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M3 RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameM3 RETIREMENT SAVINGS PLAN
Plan identification number 001

M3 RETIREMENT SAVINGS 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

M3 INSURANCE SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:M3 INSURANCE SOLUTIONS, INC.
Employer identification number (EIN):391141360
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M3 RETIREMENT 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
0012018-01-01ZACH PENSHORN ZACH PENSHORN2019-07-05
0012017-01-01ZACH PENSHORN ZACH PENSHORN2018-07-05
0012016-01-01ZACH PENSHORN
0012015-01-01ZACH PENSHORN
0012014-01-01ZACH PENSHORN
0012013-01-01ZACH PENSHORN
0012012-01-01ZACH PENSHORN
0012011-01-01ZACH PENSHORN
0012010-01-01THOMAS GOLDEN
0012009-01-01LINDA LOHR

Plan Statistics for M3 RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for M3 RETIREMENT SAVINGS PLAN

Measure Date Value
2022: M3 RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01424
Total number of active participants reported on line 7a of the Form 55002022-01-01388
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01105
Total of all active and inactive participants2022-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01500
Number of participants with account balances2022-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: M3 RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01383
Total number of active participants reported on line 7a of the Form 55002021-01-01321
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0197
Total of all active and inactive participants2021-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01424
Number of participants with account balances2021-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: M3 RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01338
Total number of active participants reported on line 7a of the Form 55002020-01-01299
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01383
Number of participants with account balances2020-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: M3 RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01314
Total number of active participants reported on line 7a of the Form 55002019-01-01268
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01338
Number of participants with account balances2019-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: M3 RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01302
Total number of active participants reported on line 7a of the Form 55002018-01-01257
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01314
Number of participants with account balances2018-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: M3 RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01288
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01302
Number of participants with account balances2017-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: M3 RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01262
Total number of active participants reported on line 7a of the Form 55002016-01-01239
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01288
Number of participants with account balances2016-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: M3 RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01242
Total number of active participants reported on line 7a of the Form 55002015-01-01218
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01262
Number of participants with account balances2015-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: M3 RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01229
Total number of active participants reported on line 7a of the Form 55002014-01-01205
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01242
Number of participants with account balances2014-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: M3 RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01198
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01229
Number of participants with account balances2013-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: M3 RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01220
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01221
Number of participants with account balances2012-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: M3 RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01209
Total number of active participants reported on line 7a of the Form 55002011-01-01180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01220
Number of participants with account balances2011-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: M3 RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01207
Total number of active participants reported on line 7a of the Form 55002010-01-01173
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01209
Number of participants with account balances2010-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: M3 RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01192
Total number of active participants reported on line 7a of the Form 55002009-01-01176
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01205
Number of participants with account balances2009-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on M3 RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : M3 RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,104,109
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,032,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,963,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,391,085
Value of total assets at end of year2022-12-31$84,977,427
Value of total assets at beginning of year2022-12-31$102,114,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,709
Total interest from all sources2022-12-31$55,761
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,481,638
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$3,481,638
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$3,799,191
Participant contributions at end of year2022-12-31$135,681
Participant contributions at beginning of year2022-12-31$53,701
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,217,333
Other income not declared elsewhere2022-12-31$63,399
Administrative expenses (other) incurred2022-12-31$69,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,137,017
Value of net assets at end of year (total assets less liabilities)2022-12-31$84,977,427
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$102,114,444
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$69,609,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$92,532,516
Interest on participant loans2022-12-31$4,126
Interest earned on other investments2022-12-31$51,635
Value of interest in common/collective trusts at end of year2022-12-31$10,285,773
Value of interest in common/collective trusts at beginning of year2022-12-31$4,717,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,946,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,810,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,516,295
Net investment gain or loss from common/collective trusts2022-12-31$-579,697
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$3,374,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,963,199
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : M3 RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,701,583
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,394,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,319,601
Value of total corrective distributions2021-12-31$7,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,643,450
Value of total assets at end of year2021-12-31$102,114,444
Value of total assets at beginning of year2021-12-31$87,807,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,997
Total interest from all sources2021-12-31$52,080
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,604,183
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$3,604,183
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,277,212
Participant contributions at end of year2021-12-31$53,701
Participant contributions at beginning of year2021-12-31$64,427
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$559,719
Other income not declared elsewhere2021-12-31$74,689
Administrative expenses (other) incurred2021-12-31$67,997
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$14,306,854
Value of net assets at end of year (total assets less liabilities)2021-12-31$102,114,444
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$87,807,590
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$92,532,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$81,513,534
Interest on participant loans2021-12-31$2,749
Interest earned on other investments2021-12-31$49,331
Value of interest in common/collective trusts at end of year2021-12-31$4,717,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,810,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,229,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,311,277
Net investment gain or loss from common/collective trusts2021-12-31$15,904
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$2,806,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,319,601
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : M3 RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,840,980
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,088,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,027,333
Value of total corrective distributions2020-12-31$199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,000,068
Value of total assets at end of year2020-12-31$87,807,590
Value of total assets at beginning of year2020-12-31$73,055,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,987
Total interest from all sources2020-12-31$51,258
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,806,630
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$1,806,630
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,938,775
Participant contributions at end of year2020-12-31$64,427
Participant contributions at beginning of year2020-12-31$98,888
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,533,187
Other income not declared elsewhere2020-12-31$59,756
Administrative expenses (other) incurred2020-12-31$60,987
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$14,752,461
Value of net assets at end of year (total assets less liabilities)2020-12-31$87,807,590
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,055,129
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$81,513,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$70,851,798
Interest on participant loans2020-12-31$4,303
Interest earned on other investments2020-12-31$46,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,229,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,104,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,923,268
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$2,528,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,027,333
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2020-12-31390859910
2019 : M3 RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$18,744,395
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,088,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,028,604
Value of total corrective distributions2019-12-31$7,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,156,525
Value of total assets at end of year2019-12-31$73,055,129
Value of total assets at beginning of year2019-12-31$57,398,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,466
Total interest from all sources2019-12-31$32,213
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,855,702
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$1,855,702
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$2,469,110
Participant contributions at end of year2019-12-31$98,888
Participant contributions at beginning of year2019-12-31$112,724
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$333,359
Other income not declared elsewhere2019-12-31$70,938
Administrative expenses (other) incurred2019-12-31$51,466
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$15,656,326
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,055,129
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,398,803
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,851,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,306,594
Interest on participant loans2019-12-31$6,186
Interest earned on other investments2019-12-31$26,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,104,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,979,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,629,017
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$2,354,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,028,604
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 name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : M3 RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,331,090
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,280,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,227,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,074,269
Value of total assets at end of year2018-12-31$57,398,803
Value of total assets at beginning of year2018-12-31$61,348,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,777
Total interest from all sources2018-12-31$30,690
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,657,624
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$2,657,624
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$2,260,003
Participant contributions at end of year2018-12-31$112,724
Participant contributions at beginning of year2018-12-31$149,674
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$471,499
Other income not declared elsewhere2018-12-31$69,076
Administrative expenses (other) incurred2018-12-31$52,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,949,284
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,398,803
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$61,348,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$55,306,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$59,527,072
Interest on participant loans2018-12-31$6,160
Interest earned on other investments2018-12-31$24,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,979,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,671,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,500,569
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$2,342,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,227,597
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : M3 RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,643,396
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,447,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,399,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,096,371
Value of total assets at end of year2017-12-31$61,348,087
Value of total assets at beginning of year2017-12-31$53,152,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,652
Total interest from all sources2017-12-31$46,666
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,121,442
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$2,121,442
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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$2,045,888
Participant contributions at end of year2017-12-31$149,674
Participant contributions at beginning of year2017-12-31$229,230
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$99,610
Other income not declared elsewhere2017-12-31$57,928
Administrative expenses (other) incurred2017-12-31$48,652
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$8,195,638
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,348,087
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,152,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$59,527,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,696,363
Interest on participant loans2017-12-31$8,010
Interest earned on other investments2017-12-31$38,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,671,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,226,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,320,989
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$1,950,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,399,106
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : M3 RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,139
Total income from all sources (including contributions)2016-12-31$6,022,951
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,096,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,029,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,438,899
Value of total assets at end of year2016-12-31$53,152,449
Value of total assets at beginning of year2016-12-31$49,259,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$67,051
Total interest from all sources2016-12-31$47,919
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,374,927
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$1,374,927
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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$1,857,658
Participant contributions at end of year2016-12-31$229,230
Participant contributions at beginning of year2016-12-31$221,249
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$31,036
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$581,241
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$10,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$33,139
Other income not declared elsewhere2016-12-31$-6,697
Administrative expenses (other) incurred2016-12-31$67,051
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$75
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$3,926,300
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,152,449
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$49,226,149
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$47,696,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,173,006
Interest on participant loans2016-12-31$5,328
Interest earned on other investments2016-12-31$42,591
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$2,886,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,226,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,107,758
Net investment gain/loss from pooled separate accounts2016-12-31$1,060,145
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$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,937,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,029,600
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : M3 RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$33,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,991
Total income from all sources (including contributions)2015-12-31$3,651,921
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$696,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$635,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,619,137
Value of total assets at end of year2015-12-31$49,259,288
Value of total assets at beginning of year2015-12-31$46,303,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,223
Total interest from all sources2015-12-31$11,880
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$818,973
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$818,973
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$2,630
Contributions received from participants2015-12-31$1,810,867
Participant contributions at end of year2015-12-31$221,249
Participant contributions at beginning of year2015-12-31$298,906
Participant contributions at end of year2015-12-31$31,036
Participant contributions at beginning of year2015-12-31$30,396
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$870,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$10,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$33,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$32,991
Other income not declared elsewhere2015-12-31$1,740
Administrative expenses (other) incurred2015-12-31$61,223
Total non interest bearing cash at end of year2015-12-31$75
Total non interest bearing cash at beginning of year2015-12-31$28,088
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$2,955,658
Value of net assets at end of year (total assets less liabilities)2015-12-31$49,226,149
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$46,270,491
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$44,173,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$41,765,477
Interest on participant loans2015-12-31$11,880
Value of interest in common/collective trusts at end of year2015-12-31$2,886,405
Value of interest in common/collective trusts at beginning of year2015-12-31$2,457,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,836,736
Net investment gain or loss from common/collective trusts2015-12-31$36,927
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$1,937,714
Employer contributions (assets) at end of year2015-12-31$1,937,512
Employer contributions (assets) at beginning of year2015-12-31$1,716,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$635,040
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : M3 RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,890
Total income from all sources (including contributions)2014-12-31$6,419,455
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,092,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,019,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,678,237
Value of total assets at end of year2014-12-31$46,303,482
Value of total assets at beginning of year2014-12-31$40,970,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,446
Total interest from all sources2014-12-31$12,599
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$735,191
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$735,191
Administrative expenses professional fees incurred2014-12-31$8,410
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$2,630
Contributions received from participants2014-12-31$1,581,545
Participant contributions at end of year2014-12-31$298,906
Participant contributions at beginning of year2014-12-31$282,734
Participant contributions at end of year2014-12-31$30,396
Participant contributions at beginning of year2014-12-31$24,754
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$380,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$32,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$26,890
Administrative expenses (other) incurred2014-12-31$65,036
Total non interest bearing cash at end of year2014-12-31$28,088
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,326,809
Value of net assets at end of year (total assets less liabilities)2014-12-31$46,270,491
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,943,682
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$41,765,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,190,309
Interest on participant loans2014-12-31$12,599
Value of interest in common/collective trusts at end of year2014-12-31$2,457,874
Value of interest in common/collective trusts at beginning of year2014-12-31$6,962,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,945,235
Net investment gain or loss from common/collective trusts2014-12-31$48,193
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$1,716,679
Employer contributions (assets) at end of year2014-12-31$1,716,679
Employer contributions (assets) at beginning of year2014-12-31$1,505,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,019,200
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : M3 RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,646
Total income from all sources (including contributions)2013-12-31$9,416,882
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,483,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,412,735
Expenses. Certain deemed distributions of participant loans2013-12-31$6,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,164,050
Value of total assets at end of year2013-12-31$40,970,572
Value of total assets at beginning of year2013-12-31$33,042,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,449
Total interest from all sources2013-12-31$7,868
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$527,029
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$527,029
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$1,500,030
Participant contributions at end of year2013-12-31$282,734
Participant contributions at beginning of year2013-12-31$184,806
Participant contributions at end of year2013-12-31$24,754
Participant contributions at beginning of year2013-12-31$27,796
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$158,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$26,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$32,646
Administrative expenses (other) incurred2013-12-31$64,449
Total non interest bearing cash at beginning of year2013-12-31$39,464
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$7,933,457
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,943,682
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,010,225
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$32,190,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,850,336
Interest on participant loans2013-12-31$7,868
Value of interest in common/collective trusts at end of year2013-12-31$6,962,239
Value of interest in common/collective trusts at beginning of year2013-12-31$6,140,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,613,152
Net investment gain or loss from common/collective trusts2013-12-31$1,104,783
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$1,505,767
Employer contributions (assets) at end of year2013-12-31$1,505,767
Employer contributions (assets) at beginning of year2013-12-31$1,792,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,412,735
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : M3 RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,574
Total income from all sources (including contributions)2012-12-31$7,033,835
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$869,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$807,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,652,180
Value of total assets at end of year2012-12-31$33,042,871
Value of total assets at beginning of year2012-12-31$26,870,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$62,272
Total interest from all sources2012-12-31$8,019
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$513,533
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$513,533
Administrative expenses professional fees incurred2012-12-31$8,700
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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$1,346,010
Participant contributions at end of year2012-12-31$184,806
Participant contributions at beginning of year2012-12-31$212,236
Participant contributions at end of year2012-12-31$27,796
Participant contributions at beginning of year2012-12-31$22,932
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$513,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$32,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$24,574
Administrative expenses (other) incurred2012-12-31$53,572
Total non interest bearing cash at end of year2012-12-31$39,464
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$6,163,840
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,010,225
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,846,385
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$24,850,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,432,768
Interest on participant loans2012-12-31$8,019
Value of interest in common/collective trusts at end of year2012-12-31$6,140,648
Value of interest in common/collective trusts at beginning of year2012-12-31$5,494,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,264,280
Net investment gain or loss from common/collective trusts2012-12-31$595,823
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$1,792,653
Employer contributions (assets) at end of year2012-12-31$1,792,653
Employer contributions (assets) at beginning of year2012-12-31$1,702,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$807,723
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 name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : M3 RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,805,033
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,704,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,643,087
Expenses. Certain deemed distributions of participant loans2011-12-31$11,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,139,092
Value of total assets at end of year2011-12-31$26,870,959
Value of total assets at beginning of year2011-12-31$26,745,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$50,091
Total interest from all sources2011-12-31$8,523
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$381,440
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$381,440
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$1,240,228
Participant contributions at end of year2011-12-31$212,236
Participant contributions at beginning of year2011-12-31$165,965
Participant contributions at end of year2011-12-31$22,932
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$196,618
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$24,574
Administrative expenses (other) incurred2011-12-31$36,312
Total non interest bearing cash at beginning of year2011-12-31$22,018
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$100,851
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,846,385
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,745,534
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$19,432,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,370,239
Interest on participant loans2011-12-31$8,523
Value of interest in common/collective trusts at end of year2011-12-31$5,494,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-551,224
Net investment gain or loss from common/collective trusts2011-12-31$-172,798
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,702,246
Employer contributions (assets) at end of year2011-12-31$1,702,246
Employer contributions (assets) at beginning of year2011-12-31$1,187,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,643,087
Contract administrator fees2011-12-31$13,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2011-12-31420714325
2010 : M3 RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,607,371
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,081,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,007,703
Value of total corrective distributions2010-12-31$520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,452,895
Value of total assets at end of year2010-12-31$26,745,534
Value of total assets at beginning of year2010-12-31$23,219,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$72,852
Total interest from all sources2010-12-31$9,793
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$1,080,493
Participant contributions at end of year2010-12-31$165,965
Participant contributions at beginning of year2010-12-31$142,192
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$185,090
Total non interest bearing cash at end of year2010-12-31$22,018
Total non interest bearing cash at beginning of year2010-12-31$2,886
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$3,526,296
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,745,534
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,219,238
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$25,370,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,980,604
Interest on participant loans2010-12-31$7,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$813
Net investment gain/loss from pooled separate accounts2010-12-31$3,144,683
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$1,187,312
Employer contributions (assets) at end of year2010-12-31$1,187,312
Employer contributions (assets) at beginning of year2010-12-31$1,092,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,007,703
Contract administrator fees2010-12-31$72,852
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 name2010-12-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2010-12-31420714325
2009 : M3 RETIREMENT 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 M3 RETIREMENT SAVINGS PLAN

2022: M3 RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: M3 RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: M3 RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: M3 RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: M3 RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: M3 RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: M3 RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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: M3 RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: M3 RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: M3 RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: M3 RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: M3 RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: M3 RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: M3 RETIREMENT 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1219
Policy instance 1
Insurance contract or identification numberYH1219
Number of Individuals Covered500
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1219
Policy instance 1
Insurance contract or identification numberYH1219
Number of Individuals Covered424
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1219
Policy instance 1
Insurance contract or identification numberYH1219
Number of Individuals Covered383
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1219
Policy instance 1
Insurance contract or identification numberYH1219
Number of Individuals Covered338
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1219
Policy instance 1
Insurance contract or identification numberYH1219
Number of Individuals Covered314
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1219
Policy instance 1
Insurance contract or identification numberYH1219
Number of Individuals Covered302
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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

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