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WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 401k Plan overview

Plan NameWILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN
Plan identification number 001

WILDERNESS HOTEL & RESORT, INC. 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILDERNESS HOTEL & RESORT, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILDERNESS HOTEL & RESORT, INC.
Employer identification number (EIN):391804611
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOE ECK
0012016-01-01JOE ECK
0012015-01-01JOE ECK
0012014-01-01JOE ECK
0012013-01-01JOE ECK
0012012-01-01JOE ECK
0012011-01-01JOE ECK
0012010-01-01JOE ECK
0012009-01-01JOE ECK

Plan Statistics for WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN

401k plan membership statisitcs for WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN

Measure Date Value
2022: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,051
Total number of active participants reported on line 7a of the Form 55002022-01-01780
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01186
Total of all active and inactive participants2022-01-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01975
Number of participants with account balances2022-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01886
Total number of active participants reported on line 7a of the Form 55002021-01-01766
Number of retired or separated participants receiving benefits2021-01-01194
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01960
Number of participants with account balances2021-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01926
Total number of active participants reported on line 7a of the Form 55002020-01-01806
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01873
Number of participants with account balances2020-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01641
Total number of active participants reported on line 7a of the Form 55002019-01-01707
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01757
Number of participants with account balances2019-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01563
Total number of active participants reported on line 7a of the Form 55002018-01-01524
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01560
Number of participants with account balances2018-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01544
Total number of active participants reported on line 7a of the Form 55002017-01-01488
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01523
Number of participants with account balances2017-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01539
Total number of active participants reported on line 7a of the Form 55002016-01-01498
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01523
Number of participants with account balances2016-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01512
Total number of active participants reported on line 7a of the Form 55002015-01-01477
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01496
Number of participants with account balances2015-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01492
Total number of active participants reported on line 7a of the Form 55002014-01-01468
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01484
Number of participants with account balances2014-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01553
Total number of active participants reported on line 7a of the Form 55002013-01-01480
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01492
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01555
Total number of active participants reported on line 7a of the Form 55002012-01-01512
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01527
Number of participants with account balances2012-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01511
Total number of active participants reported on line 7a of the Form 55002011-01-01505
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01521
Number of participants with account balances2011-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01462
Total number of active participants reported on line 7a of the Form 55002010-01-01487
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01502
Number of participants with account balances2010-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01404
Total number of active participants reported on line 7a of the Form 55002009-01-01417
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01436
Number of participants with account balances2009-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN

Measure Date Value
2022 : WILDERNESS HOTEL & RESORT, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-797,631
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$774,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$656,011
Expenses. Certain deemed distributions of participant loans2022-12-31$29,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,995,973
Value of total assets at end of year2022-12-31$13,834,904
Value of total assets at beginning of year2022-12-31$15,407,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$89,353
Total interest from all sources2022-12-31$13,027
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$89,353
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,236,651
Participant contributions at end of year2022-12-31$226,871
Participant contributions at beginning of year2022-12-31$182,063
Assets. Other investments not covered elsewhere at end of year2022-12-31$566,051
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$275,897
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,124
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,572,213
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,834,904
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,407,117
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$13,041,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,949,057
Interest on participant loans2022-12-31$9,565
Interest earned on other investments2022-12-31$3,462
Net investment gain/loss from pooled separate accounts2022-12-31$-2,806,631
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$746,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$656,011
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 name2022-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2022-12-31391203191
2021 : WILDERNESS HOTEL & RESORT, INC. 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$3,559,353
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$492,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$426,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,814,049
Value of total assets at end of year2021-12-31$15,407,117
Value of total assets at beginning of year2021-12-31$12,340,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$66,010
Total interest from all sources2021-12-31$11,178
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$66,010
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,101,248
Participant contributions at end of year2021-12-31$182,063
Participant contributions at beginning of year2021-12-31$180,450
Assets. Other investments not covered elsewhere at end of year2021-12-31$275,897
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$210,329
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,919
Total non interest bearing cash at end of year2021-12-31$100
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,066,488
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,407,117
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,340,629
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$14,949,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,949,850
Interest on participant loans2021-12-31$8,672
Interest earned on other investments2021-12-31$2,506
Net investment gain/loss from pooled separate accounts2021-12-31$1,734,126
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$676,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$426,855
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 name2021-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2021-12-31391203191
2020 : WILDERNESS HOTEL & RESORT, INC. 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$3,547,470
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,719,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,626,610
Expenses. Certain deemed distributions of participant loans2020-12-31$2,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,435,079
Value of total assets at end of year2020-12-31$12,340,629
Value of total assets at beginning of year2020-12-31$10,512,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$90,619
Total interest from all sources2020-12-31$10,500
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$90,619
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$870,797
Participant contributions at end of year2020-12-31$180,450
Participant contributions at beginning of year2020-12-31$196,799
Assets. Other investments not covered elsewhere at end of year2020-12-31$210,329
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$236,836
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,534
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$1,666
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$1,827,681
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,340,629
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,512,948
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$11,949,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,077,647
Interest on participant loans2020-12-31$10,500
Net investment gain/loss from pooled separate accounts2020-12-31$2,101,891
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$537,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,626,610
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 name2020-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2020-12-31391203191
2019 : WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,081,491
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$3,716,730
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$749,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$679,560
Expenses. Certain deemed distributions of participant loans2019-12-31$1,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,904,312
Value of total assets at end of year2019-12-31$10,512,948
Value of total assets at beginning of year2019-12-31$6,464,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,577
Total interest from all sources2019-12-31$11,107
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$68,577
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$957,863
Participant contributions at end of year2019-12-31$196,799
Participant contributions at beginning of year2019-12-31$147,644
Assets. Other investments not covered elsewhere at end of year2019-12-31$236,836
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$189,701
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$366,608
Total non interest bearing cash at end of year2019-12-31$1,666
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,966,810
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,512,948
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,464,647
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$10,077,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,127,302
Interest on participant loans2019-12-31$9,415
Interest earned on other investments2019-12-31$1,692
Net investment gain/loss from pooled separate accounts2019-12-31$1,801,311
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$579,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$679,560
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 name2019-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2019-12-31391203191
2018 : WILDERNESS HOTEL & RESORT, INC. 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$466,516
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$123,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$96,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$887,648
Value of total assets at end of year2018-12-31$6,464,647
Value of total assets at beginning of year2018-12-31$6,121,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,125
Total interest from all sources2018-12-31$11,718
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,787
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$558,586
Participant contributions at end of year2018-12-31$147,644
Participant contributions at beginning of year2018-12-31$170,254
Assets. Other investments not covered elsewhere at end of year2018-12-31$189,701
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$105,873
Administrative expenses (other) incurred2018-12-31$24,338
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$343,184
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,464,647
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,121,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,127,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,845,336
Interest on participant loans2018-12-31$7,825
Interest earned on other investments2018-12-31$3,893
Net investment gain/loss from pooled separate accounts2018-12-31$-432,850
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$329,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$96,207
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 name2018-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2018-12-31391203191
2017 : WILDERNESS HOTEL & RESORT, INC. 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$1,708,024
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$156,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$132,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$773,324
Value of total assets at end of year2017-12-31$6,121,463
Value of total assets at beginning of year2017-12-31$4,569,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,631
Total interest from all sources2017-12-31$10,274
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$3,050
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$473,937
Participant contributions at end of year2017-12-31$170,254
Participant contributions at beginning of year2017-12-31$153,031
Assets. Other investments not covered elsewhere at end of year2017-12-31$105,873
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$116,716
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,369
Administrative expenses (other) incurred2017-12-31$20,581
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$1,551,542
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,121,463
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,569,921
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$5,845,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,300,174
Interest on participant loans2017-12-31$7,108
Interest earned on other investments2017-12-31$3,166
Net investment gain/loss from pooled separate accounts2017-12-31$924,426
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$287,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$132,851
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 name2017-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2017-12-31391203191
2016 : WILDERNESS HOTEL & RESORT, INC. 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$0
Total income from all sources (including contributions)2016-12-31$976,034
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$126,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$102,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$682,067
Value of total assets at end of year2016-12-31$4,569,921
Value of total assets at beginning of year2016-12-31$3,720,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,060
Total interest from all sources2016-12-31$5,734
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,770
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$415,097
Participant contributions at end of year2016-12-31$153,031
Participant contributions at beginning of year2016-12-31$114,334
Assets. Other investments not covered elsewhere at end of year2016-12-31$116,716
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$157,297
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,143
Administrative expenses (other) incurred2016-12-31$21,290
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$849,713
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,569,921
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,720,208
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$4,300,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,448,577
Interest on participant loans2016-12-31$5,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$288,233
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$259,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$102,261
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 name2016-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2016-12-31391203191
2015 : WILDERNESS HOTEL & RESORT, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,624
Total income from all sources (including contributions)2015-12-31$704,803
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$281,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$263,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$730,613
Value of total assets at end of year2015-12-31$3,720,208
Value of total assets at beginning of year2015-12-31$3,321,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,567
Total interest from all sources2015-12-31$5,007
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,080
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$370,616
Participant contributions at end of year2015-12-31$114,334
Participant contributions at beginning of year2015-12-31$129,928
Assets. Other investments not covered elsewhere at end of year2015-12-31$157,297
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$162,908
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$128,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$24,624
Administrative expenses (other) incurred2015-12-31$16,487
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$423,090
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,720,208
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,297,118
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$3,448,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,028,906
Interest on participant loans2015-12-31$5,007
Net investment gain/loss from pooled separate accounts2015-12-31$-30,817
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$231,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$263,146
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 name2015-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31391203191
2014 : WILDERNESS HOTEL & RESORT, INC. 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$24,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$31,377
Total income from all sources (including contributions)2014-12-31$629,288
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$453,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$410,411
Value of total corrective distributions2014-12-31$24,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$434,417
Value of total assets at end of year2014-12-31$3,321,742
Value of total assets at beginning of year2014-12-31$3,152,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,217
Total interest from all sources2014-12-31$4,707
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,250
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$320,937
Participant contributions at end of year2014-12-31$129,928
Participant contributions at beginning of year2014-12-31$121,422
Assets. Other investments not covered elsewhere at end of year2014-12-31$162,908
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$147,001
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$53,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$24,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$31,377
Administrative expenses (other) incurred2014-12-31$15,967
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$398
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$176,036
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,297,118
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,121,082
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$3,028,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,883,638
Interest on participant loans2014-12-31$4,707
Net investment gain/loss from pooled separate accounts2014-12-31$190,164
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$60,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$410,411
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 name2014-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31391203191
2013 : WILDERNESS HOTEL & RESORT, INC. 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$31,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,821
Total income from all sources (including contributions)2013-12-31$1,005,100
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$401,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$353,730
Value of total corrective distributions2013-12-31$31,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$406,927
Value of total assets at end of year2013-12-31$3,152,459
Value of total assets at beginning of year2013-12-31$2,537,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,149
Total interest from all sources2013-12-31$3,619
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,890
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$306,654
Participant contributions at end of year2013-12-31$121,422
Participant contributions at beginning of year2013-12-31$79,041
Assets. Other investments not covered elsewhere at end of year2013-12-31$147,001
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$44,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$31,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$19,821
Total non interest bearing cash at end of year2013-12-31$398
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$603,844
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,121,082
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,517,238
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$2,883,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,458,018
Interest on participant loans2013-12-31$3,619
Net investment gain/loss from pooled separate accounts2013-12-31$594,554
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$55,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$353,730
Contract administrator fees2013-12-31$14,259
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 name2013-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31391203191
2012 : WILDERNESS HOTEL & RESORT, INC. 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$19,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,756
Total income from all sources (including contributions)2012-12-31$648,055
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$174,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$141,580
Value of total corrective distributions2012-12-31$19,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$338,195
Value of total assets at end of year2012-12-31$2,537,059
Value of total assets at beginning of year2012-12-31$2,061,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,193
Total interest from all sources2012-12-31$2,230
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$990
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
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$286,589
Participant contributions at end of year2012-12-31$79,041
Participant contributions at beginning of year2012-12-31$46,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$19,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$17,756
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$5,809
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$473,461
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,517,238
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,043,777
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$2,458,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,009,688
Interest on participant loans2012-12-31$2,230
Net investment gain/loss from pooled separate accounts2012-12-31$307,630
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$51,606
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$29
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$141,580
Contract administrator fees2012-12-31$12,203
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 name2012-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31391203191
2011 : WILDERNESS HOTEL & RESORT, INC. 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$17,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,161
Total income from all sources (including contributions)2011-12-31$237,549
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$136,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$108,726
Value of total corrective distributions2011-12-31$14,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$332,545
Value of total assets at end of year2011-12-31$2,061,533
Value of total assets at beginning of year2011-12-31$1,962,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,684
Total interest from all sources2011-12-31$1,653
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$13,684
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$276,085
Participant contributions at end of year2011-12-31$46,007
Participant contributions at beginning of year2011-12-31$29,074
Participant contributions at beginning of year2011-12-31$12,653
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$64
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$17,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$20,161
Total non interest bearing cash at end of year2011-12-31$5,809
Total non interest bearing cash at beginning of year2011-12-31$5,412
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$101,063
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,043,777
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,942,714
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$2,009,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,913,300
Interest on participant loans2011-12-31$1,653
Net investment gain/loss from pooled separate accounts2011-12-31$-96,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$54,569
Employer contributions (assets) at end of year2011-12-31$29
Employer contributions (assets) at beginning of year2011-12-31$2,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$108,726
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 name2011-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31391203191
2010 : WILDERNESS HOTEL & RESORT, INC. 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$20,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,246
Total income from all sources (including contributions)2010-12-31$593,261
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$239,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$202,923
Value of total corrective distributions2010-12-31$20,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$348,948
Value of total assets at end of year2010-12-31$1,962,875
Value of total assets at beginning of year2010-12-31$1,593,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,670
Total interest from all sources2010-12-31$1,044
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
Administrative expenses professional fees incurred2010-12-31$16,670
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$267,420
Participant contributions at end of year2010-12-31$29,074
Participant contributions at beginning of year2010-12-31$12,033
Participant contributions at end of year2010-12-31$12,653
Participant contributions at beginning of year2010-12-31$9,099
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$64
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$24
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$20,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,246
Total non interest bearing cash at end of year2010-12-31$5,412
Total non interest bearing cash at beginning of year2010-12-31$3,590
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$353,507
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,942,714
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,589,207
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$1,913,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,566,961
Interest on participant loans2010-12-31$1,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$243,269
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$51,263
Employer contributions (assets) at end of year2010-12-31$2,372
Employer contributions (assets) at beginning of year2010-12-31$1,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$202,923
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 name2010-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2010-12-31391203191

Form 5500 Responses for WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN

2022: WILDERNESS HOTEL & RESORT, INC. 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: WILDERNESS HOTEL & RESORT, INC. 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: WILDERNESS HOTEL & RESORT, INC. 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: WILDERNESS HOTEL & RESORT, INC. 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: WILDERNESS HOTEL & RESORT, INC. 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: WILDERNESS HOTEL & RESORT, INC. 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: WILDERNESS HOTEL & RESORT, INC. 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: WILDERNESS HOTEL & RESORT, INC. 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILDERNESS HOTEL & RESORT, INC. 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILDERNESS HOTEL & RESORT, INC. 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILDERNESS HOTEL & RESORT, INC. 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILDERNESS HOTEL & RESORT, INC. 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: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILDERNESS HOTEL & RESORT, INC. SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered595
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 $47,436
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees41119
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered592
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 $43,247
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees43247
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered553
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $36,441
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees36003
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered524
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $30,818
Total amount of fees paid to insurance companyUSD $6,086
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,818
Insurance broker organization code?3
Amount paid for insurance broker fees3343
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered221
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $23,144
Total amount of fees paid to insurance companyUSD $3,311
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,144
Insurance broker organization code?3
Amount paid for insurance broker fees3311
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered189
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19,121
Total amount of fees paid to insurance companyUSD $2,652
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,121
Insurance broker organization code?3
Amount paid for insurance broker fees2652
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameALLIANCE BENEFIT GROUP WISCONSIN
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered156
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,858
Total amount of fees paid to insurance companyUSD $1,796
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,858
Insurance broker organization code?3
Amount paid for insurance broker fees1796
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameALLIANCE BENEFIT GROUP WISCONSIN
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered131
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,167
Total amount of fees paid to insurance companyUSD $1,621
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,167
Insurance broker organization code?3
Amount paid for insurance broker fees1621
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameALLIANCE BENEFIT GROUP WISCONSIN
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered119
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,559
Total amount of fees paid to insurance companyUSD $1,359
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,559
Insurance broker organization code?3
Amount paid for insurance broker fees1359
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameALLIANCE BENEFIT GROUP OF WISCONSIN
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered123
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,617
Total amount of fees paid to insurance companyUSD $1,168
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,617
Insurance broker organization code?3
Amount paid for insurance broker fees1168
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameALLIANCE BENEFIT GROUP OF WISCONSIN
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Number of Individuals Covered104
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,191
Total amount of fees paid to insurance companyUSD $2,489
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number23600
Policy instance 1
Insurance contract or identification number23600
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,169
Total amount of fees paid to insurance companyUSD $1,961
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,169
Insurance broker organization code?3
Amount paid for insurance broker fees1961
Additional information about fees paid to insurance brokerTPA FEES AND FORUM COMPENSATION
Insurance broker nameALLIANCE BENEFIT GROUP OF WISCONSIN

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