,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,383,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,275,053
Net investment gain/loss from pooled separate accounts2015-12-31$-334,266
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,045,182
Employer contributions (assets) at end of year2015-12-31$485,906
Employer contributions (assets) at beginning of year2015-12-31$402,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,205,078
Contract administrator fees2015-12-31$37,584
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 name2015-12-31WEGNER CPAS LLP
Accountancy firm EIN2015-12-31390974031
2014 : WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$2,098,324
Total income from all sources (including contributions)2014-12-31$3,271,544
Total of all expenses incurred2014-12-31$1,438,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,409,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,877,525
Value of total assets at end of year2014-12-31$23,036,106
Value of total assets at beginning of year2014-12-31$19,105,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,745
Total interest from all sources2014-12-31$8,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,090,251
Participant contributions at end of year2014-12-31$238,336
Participant contributions at beginning of year2014-12-31$255,505
Participant contributions at end of year2014-12-31$26,139
Participant contributions at beginning of year2014-12-31$8,453
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,921
Other income not declared elsewhere2014-12-31$11,129
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$1,832,729
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,036,106
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,105,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$21,094,377
Value of interest in pooled separate accounts at beginning of year2014-12-31$17,227,174
Interest on participant loans2014-12-31$8,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,275,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,307,789
Net investment gain/loss from pooled separate accounts2014-12-31$1,373,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$775,353
Employer contributions (assets) at end of year2014-12-31$402,201
Employer contributions (assets) at beginning of year2014-12-31$306,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,409,070
Contract administrator fees2014-12-31$29,745
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 name2014-12-31WEGNER CPAS LLP
Accountancy firm EIN2014-12-31390974031
2013 : WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$5,983,313
Total income from all sources (including contributions)2013-12-31$4,060,837
Total of all expenses incurred2013-12-31$912,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$896,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,358,450
Value of total assets at end of year2013-12-31$19,020,532
Value of total assets at beginning of year2013-12-31$9,889,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,594
Total interest from all sources2013-12-31$17,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$822,695
Participant contributions at end of year2013-12-31$255,505
Participant contributions at beginning of year2013-12-31$123,617
Participant contributions at end of year2013-12-31$6,744
Participant contributions at beginning of year2013-12-31$12,952
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$70,881
Other income not declared elsewhere2013-12-31$15,048
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$3,147,842
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,020,532
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,889,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$17,227,174
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,683,841
Interest on participant loans2013-12-31$7,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,307,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,047,850
Net investment gain/loss from pooled separate accounts2013-12-31$2,669,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$464,874
Employer contributions (assets) at end of year2013-12-31$223,320
Employer contributions (assets) at beginning of year2013-12-31$21,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$896,401
Contract administrator fees2013-12-31$16,594
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 name2013-12-31WEGNER CPA'S
Accountancy firm EIN2013-12-31390974031

Form 5500 Responses for WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN

2022: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
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: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
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: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2007: WPMCA, INC. MULTIPLE EMPLOYER RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMULTIPLE CONTS
Policy instance 1
Insurance contract or identification numberMULTIPLE CONTS
Number of Individuals Covered860
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $85,017
Total amount of fees paid to insurance companyUSD $12,206
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?No
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 $74,571
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMULTIPLE CONTS
Policy instance 1
Insurance contract or identification numberMULTIPLE CONTS
Number of Individuals Covered851
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $93,791
Total amount of fees paid to insurance companyUSD $16,618
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 $84,325
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMULTIPLE CONTS
Policy instance 1
Insurance contract or identification numberMULTIPLE CONTS
Number of Individuals Covered1412
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $87,432
Total amount of fees paid to insurance companyUSD $8,684
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 $87,432
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932302
Policy instance 2
Insurance contract or identification number932302
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $56,058
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $56,058
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberMULTIPLE CONTS
Policy instance 1
Insurance contract or identification numberMULTIPLE CONTS
Number of Individuals Covered930
Insurance policy start date2019-07-19
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $32,505
Total amount of fees paid to insurance companyUSD $2,849
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 $32,505
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932302-000
Policy instance 1
Insurance contract or identification number932302-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $88,005
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $88,005
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932302-000
Policy instance 1
Insurance contract or identification number932302-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $82,915
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $82,915
Insurance broker organization code?3
Insurance broker nameBAIRD INSURANCE SERVICES INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932302
Policy instance 1
Insurance contract or identification number932302
Number of Individuals Covered721
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $54,846
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,672
Insurance broker organization code?3
Insurance broker nameBAIRD INSURANCE SERVICES INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932302
Policy instance 1
Insurance contract or identification number932302
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $46,563
Are there contracts with unallocated funds for contracts of type 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 $46,563
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INSURANCE COMPANY
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932302
Policy instance 1
Insurance contract or identification number932302
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $36,164
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 $32,606
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INSURANCE COMPANY

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