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ATD 403(B) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameATD 403(B) EMPLOYEE SAVINGS PLAN
Plan identification number 001

ATD 403(B) EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT
Employer identification number (EIN):390852310
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATD 403(B) EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ELIZABETH FUCHS
0012016-01-01ELIZABETH FUCHS
0012015-01-01ELIZABETH FUCHS
0012014-01-01JULIE NIELSEN
0012013-01-01JULIE NIELSEN ANTHONY BINGHAM2014-09-10
0012012-01-01JULIE NIELSEN ANTHONY BINGHAM2013-10-03
0012011-01-01JULIE NIELSEN ANTHONY BINGHAM2012-10-12
0012009-01-01JULIE NIELSEN ANTHONY BINGHAM2010-10-14

Plan Statistics for ATD 403(B) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for ATD 403(B) EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: ATD 403(B) EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01244
Total number of active participants reported on line 7a of the Form 55002022-01-01161
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01246
Number of participants with account balances2022-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: ATD 403(B) EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01236
Total number of active participants reported on line 7a of the Form 55002021-01-01161
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01244
Number of participants with account balances2021-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: ATD 403(B) EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01234
Total number of active participants reported on line 7a of the Form 55002020-01-01144
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0188
Total of all active and inactive participants2020-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01236
Number of participants with account balances2020-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: ATD 403(B) EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01223
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01234
Number of participants with account balances2019-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: ATD 403(B) EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01214
Total number of active participants reported on line 7a of the Form 55002018-01-01147
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01223
Number of participants with account balances2018-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: ATD 403(B) EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01209
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01214
Number of participants with account balances2017-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: ATD 403(B) EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01196
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01209
Number of participants with account balances2016-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ATD 403(B) EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01196
Number of participants with account balances2015-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: ATD 403(B) EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01214
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01197
Number of participants with account balances2014-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ATD 403(B) EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01218
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0194
Total of all active and inactive participants2013-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01214
Number of participants with account balances2013-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ATD 403(B) EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01212
Total number of active participants reported on line 7a of the Form 55002012-01-01117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01101
Total of all active and inactive participants2012-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01218
Number of participants with account balances2012-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: ATD 403(B) EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01188
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01107
Total of all active and inactive participants2011-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01212
Number of participants with account balances2011-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: ATD 403(B) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01209
Total number of active participants reported on line 7a of the Form 55002009-01-0182
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01124
Total of all active and inactive participants2009-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01206
Number of participants with account balances2009-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ATD 403(B) EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,429,850
Total of all expenses incurred2022-12-31$1,948,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,861,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,871,220
Value of total assets at end of year2022-12-31$19,559,188
Value of total assets at beginning of year2022-12-31$23,937,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,479
Total interest from all sources2022-12-31$20,403
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$269,416
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$269,416
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$1,149,783
Participant contributions at end of year2022-12-31$72,719
Participant contributions at beginning of year2022-12-31$118,667
Assets. Other investments not covered elsewhere at end of year2022-12-31$254,644
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$395,313
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$167,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$37
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$42
Other income not declared elsewhere2022-12-31$-235,715
Administrative expenses (other) incurred2022-12-31$33,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,377,859
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,559,188
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,937,047
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$52,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,240,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,310,979
Interest on participant loans2022-12-31$3,820
Interest earned on other investments2022-12-31$16,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$991,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,112,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,355,174
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$553,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,861,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,863,964
Total of all expenses incurred2021-12-31$3,056,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,907,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,646,382
Value of total assets at end of year2021-12-31$23,937,047
Value of total assets at beginning of year2021-12-31$22,129,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$148,832
Total interest from all sources2021-12-31$27,290
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$769,761
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$769,761
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$1,087,969
Participant contributions at end of year2021-12-31$118,667
Participant contributions at beginning of year2021-12-31$138,764
Assets. Other investments not covered elsewhere at end of year2021-12-31$395,313
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$28,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$42
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$49
Other income not declared elsewhere2021-12-31$-137,383
Administrative expenses (other) incurred2021-12-31$94,895
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$1,807,357
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,937,047
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,129,690
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$53,937
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,310,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,502,687
Interest earned on other investments2021-12-31$21,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,112,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,488,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,557,914
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$529,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,907,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,442,124
Total of all expenses incurred2020-12-31$555,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,477,888
Value of total assets at end of year2020-12-31$22,129,690
Value of total assets at beginning of year2020-12-31$17,243,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$555,986
Total interest from all sources2020-12-31$10,644
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$587,899
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$587,899
Administrative expenses professional fees incurred2020-12-31$447,032
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$982,507
Participant contributions at end of year2020-12-31$138,764
Participant contributions at beginning of year2020-12-31$173,940
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$49
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$52
Administrative expenses (other) incurred2020-12-31$66,167
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$4,886,138
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,129,690
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,243,552
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$42,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,502,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,138,535
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$861,136
Interest on participant loans2020-12-31$6,937
Interest earned on other investments2020-12-31$3,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,488,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$69,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,350,989
Net investment gain/loss from pooled separate accounts2020-12-31$14,704
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$479,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,834,487
Total of all expenses incurred2019-12-31$1,985,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,893,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,293,045
Value of total assets at end of year2019-12-31$17,243,552
Value of total assets at beginning of year2019-12-31$14,394,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,743
Total interest from all sources2019-12-31$7,958
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$253,477
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$253,477
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
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
Contributions received from participants2019-12-31$885,348
Participant contributions at end of year2019-12-31$173,940
Participant contributions at beginning of year2019-12-31$202,900
Participant contributions at beginning of year2019-12-31$24,015
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$52
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$349
Administrative expenses (other) incurred2019-12-31$52,561
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$2,848,817
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,243,552
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,394,735
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$39,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,138,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,207,101
Value of interest in pooled separate accounts at end of year2019-12-31$861,136
Value of interest in pooled separate accounts at beginning of year2019-12-31$887,715
Interest on participant loans2019-12-31$7,453
Interest earned on other investments2019-12-31$505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$69,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$62,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,259,978
Net investment gain/loss from pooled separate accounts2019-12-31$20,029
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$378,446
Employer contributions (assets) at beginning of year2019-12-31$9,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,893,927
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$755,287
Total of all expenses incurred2018-12-31$850,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$764,161
Expenses. Certain deemed distributions of participant loans2018-12-31$316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,210,459
Value of total assets at end of year2018-12-31$14,394,735
Value of total assets at beginning of year2018-12-31$14,490,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$86,137
Total interest from all sources2018-12-31$44,022
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$238,062
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$238,062
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
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$797,376
Participant contributions at end of year2018-12-31$202,900
Participant contributions at beginning of year2018-12-31$167,637
Participant contributions at end of year2018-12-31$24,015
Participant contributions at beginning of year2018-12-31$24,712
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$103,741
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$349
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$137
Administrative expenses (other) incurred2018-12-31$49,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-95,327
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,394,735
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,490,062
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
Investment advisory and management fees2018-12-31$36,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,207,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,341,483
Value of interest in pooled separate accounts at end of year2018-12-31$887,715
Value of interest in pooled separate accounts at beginning of year2018-12-31$897,212
Interest on participant loans2018-12-31$5,958
Interest earned on other investments2018-12-31$38,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$62,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$49,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-753,962
Net investment gain/loss from pooled separate accounts2018-12-31$16,706
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$309,342
Employer contributions (assets) at end of year2018-12-31$9,983
Employer contributions (assets) at beginning of year2018-12-31$9,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$764,161
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,751,744
Total of all expenses incurred2017-12-31$1,343,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,273,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,352,737
Value of total assets at end of year2017-12-31$14,490,062
Value of total assets at beginning of year2017-12-31$12,081,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$69,810
Total interest from all sources2017-12-31$3,997
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$243,904
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$243,904
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$777,873
Participant contributions at end of year2017-12-31$167,637
Participant contributions at beginning of year2017-12-31$80,720
Participant contributions at end of year2017-12-31$24,712
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$269,431
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3
Other income not declared elsewhere2017-12-31$1
Administrative expenses (other) incurred2017-12-31$43,010
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$2,408,676
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,490,062
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,081,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,341,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,015,493
Value of interest in pooled separate accounts at end of year2017-12-31$897,212
Value of interest in pooled separate accounts at beginning of year2017-12-31$951,631
Interest on participant loans2017-12-31$3,721
Interest earned on other investments2017-12-31$276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$49,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$32,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,134,933
Net investment gain/loss from pooled separate accounts2017-12-31$16,172
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$305,433
Employer contributions (assets) at end of year2017-12-31$9,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,273,258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,064,975
Total of all expenses incurred2016-12-31$978,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$948,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,329,209
Value of total assets at end of year2016-12-31$12,081,386
Value of total assets at beginning of year2016-12-31$10,994,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,012
Total interest from all sources2016-12-31$4,654
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$166,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$166,551
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$718,586
Participant contributions at end of year2016-12-31$80,720
Participant contributions at beginning of year2016-12-31$164,762
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,000
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$358,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$70
Administrative expenses (other) incurred2016-12-31$30,012
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$1,086,902
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,081,386
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,994,484
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$11,015,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,762,062
Value of interest in pooled separate accounts at end of year2016-12-31$951,631
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,040,858
Interest on participant loans2016-12-31$4,434
Interest earned on other investments2016-12-31$220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$32,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$25,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$547,833
Net investment gain/loss from pooled separate accounts2016-12-31$16,728
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$252,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$948,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,079,536
Total of all expenses incurred2015-12-31$568,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$536,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$957,512
Value of total assets at end of year2015-12-31$10,994,484
Value of total assets at beginning of year2015-12-31$10,483,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,004
Total interest from all sources2015-12-31$4,756
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$128,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$128,757
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$695,405
Participant contributions at end of year2015-12-31$164,762
Participant contributions at beginning of year2015-12-31$138,686
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$70
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$76
Administrative expenses (other) incurred2015-12-31$32,004
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$511,229
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,994,484
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,483,255
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,762,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,554,950
Value of interest in pooled separate accounts at end of year2015-12-31$1,040,858
Value of interest in pooled separate accounts at beginning of year2015-12-31$775,151
Interest on participant loans2015-12-31$4,557
Interest earned on other investments2015-12-31$199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$25,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-26,919
Net investment gain/loss from pooled separate accounts2015-12-31$15,430
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$262,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$536,303
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,698,753
Total of all expenses incurred2014-12-31$751,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$745,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,057,463
Value of total assets at end of year2014-12-31$10,483,255
Value of total assets at beginning of year2014-12-31$9,535,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,371
Total interest from all sources2014-12-31$4,589
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$184,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$184,328
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$604,425
Participant contributions at end of year2014-12-31$138,686
Participant contributions at beginning of year2014-12-31$136,509
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$276,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$76
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$28
Administrative expenses (other) incurred2014-12-31$5,371
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$947,545
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,483,255
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,535,710
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$9,554,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,845,741
Value of interest in pooled separate accounts at end of year2014-12-31$775,151
Value of interest in pooled separate accounts at beginning of year2014-12-31$541,708
Interest on participant loans2014-12-31$4,400
Interest earned on other investments2014-12-31$189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$437,868
Net investment gain/loss from pooled separate accounts2014-12-31$14,505
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$176,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$745,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,391,105
Total of all expenses incurred2013-12-31$846,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$842,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$733,397
Value of total assets at end of year2013-12-31$9,535,710
Value of total assets at beginning of year2013-12-31$7,991,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,480
Total interest from all sources2013-12-31$3,918
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$146,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$146,067
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$500,867
Participant contributions at end of year2013-12-31$136,509
Participant contributions at beginning of year2013-12-31$91,079
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$82,526
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$28
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4
Administrative expenses (other) incurred2013-12-31$4,480
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$1,544,276
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,535,710
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,991,434
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$8,845,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,193,019
Value of interest in pooled separate accounts at end of year2013-12-31$541,708
Value of interest in pooled separate accounts at beginning of year2013-12-31$702,877
Interest on participant loans2013-12-31$3,869
Interest earned on other investments2013-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,493,254
Net investment gain/loss from pooled separate accounts2013-12-31$14,469
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$150,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$842,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,627,377
Total of all expenses incurred2012-12-31$454,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$453,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$694,841
Value of total assets at end of year2012-12-31$7,991,434
Value of total assets at beginning of year2012-12-31$6,818,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$656
Total interest from all sources2012-12-31$2,436
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$150,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$150,503
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$464,005
Participant contributions at end of year2012-12-31$91,079
Participant contributions at beginning of year2012-12-31$65,290
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$114,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$17
Administrative expenses (other) incurred2012-12-31$656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,173,294
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,991,434
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,818,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,193,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,828,052
Value of interest in pooled separate accounts at end of year2012-12-31$702,877
Value of interest in pooled separate accounts at beginning of year2012-12-31$918,313
Interest on participant loans2012-12-31$2,403
Interest earned on other investments2012-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$758,390
Net investment gain/loss from pooled separate accounts2012-12-31$21,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$116,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$453,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$335,257
Total of all expenses incurred2011-12-31$1,278,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,277,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$504,496
Value of total assets at end of year2011-12-31$6,818,140
Value of total assets at beginning of year2011-12-31$7,761,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$692
Total interest from all sources2011-12-31$1,822
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$97,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$97,464
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$392,453
Participant contributions at end of year2011-12-31$65,290
Participant contributions at beginning of year2011-12-31$34,877
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$36,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$17
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$23
Administrative expenses (other) incurred2011-12-31$692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-943,140
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,818,140
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,761,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,828,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,676,227
Value of interest in pooled separate accounts at end of year2011-12-31$918,313
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,026,582
Interest on participant loans2011-12-31$1,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-294,645
Net investment gain/loss from pooled separate accounts2011-12-31$26,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$75,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,277,705
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,241,822
Total of all expenses incurred2010-12-31$1,123,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,122,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$525,017
Value of total assets at end of year2010-12-31$7,761,280
Value of total assets at beginning of year2010-12-31$7,642,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$225
Total interest from all sources2010-12-31$2,405
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$139,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$139,662
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$393,933
Participant contributions at end of year2010-12-31$34,877
Participant contributions at beginning of year2010-12-31$45,823
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$17,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$23
Administrative expenses (other) incurred2010-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$118,622
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,761,280
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,642,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,676,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,275,912
Value of interest in pooled separate accounts at end of year2010-12-31$1,026,582
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,314,859
Interest on participant loans2010-12-31$2,397
Interest earned on other investments2010-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$541,646
Net investment gain/loss from pooled separate accounts2010-12-31$33,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$113,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,122,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : ATD 403(B) EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ATD 403(B) EMPLOYEE SAVINGS PLAN

2022: ATD 403(B) EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: ATD 403(B) EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: ATD 403(B) EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: ATD 403(B) EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: ATD 403(B) EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: ATD 403(B) EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ATD 403(B) EMPLOYEE SAVINGS 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: ATD 403(B) EMPLOYEE SAVINGS 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
2014: ATD 403(B) EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ATD 403(B) EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ATD 403(B) EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ATD 403(B) EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ATD 403(B) EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080410
Policy instance 2
Insurance contract or identification numberTT080410
Number of Individuals Covered241
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered241
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080410
Policy instance 2
Insurance contract or identification numberTT080410
Number of Individuals Covered235
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered235
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT080410
Policy instance 2
Insurance contract or identification numberTT080410
Number of Individuals Covered235
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered235
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered224
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered190
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered184
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered162
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered173
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered195
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered188
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered185
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069165
Policy instance 1
Insurance contract or identification numberTT069165
Number of Individuals Covered186
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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