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THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTHE EMPLOYER GROUP RETIREMENT SAVINGS PLAN
Plan identification number 001

THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE EMPLOYER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE EMPLOYER GROUP, INC.
Employer identification number (EIN):391825035
NAIC Classification:561490

Additional information about THE EMPLOYER GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2008-11-25
Company Identification Number: 0801055967
Legal Registered Office Address: PO BOX 930127

VERONA
United States of America (USA)
53593

More information about THE EMPLOYER GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01ANGIE HEIM2022-10-12
0012021-01-01ANGIE HEIM2023-04-24
0012020-01-01ANGIE HEIM2021-10-12
0012019-01-01ANGIE HEIM2020-10-15
0012018-01-01ANGIE HEIM2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ANGIE HEIM
0012013-01-01ANGIE HEIM
0012012-01-01ANGIE HEIM
0012011-01-01ANGIE HEIM
0012009-01-01TERRY GENSLER

Plan Statistics for THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2022: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01740
Total number of active participants reported on line 7a of the Form 55002022-01-01614
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01134
Total of all active and inactive participants2022-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01768
Number of participants with account balances2022-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01691
Total number of active participants reported on line 7a of the Form 55002021-01-01587
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01118
Total of all active and inactive participants2021-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01706
Number of participants with account balances2021-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01593
Total number of active participants reported on line 7a of the Form 55002020-01-01520
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0190
Total of all active and inactive participants2020-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01611
Number of participants with account balances2020-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01620
Total number of active participants reported on line 7a of the Form 55002019-01-01479
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01109
Total of all active and inactive participants2019-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01593
Number of participants with account balances2019-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01638
Total number of active participants reported on line 7a of the Form 55002018-01-01454
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0187
Total of all active and inactive participants2018-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01545
Number of participants with account balances2018-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01602
Total number of active participants reported on line 7a of the Form 55002017-01-01432
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01504
Number of participants with account balances2017-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01532
Total number of active participants reported on line 7a of the Form 55002016-01-01438
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01507
Number of participants with account balances2016-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01716
Total number of active participants reported on line 7a of the Form 55002015-01-01268
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01321
Number of participants with account balances2015-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01848
Total number of active participants reported on line 7a of the Form 55002014-01-01287
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01425
Total of all active and inactive participants2014-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01715
Number of participants with account balances2014-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01708
Total number of active participants reported on line 7a of the Form 55002013-01-01709
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-01802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01802
Number of participants with account balances2013-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01330
Total number of active participants reported on line 7a of the Form 55002012-01-01349
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01388
Number of participants with account balances2012-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01355
Total number of active participants reported on line 7a of the Form 55002011-01-01265
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01320
Number of participants with account balances2011-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01367
Total number of active participants reported on line 7a of the Form 55002009-01-01310
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01358
Number of participants with account balances2009-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$26,430
Total income from all sources (including contributions)2022-12-31$673,704
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,691,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,424,284
Value of total corrective distributions2022-12-31$4,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,694,515
Value of total assets at end of year2022-12-31$24,839,748
Value of total assets at beginning of year2022-12-31$25,879,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$262,437
Total interest from all sources2022-12-31$15,100
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$262,437
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$3,087,644
Participant contributions at end of year2022-12-31$127,578
Participant contributions at beginning of year2022-12-31$149,200
Participant contributions at end of year2022-12-31$20,500
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$611,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$26,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,017,815
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,834,950
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,852,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$23,456,043
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,918,143
Interest on participant loans2022-12-31$7,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,057,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$769,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$769,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,880
Net investment gain/loss from pooled separate accounts2022-12-31$-4,035,911
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$994,969
Employer contributions (assets) at end of year2022-12-31$177,996
Employer contributions (assets) at beginning of year2022-12-31$42,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,424,284
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 name2022-12-31MEICHER CPAS
Accountancy firm EIN2022-12-31391659894
2021 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$26,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,779
Total income from all sources (including contributions)2021-12-31$6,447,026
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,227,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,942,989
Value of total corrective distributions2021-12-31$26,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,151,388
Value of total assets at end of year2021-12-31$25,879,195
Value of total assets at beginning of year2021-12-31$22,644,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$257,660
Total interest from all sources2021-12-31$14,879
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,481,683
Participant contributions at end of year2021-12-31$149,200
Participant contributions at beginning of year2021-12-31$150,529
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$26,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$11,779
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$3,219,947
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,852,765
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,632,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$24,918,143
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,404,623
Interest on participant loans2021-12-31$8,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$769,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,055,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,055,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,645
Net investment gain/loss from pooled separate accounts2021-12-31$3,280,759
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$656,952
Employer contributions (assets) at end of year2021-12-31$42,518
Employer contributions (assets) at beginning of year2021-12-31$34,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,942,989
Contract administrator fees2021-12-31$257,660
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MEICHER CPAS
Accountancy firm EIN2021-12-31391659894
2020 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,779
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$30,330
Total income from all sources (including contributions)2020-12-31$7,154,898
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,658,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,477,658
Value of total corrective distributions2020-12-31$11,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,028,651
Value of total assets at end of year2020-12-31$22,644,597
Value of total assets at beginning of year2020-12-31$18,166,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$168,777
Total interest from all sources2020-12-31$16,257
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,123,192
Participant contributions at end of year2020-12-31$150,529
Participant contributions at beginning of year2020-12-31$229,716
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$23,603
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,363,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$30,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,496,684
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,632,818
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,136,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$21,404,623
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,381,205
Interest on participant loans2020-12-31$10,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,055,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$498,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$498,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,544
Net investment gain/loss from pooled separate accounts2020-12-31$3,109,990
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$542,295
Employer contributions (assets) at end of year2020-12-31$34,173
Employer contributions (assets) at beginning of year2020-12-31$33,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,477,658
Contract administrator fees2020-12-31$168,777
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MEICHER CPAS
Accountancy firm EIN2020-12-31391659894
2019 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$1,144,252
Total transfer of assets from this plan2019-12-31$1,144,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,820
Total income from all sources (including contributions)2019-12-31$6,100,950
Total income from all sources (including contributions)2019-12-31$6,100,950
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,655,236
Total of all expenses incurred2019-12-31$2,655,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,524,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,524,791
Value of total corrective distributions2019-12-31$30,330
Value of total corrective distributions2019-12-31$30,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,656,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,656,146
Value of total assets at end of year2019-12-31$18,166,464
Value of total assets at end of year2019-12-31$18,166,464
Value of total assets at beginning of year2019-12-31$15,846,492
Value of total assets at beginning of year2019-12-31$15,846,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,115
Total interest from all sources2019-12-31$9,699
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,992,500
Contributions received from participants2019-12-31$1,992,500
Participant contributions at end of year2019-12-31$229,716
Participant contributions at end of year2019-12-31$229,716
Participant contributions at beginning of year2019-12-31$180,255
Participant contributions at beginning of year2019-12-31$180,255
Participant contributions at end of year2019-12-31$23,603
Participant contributions at end of year2019-12-31$23,603
Participant contributions at beginning of year2019-12-31$10,408
Participant contributions at beginning of year2019-12-31$10,408
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$112,154
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$112,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$30,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$30,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,445,714
Value of net income/loss2019-12-31$3,445,714
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,136,134
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,136,134
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,834,672
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,834,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$17,381,205
Value of interest in pooled separate accounts at end of year2019-12-31$17,381,205
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,012,174
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,012,174
Interest on participant loans2019-12-31$9,699
Interest on participant loans2019-12-31$9,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$498,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$498,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$563,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$563,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$563,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$563,239
Net investment gain/loss from pooled separate accounts2019-12-31$3,435,105
Net investment gain/loss from pooled separate accounts2019-12-31$3,435,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$551,492
Contributions received in cash from employer2019-12-31$551,492
Employer contributions (assets) at end of year2019-12-31$33,493
Employer contributions (assets) at end of year2019-12-31$33,493
Employer contributions (assets) at beginning of year2019-12-31$80,416
Employer contributions (assets) at beginning of year2019-12-31$80,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,524,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,524,791
Contract administrator fees2019-12-31$100,115
Contract administrator fees2019-12-31$100,115
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEICHER CPAS
Accountancy firm name2019-12-31MEICHER CPAS
Accountancy firm EIN2019-12-31391659894
Accountancy firm EIN2019-12-31391659894
2018 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$14,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$36,376
Total income from all sources (including contributions)2018-12-31$2,540,340
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,055,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,957,504
Value of total corrective distributions2018-12-31$11,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,689,325
Value of total assets at end of year2018-12-31$15,846,492
Value of total assets at beginning of year2018-12-31$15,371,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$86,301
Total interest from all sources2018-12-31$10,497
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
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$1,949,383
Participant contributions at end of year2018-12-31$180,255
Participant contributions at beginning of year2018-12-31$219,874
Participant contributions at end of year2018-12-31$10,408
Participant contributions at beginning of year2018-12-31$31,932
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,149,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$36,376
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$484,715
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,834,672
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,335,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$15,012,174
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,682,657
Interest on participant loans2018-12-31$10,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$563,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$335,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$335,926
Net investment gain/loss from pooled separate accounts2018-12-31$-1,159,482
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$590,604
Employer contributions (assets) at end of year2018-12-31$80,416
Employer contributions (assets) at beginning of year2018-12-31$101,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,957,504
Contract administrator fees2018-12-31$86,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MEICHER CPAS
Accountancy firm EIN2018-12-31391659894
2017 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$191,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$36,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,334
Total income from all sources (including contributions)2017-12-31$4,678,788
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$855,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$725,102
Value of total corrective distributions2017-12-31$36,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,591,862
Value of total assets at end of year2017-12-31$15,371,749
Value of total assets at beginning of year2017-12-31$11,326,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$93,848
Total interest from all sources2017-12-31$7,772
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$1,732,901
Participant contributions at end of year2017-12-31$219,874
Participant contributions at beginning of year2017-12-31$100,522
Participant contributions at end of year2017-12-31$31,932
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$291,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$36,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,334
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$3,823,462
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,335,373
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,320,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$14,682,657
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,798,340
Interest on participant loans2017-12-31$7,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$335,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$372,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$372,235
Net investment gain/loss from pooled separate accounts2017-12-31$2,079,154
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$567,506
Employer contributions (assets) at end of year2017-12-31$101,360
Employer contributions (assets) at beginning of year2017-12-31$54,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$725,102
Contract administrator fees2017-12-31$93,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MEICHER CPAS
Accountancy firm EIN2017-12-31391659894
2016 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$44,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,576
Total income from all sources (including contributions)2016-12-31$3,502,980
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,122,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,046,510
Value of total corrective distributions2016-12-31$3,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,771,378
Value of total assets at end of year2016-12-31$11,326,040
Value of total assets at beginning of year2016-12-31$8,908,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,287
Total interest from all sources2016-12-31$4,313
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
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$1,569,947
Participant contributions at end of year2016-12-31$100,522
Participant contributions at beginning of year2016-12-31$116,372
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$689,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,576
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$2,380,482
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,320,706
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,895,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$10,798,340
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,333,014
Interest on participant loans2016-12-31$4,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$372,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$409,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$409,734
Net investment gain/loss from pooled separate accounts2016-12-31$727,289
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$512,421
Employer contributions (assets) at end of year2016-12-31$54,943
Employer contributions (assets) at beginning of year2016-12-31$49,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,046,510
Contract administrator fees2016-12-31$72,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MEICHER CPAS
Accountancy firm EIN2016-12-31391659894
2015 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,189,802
Total transfer of assets from this plan2015-12-31$1,570,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,982
Total income from all sources (including contributions)2015-12-31$1,382,922
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,549,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,455,853
Value of total corrective distributions2015-12-31$13,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,520,781
Value of total assets at end of year2015-12-31$8,908,869
Value of total assets at beginning of year2015-12-31$9,455,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,678
Total interest from all sources2015-12-31$3,641
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,105,409
Participant contributions at end of year2015-12-31$116,372
Participant contributions at beginning of year2015-12-31$120,305
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$67,664
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$12,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-166,185
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,895,293
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,442,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$79,678
Value of interest in pooled separate accounts at end of year2015-12-31$8,333,014
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,822,803
Interest on participant loans2015-12-31$3,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$409,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$385,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$385,425
Net investment gain/loss from pooled separate accounts2015-12-31$-141,500
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$407,389
Employer contributions (assets) at end of year2015-12-31$49,749
Employer contributions (assets) at beginning of year2015-12-31$59,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,455,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MEICHER CPAS
Accountancy firm EIN2015-12-31391659894
2014 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,982
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,787
Total income from all sources (including contributions)2014-12-31$2,990,612
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,246,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,102,139
Value of total corrective distributions2014-12-31$12,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,552,619
Value of total assets at end of year2014-12-31$9,455,528
Value of total assets at beginning of year2014-12-31$7,700,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$130,962
Total interest from all sources2014-12-31$5,070
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
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$1,307,615
Participant contributions at end of year2014-12-31$120,305
Participant contributions at beginning of year2014-12-31$114,140
Participant contributions at end of year2014-12-31$67,664
Participant contributions at beginning of year2014-12-31$62,087
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$503,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$12,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,787
Administrative expenses (other) incurred2014-12-31$26,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,744,529
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,442,546
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,698,017
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
Investment advisory and management fees2014-12-31$104,920
Value of interest in pooled separate accounts at end of year2014-12-31$8,822,803
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,166,900
Interest on participant loans2014-12-31$5,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$385,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$299,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$299,818
Net investment gain/loss from pooled separate accounts2014-12-31$432,923
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$741,414
Employer contributions (assets) at end of year2014-12-31$59,331
Employer contributions (assets) at beginning of year2014-12-31$57,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,102,139
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 name2014-12-31MEICHER CPAS
Accountancy firm EIN2014-12-31391659894
2013 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$276,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,879
Total income from all sources (including contributions)2013-12-31$2,909,255
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,695,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,624,593
Value of total corrective distributions2013-12-31$8,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,725,682
Value of total assets at end of year2013-12-31$7,700,804
Value of total assets at beginning of year2013-12-31$6,759,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,962
Total interest from all sources2013-12-31$4,570
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
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$1,008,770
Participant contributions at end of year2013-12-31$114,140
Participant contributions at beginning of year2013-12-31$108,949
Participant contributions at end of year2013-12-31$62,087
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$52,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,213,829
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,691,933
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,754,857
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
Investment advisory and management fees2013-12-31$61,962
Value of interest in pooled separate accounts at end of year2013-12-31$7,166,900
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,341,341
Interest on participant loans2013-12-31$4,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$299,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$271,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$271,031
Net investment gain/loss from pooled separate accounts2013-12-31$1,179,003
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$664,020
Employer contributions (assets) at end of year2013-12-31$57,859
Employer contributions (assets) at beginning of year2013-12-31$38,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,624,593
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 name2013-12-31MEICHER CPAS
Accountancy firm EIN2013-12-31391659894
2012 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$533,222
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,805
Total income from all sources (including contributions)2012-12-31$1,695,803
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$326,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$287,570
Value of total corrective distributions2012-12-31$4,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,001,472
Value of total assets at end of year2012-12-31$6,759,736
Value of total assets at beginning of year2012-12-31$4,877,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,253
Total interest from all sources2012-12-31$4,744
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$667,611
Participant contributions at end of year2012-12-31$108,949
Participant contributions at beginning of year2012-12-31$99,423
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$204,433
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$24,805
Administrative expenses (other) incurred2012-12-31$1,855
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$3,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,369,101
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,754,857
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,852,534
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
Investment advisory and management fees2012-12-31$32,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,532,694
Value of interest in pooled separate accounts at end of year2012-12-31$6,341,341
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$4,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$271,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$689,587
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$281,420
Employer contributions (assets) at end of year2012-12-31$38,415
Employer contributions (assets) at beginning of year2012-12-31$37,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$287,570
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 name2012-12-31SMITH & GESTELAND, LLP
Accountancy firm EIN2012-12-31390857178
2011 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$472,773
Total transfer of assets from this plan2011-12-31$4,528,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,028
Total income from all sources (including contributions)2011-12-31$1,195,865
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$398,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$340,002
Value of total corrective distributions2011-12-31$24,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,255,809
Value of total assets at end of year2011-12-31$4,877,339
Value of total assets at beginning of year2011-12-31$8,114,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,532
Total interest from all sources2011-12-31$3,810
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$10,378
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$498,815
Participant contributions at end of year2011-12-31$99,423
Participant contributions at beginning of year2011-12-31$82,365
Assets. Other investments not covered elsewhere at end of year2011-12-31$204,433
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$511,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$24,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,028
Administrative expenses (other) incurred2011-12-31$23,154
Total non interest bearing cash at end of year2011-12-31$3,302
Total non interest bearing cash at beginning of year2011-12-31$6,319
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$797,526
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,852,534
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,111,220
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$4,532,694
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,912,149
Interest on participant loans2011-12-31$3,810
Net investment gain/loss from pooled separate accounts2011-12-31$-63,754
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$245,397
Employer contributions (assets) at end of year2011-12-31$37,487
Employer contributions (assets) at beginning of year2011-12-31$113,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$340,002
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 name2011-12-31KMA ACCOUNTING GROUP, S.C.
Accountancy firm EIN2011-12-31452904270
2010 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$169,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$52
Total income from all sources (including contributions)2010-12-31$2,199,359
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$842,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$758,026
Value of total corrective distributions2010-12-31$839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,260,423
Value of total assets at end of year2010-12-31$8,114,248
Value of total assets at beginning of year2010-12-31$6,923,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$83,432
Total interest from all sources2010-12-31$4,430
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$737,198
Participant contributions at end of year2010-12-31$82,365
Participant contributions at beginning of year2010-12-31$74,167
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$44,000
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$75,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$52
Administrative expenses (other) incurred2010-12-31$83,432
Total non interest bearing cash at end of year2010-12-31$6,319
Total non interest bearing cash at beginning of year2010-12-31$58,993
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$1,357,062
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,111,220
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,923,425
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 pooled separate accounts at end of year2010-12-31$7,912,149
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,696,384
Interest on participant loans2010-12-31$4,430
Net investment gain/loss from pooled separate accounts2010-12-31$934,506
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$447,478
Employer contributions (assets) at end of year2010-12-31$113,415
Employer contributions (assets) at beginning of year2010-12-31$49,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$758,026
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 name2010-12-31KMA ACCOUNTING GROUP, S.C.
Accountancy firm EIN2010-12-31452904270
2009 : THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE EMPLOYER GROUP RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932313-000
Policy instance 1
Insurance contract or identification number932313-000
Number of Individuals Covered30
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932313-000
Policy instance 1
Insurance contract or identification number932313-000
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932313-000
Policy instance 1
Insurance contract or identification number932313-000
Number of Individuals Covered421
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932313-000
Policy instance 1
Insurance contract or identification number932313-000
Number of Individuals Covered374
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932313-000
Policy instance 1
Insurance contract or identification number932313-000
Number of Individuals Covered374
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932313-000
Policy instance 1
Insurance contract or identification number932313-000
Number of Individuals Covered354
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $51,890
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,917
Insurance broker organization code?3
Insurance broker nameCOORDINATED CAPITAL SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932313-000
Policy instance 1
Insurance contract or identification number932313-000
Number of Individuals Covered206
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37,160
Total amount of fees paid to insurance companyUSD $0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,870
Insurance broker organization code?3
Insurance broker nameCOORDINATED CAPITAL SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932313-000
Policy instance 1
Insurance contract or identification number932313-000
Number of Individuals Covered715
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $34,165
Total amount of fees paid to insurance companyUSD $0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,815
Insurance broker organization code?3
Insurance broker nameEXECUTIVE INSURANGE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932313-000
Policy instance 1
Insurance contract or identification number932313-000
Number of Individuals Covered626
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,491
Total amount of fees paid to insurance companyUSD $0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,991
Insurance broker organization code?3
Insurance broker nameCOORDINATED CAPITAL SECURITIES, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85222/85681
Policy instance 1
Insurance contract or identification number85222/85681
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $15,298
Total amount of fees paid to insurance companyUSD $3,609
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?Yes
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 $15,298
Insurance broker organization code?3
Amount paid for insurance broker fees2186
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameVANGUARD GROUP, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932313-000
Policy instance 2
Insurance contract or identification number932313-000
Number of Individuals Covered204
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,646
Total amount of fees paid to insurance companyUSD $0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,646
Insurance broker organization code?3
Insurance broker nameCOORDINATED CAPITAL SECURITIES, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85222/85681
Policy instance 1
Insurance contract or identification number85222/85681
Number of Individuals Covered209
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $25,344
Total amount of fees paid to insurance companyUSD $2,515
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 number85222/85681
Policy instance 1
Insurance contract or identification number85222/85681
Number of Individuals Covered228
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $83,773
Total amount of fees paid to insurance companyUSD $3,908
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?Yes
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 $28,009
Insurance broker organization code?3
Amount paid for insurance broker fees3600
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES PAID
Insurance broker nameVANGUARD GROUP, INC.

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